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Ambarella AMBA Q3 2026 earnings

Reported November 25, 2025 · After market close

Revenue$108.5MBeat by $4.3MDiluted EPS$0.27Beat by $0.07
Revenue estimate$104.2M
EPS estimate$0.20

Next report

Aug 27, 2026 (in 2 months)
Revenue estimate$107.8M
EPS estimate$0.17

Financials

Q3 2026

Income statement

See full
Revenue$108.5M+31.2%
Gross profit$64.6M+29.0%
Operating income-$16.2M+36.3%
Net income-$15.1M+37.2%
EPS (diluted)-$0.35+39.7%

Balance sheet

See full
Cash & equivalents$174.1M+36.9%
Total debt$13.6M+129%
Total equity$590.1M+6.5%
Total assets$751.9M+12.1%

Cash flow

See full
Operating cash flow$34.3M+418%
CapEx$2.9M+16.1%
Free cash flow$31.4M+663%

Valuation & ratios

Valuation

as of 10/31/25
See full
Market cap$3.64B+56.9%
Enterprise value$3.48B+58.2%
P/S9.7×+0.5×

Profitability

See full
Gross margin59.6%-0.9pp
Operating margin-23.9%-8.8pp
Net margin-21.3%-8.5pp
FCF margin17.2%—

Returns & leverage

See full
Return on equity-13.9%-4.6pp
Debt / equity0×0.0×
Current ratio2.7×-0.2×

Segments

By geography

See full
Asia Pacific Other Than Taiwan$20.2M—
North America Other Than United States$7.4M—
Europe$3.2M—

Versus estimates

Revenue

Q1 2027$100.4MBeat by $237.5KQ4 2026$100.9MBeat by $706.9K
Q3 2026$108.5MBeat by $4.3M
Q2 2026$95.5MBeat by $1.6MQ1 2026$85.9MBeat by $1.9MQ4 2025$84.0MIn line

Diluted EPS

Q1 2027$0.11In lineQ4 2026$0.13Beat by $0.03
Q3 2026$0.27Beat by $0.07
Q2 2026$0.15Beat by $0.09Q1 2026$0.07Beat by $0.03Q4 2025$0.11Beat by $0.12

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Questions, answered.

When did Ambarella report Q3 2026 earnings?
Ambarella (AMBA) reported Q3 2026 earnings on November 25, 2025 after market close.
What were Ambarella's Q3 2026 revenue and EPS?
Ambarella reported revenue of $108.5M and diluted EPS of $0.27 for Q3 2026.
Did Ambarella beat estimates in Q3 2026?
Revenue beat the consensus estimate of $104.2M by $4.3M. EPS beat the consensus estimate of $0.20 by $0.07.
How did Ambarella's Q3 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 31.2% from $82.7M a year earlier and diluted EPS grew 145.5% from $0.11.
Where can I find Ambarella's Q3 2026 SEC filings?
You can read the 8-K earnings release (0001193125-25-297233) and the 10-Q periodic report (0001193125-25-307917) directly on SEC EDGAR. The filing index links above go to sec.gov.