Feb. 26 at 10:21 PM
$AMBA
🚨 🚨 🚨
Revenue:
$100.9 million, up 20.1% YoY.
Full-Year Revenue:
$390.7 million, up 37.2% YoY.
GAAP Gross Margin: 58.4% for Q4.
GAAP Net Loss:
$16.4 million, or
$0.38 per share.
Key Takeaways:
Edge AI Growth: Edge AI revenue has shown consecutive record quarters, with 80% of Q3 revenue coming from AI products.
Outlook: For Q1 2027, the company is navigating seasonal dips in automotive and IoT but remains focused on AI infrastructure expansion.
Management highlighted that edge AI SoCs represented 80% of fiscal 2026 revenue and cited approximately
$1 billion in cumulative edge AI revenue.
The company expects total revenue growth of 10%–15% in fiscal 2027.
Ambarella extended its share repurchase program, buying 24,152 shares for about
$1.0 million earlier in fiscal 2026, with
$48.0 million remaining authorized.
