Jim Cramer on Ambarella: “I Think it Reflects All the Good News Already”

Company Overview - Ambarella, Inc. (NASDAQ:AMBA) designs semiconductor solutions that integrate AI processing, advanced imaging, and ultra-HD video compression into low-power system-on-chips [1] - The company's products are utilized in automotive safety, IoT security, robotics, and consumer applications such as drones, body cameras, and virtual reality devices [1] Recent Financial Performance - For fiscal Q2 2026, Ambarella reported an EPS of $0.15, exceeding estimates by $0.10 [1] - Revenue for the same quarter was $95.5 million, representing a nearly 50% year-over-year increase and beating estimates by $5.5 million [1] Future Expectations - For the third quarter, the company anticipates revenue between $100 million and $108 million [2] - The expected gross margin on a non-GAAP basis is projected to be between 60.0% and 61.5% [2] - Operating expenses on a non-GAAP basis are expected to range from $54 million to $57 million [2]