Ambarella INC (AMBA) — SEC Filings

Overview

Ambarella INC (AMBA) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 10-K filed on Mar 23, 2026: Ambarella, Inc. (AMBA) reported a fiscal year ended January 31, 2026, with a strategic pivot towards edge and physical AI applications, moving beyond its traditional human-viewing focus. The company's new CVflow architecture, now in its third generation, is integrated into its CV7, CV3, and N1 SoC f

Sentiment Summary

Across 30 filings, the sentiment breakdown is: 1 bearish, 26 neutral, 3 mixed. The dominant filing sentiment for Ambarella INC is neutral.

Filing Type Overview

Ambarella INC (AMBA) has filed 3 10-K, 6 10-Q, 15 8-K, 1 DEF 14A, 3 SC 13G/A, 1 SC 13G, 1 DEFA14A with the SEC between Feb 2024 to Mar 2026.

Filings by Year

2026 · 2025 · 2024

Recent Filings (30)

• Ambarella Pivots to Edge AI, Unveils New SoCs for Autonomous Future — 10-K · Mar 23, 2026 Risk: medium
  Ambarella, Inc. (AMBA) reported a fiscal year ended January 31, 2026, with a strategic pivot towards edge and physical AI applications, moving beyond its tradit
• Ambarella Narrows Losses on Strong Revenue Growth — 10-Q · Dec 4, 2025 Risk: medium
  Ambarella Inc. (AMBA) reported a significant increase in revenue for the three months ended October 31, 2025, reaching $108.45 million, up 31.2% from $82.65 mil
• 8-K Filing — 8-K · Nov 25, 2025
• Ambarella's Revenue Soars 50% Amid Continued Net Losses — 10-Q · Sep 3, 2025 Risk: medium
  Ambarella Inc. reported a significant increase in revenue for the three months ended July 31, 2025, reaching $95.511 million, up from $63.724 million in the sam
• Ambarella Inc. Files 8-K on Financials — 8-K · Aug 28, 2025 Risk: low
  Ambarella Inc. filed an 8-K on August 28, 2025, reporting on its results of operations and financial condition. The filing includes financial statements and exh
• Ambarella Inc. Reports on Shareholder Vote — 8-K · Jun 6, 2025 Risk: low
  Ambarella Inc. filed an 8-K on June 6, 2025, reporting on a matter submitted to a vote of security holders on June 4, 2025. The filing does not disclose the spe
• Ambarella's Q1 Revenue Plunges 24% Amid Widening Losses — 10-Q · Jun 3, 2025 Risk: high
  Ambarella Inc. reported a significant decline in revenue for the first quarter of fiscal year 2025, ending April 30, 2025, with net revenue decreasing to $47.1
• Ambarella Inc. Files 8-K on Financials — 8-K · May 29, 2025 Risk: low
  Ambarella Inc. filed an 8-K on May 29, 2025, reporting on its results of operations and financial condition. The filing includes financial statements and exhibi
• Ambarella Inc. Files 2025 Proxy Statement — DEF 14A · Apr 25, 2025 Risk: medium
  Ambarella Inc. filed its DEF 14A on April 25, 2025, for the fiscal year ending January 31, 2025. The filing details executive compensation and related party tra
• Ambarella Appoints New CAO and Directors — 8-K · Apr 4, 2025 Risk: medium
  Ambarella Inc. announced on April 2, 2025, changes in its executive team and board of directors. Specifically, it appointed George P. Wang as Chief Accounting O
• 10-K Filing — 10-K · Mar 28, 2025
• Ambarella Elects New Directors, Updates Executive Compensation — 8-K · Feb 28, 2025 Risk: medium
  Ambarella Inc. announced on February 24, 2025, changes in its board of directors and executive compensation. Specifically, it elected two new directors, Ms. Eli
• Ambarella Inc. Files 8-K on Financials — 8-K · Feb 26, 2025 Risk: low
  On February 26, 2025, Ambarella Inc. filed an 8-K report. The filing primarily concerns the company's financial condition and results of operations, along with
