Ambarella, Inc. is an American fabless semiconductor design company, focusing on low-power, high-definition (HD) and Ultra HD video compression, image processing, and computer vision processors. Ambarella's products are used in a wide variety of human and computer vision applications, including video security, advanced driver assistance systems (ADAS), electronic mirror, drive recorder, driver and in-cabin monitoring, autonomous driving, and robotics applications.3Wikipedia text CC BY-SA 4.0
Ambarella, Inc. is an American fabless semiconductor design company, focusing on low-power, high-definition (HD) and Ultra HD video compression, image processing, and computer vision processors. Ambarella's products are used in a wide variety of human and computer vision applications, including video security, advanced driver assistance systems (ADAS), electronic mirror, drive recorder, driver and in-cabin monitoring, autonomous driving, and robotics applications. Ambarella's system on chips (SoCs) are designed to deliver a combination of video compression, image processing, and computer vision performance with low-power operation to enable cameras to extract data from high-resolution video streams.3
Financials
From the company’s reports to the SEC. Every number links to the filing it came from.
Revenue9101112136$390.7M in 2026+72% since 2019Gross profit9101112136$231.3M in 2026+67% since 2019Operating income9101112136-$82.5M in 2026+104% since 2019Net income9101112136-$75.9M in 2026+149% since 2019
Revenue1415$108.1M in Q2 FY2026+8% since Q1 FY2026Gross profit1415$62.4M in Q2 FY2026+7% since Q1 FY2026Operating income1415-$8.1M in Q2 FY2026−58% since Q1 FY2026Net income1415-$6.7M in Q2 FY2026−63% since Q1 FY2026
Every line of the income statement as filed: the last 3 fiscal years, latest first.6
Period ending
2026-01-31
2025-01-31
2024-01-31
Revenue
$390.7M
$284.9M
$226.5M
Cost of revenue
$159.4M
$112.5M
$89.7M
Gross profit
$231.3M
$172.3M
$136.8M
Research and development
$238.5M
$226.1M
$215.1M
Selling, general and administrative
$75.3M
$72.8M
$76.3M
Total operating expenses
$313.8M
$298.9M
$291.4M
Loss from operations
-$82.5M
-$126.6M
-$154.6M
Other income, net
$8.8M
$8.9M
$6.0M
Loss before income taxes
-$73.7M
-$117.7M
-$148.5M
Provision (benefit) for income taxes
$2.2M
-$602.0K
$20.9M
Net loss
-$75.9M
-$117.1M
-$169.4M
Basic
-$1.78
-$2.84
-$4.25
Diluted
-$1.78
-$2.84
-$4.25
Basic
42.7M shares
41.3M shares
39.9M shares
Diluted
42.7M shares
41.3M shares
39.9M shares
No quarter-by-quarter statement was filed.
Total assets169101112136$798.6M in 2026+71% since 2019Total liabilities169101112136$203.8M in 2026+330% since 2019Shareholders’ equity101112136$594.8M in 2026+42% since 2019Cash9101112136$191.0M in 2026−2% since 2019
Total assets1415$780.2M in Q2 FY2026−2% since Q1 FY2026Total liabilities1415$159.9M in Q2 FY2026−22% since Q1 FY2026Shareholders’ equity1415$620.3M in Q2 FY2026+4% since Q1 FY2026Cash1415$101.8M in Q2 FY2026−47% since Q1 FY2026
Every line of the balance sheet as filed: the last 4 fiscal years (annual) or 4 quarters (quarterly), latest first.6
Period ending
2026-01-31
2025-01-31
2024-01-31
2023-01-31
Cash and cash equivalents
$191.0M
$144.6M
$144.9M
Marketable debt securities
$121.6M
$105.6M
Accounts receivable, net
$39.2M
$29.8M
Inventories
$52.2M
$34.4M
Restricted cash
$442.0K
$7.0K
$7.0K
Prepaid expenses and other current assets
$5.8M
$6.1M
Total current assets
$410.3M
$320.6M
Property and equipment, net
$11.6M
$9.1M
Intangible assets, net
$58.0M
$47.3M
Operating lease right-of-use assets, net
$12.1M
$5.2M
Goodwill
$303.6M
$303.6M
Other non-current assets
$3.0M
$3.2M
Total assets
$798.6M
$689.0M
Accounts payable
$54.0M
$21.8M
Accrued and other current liabilities
$98.0M
$80.8M
