{"filings":[{"id":1390196,"accession_number":"0001193125-26-292824","cik":1280263,"company_name":"AMBARELLA INC","ticker":"AMBA","form_type":"8-K","filed_at":"2026-07-01T21:16:35+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Ambarella shareholders approve amended equity plan, re-elect three Class II directors","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Gregory M. Bryant, D. Jeffrey Richardson, Elizabeth M. Schwarting re-elected as Class II directors.","Shareholders ratified PwC as independent auditor for FY ending Jan 31, 2027.","Non-binding advisory vote approved executive compensation (30.6M for, 2.0M against).","Amended and Restated 2021 Equity Plan approved (22.1M for, 10.5M against); adds up to 12.7M shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3964858974.198002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":721957,"accession_number":"0001193125-26-245234","cik":1280263,"company_name":"AMBARELLA INC","ticker":"AMBA","form_type":"8-K","filed_at":"2026-05-28T20:10:32+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ambarella Q1 FY2027 revenue $100.4M (+17% YoY); non-GAAP EPS $0.11 vs $0.07; record automotive","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $100.4M, up 16.9% YoY; GAAP net loss $18.1M ($0.41 loss per share) vs $24.3M ($0.58) last year.","Non-GAAP net profit $5.0M ($0.11 diluted EPS) vs $3.0M ($0.07) last year; gross margin non-GAAP 59.9%.","Automotive revenue hit all-time record; management cites rapid AI adoption in commercial vehicles.","Q2 guidance: revenue $105M–$111M; non-GAAP gross margin 59.0%–60.5%; non-GAAP opex $56M–$59M.","New $50M share repurchase program authorized through June 30, 2027, starting after current program expires June 30, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3964858974.198002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":102289,"accession_number":"0001193125-26-083175","cik":1280263,"company_name":"AMBARELLA INC","ticker":"AMBA","form_type":"8-K","filed_at":"2026-02-27T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Ambarella approves FY2027 executive bonus plan with 28% larger target pool","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO Wang bonus target set at 100% of base salary; other execs 40-75%.","FY2027 target bonus pool ~28% larger than FY2026 pool.","Performance metrics: 1/3 revenue, 1/3 operating profit, 1/3 non-financial objectives.","Maximum payout 167% of target; threshold performance yields no funding.","Payouts within 2.5 months after FY2027 end, subject to continued employment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":3964858974.198002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":102288,"accession_number":"0001193125-26-076823","cik":1280263,"company_name":"AMBARELLA INC","ticker":"AMBA","form_type":"8-K","filed_at":"2026-02-26T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Ambarella Q4 FY2026 revenue up 20% YoY to $100.9M; non-GAAP EPS $0.13","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $100.9M (+20.1% YoY); FY2026 revenue $390.7M (+37.2% YoY) record.","GAAP net loss per share $0.38 Q4 vs $0.48 loss YoY; non-GAAP EPS $0.13 vs $0.11.","Q1 FY2027 guidance: revenue $97-103M; non-GAAP gross margin 59.0%-60.5%.","Cash $312.6M; $48M remaining in share repurchase program.","Appointed Gregory M. Bryant to Board effective Feb 23, 2026; independent director."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.78,"consensus_revenue_estimate":null,"consensus_revenue_actual":390702000.0,"consensus_period":"2026-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3964858974.198002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118583,"accession_number":"0001193125-25-297233","cik":1280263,"company_name":"AMBARELLA INC","ticker":"AMBA","form_type":"8-K","filed_at":"2025-11-25T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Ambarella Q3 FY2026 revenue $108.5M (+31% YoY), non-GAAP EPS $0.27; CTO/co-founder resigns, stays as advisor","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $108.5M, up 31.2% YoY, above guidance high-end; raised FY2026 revenue growth guidance to 36-38% from 31-35%.","GAAP net loss $15.1M (-$0.35/diluted share) improving from -$24.1M (-$0.58) YoY.","Non-GAAP net profit $11.9M ($0.27/diluted share) vs $4.6M ($0.11) YoY.","Cash, equivalents and marketable securities $295.3M, up from $261.2M prior quarter.","CTO and director Leslie Kohn resigned effective Nov 24; transitions to part-time Chief Technology Advisor."