Ambarella Revenue Jumps 50% in Fiscal Q2

Ambarella (NASDAQ:AMBA), a fabless semiconductor company known for its video and artificial intelligence (AI) system-on-chips (SoCs), reported notable growth in its Q2 FY2026 results, released on August 28, 2025. Revenue (GAAP) climbed to $95.5 million, marking a 49.9% increase over the prior-year period and surpassing both management’s guidance midpoint and consensus estimates. The company returned to non-GAAP profitability with earnings per share of $0.15, compared to a loss in the previous year. Though gross margins contracted and operating expenses grew, management raised its outlook for fiscal 2026 revenue growth to 31–35%.Ambarella designs advanced system-on-chip (SoC) semiconductors mainly for video processing and edge artificial intelligence. These SoCs enable AI-powered capabilities in devices including automotive cameras, driver-assistance systems, security devices, and various industrial or robotics applications. The company operates a fabless model, meaning it focuses on design and partner relationships while outsourcing manufacturing, which helps it remain agile and scale in response to demand.A central focus for the business is leveraging its proprietary CVflow architecture to power AI applications in two key markets: automotive and Internet of Things (IoT). Success in these sectors depends on delivering high performance, low power consumption, and a strong partnership network that helps win multi-year design contracts with equipment manufacturers.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool