---
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"
generated_at: "2026-05-17T09:23:56.864429+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Ambarella Q2 FY2026 revenue $95.5M (+49.9%); non-GAAP EPS $0.15; raises FY2026 revenue growth to 31-35%

## Summary
- 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.

## SEC filing metadata
- 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
- 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/1280263/000119312525191300/0001193125-25-191300-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1280263/000119312525191300/d103497d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-191300
- JSON: https://secwatch.observer/filing/0001193125-25-191300.json
- Plain text: https://secwatch.observer/filing/0001193125-25-191300.txt

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