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Current Report · Items 2.02, 9.01 · 8-K

Ambarella, Inc.

AMBANASDAQEQUITYCurrent

Results of Operations and Financial Condition

Item 2.02 Results of Operations and Financial Condition On August 28, 2025, Ambarella, Inc. issued a press release announcing its financial results for the second quarter of fiscal year 2026 ended July 31, 2025. A copy of the press release is attached as Exhibit 99.1 to this current report on Form 8-K and is incorporated by reference herein.…

Filed Aug 28, 2025Accepted Aug 28, 2025, 4:44 PM EDTCIK 1280263Accession 0001193125-25-191300
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Company context

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.

Current securities

Recent company filings

  1. 144 filingSep 25, 2026
  2. 4 filingSep 10, 2026
  3. 10-Q filingSep 4, 2026
  4. Results of Operations and Financial ConditionSep 3, 2026
  5. S-8 filingAug 3, 2026

Disclosure sections

Items 2.02, 9.01

Select an item to read the extracted section. The as-filed document remains the primary evidence.

Item 2.02Item 2.02 - Results of Operations
Item 2.02 Results of Operations and Financial Condition On August 28, 2025, Ambarella, Inc. issued a press release announcing its financial results for the second quarter of fiscal year 2026 ended July 31, 2025. A copy of the press release is attached as Exhibit 99.1 to this current report on Form 8-K and is incorporated by reference herein. The information in this current report on Form 8-K and the exhibits attached hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”) or otherwise subject to the liabilities of that section, nor shall they be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filing.
Filed exhibits (1)
EX-99.1 (by filename) d103497dex991.htm

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 ended July 31, 2025, revenue was $181.4 million, up 53.5% from $118.2 million for the six months ended July 31, 2024. Gross margin under U.S. generally accepted accounting principles (GAAP) for the second quarter of fiscal 2026 was 58.9%, compared with 60.8% for the same period in fiscal 2025. For the six months ended July 31, 2025, GAAP gross margin was 59.4%, compared with 60.8% for the six months ended July 31, 2024. GAAP net loss for the second quarter of fiscal 2026 was $20.0 million, or loss per diluted ordinary share of $0.47, compared with GAAP net loss of $34.9 million, or loss per diluted ordinary share of $0.85, for the same period in fiscal 2025. GAAP net loss for the six m…

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