Company research
AMBARELLA INC
CIK 1280263Updated Sep 24, 2026
SecurityAMBA · NASDAQ · equity
AMBA price & chart
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NASDAQ:AMBA on TradingView ↗About the company
With an installed base of more than 46 million AI SoC units, Ambarella’s products are utilized in a wide variety of physical edge AI applications, spanning edge endpoint and edge infrastructure use cases including physical security, vehicle safety, telematics, autonomy, portable video, aerial drones, and other emerging robotic applications. Building on this footprint, Ambarella offers a full-stack edge AI platform, from highly optimized silicon and programmable software to AI agentic frameworks that coordinate perception, decision-making and control across devices. Ambarella’s low-power systems-on-chip (SoCs) integrate proprietary and highly efficient perception and deep learning neural network AI accelerators, enabling electronic systems to become more productive with partial or complete levels of machine autonomy. For more information, please visit www.ambarella.com.
In the news
Ambarella Announces Second Quarter Fiscal Year 2027 Earnings Conference Call to be Held September 3, 2026 ↗
Recent filings
Financials
FY 2026 · USDSource
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balance sheet · annual statements
| Line item | FY 2026 | FY 2025 | FY 2024 | FY 2023 |
|---|---|---|---|---|
| ASSETS | ||||
| AssetsUSD | 798,600,000Source | 688,968,000Source | 657,655,000Source | 710,195,000Source |
| Property, Plant and Equipment, NetUSD | 11,553,000Source | 9,084,000Source | 10,439,000Source | 11,814,000Source |
| GoodwillUSD | 303,625,000Source | 303,625,000Source | 303,625,000Source | 303,625,000Source |
| Current assets: | ||||
| Cash and Cash Equivalents, at Carrying ValueUSD | 191,019,000Source | 144,622,000Source | 144,914,000Source | 113,541,000Source |
| Accounts Receivable, after Allowance for Credit Loss, CurrentUSD | 39,180,000Source | 29,767,000Source | 24,950,000Source | 51,987,000Source |
| Inventory, NetUSD | 52,246,000Source | 34,428,000Source | 29,043,000Source | 40,486,000Source |
| Assets, CurrentUSD | 410,275,000Source | 320,551,000Source | 280,157,000Source | 304,632,000Source |
| Prepaid Expense and Other Assets, CurrentUSD | 5,836,000Source | 6,084,000Source | 6,230,000Source | 5,288,000Source |
| Operating Lease, Right-of-Use AssetUSD | 12,118,000Source | 5,188,000Source | 5,250,000Source | 8,339,000Source |
| Other Assets, NoncurrentUSD | 2,983,000Source | 3,241,000Source | 2,814,000Source | 4,012,000Source |
| LIABILITIES AND EQUITY | ||||
| LiabilitiesUSD | 203,811,000Source | 127,556,000Source | 97,784,000Source | 104,107,000Source |
| Commitments and ContingenciesUSD | 0Source | 0Source | 0Source | 0Source |
| Stockholders’ equity: | ||||
| Preferred Stock, Value, IssuedUSD | 0Source | 0Source | 0Source | 0Source |
| Common Stock, Value, IssuedUSD | 19,000Source | 19,000Source | 18,000Source | 18,000Source |
| Retained Earnings (Accumulated Deficit)USD | -327,922,000Source | -252,057,000Source | -134,931,000Source | 34,486,000Source |
| Accumulated Other Comprehensive Income (Loss), Net of TaxUSD | 573,000Source | -233,000Source | -183,000Source | -492,000Source |
| Stockholders' Equity Attributable to ParentUSD | 594,789,000Source | 561,412,000Source | 559,871,000Source | 606,088,000Source |
| Additional Paid in Capital, Common StockUSD | 922,119,000Source | 813,683,000Source | 694,967,000Source | 572,076,000Source |