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":289835000.0,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3964858974.198002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":135052,"accession_number":"0001193125-25-191300","cik":1280263,"company_name":"AMBARELLA INC","ticker":"AMBA","form_type":"8-K","filed_at":"2025-08-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ambarella Q2 FY2026 revenue $95.5M (+49.9%); non-GAAP EPS $0.15; raises FY2026 revenue growth to 31-35%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss $20.0M ($0.47 diluted loss) vs $34.9M loss a year ago; non-GAAP net profit $6.4M ($0.15 diluted EPS).","Q3 FY2026 guidance: revenue $100M-$108M; non-GAAP gross margin 60.0%-61.5%; operating expenses $54M-$57M.","FY2026 revenue growth estimate raised to 31%-35% (~$379M midpoint), implying all-time record annual revenue.","Cash, equivalents and marketable securities $261.2M at end of Q2, up from $219.8M a year ago.","CEO cites expanding edge AI applications, including portable AI video, robotic drone win, and first edge infrastructure win expected in FY2027."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":181383000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3964858974.198002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":152019,"accession_number":"0001193125-25-137166","cik":1280263,"company_name":"AMBARELLA INC","ticker":"AMBA","form_type":"8-K","filed_at":"2025-06-06T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Ambarella shareholders elect all three Class I directors, ratify PwC, approve say-on-pay","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Chantelle Breithaupt, Chenming Hu, and Fermi Wang elected to board through 2028 with 29.2M, 26.9M, and 27.8M votes For respectively.","PricewaterhouseCoopers LLP ratified as FY2026 auditor: 35.7M For, 256K Against, 77K Abstain.","Advisory vote to approve executive compensation passed: 27.3M For, 2.0M Against, 83K Abstain.","Approximately 85% of outstanding shares (36.1M of 42.4M) represented at the meeting.","Broker non-votes of 6.7M on director elections and say-on-pay proposals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":3964858974.198002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":152018,"accession_number":"0001193125-25-130656","cik":1280263,"company_name":"AMBARELLA INC","ticker":"AMBA","form_type":"8-K","filed_at":"2025-05-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ambarella Q1 rev $85.9M (+57.6% YoY); non-GAAP EPS $0.07; raises FY26 rev growth guidance to 19%-25%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss $24.3M ($0.58 loss per share) vs $37.9M loss a year ago; non-GAAP net profit $3.0M ($0.07 EPS).","Record AI revenue for fourth consecutive quarter; Q2 rev guidance $86M-$94M.","FY26 revenue growth guidance raised to 19%-25%, ~$348M at midpoint, citing uncertain geopolitical environment.","Board extended share repurchase program through June 30, 2026; $48M remaining for buybacks.","Gross margin GAAP 60.0%, non-GAAP 62.0%; cash and investments $259.4M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.58,"consensus_revenue_estimate":null,"consensus_revenue_actual":85872000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3964858974.198002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":152017,"accession_number":"0001193125-25-073534","cik":1280263,"company_name":"AMBARELLA INC","ticker":"AMBA","form_type":"8-K","filed_at":"2025-04-04T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Anne De Greef-Safft will not stand for re-election at Ambarella's 2025 annual meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Anne De Greef-Safft informed Ambarella on April 2, 2025 that she will not stand for re-election at the 2025 annual meeting.","Her term will expire at that meeting; decision is based on personal reasons.","She has confirmed no dispute or disagreement with the company regarding its operations, policies, or practices."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":3964858974.198002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":170852,"accession_number":"0001193125-25-042642","cik":1280263,"company_name":"AMBARELLA INC","ticker":"AMBA","form_type":"8-K","filed_at":"2025-02-28T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Ambarella appoints Chantelle Breithaupt to Board and approves FY2026 bonus plan with 19% larger pool","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Chantelle Breithaupt, CFO of Arista Networks, appointed independent director effective Feb 25, 2025; Audit Committee member.","Receives initial RSU award of $150,000 vesting in three quarterly installments; standard director compensation applies.","FY2026 bonus plan approved; CEO Feng-Ming Wang target 100% of base; other execs 40-75% of base.","Aggregate target bonus pool 19% larger than prior year; weighted equally on revenue, operating profit, non-financial goals.","Max payout 167% of target; zero funding below threshold; committee retains discretion to adjust."