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Ambarella, Inc. (AMBA) Q3 2026 Earnings Call Transcript

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Ambarella, Inc. (AMBA) Q3 2026 Earnings Call November 25, 2025 4:30 PM EST

Company Participants

Louis Gerhardy – Vice President of Corporate Development
Fermi Wang – Co-Founder, President, CEO & Executive Chairman
John Young – Chief Financial Officer

Conference Call Participants

Tore Svanberg – Stifel, Nicolaus & Company, Incorporated, Research Division
Ross Seymore – Deutsche Bank AG, Research Division
Joseph Moore – Morgan Stanley, Research Division
Christopher Rolland – Susquehanna Financial Group, LLLP, Research Division
Sujeeva De Silva – ROTH Capital Partners, LLC, Research Division
Martin Yang – Oppenheimer & Co. Inc., Research Division
Quinn Bolton – Needham & Company, LLC, Research Division
Kevin Cassidy – Rosenblatt Securities Inc., Research Division

Presentation

Operator

Good day, and thank you for standing by, and welcome to the Ambarella’s Third Quarter Fiscal Year 2026 Earnings Conference Call. [Operator Instructions]. Please be advised that today’s call is being recorded.

I would now like to hand the call over to your speaker, Louis Gerhardy, Vice President, Corporate Development. Please go ahead.

Louis Gerhardy
Vice President of Corporate Development

Thank you, Victor. Good afternoon, and thank you for joining our third quarter fiscal year 2026 Financial Results Conference Call. On the call with me today is Dr. Fermi Wang, President and CEO; and John Young, CFO. The primary purpose of today’s call is to provide you with information regarding the results for our third quarter fiscal year 2026. The discussions today and the responses to your questions will contain forward-looking statements regarding our projected financial results, financial prospects, market growth and demand for our solutions, among other things.

These statements are based on currently available information and are subject to risks, uncertainties and assumptions. Should any of these risks or uncertainties materialize or should our assumptions prove to be incorrect, our actual results could differ materially from these forward-looking statements. We’re under no obligation to update these

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