secwatch.observer — SEC 8-K summary
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Issuer:     AMBARELLA INC (AMBA)
CIK:        0001280263
Form:       8-K
Filed at:   2026-05-28T20:10:32+00:00
Accession:  0001193125-26-245234
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Ambarella Q1 FY2027 revenue $100.4M (+17% YoY); non-GAAP EPS $0.11 vs $0.07; record automotive
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- Revenue $100.4M, up 16.9% YoY; GAAP net loss $18.1M ($0.41 loss per share) vs $24.3M ($0.58) last year.
- Non-GAAP net profit $5.0M ($0.11 diluted EPS) vs $3.0M ($0.07) last year; gross margin non-GAAP 59.9%.
- Automotive revenue hit all-time record; management cites rapid AI adoption in commercial vehicles.
- Q2 guidance: revenue $105M–$111M; non-GAAP gross margin 59.0%–60.5%; non-GAAP opex $56M–$59M.
- New $50M share repurchase program authorized through June 30, 2027, starting after current program expires June 30, 2026.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1280263/000119312526245234/0001193125-26-245234-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1280263/000119312526245234/d130687d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-245234

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