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":3964858974.198002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":170851,"accession_number":"0001193125-25-036769","cik":1280263,"company_name":"AMBARELLA INC","ticker":"AMBA","form_type":"8-K","filed_at":"2025-02-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ambarella Q4 revenue $84M (+63% YoY); non-GAAP EPS $0.11; guides FY2026 growth mid-high teens","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $84.0M in Q4 FY2025, up 62.8% YoY; full-year revenue $284.9M, up 25.8%.","GAAP net loss narrowed to $20.2M ($0.48 loss/share) vs $60.6M loss a year ago.","Non-GAAP net profit $4.8M ($0.11 EPS) in Q4 vs loss of $9.8M year ago; FY2025 non-GAAP loss $6.8M.","Q1 FY2026 guidance: revenue $81-87M; non-GAAP gross margin 61.0-62.5%; non-GAAP OpEx $50-53M.","Edge AI revenue >70% of total (record); CEO expects mid-to-high teens revenue growth in FY2026 led by 5nm CV5/CV7."],"consensus_eps_estimate":0.2109,"consensus_eps_actual":-2.84,"consensus_revenue_estimate":null,"consensus_revenue_actual":284865000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":3964858974.198002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187812,"accession_number":"0001193125-24-285963","cik":1280263,"company_name":"AMBARELLA INC","ticker":"AMBA","form_type":"8-K","filed_at":"2024-12-27T23:59:59+00:00","items":["1.01"],"status":"ready","headline":"Ambarella signs 104-month lease for new executive offices in Santa Clara","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Lease for 57,871 sq ft at 3001 Tasman Drive, Santa Clara, dated Dec 20, 2024.","Initial monthly rent of $144,677.50, escalating annually to $183,273.13 by 2033.","Security deposit of $434,033, reducible to $183,273 starting in 2028 based on financial metrics.","Initial term 104 months with five-year renewal option; improvements targeted completion by Sep 1, 2025.","Facility will serve as the company's new executive offices."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":3964858974.198002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187811,"accession_number":"0001193125-24-266132","cik":1280263,"company_name":"AMBARELLA INC","ticker":"AMBA","form_type":"8-K","filed_at":"2024-11-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ambarella Q3 revenue $82.7M (+63% YoY); posts first non-GAAP profit in recent quarters","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $82.7M, up 63% YoY; above high-end of guidance range.","GAAP net loss $24.1M ($0.58 loss per share) vs $41.7M loss YoY.","Non-GAAP net income $4.5M ($0.11 EPS) vs non-GAAP loss of $11.2M YoY.","Edge AI revenue ~70% of total, a new record; Q4 guidance rev $76M-$80M.","Cash $226.5M; CEO expects growth in IoT and Auto markets in FY2025-26."],"consensus_eps_estimate":0.0548,"consensus_eps_actual":-2.36,"consensus_revenue_estimate":null,"consensus_revenue_actual":200850000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3964858974.198002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":204324,"accession_number":"0001193125-24-207779","cik":1280263,"company_name":"AMBARELLA INC","ticker":"AMBA","form_type":"8-K","filed_at":"2024-08-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ambarella Q2 FY2025 revenue $63.7M (+3% YoY); GAAP EPS -$0.85, non-GAAP -$0.13","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $63.7M (+3% YoY); GAAP net loss $34.9M (-$0.85/share) vs loss $31.2M (-$0.79) prior year.","Non-GAAP net loss $5.5M (-$0.13/share) vs loss $6.0M (-$0.15); GAAP gross margin 60.8%, non-GAAP 63.3%.","Record revenue for edge AI inference products; initial revenue ramps from new IoT and auto customers.","Q3 FY2025 guidance: revenue $77-81M (+21-27% sequential), non-GAAP gross margin 62.5-64.0%.","Cash & marketable securities $219.8M at quarter end, up from $203.3M prior quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.78,"consensus_revenue_estimate":null,"consensus_revenue_actual":118197000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3964858974.198002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":221097,"accession_number":"0001193125-24-162670","cik":1280263,"company_name":"AMBARELLA INC","ticker":"AMBA","form_type":"8-K","filed_at":"2024-06-17T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Ambarella shareholders approve Amended 2021 Equity Plan; elect two directors","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Shareholders approved Amended 2021 Equity Incentive Plan: 17.9M for, 9.9M against, 5.7M broker non-votes.","Elected Class III directors: Hsiao-Wuen Hon (26.9M for) and Christopher Paisley (22.2M for).","Ratified PricewaterhouseCoopers as independent auditor: 33.1M for, 0.3M against.","Advisory vote to approve named executive officer compensation passed: 24.5M for, 3.2M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3964858974.198002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":221096,"accession_number":"0001193125-24-150359","cik":1280263,"company_name":"AMBARELLA