Ambarella (AMBA) Grew 2Q Revenue 13.2% and Signed 7-Year Channel Agreements. Can Edge-AI Scale Reverse Margin Compression?
Ambarella, Inc. (NASDAQ:AMBA) reported fiscal second-quarter 2027 revenue of $108.1 million, up 13.2% from $95.5 million a year earlier. Management said edge-AI revenue reached a record, supported by sequential growth across automotive and Internet of Things markets and strong growth from the 5-nanometer CV75 and CV72 systems-on-chip. Profitability presented a more complicated picture. GAAP gross
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