The booming demand for edge AI processors has given this little-known semiconductor company a big boost.Nvidia (NVDA 0.57%) and artificial intelligence (AI) have become synonymous with each other in the past couple of years as the company's graphics processing units have played a vital role in powering this new technology.After all, companies and governments around the world have been buying Nvidia's most powerful chip systems for the past three years to train AI models and run inference applications. And N ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to ______ Commission file number: 001-35667 AMBARELLA, INC. (Exact name of registrant as specified in its charter) Cayman Islands 98-0459628 (State or other ju ...

Core Insights - The back-to-school and college shopping season in the U.S. is experiencing a significant increase in early shopping, with 67% of shoppers starting their purchases by early July, up from 55% last year, marking the highest level since 2018 [1][2] Spending Trends - K-12 shoppers have an average budget of $295.81 for electronics, totaling $13.5 billion, $249.36 for clothing and accessories ($11.4 billion), $143.77 for school supplies ($6.6 billion), and $169.13 for shoes ($7.8 billion [3] - College students and parents are expected to spend an average of $309.50 on electronics ($20.7 billion), $191.39 on dorm furnishings ($12.28 billion), $166.07 on clothing and accessories ($11.1 billion), $140.24 on food ($9.4 billion), and $117.95 on shoes ($7.9 billion) [4] Company Insights - Costco Wholesale (COST) operates membership warehouses selling food and general merchandise at discounted prices, holding a Zacks Rank of 3 (Hold) and a VGM Score of B [5] - Lowe's Companies (LOW) is a leading home improvement retailer with a Zacks Rank of 3 and an upbeat VGM Score of A, offering essentials for back-to-campus needs [6] - Ambarella (AMBA) develops semiconductors for video compression and image processing, holding a Zacks Rank of 3 [7] - Amazon.com (AMZN) is a major e-commerce provider with a Zacks Rank of 3 [8] ETF Insights - ProShares Online Retail ETF (ONLN) tracks online retailers and charges 58 bps in fees with a yield of 0.65% annually [9] - VanEck Retail ETF (RTH) tracks the performance of various retail companies and charges 35 bps in fees with a yield of 0.70% annually [10][11] - Invesco Food & Beverage ETF (PBJ) focuses on U.S. food and beverage companies, charging 62 bps in fees with a yield of 1.68% annually [12] - VanEck Semiconductor ETF (SMH) tracks semiconductor companies and charges 35 bps in fees with a yield of 0.37% annually [13]

点击蓝字，关注我们 今日上午港股 1. 比亚迪电子(00285)涨超7%， 比亚迪电子发布2025年中期业绩，上半年纯利同比增近14%，AI数据中 心业务取得积极进展。 2. 北海康成-B(01228)涨超11%， 北海康成发布中期业绩，公司上半年实现扭亏为盈，近期与百洋医药达 成战略合作。 3. 微创医疗(00853)涨超11%， 8月29日，微创医疗公布2025年中期业绩，中期权益股东应占亏损4660.2 万美元，同比减亏51.9%。 4. 中银香港(02388)涨超6%， 8月29日，中银香港发布2025年中期业绩，中期股东应占溢利221.2亿港 元，此外，净交易性收益按年上升。 5. 优必选(09880)涨超4%， 8月31日，优必选科技宣布，公司已与国际投资机构Infini Capital正式签署10 亿美金战略伙伴合作协议。 1. 设计软件公司Autodesk(ADSK.US)涨9.09%， Autodesk公布截至7月底止第二财季业绩，营收同比增长1 7%，上调全年收入及调整后每股盈利指引。 2. 美国服装零售集团Gap(GAP.US)涨1.52%， Gap公布截至7月底止第二财季业绩，营收略低 ...

Now is a fine time to be a developer of next-generation semiconductors, as the company's latest quarterly numbers indicate.Edge semiconductor designer Ambarella (AMBA 16.78%) barreled into the weekend on a high note, following its release of a fresh set of quarterly results. On a convincing double beat, the company's stock was justifiably popular, with investors sending its price just about 17% higher in Friday's trading session.A vast improvement on the top lineFor the second quarter of its fiscal 2026, Am ...

