The financials
Ambarella, Inc. by the numbers
Ambarella, Inc. (AMBA) reported revenue of $100M in Q1 2027 (quarter ended April 30, 2026), up 17% from the same quarter a year earlier. That came with a gross margin of 58% and net loss of $18M. For the full year FY2026, revenue was $391M (+37% year on year) and net income −$76M. Its largest region in 2026-Q2 was TW at $61M, 61% of the disclosed total, just ahead of Asia Pacific Other Than Taiwan at 23%.
| Income statement | Q1 2027 | Q1 2026 | Change |
|---|---|---|---|
| Revenue | $100M | $86M | +17% |
| Gross profit | $59M | $52M | +14% |
| Operating income | −$19M | −$26M | n/a |
| Net income | −$18M | −$24M | n/a |
| Diluted EPS | −$0.41 | −$0.58 | n/a |
| Geographic | Revenue | Share |
|---|---|---|
| TW | $61M | 61% |
| Asia Pacific Other Than Taiwan | $23M | 23% |
| North America Other Than United States | $7.9M | 7.9% |
| Europe | $6.3M | 6.3% |
| US | $1.9M | 1.9% |
Business Segments
Revenue split by geographic segment, from SEC XBRL filings.
Latest period: Q2 2026Total $100.4M (-7.5%)
North America Other Than United States grew +54% year on yearEurope -28% year on year
Segment Latestquarter on quarteryear on year
- TW$61.0M$61.0MQoQ -20%year on year +13%-20%+13%
- Asia Pacific Other Than Taiwan$23.2M$23.2MQoQ +15%year on year +40%+15%+40%
- North America Other Than United States$7.9M$7.9MQoQ +7.5%year on year +54%+7.5%+54%
- Europe$6.3M$6.3MQoQ +98%year on year -28%+98%-28%
- US$1.9M$1.9MQoQ +7.8%year on year +25%+7.8%+25%
Semiconductor Equipment & Materials
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