AMBA on Nasdaq

Ambarella Inc.

Logo: Ambarella, Inc., Public domain, via Wikimedia Commons4

Fabless semiconductor design company

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.3 From Wikipedia, CC BY-SA 4.0

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Last updated Oct 16, 2026.

Overview

$390.7MRevenue, fiscal 20265
-$75.9MNet income, fiscal 20265
Jan 1, 2004Founded1

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  • TickerAMBA on Nasdaq1
  • IndustrySemiconductors & Related Devices1
  • HeadquartersSanta Clara1
  • Websitewww.ambarella.com
  • Business address3001 Tasman Drive, Santa Clara, Ca 950546
  • Filer categoryLarge accelerated filer6

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.

Key numbers, fiscal 2026

59.2%Gross margin5
-21.1%Operating margin5
-19.4%Net margin5
37.2%Revenue growth, 20265
-12.8%Return on equity5

What sells

Revenue by product, business segment and region, as the company reports it to the SEC.

Regions

Taiwan brought in 70% of the revenue Ambarella Inc. broke down this way in fiscal 2026.

  1. Taiwan$271.9M570%up 52% from 2025
  2. Asia Pacific other than Taiwan$71.0M518%up 15% from 2025
  3. North America Other Than United States$21.8M56%up 21% from 2025
  4. Europe$20.1M55%down 12% from 2025
  5. United States$5.8M51%up 93% from 2025
Regions by year
Regions202420252026
Taiwan$119.6M$179.3M$271.9M
Asia Pacific other than Taiwan$58.5M$61.7M$71.0M
North America Other Than United States$25.8M$18.1M$21.8M
Europe$11.9M$22.8M$20.1M
United States$10.7M$3.0M$5.8M

Where the money goes

Where each dollar of revenue went, fiscal 2026

  • Cost of revenue34¢$159.4M
  • Research and development50¢$238.5M
  • Selling, general and admin16¢$75.3M
  • Income tax0¢$2.2M

Out of $390.7M in revenue.5 The company lost money this year.

Where each dollar of operating cash went, fiscal 2026

  • Share buybacks1¢$1.0M
  • Kept or used elsewhere99¢$72.5M

Out of $73.5M of cash from operations.5

Financial statements

Revenue891011125$390.7M in 2026+72% since 2019
0$100.0M$200.0M$300.0M$400.0M2019: $227.8M$227.8M20192020: $228.7M$228.7M2020+0%2021: $223.0M$223.0M2021−3%2022: $331.9M$331.9M2022+49%2023: $337.6M$337.6M2023+2%2024: $226.5M$226.5M2024−33%2025: $284.9M$284.9M2025+26%2026: $390.7M$390.7M2026+37%
Gross profit891011125$231.3M in 2026+67% since 2019
0$100.0M$200.0M$300.0M2019: $138.1M$138.1M20192020: $132.7M$132.7M2020−4%2021: $135.6M$135.6M2021+2%2022: $208.1M$208.1M2022+54%2023: $208.9M$208.9M2023+0%2024: $136.8M$136.8M2024−35%2025: $172.3M$172.3M2025+26%2026: $231.3M$231.3M2026+34%
Operating income891011125-$82.5M in 2026+104% since 2019
-$200.0M-$150.0M-$100.0M-$50.0M02019: -$40.4M-$40.4M20192020: -$49.6M-$49.6M2020+23%2021: -$61.2M-$61.2M2021+23%2022: -$29.6M-$29.6M2022−52%2023: -$74.3M-$74.3M2023+151%2024: -$154.6M-$154.6M2024+108%2025: -$126.6M-$126.6M2025−18%2026: -$82.5M-$82.5M2026−35%
Net income891011125-$75.9M in 2026+149% since 2019
-$200.0M-$150.0M-$100.0M-$50.0M02019: -$30.4M-$30.4M20192020: -$44.8M-$44.8M2020+47%2021: -$59.8M-$59.8M2021+33%2022: -$26.4M-$26.4M2022−56%2023: -$65.4M-$65.4M2023+148%2024: -$169.4M-$169.4M2024+159%2025: -$117.1M-$117.1M2025−31%2026: -$75.9M-$75.9M2026−35%

Every line of the income statement in the latest annual report, as filed.5

Period ending2026-01-312025-01-312024-01-31
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
Basic42.7M shares41.3M shares39.9M shares
Diluted42.7M shares41.3M shares39.9M shares

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The story

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.

From Wikipedia’s article on Ambarella Inc., shared under CC BY-SA 4.0.7

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.”

From Wikipedia’s article on Ambarella Inc., shared under CC BY-SA 4.0.7

Acquisitions

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.

From Wikipedia’s article on Ambarella Inc., shared under CC BY-SA 4.0.7

Timeline

  1. Jan 1, 2004Founded Founded1

Recent filings

  1. Sep 28, 20264 PRIMARY DOCUMENT
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Every filing from the last three years, summarized. The full record is on SEC EDGAR.2