NASDAQ$AMBA

Ambarella Inc · Q2 2026 earnings

Q2 2026 earnings · · After market close · Investor relations

Briefing

Ambarella reported Q2 2026, revenue of $95.5M, net income of $12M, diluted EPS of $0.28.

For Q2 2026, Ambarella reported revenue of $95.5M, net income of $12M, diluted EPS was $0.28. Management discusses operating trends, capital, and sector risks in the quarterly filing.

  • Revenue $95.5M.
  • Net income $12M.
  • Diluted EPS $0.28.
  • Ambarella MD&A highlights liquidity, capital, and core trends.
  • Segment and macro factors shape year-over-year comparisons.

Headline financials

Total Revenue

$95.5M

Previous: $63.7M+49.9%
EPS (adj)

$0.28

Previous: -$0.85+132.9%
Free Cash Flow

-$20M

Previous: -$34.9M+42.7%
Net Income

-$20M

Previous: -$34.9M+42.7%
Operating Income

-$22M

Previous: -$36.3M+39.4%
Gross Profit

$56.2M

Previous: $38.7M+45.1%

Revenue & EPS history

Ambarella · Revenue · Quarterly

$95.5M

Q2 2026+49.9%vs Q2 2025
Beat estimate in 9 of 16 quarters(56%)
ActualEstimate

Forward guidance

Infrastructure and semiconductor suppliers focus on AI build-out, mix, and supply chain.

Tailwinds

  • AI server, networking, and custom silicon demand.
  • Data center customer design wins.
  • Product mix shift to higher-margin solutions.

Headwinds

  • PC and enterprise networking softness.
  • Inventory corrections and lead-time volatility.
  • Export controls and geopolitical supply risk.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2026

Historical avgQ2 2026

-0.8%

Avg return

Earnings day

-3.1%

Avg return

5 days after

-1.5%

Avg return

30 days after

47%

28 / 59 earnings

Positive

+25.1%

Q2 2022

Best reaction

-31.1%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027-21.2%-19.4%
Q4 2026-14.9%-20.2%-28.8%
Q3 2026-18.8%-22.0%-21.5%
Q2 2026+16.9%+12.3%+17.9%
Q1 2026-15.2%-13.6%+8.2%
Q4 2025-17.1%-27.0%-33.2%
Q3 2025+7.7%+6.3%+11.6%
Q2 2025+14.2%+16.7%+11.6%
Q1 2025+18.5%+14.2%+9.8%
Q4 2024+2.1%+0.6%-10.6%
Q3 2024+2.0%-1.1%+6.9%
Q2 2024-16.8%-12.1%-28.3%
Q1 2024-7.0%-1.5%+6.4%
Q4 2023-9.7%-10.7%-17.1%
Q3 2023+2.9%-0.2%+10.8%
Q2 2023-19.7%-25.7%-31.9%
Q1 2023-5.3%-5.8%-25.7%
Q4 2022-31.1%-37.2%-24.2%
Q3 2022+12.7%+6.4%+10.6%
Q2 2022+25.1%+30.1%+47.6%
Q1 2022-0.7%-2.0%+5.6%
Q4 2021-4.6%-4.7%-11.4%
Q3 2021+15.1%+17.2%+40.5%
Q2 2021-13.2%-9.6%-10.0%
Q1 2021-8.3%-7.1%-21.8%
Q4 2020-7.8%-15.4%-22.1%
Q3 2020-1.7%+0.0%+8.1%
Q2 2020+23.8%+29.2%+37.7%
Q1 2020+4.4%+2.2%+16.6%
Q4 2019+4.8%+1.2%+10.9%
Q3 2019+15.4%+16.0%+1.5%
Q2 2019-4.4%-4.9%-3.5%
Q1 2019-13.2%-13.9%-21.2%
Q4 2018+7.8%+7.3%+1.9%
Q3 2018+13.9%+5.7%+7.9%
Q2 2018-21.9%-24.9%-9.4%
Q1 2018-9.1%-12.2%-17.5%
Q4 2017-5.8%-7.0%-7.1%
Q3 2017-11.5%-7.0%-12.0%
Q2 2017-7.0%-4.4%+2.2%
Q1 2017+11.9%+16.7%+22.0%
Q4 2016-7.0%
Q3 2016-5.8%
Q2 2016-14.3%
Q1 2016+1.2%
Q4 2015+9.5%
Q3 2015-2.7%
Q2 2015+3.3%
Q1 2015-0.2%
Q4 2014-9.2%
Q3 2014+2.9%
Q2 2014+9.6%
Q1 2013+6.0%
Q1 2014-5.3%
Q4 2011+2.2%
Q4 2012+17.7%
Q4 2013+3.1%
Q3 2012+13.8%
Q3 2013+16.3%
Q2 2013
Q2 2012
Q1 2012

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