10x Insights
Loading account…
Companies / Information Technology / Ambarella, Inc.
AMBA

Ambarella, Inc.

Ticker AMBASANTA CLARA, CAFiscal year ends JanuaryBook value per share $14.16Diluted shares 43.8M

Ambarella, Inc. (Nasdaq: AMBA) develops low-power system-on-chip (SoC) semiconductors and software for edge and physical AI applications, combining video and image processing with AI inference for intelligent automation. Its products serve original equipment manufacturers, original design manufacturers and automotive… From the company’s description.

Over the twelve months to Jul 31, 2026, Ambarella, Inc. reported revenue of $417.80M, up 20.0% from a year earlier, and a net loss of $56.32M. Its operating margin was −14.9%, and operations generated $27.33M in cash. In fiscal 2025, it reported revenue of $390.70M, up 37.2% from fiscal 2024, and a net loss of $75.86M.

Fiscal year 2025 · ends 01-31Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-07-31
Sales & profitability
$390.70MFY2025
+37.2% year over year
Last 12 mo $417.80M
-21.12%FY2025
+23.3 percentage points
Last 12 mo -14.90%
$-75.86MFY2025
+35.2% year over year
Last 12 mo $-56.32M
-12.75%FY2025
+8.1 percentage points
Last 12 mo -9.08%
Cash & financing
$73.52MFY2025
+117.3% year over year
Last 12 mo $27.33M
$58.01MFY2025
+147.3% year over year
Last 12 mo $9.72M
—
42.7MFY2025
+3.4% year over year
Last 12 mo 43.8M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What Ambarella, Inc. does

In the company’s own words

Ambarella, Inc. (Nasdaq: AMBA) develops low-power system-on-chip (SoC) semiconductors and software for edge and physical AI applications, combining video and image processing with AI inference for intelligent automation. Its products serve original equipment manufacturers, original design manufacturers and automotive Tier-1 suppliers, whose end markets include security cameras, automotive safety and autonomous driving, robotics, industrial systems, drones, and consumer cameras. Product families include CVflow AI SoCs, CV3 automotive domain controllers, N1 neural processors, vision processors, radar-processing software, serializer/deserializers and separately licensed software modules. Ambarella sells through direct sales and distributors and uses a fabless manufacturing model, relying on third-party foundries and assembly and test contractors. It focuses on IoT and automotive markets and reports its business as a single operating segment. Revenue was $390.2 million in fiscal 2026, ended January 31, 2026. Founded in 2004, the company introduced its first AI SoC in 2018 and has developed its CVflow architecture across successive generations. Its website is www.ambarella.com.

Company details
Sector
Information Technology
Industry (SIC)
Semiconductors
Headquarters
SANTA CLARA, CA
Fiscal year end
January
CIK
1280263
SIC
3674

Financial performance, year by year

Fiscal 2012–2025 · USD
$-228.14M$-51.97M$124.19M$300.36M$476.52M20122013201420152016201720182019202020212022202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns Ambarella, Inc. — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

101
funds hold it
0 of 35
superinvestors hold it
$723.47M
held by funds, at market
20.9%
of shares held by funds

Largest fund holders · Ambarella, Inc.’s weight in each

VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.00%of fund net assets
VANGUARD SMALL-CAP INDEX FUND
VB · VANGUARD INDEX FUNDS
0.04%of fund net assets
—of fund net assets
VANGUARD SMALL-CAP GROWTH INDEX FUND
VBK · VANGUARD INDEX FUNDS
0.10%of fund net assets
Small Cap Core Fund
JCCIX · John Hancock Investment Trust
—of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

Compare this company with peers, find it in your funds and follow its financial history with your connected AI:

  • “How do Ambarella, Inc. and its peers compare on margins and cash generation over ten years?”
  • “Where did five years of Ambarella, Inc.'s earnings go — cash, debt, buybacks, reinvestment?”
  • “What changed in Ambarella, Inc.'s last four quarterly filings that the numbers alone won't show?”
See how it works →All research tools with a subscription. Use your own AI account.