AMBARELLA, INC. — Earnings
Most recent reported period: FY2026 (Q4) (filed for period ending 2026-01-31) · sourced from SEC EDGAR
Next earnings (estimated): Sat, May 2, 2026 — 0 days overdue (likely already filed but EDGAR cache cold). Anchored to latest quarter-end + 91 days. Analyst-confirmed dates land in a follow-up wave.
YoY = vs same quarter prior year (seasonality-adjusted)
Recent earnings · last 8 quarters
| Quarter end | Revenue | YoY | Net Income | YoY | Op. Margin |
|---|---|---|---|---|---|
| 2026-01-31 | $101M | ↑+20.1% | — | — | — |
| 2025-10-31 | $108M | ↑+31.2% | $-15M | ↑+37.2% | -15.0% |
| 2025-07-31 | $96M | ↑+49.9% | $-20M | ↑+42.7% | -23.0% |
| 2025-04-30 | $86M | ↑+57.6% | $-24M | ↑+35.9% | -30.1% |
| 2025-01-31 | $84M | ↑+62.8% | — | — | — |
| 2024-10-31 | $83M | ↑+63.4% | $-24M | ↑+42.3% | -30.9% |
| 2024-07-31 | $64M | ↑+2.6% | $-35M | ↓-11.8% | -56.9% |
| 2024-04-30 | $54M | ↓-12.3% | $-38M | ↓-5.7% | -72.4% |
Analyst consensus estimates (EPS / Revenue) and implied move from options will land in a follow-up wave. For now, YoY-vs-prior-year-quarter is the surprise proxy.
Last earnings · FY2026 (Q4)
Revenue
$101M
↑+20.1% +$17M YoY
Earnings surprise · last 8 quarters
YoY % change · proxy for analyst surprise until estimates landEPS history · last 10 fiscal years
diluted, GAAP, annualNote: EPS reflects WEIGHTED-AVERAGE diluted shares for each fiscal year. Pre-stock- split values can blow up the early bars if SEC's XBRL data isn't split-adjusted — flagged as a known limitation; cumulative split-adjustment is a follow-up.
Margin trends · 60 quarters
margin trajectory tells the operating-leverage storyGross Margin↓-1.6pts
58.4%
Operating Margin↑+15.9pts
-15.0%
Net Margin↑+15.2pts
-13.9%
Go deeper
AMBA Sankey — flow of dollars
See how revenue waterfalls through every line item to net income for the latest reported quarter, with prior-period comparison.
Open SankeyAMBA Key Metrics — EPS, ROE, ROIC
10 CFA-grade fundamental ratios — EPS, BVPS, ROE, ROA, ROIC, Debt/Equity, Current Ratio. Compare across years.
Open Key Metrics