Ambarella, Inc. (NASDAQ: AMBA) has reported its financial results for the second quarter of fiscal year 2026, ending July 31, 2025. The company, an edge AI semiconductor company, announced the following key figures:
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Revenue for the second quarter of fiscal 2026 was $95.5 million, showing significant growth of 49.9% from $63.7 million in the same period in fiscal 2025. For the six months ended July 31, 2025, revenue was $181.4 million, up 53.5% from $118.2 million for the same period in fiscal 2024.
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Gross margin under U.S. Generally Accepted Accounting Principles (GAAP) for the second quarter of fiscal 2026 was 58.9%, compared with 60.8% for the same period in fiscal 2025. For the six months ended July 31, 2025, GAAP gross margin was 59.4%, compared with 60.8% for the six months ended July 31, 2024.
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GAAP net loss for the second quarter of fiscal 2026 was $20.0 million, or loss per diluted ordinary share of $0.47, compared with GAAP net loss of $34.9 million, or loss per diluted ordinary share of $0.85, for the same period in fiscal 2025. GAAP net loss for the six months ended July 31, 2025 was $44.3 million, or loss per diluted ordinary share of $1.05. This compares with GAAP net loss of $72.8 million, or loss per diluted ordinary share of $1.78, for the six months ended July 31, 2024.
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On a non-GAAP basis, gross margin for the second quarter of fiscal 2026 was 60.5%, compared with 63.3% for the same period in fiscal 2025. For the six months ended July 31, 2025, non-GAAP gross margin was 61.2%, compared with 63.3% for the six months ended July 31, 2024.
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Non-GAAP net profit for the second quarter of fiscal 2026 was $6.4 million, or earnings per diluted ordinary share of $0.15. This compares with non-GAAP net loss of $5.5 million, or loss per diluted ordinary share of $0.13, for the same period in fiscal 2025. Non-GAAP net profit for the six months ended July 31, 2025 was $9.5 million, or earnings per diluted ordinary share of $0.22. This compares with non-GAAP net loss of $16.0 million, or loss per diluted ordinary share of $0.39, for the six months ended July 31, 2024.
Looking ahead, Ambarella is offering the following guidance for the third quarter of fiscal year 2026, ending October 31, 2025:
- Revenue is expected to be between $100.0 million and $108.0 million.
- Gross margin on a non-GAAP basis is expected to be between 60.0% and 61.5%.
- Operating expenses on a non-GAAP basis are expected to be between $54.0 million and $57.0 million.
The total cash, cash equivalents, and marketable debt securities on hand at the end of the second quarter of fiscal 2026 was $261.2 million, compared with $259.4 million at the end of the prior quarter and $219.8 million at the end of the same quarter a year ago.
Fermi Wang, President & CEO, expressed confidence in the company's performance, stating, "We are increasing our fiscal 2026 revenue growth estimate to a range of 31% to 35%, or approximately $379 million at the midpoint."
Ambarella plans to hold a conference call to discuss the second quarter results, and a live and archived webcast of the call will be available on its website.
Ambarella's products are used in a wide variety of edge AI and human vision applications, including video security, advanced driver assistance systems (ADAS), electronic mirror, drive recorder, driver/cabin monitoring, autonomous driving, and robotics applications. Today the company's shares have moved -1.81% to a price of $70.63. For the full picture, make sure to review AMBARELLA INC's 8-K report.