Operating lease liabilities, current
$2.0M
$2.8M
Income taxes payable
$1.5M
$1.4M
Deferred revenue, current
$22.4M
$14.2M
Total current liabilities
$177.9M
$121.0M
Operating lease liabilities, non-current
$11.4M
$2.4M
Other long-term liabilities
$14.5M
$4.1M
Total liabilities
$203.8M
$127.6M
Commitments and contingencies (Note 15)
$0
$0
Preference shares, $0.00045 par value per share, 20,000,000 shares authorized and no shares issued and outstanding at January 31, 2026 and January 31, 2025, respectively
$0
$0
Ordinary shares, $0.00045 par value per share, 200,000,000 shares authorized; 43,305,592 and 41,963,959 shares issued and outstanding at January 31, 2026 and January 31, 2025, respectively
$19.0K
$19.0K
Additional paid-in capital
$922.1M
$813.7M
Accumulated other comprehensive income ( loss)
$573.0K
-$233.0K
Accumulated deficit
-$327.9M
-$252.1M
Total shareholders equity
$594.8M
$561.4M
$559.9M
$606.1M
Total liabilities and shareholders' equity
$798.6M
$689.0M
Preference shares, par value
$0.00
$0.00
Preference shares, shares authorized
20.0M shares
20.0M shares
Preference shares, shares issued
0 shares
0 shares
Preference shares, shares outstanding
0 shares
0 shares
Ordinary shares, par value
$0.00
$0.00
Ordinary shares, shares authorized
200.0M shares
200.0M shares
Ordinary shares, shares issued
43.3M shares
42.0M shares
Ordinary shares, shares outstanding
43.3M shares
42.0M shares
Period ending
2026-01-31
2025-01-31
2024-01-31
2023-01-31
Cash and cash equivalents
$191.0M
$144.6M
$144.9M
Marketable debt securities
$121.6M
$105.6M
Accounts receivable, net
$39.2M
$29.8M
Inventories
$52.2M
$34.4M
Restricted cash
$442.0K
$7.0K
$7.0K
Prepaid expenses and other current assets
$5.8M
$6.1M
Total current assets
$410.3M
$320.6M
Property and equipment, net
$11.6M
$9.1M
Intangible assets, net
$58.0M
$47.3M
Operating lease right-of-use assets, net
$12.1M
$5.2M
Goodwill
$303.6M
$303.6M
Other non-current assets
$3.0M
$3.2M
Total assets
$798.6M
$689.0M
Accounts payable
$54.0M
$21.8M
Accrued and other current liabilities
$98.0M
$80.8M
Operating lease liabilities, current
$2.0M
$2.8M
Income taxes payable
$1.5M
$1.4M
Deferred revenue, current
$22.4M
$14.2M
Total current liabilities
$177.9M
$121.0M
Operating lease liabilities, non-current
$11.4M
$2.4M
Other long-term liabilities
$14.5M
$4.1M
Total liabilities
$203.8M
$127.6M
Commitments and contingencies (Note 15)
$0
$0
Preference shares, $0.00045 par value per share, 20,000,000 shares authorized and no shares issued and outstanding at January 31, 2026 and January 31, 2025, respectively
$0
$0
Ordinary shares, $0.00045 par value per share, 200,000,000 shares authorized; 43,305,592 and 41,963,959 shares issued and outstanding at January 31, 2026 and January 31, 2025, respectively
$19.0K
$19.0K
Additional paid-in capital
$922.1M
$813.7M
Accumulated other comprehensive income ( loss)
$573.0K
-$233.0K
Accumulated deficit
-$327.9M
-$252.1M
Total shareholders equity
$594.8M
$561.4M
$559.9M
$606.1M
Total liabilities and shareholders' equity
$798.6M
$689.0M
Preference shares, par value
$0.00
$0.00
Preference shares, shares authorized
20.0M shares
20.0M shares
Preference shares, shares issued
0 shares
0 shares
Preference shares, shares outstanding
0 shares
0 shares
Ordinary shares, par value
$0.00
$0.00
Ordinary shares, shares authorized
200.0M shares
200.0M shares
Ordinary shares, shares issued
43.3M shares
42.0M shares
Ordinary shares, shares outstanding
43.3M shares
42.0M shares
Cash from operations9101112136$73.5M in 2026+200% since 2019Capital spending9$2.0M in 2021−34% since 2019Free cash flow91011$28.8M in 2021+34% since 2019Share buybacks910116$1.0M in 2026−99% since 2019
Cash flow is reported year to date, not quarter by quarter, so there are no separate quarterly figures.
