Key Takeaways Ambarella's Q4 EPS of 13 cents and $100.9M in revenues topped estimates with sharp year-over-year growth.AMBA saw 50% YoY growth in IoT revenues and high single-digit growth in the automotive segment.Ambarella projects Q1 FY27 revenues between $97M and $103M, while the consensus mark is pegged at $96.2M.Ambarella, Inc. (AMBA) reported stronger-than-expected fourth-quarter fiscal 2026 results. It reported fourth-quarter non-GAAP earnings of 13 cents per share, which surpassed the Zacks Consensu ...

U.S. stock futures were lower this morning, with the Dow futures falling around 250 points on Friday.Shares of Flutter Entertainment PLC (NYSE:FLUT) fell sharply in pre-market trading after the company reported worse-than-expected fourth-quarter financial results and issued weak FY26 revenue guidance.Flutter reported fourth-quarter revenue of $4.74 billion, up 25% year-over-year. The revenue missed a Street consensus estimate of $4.97 billion, according to data from Benzinga Pro. The company reported quarte ...

分组1 - Ambarella reported quarterly earnings of $0.13 per share, exceeding the Zacks Consensus Estimate of $0.10 per share, and showing an increase from $0.11 per share a year ago, resulting in an earnings surprise of +30.00% [1] - The company achieved revenues of $100.87 million for the quarter ended January 2026, surpassing the Zacks Consensus Estimate by 0.56% and increasing from $84.01 million year-over-year [2] - Ambarella has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance [2] 分组2 - The stock has underperformed the market, losing about 0.8% since the beginning of the year compared to the S&P 500's gain of 1.5% [3] - The current consensus EPS estimate for the upcoming quarter is $0.07 on revenues of $96.16 million, and for the current fiscal year, it is $0.64 on revenues of $431.43 million [7] - The Electronics - Semiconductors industry, to which Ambarella belongs, is currently ranked in the top 32% of over 250 Zacks industries, suggesting a favorable industry outlook [8]

Ambarella (NasdaqGS:AMBA) Q4 2026 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsFermi Wang - President and CEOJoe Moore - Managing Director and Head of U.S. SemiconductorsJohn Young - CFOQuinn Bolton - Managing Director of Equity ResearchConference Call ParticipantsGus Richard - Managing Director and Senior Equity AnalystKevin Cassidy - Managing Director and Senior Equity AnalystLiam Farr - Equity Research AnalystMartin Yang - Executive Director and Senior Equity Research AnalystTore Svanb ...

Ambarella (NasdaqGS:AMBA) Q4 2026 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsFermi Wang - President and CEOJoe Moore - Managing Director and Head of U.S. SemiconductorsJohn Young - CFOLouis Gerhardy - VP of Corporate DevelopmentQuinn Bolton - Managing Director of Equity ResearchConference Call ParticipantsGus Richard - Managing Director and Senior Equity AnalystKevin Cassidy - Managing Director and Senior Equity AnalystLiam Pharr - Equity Research AnalystMartin Yang - Executive Director ...

Ambarella (NasdaqGS:AMBA) Q4 2026 Earnings call February 26, 2026 04:30 PM ET Speaker0Time starting to emerge on our SoCs. In other IoT applications, we were awarded several projects in the video conference market this quarter. Insta360 launched their Link 2 Pro and Link 2C Pro high-end web camera base on our H22 SoC. The QSC, a cloud native audio video and control ecosystem company based in California, announced their Q-Sys high-definition video conferencing PTZ camera designed on our CV72 SoC. They are le ...

Ambarella (NasdaqGS:AMBA) Q4 2026 Earnings call February 26, 2026 04:30 PM ET Speaker8Good day, and thank you for standing by. Welcome to the Ambarella fourth quarter and fiscal year 2026 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during this session, you will need to press star 11 on your telephone. You will then hear an automated message advising you your hand is raised ...

Exhibit 99.1 Ambarella, Inc. Announces Fourth Quarter and Fiscal Year 2026 Financial Results February 26, 2026 —Santa Clara, Calif. – Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced fourth quarter and full year fiscal 2026 financial results for the period ended January 31, 2026. Financial results on a non-GAAP basis for the fourth quarter and full year fiscal 2026 are as follows: Quarterly Conference Call Ambarella plans to hold a conference call at 4:30 p.m. Eastern Time / ...

SANTA CLARA, Calif., Feb. 26, 2026 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced fourth quarter and full year fiscal 2026 financial results for the period ended January 31, 2026. Revenue for the fourth quarter of fiscal 2026 was $100.9 million, up 20.1% from $84.0 million in the same period in fiscal 2025. For the fiscal year ended January 31, 2026, revenue was $390.7 million, up 37.2% from $284.9 million for the fiscal year ended January 31, 2025.Gros ...

Core Insights - Ambarella, Inc. will exhibit at Embedded World 2026, showcasing its edge AI semiconductor solutions from March 10-12 in Nuremberg, Germany [1][2] Group 1: Exhibition Details - The theme of Ambarella's exhibit is "The Ambarella Edge: From Agentic to Physical AI," featuring live demonstrations of AI SoCs, software stack, and developer tools [2][4] - Ambarella's exhibit will be located in Hall 5, Booth 5-355 at the event [8] Group 2: Product Offerings - Ambarella will showcase a scalable AI SoC portfolio that provides high AI performance per watt, complemented by a software platform for rapid development across diverse edge AI workloads [4][5] - The exhibit will include live demonstrations highlighting differentiation at the stack-level, partner solutions, and developer workflows across various applications such as robotics, industrial automation, and automotive [4][5] Group 3: Developer Engagement - Ambarella will present its Developer Zone (DevZone), offering hands-on access to software tools, optimized models, and agentic blueprints for developers and partners [7] - The ecosystem aims to accelerate the development of edge AI solutions by integrating performance-efficient AI SoCs with a robust software stack and engineering resources [5][7] Group 4: Company Overview - Ambarella's products are utilized in a variety of edge AI and human vision applications, including video security, advanced driver assistance systems (ADAS), and autonomous driving [9]