Ambarella Inc 2027财年第二季度财报电话会议

发布时间：2026-09-04 一、AI总结内容 一、核心要点 1. 2027财年第二季度营收1.081亿美元，超出1.05-1.11亿美元指引区间中点，同比增长13.2%，汽车营收创历史新高，非GAAP毛利率59.3%，非GAAP每股收益18美分2. 推出AI加速器X7，可与自有及第三方CPU搭配，支持边缘AI，是五年度服务性市场规模上调的核心原因3. 与Capgemini、Magna达成七年分销合作，分别服务大型企业与中小客户，预计两家合作累计未来七年贡献可观增量营收4. 五年度滚动服务性市场规模从2027财年的85亿美元上调至2032财年的229亿美元，年复合增长率约20%，物联网占比达70% 二、投资线索 1. 2027财年第三季度营收指引1.15-1.24亿美元，非GAAP毛利率59%-60%2. 推进2纳米半定制AI SoC项目，预计2028财年首次量产3. 机器人、工业物联网、智能交通等领域获多项设计案例，包括四足机器人、企业视频门铃等4. 第三季度将参加AI基础设施峰会，展示边缘AI与机器人相关演示 三、风险与关注 1. 内存价格上涨及供应紧张推高供应链成本，公司计划转嫁给客户，目标毛利率维持59%-62%2. 间接渠道与新领域收入预计2-3年才会贡献可观影响，当前仍处于早期阶段3. 行业竞争加剧，AI加速器领域已有NVDA及众多厂商布局4. 内存供应不确定性可能影响2027财年第四季度订单与出货 二、音频原文（转写） Thank you for standing by and welcome to the umbrella's second quarter fiscal year two thousandtwenty seven earnings call at this time all participants are in this and only mode after the speaker's presentation there will be a question andanswer session to ask a question during this session you need to press star one one on your telephone. If your question has been answered and you like.Like to remove yourself from the cue simply press star i again as a reminder of today'sprogram is being recorded and nowi'd like to introduce your host for today's program louis gerhardy vice president corporate development pleasego ahead sirthank you jonathan in good afternoonthank you for joining our second quarter fiscal year twenty to twenty seven financial results conference call.The call in the today is dr firming long president and ceo and john young cfo.Theprimary purpose of to day's call is to provideyou with information regarding the results for our second quarter.Fiscal year twenty twenty seven.The discussion today and the responses to yourquestions will contain forward looking statements.Regarding our projected financial resultsfinancial prospects mark a growth and demand for oursolutions among other things.These statements are based on currently available information andsubject to risk uncertainties and assumptionsshould any of these risks or uncertainties materialize.Or should our assumptions prove to be incorrectour actual results could differ materially from these forward looking statementsunder no obligation to update these statements these risks uncertainties and assumptions as well as other information? Of potential risk factors that could affect ourfinancial resultsare more fully described in thedocuments who file with the sc.Access to our second quarter fiscal year twenty twenty seven results press release transcripts historical results scc filings and a replay today's call can be found on the investor relations page of our websitethe content of to day's call as well as the materials posted on our website our ambrella's property and cannot be reproduced or transcribed without our prior written consent.Before startingthe call we hope to see you at one of the following investor events.That we have scheduled in our third quarter.First on september eight will host a d and b bus tour at our offices in santa claraninth will be at cities twenty twenty six global tmt conference in new york september fifteenth.Full participate in paper sandler's growth frontier conference in nashvilleseptember sixteenth we will host santa for bernstein's eighth annu al west coast semiconductor bus tourand during the week of october fourth we will have a european ndr with cities to be determined.Also available to investors during the third fiscal quarter will be our booth and presentations at the ai infrastructure summit in santa claraon september fifteenth to seventeenth we hope to see there where we will lead the physical ai track with a number of edgei and robotics demos in our exhibit area.Firm is now going to provide a business update for the quarterjohn will review the financialresults and outlook and then the three of us areavailable for your questions army thank you louis and good afternoon thank you for joining ourcode to day.Driven by a new writer level of ai revenue we reported a physical q to revenue slightly above the mid point of our guidance with nongap e p s of eighteen centsend with guidance for seasonal physical q three.By product we are inthe midst of a very steep revenue ramp with ourfinanal need of c v seventy five and c v seventy two aisoses and by market who has sequential growths in both iot and auto with automotive revenue driven by commercial vehiclesthe market is increasingly recognizing the strategy value of agai.As well as our h ai and the physical ai platform leadership.We continue to make significant progress with the expansion of our h ai powerfulleadership including new go to market strategiesand the engineering market development for a number of new higher value exoses some of which extend our reach into entirely new marketswe revenoptismistics about the long term secular growthopportunities in the h air market and our r andd priorities are aligned with both the physicalai markets that represent a vast majority of atotal revenue today as well as the robotic and the h in