Every line of the cash flow as filed: the last 3 fiscal years, latest first.6
Period ending
2026-01-31
2025-01-31
2024-01-31
Net loss
-$75.9M
-$117.1M
-$169.4M
Depreciation and amortization
$25.6M
$26.1M
$24.8M
Amortization (accretion) of premium (discount) on marketable debt securities, net
-$165.0K
-$582.0K
-$1.2M
Stock-based compensation
$98.0M
$107.8M
$111.3M
Deferred income taxes
-$78.0K
-$119.0K
$19.0M
Other non-cash items, net
$125.0K
$502.0K
$1.1M
Accounts receivable
-$9.4M
-$4.8M
$27.0M
Inventories
-$17.9M
-$5.2M
$11.4M
Prepaid expenses and other current assets
$103.0K
$143.0K
-$961.0K
Other non-current assets
$336.0K
-$75.0K
$38.0K
Accounts payable
$33.7M
-$9.6M
$10.7M
Accrued and other current liabilities
$13.0M
$30.4M
-$6.7M
Income taxes payable
$148.0K
-$158.0K
-$2.6M
Deferred revenue
$8.2M
$13.3M
-$1.5M
Operating lease liabilities
-$2.2M
-$3.8M
-$3.9M
Other long-term liabilities
-$37.0K
-$2.9M
-$273.0K
Net cash provided by operating activities
$73.5M
$33.8M
$19.0M
Purchases of investments
-$62.6M
-$70.7M
-$34.2M
Sales of investments
$18.7M
$21.4M
$7.1M
Maturities of investments
$28.9M
$19.1M
$46.9M
Purchase of tangible and intangible assets
-$15.5M
-$10.4M
-$12.0M
Net cash provided by (used in) investing activities
-$30.5M
-$40.5M
$7.8M
Stock repurchase
-$1.0M
$0
$0
Proceeds from exercise of stock options and employee stock purchase plan
$11.0M
$13.5M
$10.5M
Long-term financing payment for intangible assets
-$6.2M
-$7.1M
-$6.0M
Net cash provided by financing activities
$3.8M
$6.4M
$4.5M
Net increase (decrease) in cash, cash equivalents and restricted cash
$46.8M
-$292.0K
$31.4M
Cash paid for income taxes
$2.3M
$1.4M
$7.1M
Unpaid liabilities related to tangible and intangible assets purchases
Ambarella Inc. sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.
VANGUARD GROUP INCFiled SCHEDULE 13G/A on Ambarella Inc., latest Mar 26, 2026 (8 filings since Feb 9, 2022)
BlackRockFiled SCHEDULE 13G/A on Ambarella Inc., latest Apr 23, 2025 (5 filings since Feb 7, 2022)
Ambarella Inc.Santa Clara, California, United States
Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.
What it owns
What Ambarella Inc. reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.
