Short answer
AMBARELLA INC (AMBA) filed its Q2 2026 10-Q quarterly report on Jun 2, 2026 for the quarter ended Apr 30, 2026. Quarterly revenue was $100M (up 16.9% year over year) with net income of −$18M.
Q2 2026 key financials · XBRL
- Revenue
- $100M
- +16.9% YoY
- Net income
- −$18M
- +25.6% YoY
- Operating margin
- -19.3%
- Gross margin
- 58.4%
- EPS (diluted)
- −$0.41
- +29.3% YoY
Source: XBRL data from the AMBARELLA INC (AMBA) Q2 2026 10-Q on SEC EDGAR. USD.
AMBARELLA INC Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Risk Factors
- Newly highlighted AI risk: evolving worldwide AI regulations may raise development costs and limit adoption of AI-related products
- Most material customer concentration: WT Microelectronics represented approximately 61% of revenue for the three months ended April 30, 2026
- Export-control exposure: Hong Kong shipments face China-equivalent BIS controls, including licensing requirements for certain SoCs and semiconductor end uses
- Near-term supply risk: tightening semiconductor capacity may lengthen manufacturing lead times and reduce product gross margins
- Financial concentration: top 10 end customers accounted for approximately 67% of revenue for the three months ended April 30, 2026
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
Other AMBARELLA INC quarterly reports
Ask about this quarter
Compare quarters, check guidance or see what insiders and funds did around the report.