John Alexander Young, Chief Financial Officer of Ambarella (AMBA +1.19%), reported the sale of 7,615 ordinary shares for a total of approximately $406,000, according to the SEC Form 4 filing.Transaction summaryMetricValueShares sold (direct)7,615Transaction value~$406,000Post-transaction shares (direct)119,594Post-transaction value (direct ownership)~$6.68 millionTransaction value based on SEC Form 4 weighted average purchase price ($53.32); post-transaction value based on March 19, 2026 market close ($55.8 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2026 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from______ to______ Commission File Number: 001-35667 AMBARELLA, INC. (Exact name of registrant as specified in its charter) Cayman Islands 98-0459628 (State or other ju ...

Ambarella, Inc. (NASDAQ:AMBA) is one of the 11 most oversold semiconductor stocks to buy now. Ambarella (AMBA) to Expand Its Edge AI Business As Ambarella, Inc. (NASDAQ:AMBA) advances its edge artificial intelligence strategy, the company mapped out plans to expand its Edge AI business on March 11, 2026, in remarks delivered at the Cantor Fitzgerald Global Technology and Industrial Growth Conference. The company highlighted the swift growth of its AI-driven semiconductor platform, with 80% of its revenu ...

Core Viewpoint - Ambarella, Inc. (AMBA) reported its Q4 results, which did not meet investor expectations, leading to a share price drop of over 19% since the report [1] Financial Performance - The Q4 results of Ambarella, Inc. were disappointing to investors, resulting in a significant decline in share price [1]

Core Viewpoint - Ambarella is experiencing growth driven by a transition to an edge AI-focused product portfolio, despite recent stock volatility attributed to external uncertainties and conservative guidance for fiscal 2027 [4][7][8]. Financial Performance - Ambarella reported a revenue growth of 37% last year and 26% the year before, with expectations of 10% to 15% growth in fiscal 2027, primarily due to strong new product cycles [2][3]. - The company's recent earnings report showed revenue in line with expectations and EPS approximately $0.02 to $0.03 better than anticipated, leading to a 3% increase in consensus revenue estimates for fiscal 2027 [3]. Product and Market Strategy - The company has shifted to an edge AI focus, with around 80% of revenue now derived from this segment, which grew about 50% last year [6][11]. - Ambarella is expanding its product offerings beyond endpoint devices into edge infrastructure, targeting robotics, automotive, and infrastructure as significant long-term opportunities [6][13]. - To enhance growth, Ambarella is developing an indirect sales channel for smaller customers and pursuing a semi-custom chip strategy, including a 2nm IoT endpoint design expected to generate revenue in H1 FY2028 [5][17]. Guidance and Market Perception - Ambarella reaffirmed its fiscal 2027 revenue growth guidance of 10% to 15%, attributing recent stock weakness to fear, uncertainty, and doubt (FUD) related to an ITC decision that was deemed to have no impact on customers [7][8]. - The company maintains a conservative approach to guidance, citing past experiences where actual growth exceeded initial forecasts due to improved customer order visibility [8][9]. Research and Development - Ambarella has invested approximately $1.3 billion in edge AI R&D over the past decade, with cumulative edge AI revenue reaching about $1 billion [14]. - The company is focusing on transformer-capable chips to support advanced AI applications, with model capacities ranging from tens of thousands to 34 billion parameters [15]. Profitability Outlook - Long-term gross margin targets are set between 59% and 62%, with current results near the lower end of this range, as the company has opted for slightly lower margins to drive higher revenue and operating leverage [19].

Ambarella Conference Call Summary Company Overview - **Company**: Ambarella (NasdaqGS: AMBA) - **Industry**: Semiconductor, specifically focusing on Edge AI and video processing technologies Key Financial Highlights - **Recent Earnings**: Reported a solid quarter with revenue and EPS beating estimates by $0.02 to $0.03 [3][4] - **Fiscal Year 2027 Guidance**: Revenue growth expected to be 10%-15% year-over-year, following a growth of 37% last year and 26% the year before [4][11] - **Market Reaction**: Stock price decline attributed to fear, uncertainty, and doubt (FUD) from an ITC ruling, which ultimately had no impact on the company [4][8] Product and Market Insights - **Edge AI Revenue**: 80% of revenue now comes from Edge AI, which grew 50% last year [13][19] - **Revenue Breakdown**: - **IoT**: 78% of total revenue, with significant contributions from security and portable video [16][17] - **Automotive**: 22% of total revenue, primarily from telematics and safety applications [16][17] - **New Product Cycles**: Strong new product cycles anticipated, with a focus on AI accelerators integrated into single-chip AI SoCs [12][13] Strategic Initiatives - **Go-to-Market Strategies**: Introduction of indirect sales channels to support smaller customers and a semi-custom chip strategy to cater to specific customer needs [20][22] - **R&D Investment**: Cumulative investment of $1.3 billion in Edge AI R&D, with a focus on enhancing product offerings and market reach [19][28] Market Opportunities - **Emerging Markets**: Robotics, automotive autonomy, and edge infrastructure identified as key growth areas [18][39] - **Security Market**: Transition from traditional physical security to operational tools for businesses, driving growth in the installed base [39] Financial Model and Outlook - **ASP Growth**: Anticipated increase in average selling prices (ASP) as customers demand more AI capabilities, with long-term gross margin guidance of 59%-62% [44][46] - **Revenue Projections**: Conservative guidance due to uncertainties in customer adoption of new products, but confidence in long-term growth remains strong [11][44] Conclusion - Ambarella is positioned for growth in the semiconductor industry, particularly in Edge AI, with a strong focus on new product development and strategic market initiatives. The company is navigating current market challenges while maintaining a conservative yet optimistic outlook for future revenue growth and profitability.

Core Insights - The company is focused on the development of transcript-related projects, indicating a commitment to enhancing its offerings in this area [1] Group 1 - The company publishes thousands of quarterly earnings calls each quarter, showcasing its extensive coverage and growth in the transcript publishing sector [1]

March 11, 2026 Cantor Global Technology & Industrial Growth Conference New York Hilton Midtown John Young, CFO Louis Gerhardy, VP Corporate Development AMBARELLA.COM COPYRIGHT AMBARELLA 2026 AMBARELLA.COM COPYRIGHT AMBARELLA 2026 Forward-Looking Statements This presentation contains forward-looking statements that are subject to many risks and uncertainties. All statements made in this presentation other than statements of historical facts are forward-looking statements, including, without limitation, state ...

Ambarella Inc. (NASDAQ:AMBA) is one of the best EV stocks to buy according to analysts. On February 26, Ambarella announced earnings for FQ4 2026. Annual revenue for FY2026 reached a record $390.7 million, which marked a 37.2% increase from FY2025. For FQ4, revenue grew 20.1% year-over-year to $100.9 million. While the company reported a GAAP net loss of $75.9 million for the full year, its non-GAAP performance showed a shift to profitability with a net profit of $26.9 million, compared to a non-GAAP net l ...

Core Insights - The focus of the company has shifted from edge AI to data center AI, but there is still significant development in the edge AI space, which is expected to grow rapidly in the future [1][2] - The company sees a large market potential in physical AI applications, particularly in robotics, enterprise security, portable video, and drones [1] Group 1 - Edge AI is developing quickly despite the majority of investment being directed towards data centers [1] - The company emphasizes the importance of the edge AI opportunity and its potential impact on future growth [2]