---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-130656"
form_type: "8-K"
ticker: "AMBA"
cik: "0001280263"
company_name: "AMBARELLA INC"
filed_at: "2025-05-29T23:59:59+00:00"
generated_at: "2026-05-20T05:29:28.135438+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Ambarella Q1 rev $85.9M (+57.6% YoY); non-GAAP EPS $0.07; raises FY26 rev growth guidance to 19%-25%

## Summary
- 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.

## SEC filing metadata
- accession: 0001193125-25-130656
- form_type: 8-K
- ticker: AMBA
- cik: 0001280263
- company_name: AMBARELLA INC
- filed_at: 2025-05-29T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1280263/000119312525130656/0001193125-25-130656-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1280263/000119312525130656/d50532d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-130656
- JSON: https://secwatch.observer/filing/0001193125-25-130656.json
- Plain text: https://secwatch.observer/filing/0001193125-25-130656.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.