{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-25-191300","form_type":"8-K","ticker":"AMBA","cik":"0001280263","company_name":"AMBARELLA INC","filed_at":"2025-08-28T23:59:59+00:00","discovered_at":"2026-05-14T18:02:43.572467+00:00","generated_at":"2026-05-17T09:23:56.864429+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Ambarella Q2 FY2026 revenue $95.5M (+49.9%); non-GAAP EPS $0.15; raises FY2026 revenue growth to 31-35%","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-25-191300","json":"https://secwatch.observer/filing/0001193125-25-191300.json","markdown":"https://secwatch.observer/filing/0001193125-25-191300.md","text":"https://secwatch.observer/filing/0001193125-25-191300.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1280263/000119312525191300/0001193125-25-191300-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1280263/000119312525191300/d103497d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T09:23:56.864429+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}