Every 10-Q that Ambarella, Inc. (AMBA) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow AMBA and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full AMBA filings page.
Ambarella, Inc. (AMBA) reported higher sales but remained unprofitable for the quarter ended July 31, 2026. Revenue was $108.1 million, up 13.2% from a year earlier, driven mainly by higher unit shipments of higher priced AI inference processors, lifting gross profit to $62.4 million.
Operating loss narrowed to $8.1 million from $22.0 million as higher gross profit and a $9.0 million reduction of research and development expense from a released customer deposit offset engineering cost increases. Net loss improved to $6.7 million, but operating activities used $25.9 million of cash in the first six months due to working capital needs, particularly higher inventories. Ambarella ended the quarter with $101.9 million in cash and equivalents plus $170.5 million in marketable debt securities, no debt, and $620.3 million of shareholders’ equity. Revenue remains concentrated, with two distributors accounting for about 71% of quarterly sales, and the company has an authorized $50.0 million share repurchase program with the full amount still available.
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. reported stronger top-line performance for the quarter and first half of fiscal 2026 with revenue of $95.5 million and $181.4 million for the three and six months ended July 31, 2025, increases of 49.9% and 53.5% year-over-year driven by higher unit shipments, a greater mix of higher-priced AI inference processors and increased NRE services. Operating losses narrowed to $22.0 million and $47.8 million for the quarter and six months, benefiting from higher gross profit despite rising personnel and engineering costs. Cash flow from operations improved to $20.3 million for the six months versus $1.8 million a year earlier. The board extended a $50.0 million share repurchase program through June 30, 2026; $2.0 million of buybacks were completed with ~$48.0 million remaining.