Every 8-K 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 8-K covers material events a company has to report between its quarterly 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 results for the second quarter of fiscal 2027 (quarter ended July 31, 2026), with revenue of $108.1 million compared with $95.5 million a year earlier and GAAP net loss of $6.7 million versus $20.0 million.
On a non-GAAP basis, Ambarella reported net income of $8.2 million, up from $6.4 million in the prior-year quarter, reflecting adjustments for $22.7 million of stock-based compensation, $1.2 million of acquisition-related costs and a $9.0 million development project termination credit. Total cash, cash equivalents and marketable debt securities were $272.3 million at quarter end. Management highlighted record edge AI revenue, growth in Auto and IoT markets, and new strategic initiatives including the X7 AI accelerator and multi-year channel agreements with Macnica and CapGemini.
Ambarella, Inc. held its 2026 Annual Meeting of Shareholders, where investors approved an Amended and Restated 2021 Equity Incentive Plan, elected three Class II directors, and ratified the company’s auditor. Shareholders also approved, on a non-binding advisory basis, compensation for the named executive officers.
The meeting had strong participation, with 37,856,312 of 43,861,484 ordinary shares outstanding as of May 5, 2026 represented, equal to about 86.31% of shares entitled to vote. Gregory M. Bryant, D. Jeffrey Richardson, and Elizabeth M. Schwarting were elected to serve as Class II directors until the 2029 annual meeting or until their successors are elected and qualified.
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. has approved a Fiscal Year 2027 Annual Bonus Plan for its executive team, including its named executive officers. The plan sets a target bonus for CEO Feng‑Ming Wang equal to 100% of his FY2027 base salary, while other executives have targets ranging from 40% to 75% of base salary.
The aggregate FY2027 target bonus pool is approximately 28% larger than the prior year’s pool. Funding will depend on FY2027 performance against revenue, operating profit and non‑financial operational objectives, each weighted one‑third for executive management. Payouts can range from zero up to 167% of the targeted bonus pool.
Bonuses, if any, will generally require continued employment through payment and will be determined and allocated at the discretion of the Compensation Committee and Board, which may reduce, eliminate or increase both the overall pool and individual awards.
Ambarella, Inc. reported strong growth for fiscal 2026, with revenue rising to $390.7 million from $284.9 million, a 37% increase and a new annual record. Fourth quarter revenue reached $100.9 million, up from $84.0 million a year earlier.
The company still posted a GAAP net loss of $75.9 million for the year, though this improved from a $117.1 million loss in fiscal 2025. On a non-GAAP basis, Ambarella generated net income of $26.9 million in fiscal 2026 and $5.5 million in the fourth quarter. Total cash, cash equivalents and marketable debt securities were $312.6 million at January 31, 2026.
Management highlighted that edge AI SoCs represented 80% of fiscal 2026 revenue and cited approximately $1 billion in cumulative edge AI revenue. The company expects total revenue growth of 10%–15% in fiscal 2027. Ambarella extended its share repurchase program, buying 24,152 shares for about $1.0 million earlier in fiscal 2026, with $48.0 million remaining authorized. The Board also appointed industry veteran Gregory M. Bryant as an independent director and Compensation Committee member.
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.
Ambarella, Inc. filed a current report stating that it has released its financial results for the second quarter of fiscal year 2026, which ended on July 31, 2025. The company announced these results through a press release dated August 28, 2025, and attached that release as an exhibit. The report clarifies that the press release and related information are being furnished rather than filed, which affects how they are treated under U.S. securities laws.