Our corporate headquarters are located in Santa Clara, California with approximately 58,000 square feet of building space. We also lease other facilities in Ohio and in various international locations, primarily in Taiwan, China, Italy and Hong Kong. Our facilities primarily consist of operating leases with lease periods expiring between fiscal years 2027 to 2035. We believe our existing facilities are well maintained and in good operating condition, and are sufficient for our needs for the foreseeable future. The following table lists major locations and primary usage of these facilities as of January 31, 2026:
Approximate
The rest of Item 2
Square
Major Locations · Footage · Usage
United States:
Santa Clara, California · 57,900 · Corporate Headquarters; Sales; Marketing; Research and Development; Finance; Administration
Beavercreek, Ohio · 16,000 · Research and Development
Asia Pacific:
Hsinchu, Taiwan · 86,700 · Research and Development; Business Development; Operations; Administration
Shanghai, China · 31,600 · Research and Development; Business Development
Shenzhen, China · 19,200 · Research and Development; Business Development
Kowloon, Hong Kong · 9,000 · Sales; Warehousing
Shin-Yokohama, Japan · 1,300 · Business Development
SeongNam, South Korea · 1,200 · Business Development
Ambarella was founded in 2004 by Feng-Ming (Fermi) Wang and Les Kohn with the goal of developing high-definition H.264 video encoders for the professional broadcast market. Soon after, Ambarella applied this same technology to consumer video and security IP camera markets, focusing on the development of low-power, compression-efficient chips capable of producing high-quality imagery in challenging lighting and high-motion environments.
Over the next decade, Ambarella chips appeared in a number of consumer camera products, including the GoPro Hero (up until the Hero 5 series), the Dropcam by Nest, Garmin automotive dash cams and the DJI Phantom series of drones. In professional markets, Ambarella chips were used in high-end broadcasting encoders such as from Harmonic Inc, and in IP cameras for surveillance from companies like i-PRO, Axis Communications and Bosch.
Board memberLip-Bu TanOct 9, 2012 to Mar 17, 201738
Products and brands
In January 2022, Ambarella announced its new Artificial Intelligence Image Signal Processor. This AI-based ISP technology is “capable of recording 8K video or four 4K video streams” and “enhances color imaging and applies HDR in ultra-low light conditions.”
In July 2015, Ambarella acquired VisLab, a pioneer in perception systems and autonomous vehicle research founded by Professor Alberto Broggi. VisLab has a history of developing computer vision and intelligent control systems for automotive and commercial applications, including ADAS and autonomous vehicles. Subsequent generations of Ambarella SoCs incorporated VisLab perception technologies at the hardware level, with the goal of targeting automotive OEM camera designs across all of SAE’s six levels of driving automation (ranging from fully manual to fully automated or “steering wheel optional”).
In November 2021, the company purchased Oculii, a software development company focused on improving “the resolution of radars in self-driving cars and autonomous vehicles."
In June 2022, Ambarella Inc. and Inceptio Technology announced their partnership. Inceptio chose four of Ambarella's CVflow SoCs for its automotive-grade central computing platform. Ambarella’s SoCs technology provides simultaneous power processing for “seven 8MP cameras, including AI compute, for surround camera perception and front ADAS safety features like collision avoidance.
In November 2022, Ambarella and elnfochips partnered to design a new line of AI camera products.
Read the full text
In January 2023, Ambarella and Continental announced to partner in the field of AI-based software and hardware systems on the CES 2023 in Las Vegas. Mainly in the field of advanced driver assistance and highly automated driving.
May 28, 2026Reported quarterly or annual results41
Feb 26, 2026Reported quarterly or annual results43
Nov 25, 2025Reported quarterly or annual results44
Aug 28, 2025Reported quarterly or annual results45
May 29, 2025Reported quarterly or annual results47
Feb 26, 2025Reported quarterly or annual results50
Nov 26, 2024Reported quarterly or annual results52
Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar
Filings
540 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 43 major events, 356 insider forms, 17 large holders, 104 other. The latest 20:
230 open-market trades by officers, directors and large owners since October 2021: 1 buys and 229 sales. Grants, option exercises and gifts are left out.
BlackRockSCHEDULE 13G/A, 5 filings Feb 7, 2022 to Apr 23, 202558
Executive pay
What the company paid its top executives, from the summary compensation table in its proxy statement. Total pay includes salary, bonus, stock and option awards and other pay, as the company valued them.
