Ambarella Inc SEC Filings

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.

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.

Form 4 Filing Details - Ambarella (AMBA) Director Transaction

Director Christopher B. Paisley reported a sale of 1,000 ordinary shares at a price of $62.58 per share on June 25, 2025. The transaction was executed under a Rule 10b5-1 trading plan established on June 13, 2024, demonstrating pre-planned trading activity.

Following the transaction, Paisley retains direct beneficial ownership of 39,281 shares. Key transaction details:

• Transaction Type: Sale of non-derivative securities
• Total Transaction Value: $62,580
• Trading Plan: Executed under Rule 10b5-1
• Ownership: Direct ownership maintained

This insider sale represents approximately 2.5% of Paisley's holdings in Ambarella and was conducted in compliance with SEC regulations for insider trading.

Ambarella (NASDAQ:AMBA) filed a Form 144 on June 29 2025 detailing a proposed sale of 1,000 common shares by insider Christopher B. Paisley through Fidelity Brokerage Services. The shares are valued at roughly $62,580, a fraction (<0.01%) of the company’s 42.4 million shares outstanding.

The stock to be sold stems from restricted-stock awards that vested in 2016 (341 shares) and 2019 (659 shares). The notice indicates an expected sale date of June 25 2025 on Nasdaq. It also discloses that Paisley sold 500 shares for $27,750 on March 25 2025. No additional financial data, risk factors, or strategic developments are included in the filing.

Ambarella CFO John Alexander Young reported a sale of 2,435 ordinary shares on June 17, 2025, at a price of $52.26 per share. The transaction was specifically executed to cover tax obligations arising from the vesting of restricted stock units (RSUs).

Following the reported transaction, Young continues to hold 111,451 shares directly. The Form 4 filing indicates this was a routine tax-related sale rather than a discretionary transaction, which is common practice among executives when RSUs vest.

The filing was submitted through Young's attorney-in-fact, Michael Morehead, on June 20, 2025. This transaction represents a relatively small adjustment to Young's overall holdings in Ambarella, maintaining significant direct ownership in the company while fulfilling tax obligations.

Ambarella, Inc. (AMBA) – Form 4 insider transaction

On 06/17/2025, Christopher Day, Ambarella’s Vice President of Marketing, reported the sale of 342 ordinary shares at an average price of $52.26 per share. The shares were automatically sold to cover withholding taxes triggered by the vesting of restricted stock units, a routine administrative event disclosed in the filing. After the transaction, Day retains 15,099 shares of AMBA common stock, indicating that more than 97 % of his direct holdings remain intact. No derivative security activity was reported, and there are no indications of additional open‐market sales. Given the small size relative to both the executive’s total holdings and Ambarella’s public float, the filing is unlikely to carry material valuation implications for investors.

Ambarella, Inc. (AMBA) – Form 4 Insider Transaction

Chief Operating Officer Chan W. Lee filed a Form 4 reporting a sale of 1,601 ordinary shares on 17 June 2025 at an average price of $52.26. The disclosure states the shares were sold to satisfy tax obligations arising from the vesting of restricted stock units (RSUs). Following the transaction, Lee’s direct ownership stands at 128,696 shares.

No derivative securities were involved and no Rule 10b5-1 trading plan was indicated in the filing. The sale represents roughly 1.2 % of Lee’s reported holdings, a level generally considered routine for tax-withholding purposes rather than a material reduction in economic exposure.

Given the modest size and stated purpose of the disposition, the filing is unlikely to materially affect Ambarella’s investment thesis or signal a strategic shift by management.

Leslie Kohn, Chief Technology Officer and Director of Ambarella (AMBA), reported a sale of 1,715 ordinary shares on June 17, 2025, at a price of $52.26 per share. The transaction was specifically executed to cover tax obligations arising from the vesting of restricted stock units.

Following the reported transaction, Kohn maintains direct beneficial ownership of 979,677 shares of Ambarella. This Form 4 filing indicates the executive continues to hold a significant equity position in the company despite the tax-related sale.

• Transaction was executed under tax obligation requirements, not discretionary selling
• Kohn serves dual roles as both CTO and Director
• Filing was completed through attorney-in-fact Michael Morehead on June 20, 2025
• No derivative securities were involved in this transaction