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Ambarella AMBA US — Revenue

Other geography segments

TW
$53.9M

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Other financials

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

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Market cap$3.68B+38.7%
Enterprise value$3.57B+42.3%
P/S9.1×+1.5×

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×

Where this comes from

Reported directly by Ambarella in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Ambarella’s 10-Q, filed June 2, 2026.

Filed
Jun 2, 2026, 2:40 PM EDT
Fiscal quarter
Q1 FY2027
Calendar quarter
Q2 2026
Accession
0001193125-26-253198
Line itemThree Months Ended April 30, 2026Three Months Ended April 30, 2025
Taiwan$60,980$53,899
Asia Pacific other than Taiwan23,24716,559
Europe6,3088,739
North America other than United States7,9045,145
United States1,9181,530
Total revenue$100,357$85,872

ITEM 1. Financial Statements

FAQ

What is Ambarella's US — revenue?
Ambarella (AMBA) reported US — revenue of $1.92M in Q1 2026.
How has Ambarella's US — revenue changed year-over-year?
Ambarella's US — revenue increased by 25.4% year-over-year, from $1.53M to $1.92M.
What is the long-term trend for Ambarella's US — revenue?
Over 4 years (2022 to 2026), Ambarella's US — revenue has grown at a 3.3% compound annual growth rate (CAGR), from $5.12M to $5.84M.
What does US — revenue mean?
This metric represents the total net revenue generated from contracts with customers within the United States geographic region, excluding any assessed taxes. It serves as a key indicator of the company's market penetration and commercial success in the domestic market. Tracking this figure helps investors assess the geographic concentration of sales and the growth trajectory of the business within the US segment.

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