Ambarella Inc SEC Filings

Ambarella, Inc. (AMBA) Form 144 notice reports a proposed sale of 8,492 shares of Ambarella common stock through Morgan Stanley Smith Barney LLC. The filer acquired these shares as restricted stock on 06/15/2019. The planned approximate sale date is 09/10/2025 on the NASDAQ, with an aggregate market value reported at $716,894.64. The filing lists 42,689,006 shares outstanding, and indicates no related sales in the past three months. The notice includes the standard representation that the seller is unaware of any undisclosed material adverse information and a signature declaration regarding the accuracy of the notice.

Ambarella, Inc. (AMBA) filed a Form 144 reporting proposed insider sales of common stock. The filing notifies a brokered sale of 1,772 shares with an aggregate market value of $150,620, to be executed approximately on 09/08/2025 on NASDAQ. The seller previously acquired 1,463 restricted shares on 03/15/2021 and 309 restricted shares on 06/15/2022. The filing also discloses two recent open-market sales by the same person: 2,907 shares on 07/14/2025 for $194,289.32 and 342 shares on 06/17/2025 for $17,872.10. The notice includes the signer’s representation that no undisclosed material adverse information is known.

Ambarella, Inc. director Chantelle Y. Breithaupt received an annual grant of 2,498 restricted stock units (RSUs). The grant, approved by the board and effective September 2, 2025, vests in four equal quarterly installments beginning September 15, 2025, and becomes fully vested on September 15, 2026, subject to continued service. After the reported acquisition, Ms. Breithaupt beneficially owned 4,940 ordinary shares. The Form 4 was signed by an attorney-in-fact on behalf of the reporting person on September 4, 2025.

Ambarella director Elizabeth M. Schwarting received an annual restricted stock unit (RSU) award of 2,498 ordinary shares approved by the board, reported as a transaction dated 09/02/2025. The grant has a vesting schedule that vests one-fourth every three months beginning with a vesting start date of 09/15/2025 and becomes fully vested on 09/15/2026, subject to continued service. The Form 4 shows Schwarting beneficially owns 9,978 shares following the grant and the reported price for the award is listed as $0.0, consistent with an equity grant rather than a purchase.

Ambarella, Inc. director Hsiao-Wuen Hon received an annual restricted stock unit (RSU) award of 2,498 ordinary shares, effective September 2, 2025. The filing shows the grant was approved by the Board and reported on Form 4, with 30,776 shares reported as beneficially owned by Mr. Hon after the award. The RSUs vest in four quarterly installments beginning September 15, 2025, with 1/4th of the shares vesting each three months and full vesting on September 15, 2026, subject to continued service. The Form 4 was signed by an attorney-in-fact on behalf of the reporting person.

Ambarella director David Jeffrey Richardson received an annual restricted stock unit (RSU) grant of 2,498 Ordinary Shares approved by the Board, effective September 2, 2025. The grant vests in four equal quarterly installments beginning September 15, 2025, and will be 100% vested on September 15, 2026, subject to continued service. The Form 4 shows 5,029 Ordinary Shares beneficially owned following the reported transaction and 23,281 shares held indirectly via a family trust. The reported grant price is listed as $0.0. The filing was signed on behalf of Mr. Richardson by an attorney-in-fact on September 4, 2025.

Christopher Paisley, a director of Ambarella, Inc. (AMBA), received an annual restricted stock unit (RSU) grant. The Board approved 2,498 RSUs on 09/02/2025. The RSUs vest in four equal quarterly installments beginning on a vesting start date of 09/15/2025 and are scheduled to be fully vested on 09/15/2026, subject to continued service. After the grant, Mr. Paisley beneficially owns 41,779 ordinary shares. The grant was reported on a Form 4 by an attorney-in-fact on behalf of Mr. Paisley.

Ambarella, Inc. director Chenming Hu received an annual restricted stock unit (RSU) grant of 2,498 ordinary shares. The grant was approved by the board effective September 2, 2025, and vests in four equal quarterly installments beginning on the vesting start date of September 15, 2025, reaching 100% vesting on September 15, 2026, subject to continued service. After the grant, Mr. Hu beneficially owns 29,516 ordinary shares. The Form 4 was signed on behalf of Mr. Hu by an attorney-in-fact on September 4, 2025.

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.