[8-K] AMBARELLA INC Reports Material Event

Rhea-AI Filing Summary

Ambarella, Inc. reported that it has released a press release detailing its financial results for the third quarter of fiscal year 2026, which ended on October 31, 2025. The press release is provided as Exhibit 99.1 and is incorporated by reference for those results.

The company also announced that Leslie Kohn has voluntarily resigned, effective immediately, from his roles as a member of the Board of Directors and as Chief Technology Officer for strictly personal reasons. He will remain with Ambarella in a part-time role as Chief Technology Advisor, where he will continue to provide direction on the company’s technology strategy and product roadmap.

Insights

Semiconductor & governance analyst

Ambarella combines a routine earnings release with a key technology leadership transition.

Ambarella disclosed the issuance of its third quarter fiscal 2026 results via a separate press release, a standard practice that centralizes detailed financial and operational data in Exhibit 99.1. This signals a normal earnings communication cycle without additional financial context in this summary document.

More notably, Leslie Kohn resigned from the Board and from the Chief Technology Officer role for strictly personal reasons, effective immediately, while moving to a part-time Chief Technology Advisor role. This preserves his involvement in technology strategy and roadmap guidance, which may help continuity in product direction. The ultimate significance for Ambarella’s long-term innovation and leadership structure will depend on how responsibilities are redistributed around this new advisory position.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

November 24, 2025

Date of Report (date of earliest event reported)

AMBARELLA, INC.

(Exact name of Registrant as specified in its charter)

Cayman Islands		001-35667		98-0459628
(State or other jurisdiction of incorporation)		(Commission File Number)		(I. R. S. Employer Identification No.)

3101 Jay Street

Santa Clara, CA 95054

(Address of principal executive offices)

Registrant’s telephone number, including area code: (408) 734-8888

N/A

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class		Trading Symbol(s)		Name of each exchange on which registered
Ordinary Shares, $0.00045 par value		AMBA		The Nasdaq Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02 Results of Operations and Financial Condition

On November 25, 2025, Ambarella, Inc. (the “Company”) a press release announcing its financial results for the third quarter of fiscal year 2026 ended October 31, 2025. A copy of the press release is attached as Exhibit 99.1 to this current report on Form 8-K and is incorporated by reference herein.

The information in Item 2.02 of this current report on Form 8-K and the exhibits attached hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”) or otherwise subject to the liabilities of that section, nor shall they be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filing.

Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

On November 24, 2025, Leslie Kohn informed the Company’s Board of Directors (the “Board”) of his voluntary resignation as a director on the Board and as Chief Technology Officer of the Company for strictly personal reasons, effective immediately. Mr. Kohn intends to transition to a part-time employment role with the Company as Chief Technology Advisor, providing direction on the Company’s technology strategy and roadmap.

Item 9.01 Financial Statements and Exhibits

(d) Exhibits

99.1		Press Release dated November 25, 2025
104		Cover Page Interactive Data File (embedded within the Inline XBRL document)

Signature

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Dated: November 25, 2025						Ambarella, Inc.
						/s/ John A. Young
						Chief Financial Officer

FAQ

What did Ambarella, Inc. (AMBA) announce in its latest 8-K filing?

Ambarella, Inc. reported that it issued a press release with financial results for the third quarter of fiscal year 2026 and disclosed the resignation of its Chief Technology Officer and director, Leslie Kohn, who will move into a part-time Chief Technology Advisor role.

Which period do Ambarella’s newly released financial results cover?

The financial results released by Ambarella cover the third quarter of fiscal year 2026, which ended on October 31, 2025, and are detailed in a press release attached as Exhibit 99.1.

What leadership change did Ambarella (AMBA) report regarding Leslie Kohn?

Ambarella reported that Leslie Kohn voluntarily resigned from its Board of Directors and from his position as Chief Technology Officer for strictly personal reasons, effective immediately, and will transition to a part-time role as Chief Technology Advisor.

Will Leslie Kohn remain involved with Ambarella after resigning as CTO?

Yes. After resigning as Chief Technology Officer and director, Leslie Kohn will stay with Ambarella in a part-time position as Chief Technology Advisor, providing direction on the company’s technology strategy and roadmap.

Where can investors find Ambarella’s detailed Q3 FY 2026 financial results?

Investors can find Ambarella’s detailed financial results for the third quarter of fiscal year 2026 in the press release attached as Exhibit 99.1 to the 8-K, which is incorporated by reference.

Does the 8-K state why Ambarella’s CTO resigned?

The 8-K states that Leslie Kohn resigned from the Board and from his role as Chief Technology Officer for strictly personal reasons, without providing additional detail.