From the cover page of the 10-K filed Mar 23, 2026 (Section 12(b) of the Exchange Act).17
Risk factors and legal proceedings
The risks Ambarella Inc. names in Item 1A of its 10-K filed Mar 23, 2026: 58 risks under these headings, as written.17
Risks Related to Our Business and Our Industry
Global macroeconomic and political conditions, including high inflation, recessionary concerns, trade restrictions, geopolitical tensions and war, may adversely impact our business and financial condition in ways that we currently cannot predict.
If our customers do not design our solutions into their product offerings, or if our customers’ product offerings are not commercially successful, our business would suffer.
Our target markets may not grow or develop as we currently expect, and if we fail to successfully penetrate new markets, our revenue and financial condition could be harmed.
Impacts of the global supply chain challenges could adversely affect our business, financial condition, and results of operations.
Shortages in, or increased costs of, wafers and materials could adversely impact our gross margins and lead to reduced revenues.
Our customers incorporate components supplied by multiple third parties, and a supply shortage or delay in delivery of these components could delay orders for our solutions by our customers.
If we fail to successfully develop and introduce new or enhanced solutions that meet market requirements on a timely basis, our ability to attract and retain customers could be impaired and our competitive position could be harmed.
Uncertain risks relating to the adoption, use or application of emerging technologies, including artificial intelligence, by our customers and in our business, could adversely impact our financial results and result in reputational harm and liability.
Our primary inventory warehouse is located in Hong Kong and may be affected by continued political, social, health and economic conditions in Hong Kong.
Our customers may cancel their orders, change production quantities or delay production. If we fail to accurately forecast demand for our solutions, revenue shortfalls or excess, obsolete or insufficient inventory could result.
We depend on a limited number of customers and end customers for a significant portion of our revenue. If we fail to retain or expand our customer relationships, our revenue could decline.
The other 47 risks
Achieving design wins is subject to lengthy competitive selection processes that require us to incur significant costs. Even if we begin a product design, a customer may decide to cancel or change its product plans, resulting in no revenue from such expenditures.
Some of our customers may require our products and our third-party contractors to undergo a qualification process that does not assure product sales. If we are unsuccessful or delayed in qualifying these products or third-party contractors with a customer, our business and operating results could suffer.
We face intense competition and expect competition to increase in the future, which could have an adverse effect on our market share, revenue and profitability.
A breach of our security systems, or other security breaches or incidents with respect to our products, networks or systems, may have a material adverse effect on our business.
While we intend to continue to invest in research and development, we may be unable to make the substantial investments that are required to remain competitive in our business.
We rely on highly skilled personnel and, if we are unable to hire, retain or motivate key personnel, we may not be able to grow effectively, which could harm our business.
The average selling prices of semiconductor solutions in our target markets have typically decreased over time and will likely do so in the future, which could harm our revenue and gross margins.
If we are unable to manage any future growth, we may not be able to execute our business plan and our operating results could suffer.
Deterioration of the financial conditions of our customers could adversely affect our operating results.
We are subject to the cyclical nature of the semiconductor industry.
The complexity of our solutions could result in unforeseen delays or expenses from undetected defects, errors or bugs in hardware or software which could reduce the market adoption of our new solutions, damage our reputation with current or prospective customers and adversely affect our operating costs.
We may experience difficulties in transitioning to new wafer fabrication process technologies or in achieving higher levels of design integration, which may result in reduced manufacturing yields, delays in product deliveries and increased costs.
Rapidly changing industry standards could make our video and image processing solutions obsolete, which would cause our operating results to suffer.
Some of our operations and a significant portion of our customers and our subcontractors are located outside of the United States, which subjects us to additional risks, including increased complexity and costs of managing international operations and geopolitical instability.
We face tax risks, including relating to the complexity of calculating our tax provision, changes in statutory tax rates, or unfavorable tax law changes.
Risks Related to Our Financial Performance or Results
Fluctuations in our operating results on a quarterly and annual basis could cause the market price of our ordinary shares to decline.
Fluctuations in exchange rates between and among the currencies of the countries in which we do business may adversely affect our operating results.
