US Equity · NASDAQ · Earnings Dossier

AMBA earnings intelligence

Ambarella Inc

Technology · Semiconductor Equipment & Materials · USD reporting basis

Current earnings profile Delivery strong, expectations demanding

Results have usually cleared estimates, but price has not consistently rewarded the delivery.

Evidence99/100 · Deep

Next scheduled catalyst

Thursday 27 August 2026

Time unconfirmed · Fiscal period ending 31 Jul 2026

84event risk

High

Countdown14 dayscalendar proximity
EPS estimate-0.30 USDprovider consensus
Estimate growth-300.0%versus comparable year-ago actual
Historical movement13.3%average absolute next weekly close

Three-year earnings transmission

Delivered earnings power versus market price

Three-year relationship unavailable

Earnings power must be positive through the latest visible week.

Beat rate91.7%11 beats in 12 measured quarters
Average surprise+106.4%median 28.6%
Delivery streak11 consecutive in-line reports
Average response-1.4%12 measured reactions
Result-price confirmation55%same directional sign
Surprise variability175.0 ptspopulation dispersion

Estimate delivery

Actual EPS versus consensus

Actual and estimated EPS are displayed in reported currency on the same quarterly basis.

Price acceptance

Surprise and next weekly close

The response uses the first completed weekly close after the public report against the prior completed weekly close.

Fundamental delivery

Quarterly revenue and net income

Reported financial statements provide scale and earnings quality context around the headline EPS result.

Transmission matrix

Does price confirm delivery?

Upper right and lower left observations confirm the sign of delivery. The other quadrants expose expectation or resilience effects.

Current business context

Growth, quality and valuation

As of 9 Aug 2026
EPS growth-year on year
Revenue growth28.1%year on year
Average surprise64.3%latest four quarters
SUE0.71standardised surprise
Net margin-17.2%trailing basis
Cash conversion-0.70xcash flow / net income
P/E-current snapshot
Data completeness79%alphavantage

Market context

Positioning into the event

Week ending 7 Aug 2026
Weekly close86.78 USDcompleted week
13-week return13.7%price momentum
Fair-value gap39.0%price versus current fair value
Relative strength5.3exchange benchmark
Trend signalActiveweekly architecture
Next-week stateUndecided51.1%

Market context describes the setup surrounding the report. It does not convert the earnings event into a directional forecast.

Reported evidence ledger

Quarter-by-quarter delivery and acceptance

Each row preserves the reported estimate, public date, statement context and conservative weekly reaction measurement.

12 quarters
Reported / periodEPS actual / estimateSurpriseEPS growthRevenue / growthNext close / four weeksRead
Reported / period28 May 202630 Apr 2026 · exact
EPS actual / estimate-0.39 / -0.39USD
Surprise0.0%In-Line
EPS growth-657.1%year on year
Revenue / growth100357000+16.9% · USD
Next close / four weeks-17.6% / -20.1%completed weekly closes
ReadContainedresult versus price sign
Reported / period26 Feb 202631 Jan 2026 · exact
EPS actual / estimate-0.35 / -0.49USD
Surprise+28.6%Beat
EPS growth-418.2%year on year
Revenue / growth100867000+20.1% · USD
Next close / four weeks-11.3% / -20.6%completed weekly closes
ReadDivergedresult versus price sign
Reported / period25 Nov 202531 Oct 2025 · exact
EPS actual / estimate0.27 / 0.21USD
Surprise+28.6%Beat
EPS growth+145.5%year on year
Revenue / growth108452000+31.2% · USD
Next close / four weeks-13.9% / -15.8%completed weekly closes
ReadDivergedresult versus price sign
Reported / period28 Aug 202531 Jul 2025 · exact
EPS actual / estimate0.15 / 0.05USD
Surprise+200.0%Beat
EPS growth+215.4%year on year
Revenue / growth95511000+49.9% · USD
Next close / four weeks+14.7% / +15.3%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period29 May 202530 Apr 2025 · exact
EPS actual / estimate0.07 / 0.04USD
Surprise+75.0%Beat
EPS growth+126.9%year on year
Revenue / growth85872000+57.6% · USD
Next close / four weeks-15.2% / -16.8%completed weekly closes
ReadDivergedresult versus price sign
Reported / period26 Feb 202531 Jan 2025 · exact
EPS actual / estimate0.11 / -0.02USD
Surprise+650.0%Beat
EPS growth+145.8%year on year
Revenue / growth84015000+62.8% · USD
Next close / four weeks-21.4% / -30.6%completed weekly closes
ReadDivergedresult versus price sign
Reported / period26 Nov 202431 Oct 2024 · exact
EPS actual / estimate0.11 / 0.04USD
Surprise+175.0%Beat
EPS growth+139.3%year on year
Revenue / growth82653000+63.4% · USD
Next close / four weeks+12.5% / +11.5%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period27 Aug 202431 Jul 2024 · exact
EPS actual / estimate-0.13 / -0.19USD
Surprise+31.6%Beat
EPS growth+13.3%year on year
Revenue / growth63724000- · USD
Next close / four weeks+19.7% / +9.1%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period30 May 202430 Apr 2024 · exact
EPS actual / estimate-0.26 / -0.31USD
Surprise+16.1%Beat
EPS growth-year on year
Revenue / growth54473000- · USD
Next close / four weeks+16.2% / +10.4%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period27 Feb 202431 Jan 2024 · exact
EPS actual / estimate-0.24 / -0.33USD
Surprise+27.3%Beat
EPS growth-year on year
Revenue / growth51616000- · USD
Next close / four weeks+3.4% / -10.2%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period30 Nov 202331 Oct 2023 · exact
EPS actual / estimate-0.28 / -0.39USD
Surprise+28.2%Beat
EPS growth-year on year
Revenue / growth50595000- · USD
Next close / four weeks+4.8% / +12.3%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period29 Aug 202331 Jul 2023 · exact
EPS actual / estimate-0.15 / -0.18USD
Surprise+16.7%Beat
EPS growth-year on year
Revenue / growth-- · USD
Next close / four weeks-9.1% / -25.1%completed weekly closes
ReadDivergedresult versus price sign

Reproducible method

How the earnings dossier is measured

Descriptive, not predictive
Estimate delivery

Reported diluted EPS is compared with the stored estimate for the same fiscal period. Moves within ±0.5% are classified as in-line.

Price response

The first completed weekly close after the public date is compared with the prior completed weekly close. Four-week response uses the first close at least 21 days later.

Event risk

Risk combines proximity, average absolute price movement, surprise variability, estimate availability and timing certainty. It does not score direction.

Data discipline

Exact public dates are used when stored. Missing estimates, timing and statement fields remain missing. No result or reaction is filled from a future observation.

Independent market research for education. Not investment advice, a recommendation, forecast, target or execution instruction.

Evidence context