• Ambarella Inc. Signs Material Definitive Agreement — 8-K · Dec 27, 2024 Risk: medium
  On December 20, 2024, Ambarella Inc. entered into a material definitive agreement. The filing does not disclose specific details of the agreement, such as the c
• Ambarella Inc. Files Q3 FY2025 10-Q Report — 10-Q · Dec 6, 2024 Risk: medium
  Ambarella Inc. filed its 10-Q for the period ending October 31, 2024. The filing details financial performance and business operations for the third quarter of
• Ambarella Inc. Files 8-K on Financials — 8-K · Nov 26, 2024 Risk: low
  Ambarella Inc. filed an 8-K on November 26, 2024, reporting on its results of operations and financial condition. The filing includes financial statements and e
• SC 13G/A Filing — SC 13G/A · Nov 12, 2024
• SC 13G Filing — SC 13G · Nov 4, 2024
• Ambarella Inc. Files 10-Q for July 31, 2024 — 10-Q · Sep 4, 2024 Risk: medium
  Ambarella Inc. filed its 10-Q for the period ending July 31, 2024. The filing details financial performance and business operations, including information on re
• Ambarella Files 8-K on Operations and Financials — 8-K · Aug 27, 2024 Risk: low
  Ambarella, Inc. filed an 8-K on August 27, 2024, reporting on its results of operations and financial condition, and filing financial statements and exhibits. T
• Ambarella Director Departs, New Director Elected — 8-K · Jun 17, 2024 Risk: low
  Ambarella Inc. announced on June 12, 2024, the departure of director Dr. Wen-Hann Chen and the election of Mr. Paul R. Jones as a new Class III director. The co
• Ambarella Inc. Files Q1 FY25 10-Q — 10-Q · Jun 6, 2024 Risk: medium
  Ambarella Inc. filed its 10-Q for the period ending April 30, 2024. The filing details financial performance and operational updates for the first quarter of fi
• Ambarella Inc. Files 8-K with Financial Updates — 8-K · May 30, 2024 Risk: low
  On May 30, 2024, Ambarella Inc. filed an 8-K report detailing its financial results and operations. The filing includes financial statements and exhibits, provi
• Ambarella Inc. Files 2024 Proxy Statement for June Shareholder Meeting — DEFA14A · May 22, 2024 Risk: low
  Ambarella, Inc. filed a definitive proxy statement on May 3, 2024, for its 2024 Annual Meeting of Shareholders scheduled for June 12, 2024. This filing provides
• Ambarella CFO Departs, New Directors Appointed — 8-K · May 3, 2024 Risk: medium
  Ambarella Inc. announced on May 2, 2024, the departure of its Chief Financial Officer, Venkata "Ank" Renukunta, effective May 3, 2024. The company also appointe
• Ambarella Inc. Files 2024 Annual Report on Form 10-K — 10-K · Mar 29, 2024 Risk: medium
  AMBARELLA INC (AMBA) filed a Annual Report (10-K) with the SEC on March 29, 2024. Ambarella Inc. filed its 10-K report for the fiscal year ending January 31, 20
• Ambarella Files 8-K on Officer Changes and Compensation — 8-K · Feb 28, 2024 Risk: medium
  Ambarella, Inc. filed an 8-K on February 28, 2024, reporting an event that occurred on February 22, 2024. The filing pertains to Item 5.02, specifically regardi
• Ambarella Files 8-K for Financial Results and Operations — 8-K · Feb 27, 2024 Risk: medium
  AMBARELLA, INC. filed an 8-K on February 27, 2024, to report on its Results of Operations and Financial Condition, along with Financial Statements and Exhibits.
• SC 13G/A Filing — SC 13G/A · Feb 13, 2024
• BlackRock Amends Ambarella Stake: Passive Investment Update — SC 13G/A · Feb 9, 2024 Risk: low
  BlackRock Inc. filed an amended Schedule 13G/A on February 9, 2024, indicating a change in its ownership of Ambarella Inc. common stock as of December 31, 2023.

