Ambarella, Inc. announced strong financial results for its second quarter of fiscal year 2026, ended July 31, 2025. The company reported revenue of $95.5 million, a substantial 49.9% increase compared to the same period in fiscal year 2025. This performance exceeded analyst expectations, demonstrating robust demand for its edge AI solutions.
Non-GAAP earnings per share for Q2 FY26 came in at $0.15, a significant improvement from a non-GAAP loss of $0.13 per share in the prior-year period. Edge AI revenue continued its upward trajectory, setting fresh records for five consecutive quarters. The company expects edge AI processors to account for 80% of its overall revenue for the current fiscal year.
Based on these strong results and increased visibility, Ambarella significantly boosted its fiscal year 2026 revenue growth outlook to a range of 31% to 35%, with a midpoint of approximately $379 million. This is a notable increase from the previously guided range of 19% to 25%. For the third quarter of fiscal year 2026, Ambarella anticipates revenue between $100 million and $108 million, signaling continued growth momentum.
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