Ambarella, Inc. filings document regulatory disclosures for a Nasdaq-listed edge AI semiconductor company organized in the Cayman Islands, with ordinary shares trading under AMBA. Recent Form 8-K reports cover quarterly and annual results releases, exhibit filings, and material events tied to the company’s public reporting obligations.
The filing record also includes governance and compensation disclosures, including board appointments, director and officer changes, annual bonus plan approvals, executive compensation targets, and related committee actions. These documents provide formal records of Ambarella’s operating-result announcements, securities registration details, board structure, and executive compensation governance.
AMBARELLA INC (symbol: AMBA) is the issuer of record for a Form 4 filing submitted to the SEC. Breithaupt Chantelle Yvette reported acquisition or exercise transactions in this Form 4 filing.
AMBARELLA INC (AMBA) reported that director Chantelle Yvette Breithaupt received an annual equity award on September 8, 2026, consisting of 3,151 Ordinary Shares in the form of a restricted stock unit grant approved by the Board of Directors.
The RSU grant vests as to 1/4 of the shares every three months after the vesting start date of September 15, 2026, becoming 100% vested on September 15, 2027, subject to her continued service with the company. Following this award, she holds 8,091 Ordinary Shares directly. No Rule 10b5-1 trading plan is reported for this grant.
AMBARELLA INC (symbol: AMBA) is the issuer of record for a Form 4 filing submitted to the SEC. Schwarting Elizabeth M reported acquisition or exercise transactions in this Form 4 filing.
AMBARELLA INC (AMBA) reported that director Elizabeth M. Schwarting received an annual equity award in the form of 3,151 Ordinary Shares as a restricted stock unit grant effective September 8, 2026. The RSUs vest in four equal quarterly installments starting September 15, 2026 and are scheduled to be fully vested by September 15, 2027, subject to continued service. Following this grant, she holds 9,841 Ordinary Shares directly.
AMBARELLA INC (symbol: AMBA) is the issuer of record for a Form 4 filing submitted to the SEC. Hon Hsiao-Wuen reported acquisition or exercise transactions in this Form 4 filing.
AMBARELLA INC (AMBA) reported that director Hon Hsiao-Wuen received an annual grant of 3,151 Ordinary Shares in the form of restricted stock units effective September 8, 2026. These RSUs vest in four equal installments every three months starting September 15, 2026, becoming fully vested on September 15, 2027, subject to continued service. Following this award, the director directly holds 33,927 Ordinary Shares. No Rule 10b5-1 trading plan is reported in connection with this grant.
AMBARELLA INC (symbol: AMBA) is the issuer of record for a Form 4 filing submitted to the SEC. RICHARDSON DAVID JEFFREY reported acquisition or exercise transactions in this Form 4 filing.
AMBARELLA INC (AMBA) reported that independent director David Jeffrey Richardson received an annual equity award on September 8, 2026. He was granted 3,151 Ordinary Shares in the form of restricted stock units at no cash cost. The award vests in four equal installments every three months starting September 15, 2026, becoming fully vested on September 15, 2027, subject to his continued service. After this grant he holds 5,649 Ordinary Shares directly, in addition to 25,812 Ordinary Shares held indirectly by a family trust. No Rule 10b5-1 trading plan is reported.
AMBARELLA INC (symbol: AMBA) is the issuer of record for a Form 4 filing submitted to the SEC. PAISLEY CHRISTOPHER B reported acquisition or exercise transactions in this Form 4 filing.
AMBARELLA INC (AMBA) reported that director Christopher B. Paisley received an annual restricted stock unit (RSU) grant covering 3,151 Ordinary Shares effective September 8, 2026. The award was approved by the Board of Directors for each independent director and is held as a direct ownership position.
The RSUs vest in four equal installments, with 1/4 of the shares vesting every three months starting from the vesting start date of September 15, 2026, and becoming 100% vested on September 15, 2027, subject to Mr. Paisley’s continued service with the company. Following this grant, he directly holds 44,180 Ordinary Shares.
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. (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.
T. Rowe Price Associates, Inc. reported beneficial ownership of 2,598,863 shares of Ambarella Inc. common stock, representing 5.9% of the class. It had sole voting power over 2,595,519 shares and sole dispositive power over 2,598,863 shares, with no shared voting or dispositive power.
The securities covered are Ambarella Inc. common stock (CUSIP G037AX101). T. Rowe Price Associates is organized in Maryland and states that this filing should not be construed as an admission that it is the beneficial owner of these securities, and that such beneficial ownership is expressly denied.
State Street Corporation has filed a Schedule 13G reporting passive ownership of Ambarella Inc. common stock. State Street reports that it beneficially owns 2,562,733 shares of Ambarella common stock, representing 5.8% of the outstanding class as of the filing date. All voting and dispositive authority is shared through affiliated investment management subsidiaries, with shared voting power over 2,439,526 shares and shared dispositive power over 2,562,733 shares; it reports no sole voting or dispositive power. The filing identifies several State Street Global Advisors entities as the investment adviser subsidiaries through which this ownership is held, and notes that no other person is disclosed as having rights to more than 5% of the class’s dividends or sale proceeds on whose behalf the shares are owned.
Vanguard Capital Management LLC and certain affiliates report beneficial ownership of Ambarella Inc common stock. They hold 2,198,918 shares, representing 5.01% of the class, filed on a passive ownership basis.
Vanguard has sole voting power over 325,379 shares and sole dispositive power over 2,198,918 shares, with no shared voting or dispositive power. The reported holdings include shares held by various Vanguard funds and managed accounts for which Vanguard entities exercise voting and/or dispositive authority, but no single other person has an interest exceeding 5% of the class.