Welcome to our dedicated page for Ambarella SEC filings (Ticker: AMBA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Ambarella, Inc. filings document regulatory disclosures for a Nasdaq-listed edge AI semiconductor company organized in the Cayman Islands, with ordinary shares trading under AMBA. Recent Form 8-K reports cover quarterly and annual results releases, exhibit filings, and material events tied to the company’s public reporting obligations.
The filing record also includes governance and compensation disclosures, including board appointments, director and officer changes, annual bonus plan approvals, executive compensation targets, and related committee actions. These documents provide formal records of Ambarella’s operating-result announcements, securities registration details, board structure, and executive compensation governance.
Ambarella, Inc. reported quarterly revenue of $100.4 million, up 16.9% year over year, driven by higher unit shipments and a richer mix of higher-priced AI inference processors. Gross margin slipped to 58.4%, mainly from higher manufacturing costs and adverse purchase commitments.
The company recorded a net loss of $18.1 million, improving from a $24.3 million loss a year earlier, as higher gross profit partly offset increased operating expenses, especially payroll and engineering costs tied to more chips in development. Operating cash flow was a use of $25.6 million, largely due to inventory build.
Ambarella ended the quarter with $277.8 million in cash, cash equivalents and marketable debt securities and no debt on the balance sheet. During the quarter it repurchased 47,798 shares for about $2.4 million, and the board later authorized a new $50 million repurchase program for the following fiscal year. Revenue remained highly concentrated, with Taiwan accounting for most sales and distributor WT Microelectronics representing about 61% of revenue.
Ambarella Inc CFO John Alexander Young reported a small, routine option exercise and share sale. On 2026-05-26, he exercised options for 400 Ordinary Shares at an exercise price of $55.80 per share and sold 400 Ordinary Shares in an open-market transaction at $96.00 per share. The sale was carried out under a pre-arranged Rule 10b5-1 trading plan adopted on January 15, 2026, indicating the timing was set in advance. After these transactions, he directly holds 117,623 Ordinary Shares and 24,600 Non-Qualified Stock Options, showing he retains a substantial equity position.
Ambarella Inc CFO John Alexander Young reported a small, routine option exercise and share sale. On 2026-05-26, he exercised options for 400 Ordinary Shares at an exercise price of $55.80 per share and sold 400 Ordinary Shares in an open-market transaction at $96.00 per share. The sale was carried out under a pre-arranged Rule 10b5-1 trading plan adopted on January 15, 2026, indicating the timing was set in advance. After these transactions, he directly holds 117,623 Ordinary Shares and 24,600 Non-Qualified Stock Options, showing he retains a substantial equity position.
AMBARELLA INC CEO Feng-Ming Wang reported open-market sales of a total of 32,500 Ordinary Shares on May 26, 2026. The transactions were executed in three tranches at reported prices of $92.0487, $91.2294, and $90.3791 per share, within price ranges from $90.00 to $92.50. These sales were carried out under a pre-arranged Rule 10b5-1 trading plan adopted on October 8, 2025, and Wang held 806,061 shares directly after the transactions.
AMBARELLA INC CEO Feng-Ming Wang reported open-market sales of a total of 32,500 Ordinary Shares on May 26, 2026. The transactions were executed in three tranches at reported prices of $92.0487, $91.2294, and $90.3791 per share, within price ranges from $90.00 to $92.50. These sales were carried out under a pre-arranged Rule 10b5-1 trading plan adopted on October 8, 2025, and Wang held 806,061 shares directly after the transactions.
Ambarella, Inc. reported first quarter fiscal 2027 results with revenue of $100,357,000 and a GAAP net loss of $18,093,000, or $0.41 per share, for the period ended April 30, 2026. Revenue increased from $85,872,000 a year earlier and the GAAP net loss narrowed from $24,328,000.
