Ambarella Inc.: Edge AI Infrastructure Expansion, Automotive & Robotics Applications & Key Growth Levers! 

Ambarella reported first-quarter results for fiscal year 2026 with revenue of $85.9 million, aligning with the upper half of their guidance, primarily driven by the performance of their edge AI solutions. This division accounted for over 75% of revenue, marking the fourth consecutive quarter of record AI revenue. The primary drivers of this growth were their 5-nanometer CV5 and CV7 products, as well as their 10-nanometer CV2 families. IoT applications showed mid-single-digit sequential growth, now comprising about 75% of total revenue, while automotive revenue, though down slightly sequentially, rose over 20% year-over-year.