Ambarella INC

Market Movers (8-K)

NASDAQ
Ambarella, Inc. announced the results of its 2026 Annual Meeting of Shareholders, where key proposals including the amendment and restatement of its 2021 Equity Incentive Plan were approved.
NASDAQ
Ambarella reports Q1 fiscal 2027 revenue of $100.4 million, a 16.9% increase year-over-year, driven by edge AI demand.
NASDAQ
Ambarella's Compensation Committee approved a Fiscal Year 2027 Annual Bonus Plan with a 28% larger target pool for executives.
NASDAQ
Ambarella announced record fiscal year 2026 revenue of $390.7 million, a 37.2% increase, driven by strong performance in its Edge AI semiconductor business.
Better than expected
NASDAQ
Ambarella announced record third-quarter revenue and improved non-GAAP net profit, alongside a key executive transition.
Better than expected
NASDAQ
Ambarella, an edge AI semiconductor company, reported a 49.9% revenue increase to $95.5 million in Q2 FY26, achieving non-GAAP net profit of $6.4 million.
Better than expected

Quarterly Earnings (10-Q)

NASDAQ
Ambarella, Inc. announced its first-quarter results, showcasing a 16.9% year-over-year revenue increase driven by strong demand for its edge AI solutions, despite a net loss.
NASDAQ
Ambarella, a leading AI chip developer, reported a significant increase in Q3 revenue and a substantial reduction in net losses, driven by strong demand for its edge AI solutions.
Better than expected
Capital raise
NASDAQ
Ambarella reported a significant 49.9% revenue increase in Q2 2025, driven by higher AI inference processor sales and NRE project services, while narrowing its operating loss.
Capital raise
Better than expected
NASDAQ
Ambarella, Inc. announced a significant 57.6% increase in revenue for the first fiscal quarter ended April 30, 2025, driven by higher shipments of AI inference processors and NRE project services, while substantially reducing its operating and net losses.
Better than expected
Capital raise
NASDAQ
Ambarella's Q3 2025 results show a significant increase in revenue driven by higher product shipments and AI processor sales, though the company continues to operate at a loss.
Better than expected
NASDAQ
Ambarella's Q2 2025 results show a slight revenue increase but an increased operating loss, reflecting ongoing investments in new technologies.
Worse than expected

Annual Reports (10-K)

NASDAQ
Ambarella, a leader in AI and computer vision SoCs, reported a 37.2% revenue increase in fiscal year 2026, driven by high demand for its edge AI solutions, despite a net loss.
Better than expected
NASDAQ
Ambarella's 2025 annual report highlights a 25.8% revenue increase driven by AI product adoption, alongside ongoing investments in research and development for computer vision and edge AI technologies.
Better than expected
Delay expected
NASDAQ
Ambarella's 2024 10-K filing reveals a year of revenue decline due to customer inventory adjustments, alongside continued investment in AI and computer vision technologies.
Worse than expected

Insider Trading (Form 4)

NASDAQ
Ambarella Inc. VP, Business Development & Marketing, Yun-Lung Chen, reported a transaction involving the sale of 5,958 ordinary shares.
NASDAQ
Ambarella Inc. Senior VP Chi-Hong Ju reported a sale of 10,000 ordinary shares for approximately $88.84 per share.
NASDAQ
Ambarella Inc. CEO Feng-Ming Wang has sold a portion of his holdings in the company, executing a transaction under a pre-established Rule 10b5-1 trading plan.
NASDAQ
Ambarella Inc. Director Christopher Paisley has sold 250 ordinary shares for $62.01 per share, executed under a pre-arranged Rule 10b5-1 trading plan.
NASDAQ
Ambarella CFO John Young sold shares to cover tax obligations and as part of a pre-arranged trading plan.
NASDAQ
Ambarella Inc. Chief Operations Officer Chan W. Lee reported a sale of 2,951 ordinary shares on June 17, 2026, to cover tax obligations from vested restricted stock units.

Proxy Statements (Def-14A)

NASDAQ
Ambarella, Inc. announces record annual revenue and proposes an increase to its equity incentive plan, while addressing corporate governance and executive compensation ahead of its 2026 Annual Meeting.
Better than expected
NASDAQ
Ambarella, Inc. will hold its annual shareholder meeting on June 4, 2025, to elect directors, ratify the appointment of PricewaterhouseCoopers LLP, and approve executive compensation.
NASDAQ
Ambarella's upcoming annual shareholder meeting will address director elections, ratification of the accounting firm, and an advisory vote on executive compensation.
NASDAQ
Ambarella is defending its equity incentive plan amendment, seeking shareholder approval for additional shares to attract and retain talent, despite a negative recommendation from Institutional Shareholder Services (ISS).
NASDAQ
Ambarella, Inc. will hold its annual shareholder meeting on June 12, 2024, to vote on director elections, ratification of the accounting firm, executive compensation, and an amendment to the equity incentive plan.
NASDAQ
Ambarella is asking shareholders to approve an amendment to its 2021 Equity Incentive Plan to increase the number of shares available for issuance, aiming to maintain a competitive edge in attracting and retaining talent in the competitive AI and semiconductor industries.

Schedule 13G - Passive Investments

NASDAQ
Vanguard Capital Management has reported a beneficial ownership of 5.01% in Ambarella Inc., holding over 2.19 million shares.
NASDAQ
Vanguard Portfolio Management has reported a beneficial ownership of 8.57% in Ambarella Inc. common stock as of March 31, 2026.
NASDAQ
The Vanguard Group filed an amended Schedule 13G, reporting 0% beneficial ownership in Ambarella Inc. following an internal realignment on January 12, 2026.
NASDAQ
The Vanguard Group reports a 12.72% beneficial ownership in Ambarella Inc. common stock, totaling 5,480,285 shares, as of December 31, 2025.
NASDAQ
BlackRock, Inc. has filed an Amendment No. 6 to its Schedule 13G, disclosing a 7.3% beneficial ownership stake in Ambarella, Inc. as of March 31, 2025.