{"id":12770,"date":"2025-11-26T02:54:05","date_gmt":"2025-11-26T02:54:05","guid":{"rendered":"https:\/\/lendingsensibly.com\/?p=12770"},"modified":"2025-11-26T02:54:06","modified_gmt":"2025-11-26T02:54:06","slug":"ambarella-inc-amba-q3-2026-earnings-call-transcript","status":"publish","type":"post","link":"https:\/\/lendingsensibly.com\/?p=12770","title":{"rendered":"Ambarella, Inc. (AMBA) Q3 2026 Earnings Call Transcript"},"content":{"rendered":"<div xmlns:default=\"http:\/\/www.w3.org\/2000\/svg\">\n<header class=\"flex flex-col items-start justify-between\"><\/header>\n<div class=\"relative mb-18 flex-col\" data-test-id=\"author-brief\">\n<div class=\"flex items-start justify-between\">\n<div class=\"relative z-0 mr-18 flex grow\">\n<div class=\"flex shrink-0 items-center justify-center relative size-36 rounded-full\" data-test-id=\"user-pic-wrapper\"><\/div>\n<\/div>\n<p><button data-state-text=\"Following\" aria-label=\"Follow SA Transcripts\" class=\"ihjjQ py-8 px-18 ml-auto print:hidden relative inline-flex cursor-pointer select-none items-center whitespace-nowrap break-words transition-colors hover:no-underline motion-reduce:transition-none border-black bg-black text-white hover:bg-black-70 disabled:border-transparent disabled:bg-black-20 dark:border-black-10 dark:bg-black-10 dark:text-black dark:hover:border-black-30 dark:hover:bg-black-30 dark:disabled:bg-black-30 w-auto min-h-36 justify-center border px-16 py-1 text-medium-b rounded-8\" data-test-id=\"follow-button\" type=\"button\"><span class=\"\"><span aria-hidden=\"true\" class=\"wMAFB relative flex justify-center\" data-state-placeholder=\"Following\"><span class=\"absolute\">Follow<\/span><\/span><\/span><\/button><\/div>\n<\/div>\n<div class=\"paywall-full-content R6FbO mb-32 flex sa-text-content sa-media-content sa-table-content sa-content-helpers print:block\">\n<div class=\"w-0 grow print:w-auto\">\n<div>\n<div class=\"T2G6W\" data-test-id=\"content-container\">\n<div class=\"transcript-headline\">\n<p data-eci=\"true\">Ambarella, Inc. (<span class=\"ticker-hover-wrapper\">AMBA<\/span>) Q3 2026 Earnings Call November 25, 2025 4:30 PM EST<\/p>\n<\/div>\n<div class=\"transcript-company-participants\">\n<p class=\"transcript-company-participants-title\"><strong>Company Participants<\/strong><\/p>\n<p><span>Louis Gerhardy &#8211; Vice President of Corporate Development<\/span><br \/><span>Fermi Wang &#8211; Co-Founder, President, CEO &amp; Executive Chairman<\/span><br \/><span>John Young &#8211; Chief Financial Officer<\/span><\/p>\n<\/p><\/div>\n<div class=\"transcript-other-participants\">\n<p class=\"transcript-other-participants-title\"><strong>Conference Call Participants<\/strong><\/p>\n<p><span>Tore Svanberg &#8211; Stifel, Nicolaus &amp; Company, Incorporated, Research Division<\/span><br \/><span>Ross Seymore &#8211; Deutsche Bank AG, Research Division<\/span><br \/><span>Joseph Moore &#8211; Morgan Stanley, Research Division<\/span><br \/><span>Christopher Rolland &#8211; Susquehanna Financial Group, LLLP, Research Division<\/span><br \/><span>Sujeeva De Silva &#8211; ROTH Capital Partners, LLC, Research Division<\/span><br \/><span>Martin Yang &#8211; Oppenheimer &amp; Co. Inc., Research Division<\/span><br \/><span>Quinn Bolton &#8211; Needham &amp; Company, LLC, Research Division<\/span><br \/><span>Kevin Cassidy &#8211; Rosenblatt Securities Inc., Research Division<\/span><\/p>\n<\/p><\/div>\n<div class=\"transcript-presentation\">\n<p class=\"transcript-presentation-title\"><strong>Presentation<\/strong><\/p>\n<div class=\"transcript-presentation-section\" seq=\"0\">\n<p class=\"transcript-presentation-section-title\"><span><strong>Operator<\/strong><\/span><\/p>\n<p>Good day, and thank you for standing by, and welcome to the Ambarella&#8217;s Third Quarter Fiscal Year 2026 Earnings Conference Call. [Operator Instructions]. Please be advised that today&#8217;s call is being recorded.<\/p>\n<p>I would now like to hand the call over to your speaker, Louis Gerhardy, Vice President, Corporate Development. Please go ahead.<\/p>\n<\/p><\/div>\n<div class=\"transcript-presentation-section\" seq=\"1\">\n<p class=\"transcript-presentation-section-title\"><span><strong>Louis Gerhardy<\/strong><\/span><br \/><span><i>Vice President of Corporate Development<\/i><\/span><\/p>\n<p>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&#8217;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.<\/p>\n<p>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&#8217;re under no obligation to update these<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/div>\n<aside><\/aside>\n<\/div>\n<\/div>\n<\/div>\n<footer class=\"border-t border-share-separator-thin py-18 sm:py-24 print:hidden paywall-full-content\" data-test-id=\"post-footer\"><\/footer>\n<\/div>\n<p>Read the full article <a href=\"https:\/\/seekingalpha.com\/article\/4847683-ambarella-inc-amba-q3-2026-earnings-call-transcript?source=feed_all_articles\" target=\"_blank\" rel=\"noopener\" rel=\"nofollow\">here<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Follow Ambarella, Inc. (AMBA) Q3 2026 Earnings Call November 25, 2025 4:30 PM EST Company Participants Louis Gerhardy &#8211; Vice President of Corporate DevelopmentFermi Wang &#8211; Co-Founder, President, CEO &amp; Executive ChairmanJohn Young &#8211; Chief Financial Officer Conference Call Participants Tore Svanberg &#8211; Stifel, Nicolaus &amp; Company, Incorporated, Research DivisionRoss Seymore &#8211; Deutsche Bank AG, Research DivisionJoseph Moore &#8211; Morgan Stanley, Research DivisionChristopher Rolland &#8211; Susquehanna Financial Group, LLLP, Research DivisionSujeeva De Silva &#8211; ROTH Capital Partners, LLC, Research DivisionMartin Yang &#8211; Oppenheimer &amp; Co. Inc., Research DivisionQuinn Bolton &#8211; Needham &amp; Company, LLC, Research DivisionKevin Cassidy &#8211; Rosenblatt Securities<\/p>\n","protected":false},"author":1,"featured_media":525,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[42],"tags":[],"class_list":["post-12770","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Ambarella, Inc. (AMBA) Q3 2026 Earnings Call Transcript | LendingSensibly<\/title>\n<meta name=\"description\" content=\"Follow Ambarella, Inc. 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