• Ambarella discussed Q2 fiscal 2027 results on its earnings call with CEO Fermi Wang, CFO John Young, VP Corporate Development Louis Gerhardy.
• Revenue USD 108.1 million, up 7.7% sequentially, up 13.2% year over year; non-GAAP EPS USD 0.18; non-GAAP gross margin 59.3%.
• Q3 outlook: revenue USD 115-124 million; non-GAAP gross margin 59-60%; non-GAAP opex USD 56.5-59.5 million; diluted shares 44,900,000.
• Five-year serviceable market forecast raised to USD 22.9 billion by F2032 from USD 8.5 billion in F2027, implying about 20% CAGR.
• Edge infrastructure push highlighted, including a stand-alone AI accelerator line; “X7” sampling now, targeting co-processor roles alongside ARM or x86 hosts.

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