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Ambarella Highlights Edge AI Wins Across IoT, Security and Automotive
Chip maker details design wins, financial results and guidance in Q4 earnings call
Published on Mar. 2, 2026
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Ambarella executives used the company's fiscal fourth-quarter earnings call to highlight recent design wins across IoT, enterprise security and automotive markets, while also detailing results for fiscal 2026 and providing guidance for the first quarter of fiscal 2027. The company cited multiple customer engagements that demonstrate the breadth of its edge AI system-on-chips (SoCs) and software platform, including new security cameras, in-car DVR systems and autonomous truck features.
Why it matters
Ambarella's design wins across diverse applications like security, automotive and robotics underscore the programmability and flexibility of its SoCs and software, enabling customers to reuse and scale the technology. The company sees edge AI as a key growth driver, with robotics, automotive and edge infrastructure as its largest long-term opportunities.
The details
In enterprise security, Ambarella highlighted new cameras from IDIS, Dallmeier and IQSIGHT (previously Bosch) that leverage its CV72 and CV25 AI chips. In automotive, the company cited wins with Ford, Thinkware and Garmin for features like truck bed monitoring, in-car DVR and ADAS. Ambarella also discussed an e-commerce warehouse robotics win already in low-volume production. On the financial side, the company reported 37.2% revenue growth in fiscal 2026 and provided Q1 2027 guidance.
- Ambarella reported fiscal Q4 2026 results on March 1, 2026.
- The company provided guidance for fiscal Q1 2027, which ends on April 30, 2026.
The players
Ambarella
A global semiconductor company headquartered in Santa Clara, California, specializing in video compression, image processing and computer vision technologies.
Dr. Fermi Wang
CEO of Ambarella.
John
CFO of Ambarella.
What they’re saying
“These engagements reflect 'a wide variety of applications and AI workloads,' and underscore the programmability and flexibility of the company's SoCs and software platform, enabling reuse and scalability for customers.”
— Dr. Fermi Wang, CEO
“We are seeing 'edge AI green shoots' across diverse applications, but identified robotics, automotive and edge infrastructure as the largest long-term growth opportunities.”
— Dr. Fermi Wang, CEO
What’s next
Ambarella's board has extended the company's share repurchase program for an additional 12 months ending June 30, 2026. The company did not repurchase any shares in Q4 but plans to continue the buyback program going forward.
The takeaway
Ambarella's diverse design wins across security, automotive and robotics demonstrate the versatility of its edge AI technology and position the company for long-term growth in key emerging markets like autonomous vehicles and smart infrastructure.