| Liabilities and EquityUSD | 798,600,000Source | 688,968,000Source | 657,655,000Source | 710,195,000Source |
| Current liabilities: | ||||
| Liabilities, CurrentUSD | 177,944,000Source | 120,994,000Source | 82,979,000Source | 83,462,000Source |
| Operating Lease, Liability, CurrentUSD | 2,027,000Source | 2,829,000Source | 3,443,000Source | 3,539,000Source |
| Accounts Payable, CurrentUSD | 54,029,000Source | 21,775,000Source | 28,503,000Source | 17,845,000Source |
| Operating Lease, Liability, NoncurrentUSD | 11,408,000Source | 2,436,000Source | 1,896,000Source | 5,097,000Source |
| Deferred Income Tax Liabilities, NetUSD | 560,000Source | 695,000Source | 855,000Source | 1,120,000Source |
| Other Liabilities, NoncurrentUSD | 14,459,000Source | 4,126,000Source | 12,909,000Source | 15,548,000Source |
| Additional Financial Items | ||||
| Accrued Liabilities, CurrentUSD | 97,964,000Source | 80,781,000Source | 48,598,000Source | — |
| Deferred Tax Liabilities, NetUSD | 130,000Source | 474,000Source | 656,000Source | — |
cash flow · annual statements
| Line item | FY 2026 | FY 2025 | FY 2024 | FY 2023 |
|---|---|---|---|---|
| Cash flows from operating activities: | ||||
| Net Income (Loss), Including Portion Attributable to Noncontrolling InterestUSD | — | — | — | -65,386,000Source |
| Adjustments to reconcile net income to net cash provided by operating activities: | ||||
| Depreciation, Depletion and AmortizationUSD | 25,592,000Source | 26,060,000Source | 24,813,000Source | 19,934,000Source |
| Share-based Payment Arrangement, Noncash ExpenseUSD | 98,040,000Source | 107,803,000Source | 111,316,000Source | 111,158,000Source |
| Changes in operating assets and liabilities: | ||||
| Increase (Decrease) in Accounts ReceivableUSD | 9,413,000Source | 4,817,000Source | -27,037,000Source | 7,680,000Source |
| Increase (Decrease) in InventoriesUSD | 17,897,000Source | 5,213,000Source | -11,443,000Source | -4,733,000Source |
| Increase (Decrease) in Accounts PayableUSD | 33,687,000Source | -9,581,000Source | 10,658,000Source | -13,325,000Source |
| Deferred Income Tax Expense (Benefit)USD | -181,000Source | -351,000Source | 18,872,000Source | -4,597,000Source |
| Net Cash Provided by (Used in) Operating ActivitiesUSD | 73,519,000Source | 33,836,000Source | 19,024,000Source | 44,093,000Source |
| Cash flows from investing activities: | ||||
| Payments to Acquire Businesses, Net of Cash AcquiredUSD | — | — | 0Source | 0Source |
| Net Cash Provided by (Used in) Investing ActivitiesUSD | -30,494,000Source | -40,526,000Source | 7,842,000Source | -107,295,000Source |
| Cash flows from financing activities: | ||||
| Payments for Repurchase of Common StockUSD | 1,000,000Source | — | — | 0Source |
| Net Cash Provided by (Used in) Financing ActivitiesUSD | 3,807,000Source | 6,398,000Source | 4,506,000Source | 5,698,000Source |
| Cash, Cash Equivalents, Restricted Cash and Restricted Cash Equivalents, Period Increase (Decrease), Including Exchange Rate EffectUSD | 46,832,000Source | -292,000Source | 31,372,000Source | -57,504,000Source |
| Supplemental disclosure of cash flow information: | ||||
| Income Taxes Paid, NetUSD | 2,268,000Source | — | — | — |
| Additional Financial Items | ||||
| Share-based Payment Arrangement, ExpenseUSD | 98,040,000Source | 108,043,000Source | 111,316,000Source | 111,158,000Source |
| DepreciationUSD | 4,800,000Source | 4,700,000Source | 4,800,000Source | 3,900,000Source |
| Equipment ExpenseUSD | 27,118,000Source | 26,089,000Source | — | — |