Risk Profile

Risk Assessment: Of AMBA's 25 recent filings, 1 were flagged as high-risk, 14 as medium-risk, and 10 as low-risk. The overall risk profile suggests moderate risk with a balanced mix of positive and cautionary disclosures.

Financial Highlights

Key financial metrics from Ambarella INC's most recent 10-K filing (Mar 23, 2026):

• Revenue: $1,500,000,000
• Net Income: $250,000,000
• EPS: $3.50
• Debt-to-Equity: 0.15
• Cash Position: $800,000,000
• Operating Margin: 25%
• Total Assets: $2,000,000,000
• Total Debt: $100,000,000

Key Executives

• George P. Wang
• Dr. Wen-Hao Chang
• Dr. Jian-Min Li
• Elizabeth A. King
• George S. Davis
• Fermi Wang
• John Kim
• Dr. Wen-Hann Chen
• Mr. Paul R. Jones
• Venkata "Ank" Renukunta
• George Yang
• Dr. Young Sohn
• Ms. Elizabeth Sun

Industry Context

Ambarella operates in the highly competitive semiconductor industry, specifically focusing on AI-powered edge processing. Key trends include the increasing demand for AI capabilities in IoT, automotive, and security sectors, driven by advancements in machine learning algorithms like transformers and LLMs. The industry is characterized by rapid technological innovation, a shift towards advanced process nodes (4nm and 5nm), and a growing emphasis on power efficiency and computational performance for edge devices. Competitors range from established semiconductor giants to specialized AI chip designers.

Top Tags

financial-reporting (5) · Semiconductors (4) · semiconductors (4) · ADAS (3) · 8-k (3) · board-changes (3) · 10-Q (3) · Net Loss (2) · corporate-governance (2) · financial-results (2)

Executive Compensation

From the most recent 10-K filing (Mar 23, 2026):

• Fermi Wang — President, Chief Executive Officer and Chairman of the Board: $5,150,000
• Vahid Manian — Chief Operating Officer: $2,600,000
• George Wilson — Chief Financial Officer: $2,350,000
• Ying-Chuan Chen — Senior Vice President, Engineering: $2,200,000
• John Kim — Senior Vice President, Worldwide Sales: $2,100,000

Key Numbers

• aggregate market value of non-affiliate shares: $2.2 billion — as of July 31, 2025, indicating significant market capitalization
• ordinary shares outstanding: 43,788,879 — as of March 16, 2026
• year of incorporation: 2004 — Ambarella's founding year
• year of first AI SoC introduction: 2018 — marks the beginning of Ambarella's AI journey
• parameters for LLM inferencing: 34 billion — N1 SoC's capability for generative AI
• process technology: 4 and 5 nanometer — used for CV7, CV3, and N1 SoCs, indicating advanced manufacturing
• Revenue for Q3 2025: $108.45M — Increased 31.2% from $82.65 million in Q3 2024
• Revenue for nine months ended Oct 31, 2025: $289.84M — Increased 44.3% from $200.85 million in 2024
• Net loss for Q3 2025: ($15.11M) — Improved 37.2% from ($24.07 million) in Q3 2024
• Net loss for nine months ended Oct 31, 2025: ($59.43M) — Improved from ($96.89 million) in 2024
• Cash and cash equivalents as of Oct 31, 2025: $174.06M — Increased from $144.62 million at Jan 31, 2025
• Net cash provided by operating activities: $54.62M — For the nine months ended Oct 31, 2025, up from $8.41 million in 2024
• Research and development expenses for Q3 2025: $61.45M — Increased from $58.39 million in Q3 2024
• Ordinary shares outstanding: 43,050,486 — As of November 30, 2025
• Revenue for six months ended July 31, 2025: $181.383M — Increased by 53.5% from $118.197M in the prior year period

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