INC","ticker":"AMBA","form_type":"8-K","filed_at":"2024-05-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ambarella Q1 revenue $54.5M (-12% YoY), GAAP loss $0.93; 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CEO target 100% of base salary","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["CEO Feng-Ming Wang target bonus set at 100% of FY2025 annual base salary.","Other executive targets range from 40% to 75% of annual base salary.","Bonus pool metrics: 1/3 revenue, 1/3 operating profit, 1/3 non-financial objectives.","Maximum aggregate payout capped at 150% of target unless Board approves otherwise.","No funding below threshold performance; payments within 2.5 months after FY2025 year-end."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":3964858974.198002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":240675,"accession_number":"0001193125-24-047944","cik":1280263,"company_name":"AMBARELLA INC","ticker":"AMBA","form_type":"8-K","filed_at":"2024-02-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ambarella Q4 revenue $51.6M (-38% YoY); 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GAAP loss per share $1.04","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $50.6M, down 39% from $83.1M in Q3 FY2023; GAAP net loss $41.7M ($1.04 loss per share).","Non-GAAP net loss $11.2M ($0.28 loss per share) vs non-GAAP net income $9.5M a year ago.","Q4 FY2024 guidance: revenue $50-53M, non-GAAP gross margin 62-63%, non-GAAP operating expenses $45-48M.","Cash and marketable securities $222.3M, up from $216.5M prior quarter.","CEO expects return to revenue growth in Fiscal 2025; CV5 and CV3-AD685 silicon progressing."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.74,"consensus_revenue_estimate":null,"consensus_revenue_actual":174858000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3964858974.198002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":258165,"accession_number":"0001193125-23-258106","cik":1280263,"company_name":"AMBARELLA INC","ticker":"AMBA","form_type":"8-K","filed_at":"2023-10-18T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Ambarella CFO Brian White to retire; John Young named successor effective Feb 1, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CFO Brian White to retire at end of FY2024 (Jan 31, 2024); VP Finance John Young to succeed as CFO.","Separation agreement: White receives $630K lump sum (or 110% RSUs), plus RSU vesting acceleration through Jan 2025.","Young's employment terms: $300K base salary, 70% bonus target, and 30,000 RSUs vesting quarterly over four years.","Company reaffirms Q3 FY2024 guidance: revenue ~$50M (±4%), non-GAAP gross margin 62-64%, opex $46-49M.","Young previously served as VP Finance since 2019 and Corporate Controller since 2017; holds MS in accountancy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3964858974.198002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":275472,"accession_number":"0001193125-23-223867","cik":1280263,"company_name":"AMBARELLA INC","ticker":"AMBA","form_type":"8-K","filed_at":"2023-08-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ambarella Q2 revenue $62.1M (-23% YoY), GAAP loss $0.79/share, non-GAAP loss $0.15/share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $62.1M, down 23% YoY from $80.9M; GAAP net loss $31.2M ($0.79 loss per diluted share).","Non-GAAP net loss $6.0M ($0.15 loss per share) vs. non-GAAP net income of $7.6M ($0.20 EPS) year ago.","Q3 FY2024 guidance: revenue ~$50M (±4%), non-GAAP gross margin 62%-64%, non-GAAP opex $46M-$49M.","Cash and marketable securities $216.5M, down from $227.4M prior quarter.","CEO cites aggressive customer inventory reduction; expects normalization by year-end for growth next fiscal year."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.7,"consensus_revenue_estimate":null,"consensus_revenue_actual":124263000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3964858974.198002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":292985,"accession_number":"0001193125-23-173956","cik":1280263,"company_name":"AMBARELLA INC","ticker":"AMBA","form_type":"8-K","filed_at":"2023-06-23T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Ambarella shareholders elect three Class II directors, ratify auditor, approve advisory say-on-pay","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Class II directors Kohn, Richardson, and Schwarting elected with 26.2M, 22.1M, and 25.8M votes for.","Ratification of PwC as independent auditor for FY ending Jan 31, 2024 passed with 33.4M votes for, 115K against.","Non-binding advisory vote on named executive officer compensation approved: 25.0M for, 3.1M against.","Broker non-votes totaled 5.33M for director elections and the say-on-pay proposal.","Meeting held June 21, 2023; 84.6% of outstanding shares represented."