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Ambarella

AMBA

Ambarella is a leading developer of low-power system-on-a-chip (SoC) semiconductors and software designed for edge and physical artificial intelligence applications.

Market cap
$3.44B+20.2%
Revenue$405.2M+28.1%
Net income-$69.6M+32.7%
Free cash flow$18.2M-63.5%
EPS (diluted)-$1.61+35.3%
Trailing twelve months · change vs. prior year

Earnings

Next report

Aug 27, 2026 (in a month)
Revenue estimate$107.8M
EPS estimate$0.17

Financials

Q1 2027

Income statement

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Revenue$100.4M+16.9%
Gross profit$58.6M+13.7%
Operating income-$19.4M+24.9%
Net income-$18.1M+25.6%
EPS (diluted)-$0.41+29.3%

Balance sheet

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Cash & equivalents$114.4M-19.0%
Total debt$13.3M+202%
Total equity$605.8M+5.8%
Total assets$794.8M+13.2%

Cash flow

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Operating cash flow-$25.6M-273%
CapEx$4.0M-13.3%
Free cash flow-$29.6M-389%

Valuation & ratios

Valuation

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Market cap$3.44B+20.2%
Enterprise value$3.34B+26.2%
P/S8.5×-0.3×

Profitability

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Gross margin58.8%-1.5pp
Operating margin-18.8%-6.0pp
Net margin-17.2%-5.5pp
FCF margin4.5%-11.2pp

Returns & leverage

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Return on equity-11.8%-3.1pp
Debt / equity0.0×
Current ratio2.4×-0.3×

Segments

By geography

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Asia Pacific Other Than Taiwan$23.2M+40.4%
North America Other Than United States$7.9M+53.6%
Europe$6.3M-27.8%

Competitors

Profile

Ambarella is a leading developer of low-power system-on-a-chip (SoC) semiconductors and software designed for edge and physical artificial intelligence applications. The company's technologies enable electronic systems to perform real-time multi-modal data fusion and complex analysis for autonomous decision-making. Its core value proposition lies in providing high-performance AI inference and video processing with industry-leading power efficiency for automotive, industrial, and consumer markets.

Competitive position

A leading provider of low-power AI SoCs specializing in 'physical AI' where edge devices must make autonomous decisions in real-time.

GeographiesAsia, United States, Europe
Customer segmentsAutomotive, Enterprise Security, Industrial Robotics, Consumer Electronics
Business modelFabless semiconductor design, IP licensing, Hardware-enabled software
SuppliersThird-party semiconductor foundries, Assembly and test contractors, IP core licensors (e.g., ARM)
CustomersOriginal Equipment Manufacturers (OEMs), Original Design Manufacturers (ODMs), Tier-1 Automotive Suppliers, Distributors
Listed2012
Employees915.0
CEOFeng-Ming Wang
FilingsSEC EDGAR

Questions, answered.

What is Ambarella's market cap?
Ambarella (AMBA) has a market capitalization of $3.4B and trades on NASDAQ.
What is Ambarella's revenue and profitability?
Ambarella generated $405.2M in trailing twelve-month revenue with a net loss of $69.6M, representing a net margin of -17.2%. Gross margin stands at 58.8%, with free cash flow of $18.2M. These figures are based on the Q2 2026 filing.
Who are Ambarella's competitors?
Ambarella's key competitors include Mobileye, NVIDIA Corporation, Qualcomm Incorporated, and others. These companies compete in similar markets and product categories.
Who does Ambarella partner with?
Ambarella's notable partners include WT Microelectronics Co., Ltd., Samsung Electronics Corporation, Advanced Semiconductor Engineering, Inc., and others.
What subsidiaries does Ambarella have?
Ambarella's subsidiaries include Ambarella Corporation.
Where is Ambarella headquartered?
Ambarella is headquartered in United States of America and employs approximately 915 people. It has been publicly traded since 2012.