On a non-GAAP basis, Ambarella recorded net income of $5,033,000, or $0.11 per diluted share, up from $3,029,000 and $0.07 per share in the prior-year quarter, mainly reflecting the exclusion of stock-based compensation and acquisition-related costs. Total cash, cash equivalents and marketable debt securities were $277.8 million at quarter end, compared with $312.6 million in the prior quarter and $259.4 million a year ago.
The company repurchased 47,798 shares for approximately $2.4 million during the quarter and its board authorized a new $50.0 million share repurchase program running through June 30, 2027, to begin after the current program expires on June 30, 2026. Management highlighted record automotive revenue and strong demand signals for its edge AI solutions, and provided non-GAAP guidance for the second quarter of fiscal 2027.
Ambarella, Inc. reported first quarter fiscal 2027 results with revenue of $100,357,000 and a GAAP net loss of $18,093,000, or $0.41 per share, for the period ended April 30, 2026. Revenue increased from $85,872,000 a year earlier and the GAAP net loss narrowed from $24,328,000.
On a non-GAAP basis, Ambarella recorded net income of $5,033,000, or $0.11 per diluted share, up from $3,029,000 and $0.07 per share in the prior-year quarter, mainly reflecting the exclusion of stock-based compensation and acquisition-related costs. Total cash, cash equivalents and marketable debt securities were $277.8 million at quarter end, compared with $312.6 million in the prior quarter and $259.4 million a year ago.
The company repurchased 47,798 shares for approximately $2.4 million during the quarter and its board authorized a new $50.0 million share repurchase program running through June 30, 2027, to begin after the current program expires on June 30, 2026. Management highlighted record automotive revenue and strong demand signals for its edge AI solutions, and provided non-GAAP guidance for the second quarter of fiscal 2027.
Feng-Ming Wang filed a Form 144 reporting a proposed sale of 32,500 Restricted Stock Units originally dated 06/15/2015. The filing also discloses recent open-market sales: 8,083 shares on 03/19/2026 for $437,613.62, 18,976 shares on 03/17/2026 for $1,001,363.52, and 50,000 shares on 03/02/2026 for $3,040,035.00.
The broker listed is Morgan Stanley Smith Barney LLC. One of the transactions is labeled a 10b5-1 sale. The filing provides sale quantities, dates, and gross proceeds; timing and any remaining holdings are not stated in the excerpt.
AMBA files a Form 144 disclosing proposed sale of 400 shares of Common Stock on 05/26/2026 via an exercise of stock options with cash considered the payment method. The filing also lists prior 10b5-1 sales by John A. Young: 1,971, 3,038, and 4,577 shares on 04/21/2026, 03/19/2026, and 03/17/2026, respectively.
Ambarella, Inc. is asking shareholders to vote at its June 26, 2026 annual meeting on four key items: electing three Class II directors, ratifying PricewaterhouseCoopers LLP as auditor, approving executive compensation on an advisory basis, and amending and restating the 2021 Equity Incentive Plan.
Shareholders of record on May 5, 2026, when 43,861,484 ordinary shares were outstanding, may vote in person or by proxy. The board is currently eight members, with a combined Chair/CEO structure, a lead independent director, fully independent key committees, and stock ownership and clawback policies. Non‑employee directors receive cash retainers and equity awards, including annual RSUs of about $200,000 in value, and the company highlights workforce diversity, a 7.7% voluntary turnover rate in fiscal 2026, and its focus on edge AI growth.
Vanguard Portfolio Management reported beneficial ownership of 3,752,800 shares of Ambarella Inc. common stock, representing 8.57% of the class. The filing states Vanguard has sole dispositive power over 3,752,800 shares and sole voting power over 35,937 shares. The schedule is signed on 04/28/2026.
Ambarella Inc's CFO John Alexander Young sold 1,971 Ordinary Shares in an open-market transaction at $60.00 per share. After this sale, he directly holds 117,623 Ordinary Shares. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan adopted on January 15, 2026, indicating it was scheduled in advance rather than timed discretionarily.