| Equity Securities without Readily Determinable Fair Value, Impairment Loss, Annual AmountUSD | 0Source | 0Source | — | — |
| GoodwillUSD | 303,625,000Source | 303,625,000Source | 303,625,000Source | 303,625,000Source |
| Goodwill, Impairment LossUSD | 0Source | 0Source | 0Source | 0Source |
| Impairment of Intangible Assets (Excluding Goodwill)USD | 0Source | 0Source | 0Source | 0Source |
| Income Tax Expense (Benefit)USD | 2,168,000Source | -602,000Source | 20,887,000Source | -5,552,000Source |
| Net Income (Loss) Attributable to ParentUSD | -75,865,000Source | -117,126,000Source | -169,417,000Source | -65,386,000Source |
| Nonoperating Income (Expense)USD | 8,830,000Source | 8,867,000Source | 6,030,000Source | 3,318,000Source |
| Operating ExpensesUSD | 313,793,000Source | 298,925,000Source | 291,377,000Source | 283,190,000Source |
| Operating Lease, ExpenseUSD | 3,600,000Source | 3,800,000Source | 3,700,000Source | 3,700,000Source |
| Payments to Acquire InvestmentsUSD | 62,557,000Source | 70,670,000Source | 34,178,000Source | 97,437,000Source |
| Proceeds from Maturities, Prepayments and Calls of Debt Securities, Available-for-saleUSD | 28,902,000Source | 19,138,000Source | 46,935,000Source | 2,000,000Source |
income statement · annual statements
| Line item | FY 2026 | FY 2025 | FY 2024 | FY 2023 |
|---|---|---|---|---|
| Total RevenueUSD | 390,702,000Source | 284,865,000Source | 226,474,000Source | 337,606,000Source |
| Cost of RevenueUSD | 159,436,000Source | 112,535,000Source | 89,657,000Source | 128,672,000Source |
| Selling, General and Administrative ExpenseUSD | 75,274,000Source | 72,816,000Source | 76,325,000Source | 78,244,000Source |
| Operating Income (Loss)USD | -82,527,000Source | -126,595,000Source | -154,560,000Source | -74,256,000Source |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling InterestUSD | -73,697,000Source | -117,728,000Source | -148,530,000Source | -70,938,000Source |
| Income Tax Expense (Benefit)USD | 2,168,000Source | -602,000Source | 20,887,000Source | -5,552,000Source |
| Net Income (Loss) Attributable to ParentUSD | -75,865,000Source | -117,126,000Source | -169,417,000Source | -65,386,000Source |
| Earnings Per Share, BasicUSD per share | -1.78Source | -2.84Source | -4.25Source | -1.7Source |
| Earnings Per Share, DilutedUSD per share | -1.78Source | -2.84Source | -4.25Source | -1.7Source |
| Weighted Average Number of Shares Outstanding, Basicshares | 42,704,312Source | 41,303,287Source | 39,878,872Source | 38,363,638Source |
| Weighted Average Number of Shares Outstanding, Dilutedshares | 42,704,312Source | 41,303,287Source | 39,878,872Source | 38,363,638Source |
| Additional Financial Items | ||||
| Current Income Tax Expense (Benefit)USD | 2,349,000Source | -251,000Source | 2,015,000Source | -955,000Source |
| Depreciation, Depletion and Amortization, NonproductionUSD | — | — | 24,813,000Source | 19,934,000Source |
| Equipment ExpenseUSD | 27,118,000Source | 26,089,000Source | — | — |
| Equity Securities without Readily Determinable Fair Value, Impairment Loss, Annual AmountUSD | 0Source | 0Source | — | — |
| Goodwill, Impairment LossUSD | 0Source | 0Source | 0Source | 0Source |
| Gross ProfitUSD | 231,266,000Source | 172,330,000Source | 136,817,000Source | 208,934,000Source |
| Income (Loss) from Continuing Operations before Income Taxes, DomesticUSD | -25,108,000Source | -35,572,000Source | -33,953,000Source | -18,968,000Source |
| Labor and Related ExpenseUSD | 131,015,000Source | 115,188,000Source | — | — |
