---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-297233"
form_type: "8-K"
ticker: "AMBA"
cik: "0001280263"
company_name: "AMBARELLA INC"
filed_at: "2025-11-25T23:59:59+00:00"
generated_at: "2026-05-16T16:50:10.821639+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Ambarella Q3 FY2026 revenue $108.5M (+31% YoY), non-GAAP EPS $0.27; CTO/co-founder resigns, stays as advisor

## Summary
- 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.

## SEC filing metadata
- accession: 0001193125-25-297233
- form_type: 8-K
- ticker: AMBA
- cik: 0001280263
- company_name: AMBARELLA INC
- filed_at: 2025-11-25T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 5.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1280263/000119312525297233/0001193125-25-297233-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1280263/000119312525297233/d70593d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-297233
- JSON: https://secwatch.observer/filing/0001193125-25-297233.json
- Plain text: https://secwatch.observer/filing/0001193125-25-297233.txt

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