Ambarella (NasdaqGS:AMBA) Q4 2026 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsFermi Wang - President and CEOJoe Moore - Managing Director and Head of U.S. SemiconductorsJohn Young - CFOQuinn Bolton - Managing Director of Equity ResearchConference Call ParticipantsGus Richard - Managing Director and Senior Equity AnalystKevin Cassidy - Managing Director and Senior Equity AnalystLiam Farr - Equity Research AnalystMartin Yang - Executive Director and Senior Equity Research AnalystTore Svanb ...

Ambarella (NasdaqGS:AMBA) Q4 2026 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsFermi Wang - President and CEOJoe Moore - Managing Director and Head of U.S. SemiconductorsJohn Young - CFOLouis Gerhardy - VP of Corporate DevelopmentQuinn Bolton - Managing Director of Equity ResearchConference Call ParticipantsGus Richard - Managing Director and Senior Equity AnalystKevin Cassidy - Managing Director and Senior Equity AnalystLiam Pharr - Equity Research AnalystMartin Yang - Executive Director ...

Ambarella (NasdaqGS:AMBA) Q4 2026 Earnings call February 26, 2026 04:30 PM ET Speaker0Time starting to emerge on our SoCs. In other IoT applications, we were awarded several projects in the video conference market this quarter. Insta360 launched their Link 2 Pro and Link 2C Pro high-end web camera base on our H22 SoC. The QSC, a cloud native audio video and control ecosystem company based in California, announced their Q-Sys high-definition video conferencing PTZ camera designed on our CV72 SoC. They are le ...

Ambarella (NasdaqGS:AMBA) Q4 2026 Earnings call February 26, 2026 04:30 PM ET Speaker8Good day, and thank you for standing by. Welcome to the Ambarella fourth quarter and fiscal year 2026 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during this session, you will need to press star 11 on your telephone. You will then hear an automated message advising you your hand is raised ...

Exhibit 99.1 Ambarella, Inc. Announces Fourth Quarter and Fiscal Year 2026 Financial Results February 26, 2026 —Santa Clara, Calif. – Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced fourth quarter and full year fiscal 2026 financial results for the period ended January 31, 2026. Financial results on a non-GAAP basis for the fourth quarter and full year fiscal 2026 are as follows: Quarterly Conference Call Ambarella plans to hold a conference call at 4:30 p.m. Eastern Time / ...

SANTA CLARA, Calif., Feb. 26, 2026 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced fourth quarter and full year fiscal 2026 financial results for the period ended January 31, 2026. Revenue for the fourth quarter of fiscal 2026 was $100.9 million, up 20.1% from $84.0 million in the same period in fiscal 2025. For the fiscal year ended January 31, 2026, revenue was $390.7 million, up 37.2% from $284.9 million for the fiscal year ended January 31, 2025.Gros ...

Core Insights - Ambarella, Inc. will exhibit at Embedded World 2026, showcasing its edge AI semiconductor solutions from March 10-12 in Nuremberg, Germany [1][2] Group 1: Exhibition Details - The theme of Ambarella's exhibit is "The Ambarella Edge: From Agentic to Physical AI," featuring live demonstrations of AI SoCs, software stack, and developer tools [2][4] - Ambarella's exhibit will be located in Hall 5, Booth 5-355 at the event [8] Group 2: Product Offerings - Ambarella will showcase a scalable AI SoC portfolio that provides high AI performance per watt, complemented by a software platform for rapid development across diverse edge AI workloads [4][5] - The exhibit will include live demonstrations highlighting differentiation at the stack-level, partner solutions, and developer workflows across various applications such as robotics, industrial automation, and automotive [4][5] Group 3: Developer Engagement - Ambarella will present its Developer Zone (DevZone), offering hands-on access to software tools, optimized models, and agentic blueprints for developers and partners [7] - The ecosystem aims to accelerate the development of edge AI solutions by integrating performance-efficient AI SoCs with a robust software stack and engineering resources [5][7] Group 4: Company Overview - Ambarella's products are utilized in a variety of edge AI and human vision applications, including video security, advanced driver assistance systems (ADAS), and autonomous driving [9]

Core Viewpoint - Ambarella, Inc. will hold its fourth quarter and fiscal year 2026 earnings conference call on February 26, 2026, at 1:30 p.m. Pacific Time, with the earnings release issued after market close on the same day [1]. Company Overview - Ambarella is an edge AI semiconductor company that provides products for various applications, including video security, advanced driver assistance systems (ADAS), electronic mirrors, telematics, driver/cabin monitoring, autonomous driving, edge infrastructure, drones, and robotics [3]. - The company's low-power systems-on-chip (SoCs) are designed for high-resolution video compression, advanced image and radar processing, and deep neural network processing, enabling intelligent perception, sensor fusion, and planning [3]. Conference Call Details - Interested participants must register online in advance to ask questions during the call, and a verification code will be emailed for completion of the registration process [2]. - After registration, dial-in numbers and a personal identification number (PIN) will be sent to the registered email, which is required to access the live call [2]. - A live webcast of the conference call and a replay will be available on the company's investor relations website [3].

Core Insights - The demand for AI is driving the transition of various AI-related tasks to edge devices, which include cameras, self-driving vehicles, drones, and industrial systems [1] Group 1 - The transition to edge devices is essential as they need to perceive and act in real-time to meet the increasing demand for AI applications [1]

Group 1: AI Developments at CES 2026 - The 2026 Consumer Electronics Show (CES) highlighted significant advancements in artificial intelligence (AI), particularly relevant for investors in the ROBO Global Artificial Intelligence ETF (THNQ) [1] Group 2: Nebius Group (NBIS) - Nebius Group, a top-10 holding in THNQ with a 2.43% weighting, is set to be among the first to deploy NVIDIA's Vera Rubin NVL72 systems in its U.S. and European data centers in the second half of the year, enhancing performance for reasoning and agentic AI while offering cost benefits [2] Group 3: Ambarella (AMBA) - Ambarella has launched the Ambarella Developer Zone at CES, a platform aimed at simplifying edge AI development, which allows developers to deploy complex AI solutions rapidly without the need for custom engineering [3] - The new CV7 SoC, built on Samsung's 4nm process, provides a 2.5x increase in AI performance over the previous CV5 while consuming 20% less power, targeting high-growth sectors such as drones, robotics, ADAS, and enterprise security [4] Group 4: Advanced Micro Devices (AMD) - AMD, a top-15 holding in THNQ, has expanded its presence in the edge AI market with the introduction of the Ryzen AI Embedded P100 and X100 series, designed for applications requiring local decision-making in tight spaces [5] - The launch of the Ryzen AI Halo developer platform indicates AMD's strategy to compete with NVIDIA in the local AI workstation market [5] - CEO Lisa Su introduced the Helios rack-scale platform, designed to train trillion-parameter models and deliver up to three AI exaflops per rack [6]