Ambarella, Inc. Announces Third Quarter Fiscal Year 2026 Financial Results

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• We reported record quarterly revenue, above the high-end of our third quarter guidance, with edge AI revenue setting its sixth consecutive revenue record

  80% confidence

• Non-GAAP operating expenses for Q4 FY2026 are expected to be between $55.0 million and $58.0 million

  80% confidence

• Non-GAAP gross margin for Q4 FY2026 is expected to be between 59.0% and 60.5%

  80% confidence

• Year-to-date free-cash-flow is 14.8% of revenue, reflecting strong growth and operating efficiency, as well as ability to sustain edge AI R&D investment

  80% confidence

• The opportunity ahead is driven by rising breadth of edge AI applications demanding their products, outlook for robust new product cycles given demand for higher performance edge AI SoCs, and rising average selling price outlook

  80% confidence

• New F2026 revenue growth guidance range of 36% to 38% is projected to represent an all-time fiscal year record for the company, versus prior estimate of 31% to 35%

  80% confidence

• Revenue for Q4 FY2026 is expected to be between $97.0 million and $103.0 million

  80% confidence

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