Ambarella Reports Record Annual Revenue in Fiscal Year 2026

Edge AI SoCs Represent 80% of Revenue as Company Expects 10-15% Growth in Fiscal Year 2027

Published on Feb. 26, 2026

Got story updates? Submit your updates here. ›

Ambarella, Inc., an edge AI semiconductor company, announced its fourth quarter and full fiscal year 2026 financial results, reporting record annual revenue of $390.7 million, up 37.2% from the prior year. The company's edge AI SoCs accounted for 80% of revenue, and it expects total revenue growth of 10-15% in fiscal year 2027.

Why it matters

Ambarella's strong financial performance and continued growth in its edge AI business highlight the company's leadership in the rapidly expanding field of edge computing and machine learning. As physical AI applications like security, autonomous vehicles, and robotics become more prevalent, Ambarella's specialized chips and platforms are well-positioned to power the next generation of intelligent edge devices.

The details

For the fourth quarter of fiscal 2026, Ambarella reported revenue of $100.9 million, up 20.1% year-over-year. Full-year fiscal 2026 revenue was $390.7 million, a 37.2% increase from the prior year. The company's edge AI SoCs, which integrate proprietary AI accelerators, represented 80% of total revenue. Ambarella also announced guidance for the first quarter of fiscal 2027, expecting revenue between $97.0 million and $103.0 million and non-GAAP gross margin between 59.0% and 60.5%.

  • Ambarella reported fourth quarter and full fiscal year 2026 results on February 26, 2026.
  • The company provided guidance for the first quarter of fiscal 2027, ending April 30, 2026.

The players

Ambarella, Inc.

An American edge AI semiconductor company that develops specialized chips and platforms for a variety of physical AI applications, including security, autonomous vehicles, and robotics.

Fermi Wang

President and Chief Executive Officer of Ambarella, who commented on the company's strong performance and future growth expectations.

Got photos? Submit your photos here. ›

What they’re saying

“Our F2026 revenue grew 37%, achieving an annual revenue record. Edge AI SoCs represented 80% of revenue, all of which is generated from a broad range of physical AI applications leveraging our deep learning AI accelerator. We expect total revenue growth of 10% to 15% in F2027.”

— Fermi Wang, President & CEO (Ambarella Press Release)

What’s next

Ambarella plans to hold a conference call on February 26, 2026 at 4:30 p.m. Eastern Time / 1:30 p.m. Pacific Time to discuss the fourth quarter and full fiscal year 2026 results.

The takeaway

Ambarella's strong financial performance and continued leadership in edge AI technology position the company to capitalize on the growing demand for intelligent edge devices across a variety of industries, from security and transportation to robotics and automation.