周五，安霸(AMBA.US)大涨超20%，创年内新高，报84.93美元。消息面上，该公司公布的2026财年第 二季度业绩超出市场预期，收入达9550万美元，同比增长49.9%，超出FactSet预期的9000万美元;Non- GAAP每股收益为0.15美元，超出IBES预期的0.05美元-0.10美元。公司上调2026财年收入增长目标至 31%-35%，并对第三季度收入给出强劲指引，预期范围为1亿至1.08亿美元，反映边缘AI需求持续增 长。 ...

智通财经APP获悉，周五，安霸(AMBA.US)大涨超20%，创年内新高，报84.93美元。消息面上，该公 司公布的2026财年第二季度业绩超出市场预期，收入达9550万美元，同比增长49.9%，超出FactSet预期 的9000万美元;Non-GAAP每股收益为0.15美元，超出IBES预期的0.05美元-0.10美元。公司上调2026财年 收入增长目标至31%-35%，并对第三季度收入给出强劲指引，预期范围为1亿至1.08亿美元，反映边缘 AI需求持续增长。 ...

Ambarella stock roared 20% higher Friday as the chip designer reported better-than-expected second-quarter results and issued strong guidance.Here's how the company did compared to LSEG expectations:Earnings: 15 cents per share adj. vs 5 cents per share expectedRevenue: $96 million vs $90 million expectedAmbarella, which is known for its system-on-chip semiconductors and software used for edge artificial intelligence, said it expects third-quarter revenue between $100 million and $108 million, beating the L ...

Financial Data and Key Metrics Changes - Revenue for Q2 fiscal year 2026 was $95.5 million, an increase of 11.2% sequentially and 49.9% year-over-year, exceeding prior guidance [23][7] - Non-GAAP gross margin for Q2 was 60.5%, at the low end of the prior guidance range [23] - Non-GAAP net profit for Q2 was $6.4 million, or $0.15 per diluted share [24] Business Line Data and Key Metrics Changes - Automotive revenue increased in the mid-single digits, while IoT revenue grew in the low teens, with IoT representing slightly more than 75% of total revenue [23] - The company reported strong demand for new five-nanometer AI SoCs across various applications, particularly in portable video and robotics [9][10] Market Data and Key Metrics Changes - The company anticipates revenue growth for fiscal year 2026 in the range of 31% to 35%, with a midpoint of approximately $379 million [9] - The edge AI business is expanding, with expectations for unit and average selling price growth [27] Company Strategy and Development Direction - The company is focusing on both autonomous driving and IoT markets, leveraging shared hardware architecture to optimize operational expenses [31] - The company is actively pursuing design wins in the automotive sector while also expanding its presence in the IoT market, particularly in portable video and robotics [12][19] Management's Comments on Operating Environment and Future Outlook - Management noted that while automotive growth is expected to eventually outperform IoT, the current strong performance in IoT is driven by shorter design cycles and more available opportunities [31][36] - The company remains optimistic about the edge AI market, with significant lifetime revenue opportunities in automotive autonomy [80] Other Important Information - The company has shipped over 36 million AI processors, establishing itself as a leader in the edge AI market [19] - The company is preparing for upcoming investor events, including participation in various conferences [5] Q&A Session Summary Question: Thoughts on IoT versus automotive focus - Management acknowledged the strong performance of IoT and indicated a balanced focus on both IoT and automotive markets, with plans to allocate more resources to IoT [31][32] Question: Expectations for automotive growth - Management expects automotive growth to eventually outperform IoT, particularly around 2027-2028, but noted that IoT will continue to contribute significantly in the near term [35][36] Question: Trends in robotic aerial drones - Management confirmed a growing trend in the drone market, with multiple companies focusing on autonomous drone applications [39] Question: Guidance for Q4 - Management indicated that seasonality is expected in Q4, driven by consumer cycles, but noted that growth rates are improving compared to previous years [48] Question: Non-security IoT growth - Management sees significant growth potential in non-security IoT applications, with expectations that this segment will outpace traditional security camera business [50][51] Question: Industry consolidation and strategy - Management refrained from commenting on industry rumors but emphasized the company's leadership in the edge AI market [57] Question: Demand pull-ins related to tariffs - Management stated that they have not observed any significant inventory buildup among customers, indicating confidence in demand stability [70] Question: Customer response to the Cooper development platform - Management reported positive feedback on the Cooper platform, which facilitates easier transitions between different chips for customers [72] Question: Growth drivers in IoT and automotive - Management indicated that growth is roughly split 50/50 between average selling price and unit growth [84] Question: IoT market split between security and non-security applications - Management noted that portable video applications are growing rapidly, with Insta360 being a significant customer [88]

