NASDAQ$AMBA
Ambarella Inc · Q3 2026 earnings
Q3 2026 earnings · · After market close · Investor relations
Briefing
Ambarella reported its third quarter results for fiscal year 2026.
Ambarella delivered record quarterly revenue above guidance, driven by sustained demand for its edge AI solutions, despite posting a GAAP net loss.
- Achieved record Q3 revenue of $108.5M, surpassing the high end of guidance.
- Non-GAAP EPS rose to $0.27, reflecting improved profitability from prior year.
- GAAP net loss narrowed to $15.1M compared to $24.1M last year.
- Edge AI revenue achieved its sixth consecutive quarterly record.
Headline financials
Revenue & EPS history
Ambarella · Revenue · Quarterly
$108M
Forward guidance
Ambarella expects Q4 FY26 revenue between $97M–$103M with non-GAAP gross margin in the range of 59.0% to 60.5%, highlighting continued demand for edge AI products.
Tailwinds
- Q4 revenue guidance above $100M at high end.
- Sixth consecutive record in edge AI revenue.
- Free cash flow YTD at 14.8% of revenue.
- Raised FY26 revenue growth guidance to 36%-38%.
- Sustained investment in edge AI R&D efficiency.
Headwinds
- GAAP net losses continue despite revenue growth.
- Gross margin declined YoY on both GAAP and non-GAAP basis.
- Operating expenses remained high at over $80M.
- No clear segmentation of revenue or geographic diversification provided.
- Guidance reflects potential variability in margin and expenses.
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 Q3 2026
-0.4%
Avg return
Earnings day
-2.7%
Avg return
5 days after
-1.5%
Avg return
30 days after
48%
28 / 58 earnings
Positive
+25.1%
Q2 2022
Best reaction
-31.1%
Q4 2022
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2027 | — | — | — | |
| 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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