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.
The Ambarella, Inc. (NASDAQ: AMBA) SEC filings page on Stock Titan aggregates the company’s regulatory disclosures from the U.S. Securities and Exchange Commission, alongside AI-powered tools to help interpret them. Ambarella describes itself in these filings as a Cayman Islands company whose ordinary shares trade on the Nasdaq Global Select Market under the symbol AMBA, and as an edge AI semiconductor company focused on low-power systems-on-chip (SoCs) for edge AI and human vision applications.
Key filings for Ambarella include its annual reports on Form 10-K and quarterly reports on Form 10-Q, which provide detailed information on its business, risk factors, financial statements and edge AI strategy. Current reports on Form 8-K document material events such as the release of quarterly financial results and certain management changes. For example, recent 8-K filings reference the announcement of fiscal 2026 quarterly results and the voluntary resignation of the company’s Chief Technology Officer from that role and from the board, with a transition to a part-time Chief Technology Advisor position.
These filings also describe Ambarella’s use of non-GAAP financial measures, including non-GAAP gross margin and non-GAAP net income or loss, and provide reconciliations to the closest GAAP metrics. Risk disclosures in the filings discuss factors that could affect Ambarella’s performance, such as global economic conditions, customer adoption of products incorporating its SoCs, competition and the company’s ability to develop and monetize advanced AI and computer vision technologies.
On Stock Titan, investors can review Ambarella’s 10-K and 10-Q reports, 8-K current reports and related exhibits, with AI-generated summaries that highlight important sections and explain complex terminology. The platform also surfaces new filings in near real time as they appear on EDGAR, helping users track changes in Ambarella’s financial condition, governance and edge AI business disclosures without reading every page manually.
Ambarella Inc. executive Ju Chi-Hong reported new equity awards. On March 2, 2026, he acquired 17,329 Performance Stock Units at a stated price of $0.00 per unit, increasing his derivative holdings of these awards to 17,329 units.
He also acquired 17,329 Ordinary Shares at $0.00 per share, bringing his directly held Ordinary Shares to 159,188. An additional 8,000 Ordinary Shares are held indirectly by a foundation. Footnotes state that one RSU award vests 1/12 per quarter starting March 15, 2026, while a performance-based RSU grant is scheduled to vest on March 15, 2029, with the final share count adjustable between 0% and 150% of a target number based on total shareholder return and revenue growth from February 1, 2026 through January 31, 2029.
Ambarella, Inc. director and CEO Feng-Ming Wang reported multiple equity transactions on March 2, 2026. He exercised a non-qualified stock option for 50,000 Ordinary Shares at $41.36 per share and then sold a total of 50,000 Ordinary Shares in several open-market trades under a Rule 10b5-1 trading plan, at weighted average prices ranging from about $56.79 to $62.2199 per share. He also received a grant of 53,203 Performance Stock Units and a matching 53,203-share Ordinary Share award that vest over time and are tied to the company’s total shareholder return and revenue growth from February 1, 2026 through January 31, 2029. Following these transactions, Wang directly owned 822,182 Ordinary Shares.
Ambarella Inc director Gregory M. Bryant received an equity award linked to 2,457 ordinary shares as a grant or other acquisition. According to the terms, these restricted stock units will vest in three equal installments on March 15, 2026, June 15, 2026, and September 15, 2026, becoming fully vested by September 15, 2026.
Ambarella, Inc. filed an initial ownership report for director Bryant Gregory M. This Form 3 does not list any recent stock transactions, but formally discloses his status as an insider who is now subject to ongoing reporting of future trades in Ambarella shares.
AMBA submitted a Form 144 disclosing a proposed sale of 50,000 common shares by Morgan Stanley Smith Barney LLC tied to the exercise of stock options for cash on 03/02/2026. The filing also lists shares outstanding of 43,050,486 as of 03/02/2026.
The filing records prior sales by Feng‑Ming Wang: 15,000 shares on 01/20/2026 for $993,865.50 and 4,950 shares on 12/17/2025 for $355,509.00.
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.
The Vanguard Group filed an amended Schedule 13G reporting beneficial ownership of 5,480,285 shares of Ambarella Inc.12.72% of the class as of the reporting date.
Vanguard reports no sole voting or dispositive power, with 338,601 shares subject to shared voting power and all 5,480,285 shares subject to shared dispositive power. The filing explains an internal realignment on January 12, 2026, after which certain Vanguard subsidiaries are expected to report beneficial ownership separately while pursuing the same investment strategies.
The filing notes that Vanguard’s clients, including registered investment companies and other managed accounts, have the right to receive dividends and sale proceeds, and that no single other person has an interest in more than 5% of the class. Vanguard certifies the holdings are in the ordinary course of business and not for the purpose of changing or influencing control of Ambarella.
Ambarella Inc. insider activity: Senior VP, Systems & Asia, Chi-Hong Ju reported selling 7,945 ordinary shares of Ambarella on 12/30/2025. The sale price reported is a weighted average of $70.25 per share, with individual sale prices ranging from $70.19 to $70.43 per share. After this transaction, Ju beneficially owns 149,587 ordinary shares, held directly.
The filing notes that full details of the number of shares sold at each separate price within the stated range are available upon request to the company, the SEC staff, or any Ambarella security holder.
Ambarella Inc. executive Chi-Hong Ju reported an open‑market sale of company stock. On January 5, 2026, the Senior VP, Systems & GM, Asia sold 7,728 ordinary shares at a weighted average price of $75.583 per share, with individual sale prices ranging from $75.29 to $76.02.
After this transaction, Ju beneficially owns 146,039 ordinary shares directly and an additional 8,000 ordinary shares indirectly held by a foundation. The filing notes that detailed price breakdowns within the reported range are available upon request.