March 11, 2026 Cantor Global Technology & Industrial Growth Conference New York Hilton Midtown John Young, CFO Louis Gerhardy, VP Corporate Development AMBARELLA.COM COPYRIGHT AMBARELLA 2026 AMBARELLA.COM COPYRIGHT AMBARELLA 2026 Forward-Looking Statements This presentation contains forward-looking statements that are subject to many risks and uncertainties. All statements made in this presentation other than statements of historical facts are forward-looking statements, including, without limitation, state ...

Core Viewpoint - Ambarella, Inc. reported strong financial results for the fourth quarter and full year of fiscal 2026, with significant revenue growth driven by its edge AI semiconductor products, and provided guidance for continued growth in fiscal 2027 [4][5]. Financial Performance - Revenue for Q4 fiscal 2026 was $100.9 million, a 20.1% increase from $84.0 million in Q4 fiscal 2025 [5]. - For the full fiscal year 2026, revenue reached $390.7 million, up 37.2% from $284.9 million in fiscal 2025 [5]. - Gross margin for Q4 fiscal 2026 was 58.4%, down from 60.0% in Q4 fiscal 2025, while the full year gross margin was 59.2%, compared to 60.5% in fiscal 2025 [5]. - The GAAP net loss for Q4 fiscal 2026 was $16.4 million, or a loss of $0.38 per diluted share, an improvement from a loss of $20.2 million, or $0.48 per diluted share, in Q4 fiscal 2025 [5]. - For the full fiscal year, the GAAP net loss was $75.9 million, or $1.78 per diluted share, compared to a loss of $117.1 million, or $2.84 per diluted share, in fiscal 2025 [5]. Non-GAAP Financial Metrics - Non-GAAP gross margin for Q4 fiscal 2026 was 59.8%, down from 62.0% in Q4 fiscal 2025, while for the full year it was 60.7%, compared to 62.7% in fiscal 2025 [5]. - Non-GAAP net profit for Q4 fiscal 2026 was $5.5 million, or $0.13 per diluted share, compared to a profit of $4.8 million, or $0.11 per diluted share, in Q4 fiscal 2025 [5]. - For the full fiscal year, non-GAAP net profit was $26.9 million, or $0.62 per diluted share, compared to a loss of $6.8 million, or $0.16 per diluted share, in fiscal 2025 [5]. Cash Position - At the end of Q4 fiscal 2026, total cash, cash equivalents, and marketable debt securities amounted to $312.6 million, an increase from $295.3 million at the end of the previous quarter and $250.3 million a year ago [3]. Future Guidance - Ambarella expects total revenue growth of 10% to 15% in fiscal 2027, with projected revenue for Q1 fiscal 2027 estimated between $97.0 million and $103.0 million [4][5]. - Non-GAAP gross margin for Q1 fiscal 2027 is expected to be between 59.0% and 60.5% [5]. Business Strategy - The company continues to enhance its edge AI leadership through new product development, an improved Cooper Development Platform, and the establishment of a semi-custom/custom ASIC model [4]. - Ambarella has achieved approximately $1 billion in cumulative edge AI revenue and supports a wide range of AI applications with its portfolio of 12 AI SoCs [4].