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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Ambarella
Ambarella (AMBA) investor relations material
Ambarella Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2026 earnings summary26 Feb, 2026
Executive summary
Fiscal year 2026 revenue grew 37.2% to $390.7 million, driven by strong IoT and automotive segments, with Q4 revenue at $100.9 million, up 20.1% year-over-year.
Edge AI SoCs accounted for 80% of revenue, with over $1 billion in cumulative edge AI revenue and 370+ unique customer AI projects in production.
Major customer wins in video conferencing, security, automotive, and robotics markets.
Fourth quarter GAAP net loss narrowed to $16.4 million from $20.2 million year-over-year; full-year GAAP net loss was $75.9 million, improved from $117.1 million.
Non-GAAP net profit for the quarter was $5.5 million, up from $4.8 million; full-year non-GAAP net profit was $26.9 million, reversing a prior year non-GAAP net loss.
Financial highlights
Fiscal 2026 non-GAAP gross margin was 60.7%, down from 62.7% in 2025; Q4 non-GAAP gross margin was 59.8%.
Q4 non-GAAP net profit was $5.5 million, or $0.13 per diluted share; full-year non-GAAP EPS was $0.62.
Free cash flow for the year was $58 million (14.8% of revenue); Q4 free cash flow was $15 million.
Cash and marketable securities ended at $312.6 million, up $62.3 million year-over-year.
Research and development expenses for the year were $238.5 million, up from $226.1 million.
Outlook and guidance
Q1 FY27 revenue expected between $97 million and $103 million, with auto up and IoT seasonally down.
Q1 non-GAAP gross margin forecasted at 59%-60.5%; OpEx expected at $55-$58 million.
Fiscal 2027 growth guidance of 10%-15%, driven by both unit and ASP increases in IoT and auto.
F2027 Edge AI SoC revenue growth expectation?
What drove the FY26 non-GAAP net profit turnaround?
Ambarella's GenAI strategy and market focus?
E-commerce warehouse robotics growth outlook
Auto market weakness impact on design wins
Gross margin impact from new business models
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Next Ambarella earnings date
Morgan Stanley Technology, Media & Telecom Conference 20263 Mar, 2026
Ambarella
Next Ambarella earnings date
Morgan Stanley Technology, Media & Telecom Conference 20263 Mar, 2026
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Frequently asked questions
Ambarella, Inc. develops semiconductor processing solutions for video that enable high-definition (HD), video capture, sharing, and display worldwide. The company's system-on-a-chip designs integrated HD video processing, image processing, computer vision functionality, audio encoding and decoding, and system functions onto a single chip for delivering video and image quality, differentiated functionality, and low power consumption. It offers H Series solutions for IP security cameras; S Series solutions for sports cameras; A Series solutions for automotive cameras; and CV flow processors to address AI computing initiation from the Edge of the cloud. The company has a collaboration with Baidu Research to support car maker demand for next-generation ADAS and autonomous driving platforms.
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