AI brief of an SEC Form 8-K · AMBARELLA INC (AMBA)

Ambarella Q1 revenue rises 16.9% to $100.4 million; net loss narrows

Positive Impact 3 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyAMBARELLA INC (AMBA)
Form8-K, current report
Filed with the SECMay 28, 2026, 4:10 PM ET
Accession number0001193125-26-245234

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 8:36 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on May 28, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.