Ambarella's Q1 fiscal 2026 earnings reveal significant revenue and ASP contributions from its advanced CV5/CV7 and CV2 product families, highlighting strong AI-driven growth. This detailed analysis breaks down their impact by product nodes and market segments.
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Can you break out Q1 revenue and ASP contribution by CV5/CV7 versus CV2 product families?
Financial Analysis on Ambarella Q1 Fiscal 2026 Revenue and ASP Contribution by CV5/CV7 versus CV2 Product Families
Ambarella reported strong Q1 fiscal 2026 results with total revenue of $85.9 million, representing a 57.6% year-over-year growth and a 2.2% sequential increase. The company's growth was driven notably by its AI product families, particularly the five-nanometer (5nm) CV5 and CV7, and the 10-nanometer (10nm) CV2 product families. Both these groups contributed meaningfully to revenue growth as well as improvements in average selling prices (ASP) 123.
CV5 and CV7 (5nm product family):
CV2 (10nm product family):
| Metric / Product Family | CV5 / CV7 (5nm) | CV2 (10nm) |
|---|---|---|
| Process Node | 5nm | 10nm |
| Market Focus | IoT (enterprise & consumer), high-end portable cams, edge AI | Automotive safety & ADAS, IoT, automotive data loggers |
| Revenue Contribution | Significant, driving ASP premium and AI features | Strong contributor, especially automotive & IoT |
| ASP Impact | Increased ASP via advanced AI capabilities and design wins | Positive ASP effect from automotive and IoT applications |
| AI Product Penetration | Part of >75% AGI revenue share | Part of >75% AGI revenue share |
| Contribution to Gross Margin | Favorable product mix and above-midpoint gross margin | Contributed to overall product mix margin improvements |
| New Product Development | Developing next-gen AI SoC leveraging same architecture | Same architecture leveraged for scalability & performance |
In Q1 fiscal 2026, both Ambarella’s 5nm CV5 and CV7 families and the 10nm CV2 family significantly contributed to revenue growth and increased average selling prices. The higher ASP is driven by product innovation and design wins in IoT and automotive markets. Together, they form the core of Ambarella’s AI processor offerings with AGI-related products comprising over 75% of revenue, reinforcing the company’s leadership in AI-focused semiconductor solutions.
References:
1,2,3,4,5,6
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