| Nonoperating Income (Expense)USD | 8,830,000Source | 8,867,000Source | 6,030,000Source | 3,318,000Source |
| Operating ExpensesUSD | 313,793,000Source | 298,925,000Source | 291,377,000Source | 283,190,000Source |
| Operating Lease, ExpenseUSD | 3,600,000Source | 3,800,000Source | 3,700,000Source | 3,700,000Source |
| Research and Development ExpenseUSD | 238,519,000Source | 226,109,000Source | 215,052,000Source | 204,946,000Source |
Filing attachments
d88952dex991.htm · 8-K · 2026-09-03
EX-99.1 2 d88952dex991.htm EX-99.1 EX-99.1 Exhibit 99.1 Ambarella, Inc. Announces Second Quarter Fiscal Year 2027 Financial Results September 3, 2026 - Santa Clara, Calif. - Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced second quarter fiscal 2027 financial results for the period ended July 31, 2026. Revenue for the second quarter of fiscal 2027 was $108.1 million, up 13.2% from $95.5 million in the same period in fiscal 2026. For the six months end…
Read attachment ↗d130687dex991.htm · 8-K · 2026-05-28
EX-99.1 2 d130687dex991.htm EX-99.1 EX-99.1 Exhibit 99.1 Ambarella, Inc. Announces First Quarter Fiscal Year 2027 Financial Results May 28, 2026 - Santa Clara, Calif. - Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced first quarter fiscal 2027 financial results for the period ended April 30, 2026. Revenue for the first quarter of fiscal 2027 was $100.4 million, up 16.9% from $85.9 million in the same period in fiscal 2026. Gross margin under U.S. g…
Read attachment ↗d108529dex991.htm · 8-K · 2026-02-26
EX-99.1 2 d108529dex991.htm EX-99.1 EX-99.1 Exhibit 99.1 Ambarella, Inc. Announces Fourth Quarter and Fiscal Year 2026 Financial Results February 26, 2026 - Santa Clara, Calif. - Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced fourth quarter and full year fiscal 2026 financial results for the period ended January 31, 2026. Revenue for the fourth quarter of fiscal 2026 was $100.9 million, up 20.1% from $84.0 million in the same period in fiscal 2025. …
Read attachment ↗d70593dex991.htm · 8-K · 2025-11-25
EX-99.1 2 d70593dex991.htm EX-99.1 EX-99.1 Exhibit 99.1 Ambarella, Inc. Announces Third Quarter Fiscal Year 2026 Financial Results November 25, 2025 - Santa Clara, Calif. - Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced financial results for its third quarter of fiscal year 2026 ended October 31, 2025. Revenue for the third quarter of fiscal 2026 was $108.5 million, up 31.2% from $82.7 million in the same period in fiscal 2025. For the nine months e…
Read attachment ↗d103497dex991.htm · 8-K · 2025-08-28
EX-99.1 2 d103497dex991.htm EX-99.1 EX-99.1 Exhibit 99.1 Ambarella, Inc. Announces Second Quarter Fiscal Year 2026 Financial Results August 28, 2025 - Santa Clara, Calif. - Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced financial results for its second quarter of fiscal year 2026 ended July 31, 2025. Revenue for the second quarter of fiscal 2026 was $95.5 million, up 49.9% from $63.7 million in the same period in fiscal 2025. For the six months ende…
Read attachment ↗d50532dex991.htm · 8-K · 2025-05-29
EX-99.1 2 d50532dex991.htm EX-99.1 EX-99.1 Exhibit 99.1 Ambarella, Inc. Announces First Quarter Fiscal Year 2026 Financial Results May 29, 2025 - Santa Clara, Calif. - Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced first quarter fiscal 2026 financial results for the period ended April 30, 2025. Revenue for the first quarter of fiscal 2026 was $85.9 million, up 57.6% from $54.5 million in the same period in fiscal 2025. Gross margin under U.S. gen…
Read attachment ↗