Every material Form 8-K AMBARELLA INC has filed with the SEC since May 28, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Ambarella reported second-quarter fiscal 2027 revenue of $108.1 million, up 13.2% from a year earlier, and a GAAP net loss of $6.7 million, down from $20.0 million. The company guided third-quarter revenue to between $115.0 million and $124.0 million, but GAAP and non-GAAP gross margins both declined year over year.
Q2 revenue was $108.1 million, up 13.2% from $95.5 million; six-month revenue was $208.5 million, up 14.9%.
GAAP net loss was $6.7 million, or $0.15 per diluted share, versus $20.0 million, or $0.47, a year earlier.
GAAP gross margin fell to 57.7% from 58.9%; non-GAAP net income was $8.2 million, or $0.18 per diluted share, versus $0.15.
Q3 fiscal 2027 guidance: revenue of $115.0 million to $124.0 million and non-GAAP gross margin of 59.0% to 60.0%.
At its June 26, 2026 annual meeting, Ambarella shareholders approved an amended and restated 2021 Equity Incentive Plan, along with the election of three Class II directors and the ratification of PricewaterhouseCoopers LLP as auditor for the fiscal year ending January 31, 2027. The plan vote was closer than the other items, with 22,122,462 shares voting for and 10,481,483 against, so the change to equity awards drew notable opposition.
Plan approval: 22,122,462 for, 10,481,483 against, 53,190 abstentions, with 5,199,177 broker non-votes
Board elections: Gregory M. Bryant, D. Jeffrey Richardson and Elizabeth M. Schwarting elected as Class II directors, serving until the 2029 annual meeting
Auditor: PricewaterhouseCoopers LLP ratified for fiscal year ending January 31, 2027 (37,426,967 for, 407,966 against)
Shares represented: 37,856,312 of 43,861,484 outstanding shares, about 86.31%, as of the May 5, 2026 record date
Ambarella reported first quarter fiscal 2027 revenue of $100.4 million, up 16.9% from a year earlier, and a GAAP net loss of $18.1 million, smaller than the $24.3 million loss a year earlier. The company also guided second quarter revenue to $105.0 million to $111.0 million and authorized a new $50.0 million share repurchase program.
Revenue $100.4 million, up 16.9% from $85.9 million in the same quarter of fiscal 2026.
GAAP net loss $18.1 million, or $0.41 per diluted share, versus $24.3 million, or $0.58, a year earlier.
GAAP gross margin 58.4% versus 60.0%; non-GAAP gross margin 59.9% versus 62.0%.
Second quarter fiscal 2027 revenue guidance $105.0 million to $111.0 million; new $50.0 million buyback runs through June 30, 2027.
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