We cannot predict our future capital needs, and we may not be able to obtain additional financing to fund our operations.
Our marketable securities portfolio could experience a decline in market value or otherwise become illiquid, which could materially and adversely affect our financial results.
Risks Related to Our Dependence on Third Parties
We outsource our wafer fabrication, assembly and testing operations to third parties, and if these parties fail to produce and deliver our products according to requested demands in specification, quantity, cost and time, our reputation, customer relationships and operating results could suffer.
We do not have long-term supply contracts with our third-party manufacturing vendors, and they may not allocate sufficient capacity to us at reasonable prices to meet future demands for our solutions.
If our foundry vendors do not achieve satisfactory yields or quality, our reputation and customer relationships could be harmed.
A substantial portion of our revenue is processed through a single distributor and the loss of this distributor may cause disruptions in our shipments, which may adversely affect our operations and financial condition.
We are subject to risks associated with our distributors' product inventories.
We rely on third-party vendors to supply software development tools and intellectual property to us for the development of our new products, and we may be unable to obtain the tools necessary to develop or enhance new or existing products.
We rely on third parties to provide services and technology necessary for the operation of our business. Any failure of one or more of our vendors, suppliers or licensors to provide such services or technology could harm our business.
Any disruption to the operations of our third-party contractors and their suppliers could cause significant delays in the production or shipment of our products.
Risks Related to Our Legal and Regulatory Environment
Global political conditions, including trade relations and regulations, may have an impact on our business and financial condition in ways that we currently cannot predict.
We are subject to governmental export and import controls that could subject us to liability or impair our ability to compete in international markets.
Our ability to sell our products to several China customers has been restricted.
We are subject to warranty and product liability claims and to product recalls.
We are subject to governmental laws, regulations and other legal obligations related to data processing, privacy, data protection and cybersecurity.
Failure to comply with the U.S. Foreign Corrupt Practices Act, or FCPA, and similar laws associated with our activities outside of the United States could subject us to penalties and other adverse consequences.
We, our customers and third-party contractors are subject to increasingly complex environmental regulations and compliance with these regulations may delay or interrupt our operations and adversely affect our business.
We are subject to regulatory compliance requirements, including Section 404 of the Sarbanes-Oxley Act of 2002, which are costly to comply with, and our failure to comply with these requirements could harm our business and operating results.
Changes in applicable tax laws or statutory tax rates or adverse outcomes resulting from examination of our tax returns could adversely affect our results.
We may be classified as a passive foreign investment company, which could result in adverse U.S. federal income tax consequences for U.S. holders of our ordinary shares.
Risks Related to Our Intellectual Property
Our failure to adequately protect our intellectual property rights could impair our ability to compete effectively or defend ourselves from litigation, which could harm our business, financial condition and results of operations.
Third parties’ assertions of infringement of their intellectual property rights could result in our having to incur significant costs and cause our operating results to suffer.
Any potential dispute involving our patents or other intellectual property could affect our customers, which could trigger our indemnification obligations to them and result in substantial expense to us.
The use of open source software in our products, processes and technology may expose us to additional risks and compromise our proprietary intellectual property.
Risks Related to Ownership of Our Ordinary Shares
The market price of our ordinary shares may be volatile, which could cause the value of your investment to decline.
Provisions of our memorandum and articles of association and Cayman Islands corporate law may discourage or prevent an acquisition of us which could adversely affect the value of our ordinary shares.
Holders of our ordinary shares may face difficulties in protecting their interests because we are incorporated under Cayman Islands law.
Holders of our ordinary shares may have difficulty obtaining or enforcing a judgment against us because we are incorporated under the laws of the Cayman Islands.
General Risk Factors
If our operations are interrupted, our business and reputation could suffer.
Climate change and climate change-related policies and regulations may have a long-term impact on our business.
Legal proceedings
We are not engaged in any material legal proceedings at this time. However, from time to time, we may be subject to commercial disputes, employment issues, intellectual property claims and litigation, in the ordinary course of our business. Refer to Note 15, Commitments and Contingencies within Notes to Consolidated Financial Statements for further information.