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":3964858974.198002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":292984,"accession_number":"0001193125-23-156616","cik":1280263,"company_name":"AMBARELLA INC","ticker":"AMBA","form_type":"8-K","filed_at":"2023-05-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ambarella Q1 FY2024 revenue $62.1M, down 31% YoY; GAAP EPS -$0.91, non-GAAP -$0.15","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue of $62.1M, down 31% from $90.3M YoY; GAAP gross margin 60.4% vs 62.6%.","GAAP net loss of $35.9M (-$0.91 per diluted share), compared to net loss of $10.8M (-$0.29) in Q1 FY2023.","Non-GAAP net loss of $6.0M (-$0.15), vs non-GAAP net income of $17.1M ($0.44) last year.","Q2 FY2024 guidance: revenue $60-64M, non-GAAP gross margin 62.5-64.5%, non-GAAP opex $48-50M.","Announced first CV3 platform win with Continental for L4 commercial vehicle; CV72 5nm derivative introduced."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.91,"consensus_revenue_estimate":null,"consensus_revenue_actual":62142000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3964858974.198002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":313640,"accession_number":"0001193125-23-069698","cik":1280263,"company_name":"AMBARELLA INC","ticker":"AMBA","form_type":"8-K","filed_at":"2023-03-14T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Ambarella withdraws all ~$17M in deposits from Silicon Valley Bank","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["As of March 10, 2023, Ambarella had approximately $17 million in deposits with SVB.","On March 13, 2023, the company withdrew all of its funds on deposit with SVB.","Recovery of full deposits indicates no material loss from SVB's collapse."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3964858974.198002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":313639,"accession_number":"0001193125-23-067787","cik":1280263,"company_name":"AMBARELLA INC","ticker":"AMBA","form_type":"8-K","filed_at":"2023-03-10T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Ambarella discloses ~$17M in SVB deposits after FDIC takeover","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Ambarella had approximately $17M in deposits at Silicon Valley Bank (SVB) as of March 10, 2023.","Total cash, cash equivalents, and marketable securities stood at $206.9M as of Jan 31, 2023.","FDIC seized SVB due to liquidity concerns, putting access to the $17M at risk."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3964858974.198002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":313638,"accession_number":"0001193125-23-058274","cik":1280263,"company_name":"AMBARELLA INC","ticker":"AMBA","form_type":"8-K","filed_at":"2023-03-02T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Ambarella approves FY2024 bonus plan with 17% smaller target pool","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["CEO Feng-Ming Wang target bonus set at 100% of base salary; other executives 40-75%.","Performance metrics: 1/3 revenue, 1/3 operating profit, 1/3 non-financial objectives.","Maximum payout 150% of target; failure to meet threshold results in no funding.","Plan covers 7 named executive officers; payouts by 2.5 months after FY2024 end."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":3964858974.198002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":313637,"accession_number":"0001193125-23-053861","cik":1280263,"company_name":"AMBARELLA INC","ticker":"AMBA","form_type":"8-K","filed_at":"2023-02-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ambarella Q4 revenue $83.3M (-7.7% YoY); GAAP EPS loss $0.29; Q1 guidance $60-64M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 FY2023 revenue $83.3M, down 7.7% YoY; full-year revenue $337.6M, up 1.7%.","GAAP net loss $11.1M ($0.29 diluted loss per share) vs loss $9.2M ($0.25) YoY.","Non-GAAP net income Q4 $8.9M ($0.23 diluted EPS), down from $17.9M ($0.45) YoY.","Cash and marketable securities $206.9M at quarter-end, up from $171.0M a year ago.","Q1 FY2024 guidance: revenue $60-64M, non-GAAP gross margin 62-64%, non-GAAP op ex $47-49M."