Financial Data and Key Metrics Changes - Revenue for Q2 fiscal year 2026 was $95.5 million, an increase of 11.2% sequentially and 49.9% year-over-year, exceeding prior guidance [22][6][19] - Non-GAAP gross margin for Q2 was 60.5%, at the low end of the prior guidance range [22] - Non-GAAP net profit for Q2 was $6.4 million, or $0.15 per diluted share [23] Business Line Data and Key Metrics Changes - Automotive revenue increased in the mid-single digits, while IoT revenue grew in the low teens, with IoT representing slightly more than 75% of total revenue [22] - The company is seeing strong demand for new five-nanometer AI SoCs across various applications, particularly in portable video and robotics [7][9] Market Data and Key Metrics Changes - The company anticipates a revenue growth range of 31% to 35% for fiscal year 2026, with a midpoint of approximately $379 million [7][25] - The edge AI business is expanding, with significant growth expected in portable video applications and robotics [19][18] Company Strategy and Development Direction - The company is focusing on expanding its edge AI applications, including portable video, robotic aerial drones, and edge infrastructure [7][19] - Management emphasizes the importance of both automotive and IoT markets, with plans to allocate more resources to IoT due to its rapid growth [30][29] Management's Comments on Operating Environment and Future Outlook - Management remains optimistic about the growth trajectory of both automotive and IoT markets, with expectations for automotive to eventually outperform IoT by 2027-2028 [32][31] - The company is actively working on design wins in the automotive sector while also capitalizing on the rapid growth in IoT applications [76][75] Other Important Information - The company has shipped over 36 million AI processors, establishing itself as a leader in the edge AI market [18][55] - The company is targeting a significant increase in average selling prices due to the demand for higher-end AI SoCs [19][100] Q&A Session Summary Question: Is the company considering a pivot towards IoT given its strong performance? - Management acknowledges the strong performance of IoT and plans to allocate more resources to this area while continuing to focus on automotive [30][29] Question: Will automotive outgrow IoT next year? - Management believes automotive will eventually outperform IoT but expects IoT to continue contributing significantly in the near term [32][31] Question: What is the outlook for the robotic aerial drones market? - Management sees a growing trend in autonomous drones and expects multiple companies to enter this space, indicating a significant market opportunity [36][35] Question: How does the company view the growth of non-security applications in IoT? - Management anticipates that non-security applications, particularly portable video, will continue to grow rapidly and may eventually surpass security applications [46][48] Question: What is the company's strategy regarding industry consolidation? - Management refrains from commenting on rumors but emphasizes the strength and focus on edge AI as a key differentiator in the market [54][55] Question: How does the company monitor potential demand pull-ins related to tariffs? - Management maintains regular communication with customers and distributors to monitor inventory levels and demand trends [66][65] Question: What feedback has the company received on the Cooper development platform? - Management reports positive feedback on the Cooper platform, which facilitates easier transitions between different chips for customers [68][67] Question: What is the split between security and non-security applications in IoT? - Management indicates that portable video is the fastest-growing non-security application, with a significant contribution from various product lines [82][81]