secwatch.observer — SEC 8-K summary
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Issuer:     AMBARELLA INC (AMBA)
CIK:        0001280263
Form:       8-K
Filed at:   2025-05-29T23:59:59+00:00
Accession:  0001193125-25-130656
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1280263/000119312525130656/0001193125-25-130656-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1280263/000119312525130656/d50532d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-25-130656

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