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.7,"consensus_revenue_estimate":null,"consensus_revenue_actual":337606000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3964858974.198002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":332106,"accession_number":"0001193125-22-296541","cik":1280263,"company_name":"AMBARELLA INC","ticker":"AMBA","form_type":"8-K","filed_at":"2022-12-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ambarella Q3 FY2023 revenue down 10% YoY to $83.1M; GAAP net loss $0.51 per share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss of $19.8M ($0.51 loss per share) vs. $0.02 EPS profit in Q3 FY2022.","Non-GAAP net income of $9.5M ($0.24 diluted EPS) down from $22.2M ($0.57) a year ago.","Cash & marketable securities $199.0M, down from $457.8M a year earlier due to Oculii acquisition.","Q4 guidance: revenue $81-85M; non-GAAP gross margin 63-64%; non-GAAP OpEx $46-49M.","CEO cites semiconductor cyclical headwinds; automotive revenue funnel grew ~28% YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.42,"consensus_revenue_estimate":null,"consensus_revenue_actual":254285000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3964858974.198002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":349573,"accession_number":"0001193125-22-234100","cik":1280263,"company_name":"AMBARELLA INC","ticker":"AMBA","form_type":"8-K","filed_at":"2022-08-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ambarella Q2 FY2023 revenue $80.9M (+2% YoY); 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Other NEO salaries also up 2%.","Performance metrics: 1/3 revenue, 1/3 operating profit, 1/3 non-financial objectives.","Maximum payout capped at 150% of target; threshold failure yields no funding."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":3964858974.198002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":386005,"accession_number":"0001193125-22-086690","cik":1280263,"company_name":"AMBARELLA INC","ticker":"AMBA","form_type":"8-K","filed_at":"2022-03-28T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Ambarella appoints Brian C. 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John Young named interim CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CFO Casey Eichler passed away on March 19, 2022 after a long illness; he had been on leave since Nov 9, 2021.","VP Finance John Young continues as interim principal financial and accounting officer while board searches for successor.","Company expects to announce a permanent CFO successor soon; press release issued March 21, 2022.","Eichler joined Ambarella as CFO in 2018 and led financial operations through the transition to an AI/computer vision company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3964858974.198002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":386003,"accession_number":"0001193125-22-057920","cik":1280263,"company_name":"AMBARELLA INC","ticker":"AMBA","form_type":"8-K","filed_at":"2022-02-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ambarella Q4 revenue $90.2M, up 45% YoY; 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standard director compensation applies."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":3964858974.198002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":403904,"accession_number":"0001193125-21-343733","cik":1280263,"company_name":"AMBARELLA INC","ticker":"AMBA","form_type":"8-K","filed_at":"2021-11-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ambarella Q3 FY2022 revenue up 64% YoY to $92.2M; non-GAAP EPS $0.57","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net profit $0.8M ($0.02 diluted EPS) vs. loss of $17.1M ($0.49 loss) a year ago.","Non-GAAP net income $22.2M ($0.57 diluted EPS) vs. $3.3M ($0.09) YoY.","Revenue $92.2M (+64% YoY); gross margin GAAP 62.5%, non-GAAP 63.1%.","Acquisition of Oculii closed Nov 5 for $307.5M cash; radar AI adds to AIoT strategy.","Q4 FY2022 guidance: revenue $88.5-91.5M, non-GAAP gross margin 63-64%."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.47,"consensus_revenue_estimate":null,"consensus_revenue_actual":241627000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3964858974.198002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":403903,"accession_number":"0001193125-21-323664","cik":1280263,"company_name":"AMBARELLA INC","ticker":"AMBA","form_type":"8-K","filed_at":"2021-11-09T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Ambarella CFO Casey Eichler takes health leave; VP John Young named interim CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CFO Casey Eichler begins health leave on Nov 9, 2021; no return date disclosed.","John Young, VP Finance since Dec 2019, appointed interim principal financial and accounting officer.","Young previously served as Corporate Controller at Ambarella (2017-2019) and at Mellanox Technologies.","No related-party transactions or family relationships between Young and Ambarella."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3964858974.198002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":403902,"accession_number":"0001193125-21-322486","cik":1280263,"company_name":"AMBARELLA INC","ticker":"AMBA","form_type":"8-K","filed_at":"2021-11-08T23:59:59+00:00","items":["2.01","9.01"],"status":"ready","headline":"Ambarella completes $307.5M acquisition of Oculii; 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