secwatch.observer — SEC 8-K summary
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Issuer:     AMBARELLA INC (AMBA)
CIK:        0001280263
Form:       8-K
Filed at:   2026-09-03T20:19:31+00:00
Accession:  0001193125-26-381923
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Ambarella Q2 FY27 revenue up 13.2% to $108.1M; non-GAAP EPS $0.18
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- Revenue $108.1M, up 13.2% YoY; six-month revenue $208.5M, up 14.9%.
- GAAP net loss $6.7M ($0.15 loss/share) vs $20.0M loss ($0.47) a year ago.
- Non-GAAP net income $8.2M ($0.18 EPS) vs $6.4M ($0.15) prior year.
- Q3 FY27 guidance: revenue $115-124M, non-GAAP gross margin 59-60%, non-GAAP opex $56.5-59.5M.
- Record edge AI revenue; new X7 AI accelerator and 7-year distribution deals with Macnica and CapGemini.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1280263/000119312526381923/0001193125-26-381923-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1280263/000119312526381923/d88952d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-381923

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer