Ambarella, Inc.

The grade, in three tenses

Headline 5.6 out of ten, 9 of 9 metrics filed: past 4.6 out of ten, present 5.1 out of ten, future 7.2 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.

The nine metrics

• Surviving crises (past): 7.6 out of ten. No warning events in its filings since 2017. 76th percentile among 99 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Track record (past): 3.1 out of ten. +2.6% a year over 10 filed years; profitable in 2 of 10. 31st percentile among 93 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Shareholder treatment (past): 3.4 out of ten. Share count grew 3.6% a year. 1% of cash flow returned. Insiders: 47 sales, 0 purchases. 34th percentile among 67 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Financial health (present): 5.0 out of ten. ROE -13%: lost 13¢ per shareholder dollar. Leverage 26%: owes 26¢ per asset dollar. 50th percentile among 95 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Industry position (present): 4.2 out of ten. bottom 42% of 97 in its family; net margin -19.4%. 42nd percentile among 97 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Leadership (present): 6.5 out of ten. top 35% of 66 in its family for leadership; chief executive since 2012. 65th percentile among 66 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
• Room to expand (future): 7.8 out of ten. top 22% of 94 in its family for room to expand. 78th percentile among 94 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Growth drivers (future): 6.2 out of ten. top 38% of 93 in its family for growth drivers. 62nd percentile among 93 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Expectations vs reality (future): 7.6 out of ten. top 24% of 88 in its family for expectations against reality. 76th percentile among 88 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).

The filing record

Newest annual report: Form 10-K filed 2026-03-23 for the period ended 2026-01-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-09-04 for the period ended 2026-07-31 (on EDGAR). Newest results release: Form 8-K filed 2026-09-03 (on EDGAR). Newest filing: Form 4, 2026-09-28. Filings on record since 2004. Read from EDGAR 2026-10-12.

How the company works

Read from its Form 10-K filed 2026-03-23.

The people

Feng-Ming (Fermi) Wang co-founded Ambarella in January 2004 and has been its chairman, president and chief executive ever since. Before that he co-founded and ran Afara Websystems, a microprocessor developer sold to Sun Microsystems in 2002, and from 1991 to 2000 worked at C-Cube Microsystems, a digital video company. Two more of the founding team still run engineering: Chan W. Lee, chief operating officer since September 2021 after leading chip design (VLSI) from February 2004, and Chi-Hong (John) Ju, senior vice president for systems since September 2021 after leading software from February 2004. John A. Young became chief financial officer in February 2024; he joined as corporate controller in March 2017 from Mellanox Technologies. [1, 2, 3, 4, 5]

Leslie Kohn, the chief technology officer, who had filed as an officer and director since 2012, resigned those roles in November 2025 and stays on as chief technology advisor. Yun-Lung (Michael) Chen has run business development since June 2011; from 1997 to 2002 he was director of sales at Wintech Microelectronics, the distributor now named WT Microelectronics, which handles most of Ambarella's sales. [6, 7, 8, 9]

The board has eight members. Chenming Hu, a Berkeley professor since 1976 and TSMC's chief technology officer from 2001 to 2004, has served since November 2011, and Christopher Paisley, an accounting professor at Santa Clara University, since August 2012. Later directors bring operating experience: D. Jeffrey Richardson (since March 2014), once chief operating officer of LSI; Hsiao-Wuen Hon (August 2017), who spent over 28 years at Microsoft; Elizabeth Schwarting (June 2020), who ran the electronic controls unit of Delphi; Chantelle Breithaupt (February 2025), chief financial officer of Arista Networks; and Gregory Bryant (February 2026), who ran Analog Devices's business units from 2022 to 2025. [10, 11, 12, 13, 14, 15, 16, 17, 18]

At January 31, 2026 Ambarella employed 959 people: 252 in the United States, 612 in Asia (372 in Taiwan and 225 in China) and 95 in Europe. About three in four work in research and development, 23% in sales, marketing and administration and 2% in operations, in four design centers in the United States, China, Italy and Taiwan. About 39% of the workforce is represented by a work council in Taiwan. Average tenure is about 8.1 years, 31% have been with the company more than ten years, and voluntary turnover in fiscal 2026 was about 7.7%. [19, 20, 21, 22, 23]

How it operates

Ambarella designs SoCs, systems on a chip, meaning a device's whole processor on one piece of silicon, along with the software that runs on them. Its chips process video and sensor data inside the device itself, what it calls edge AI, instead of sending it to a data center: in security cameras, car camera systems, robots, industrial and traffic systems, and consumer devices such as action, drone and 360 degree cameras. Its newest families, CV7, CV3 and N1, are built on 4 and 5 nanometer processes; CV3 is a central controller for partially to fully automated driving, and N1 can run language models of up to 34 billion parameters on the device. [24, 25, 26, 27, 28]

It sells to ODMs, contract manufacturers that design and build products for brands, to OEMs, the brands themselves, and in cars to Tier-1 suppliers that build systems for carmakers. Most sales pass through one distributor: WT Microelectronics, formerly Wintech Microelectronics, its non-exclusive sales representative and fulfillment partner in Asia outside Japan, handled about 70% of revenue in fiscal 2026, against 63% and 53% in the two years before, under an agreement that runs to January 2029. The top 10 end customers took about 67% of revenue and customers in Asia 88%. By bill-to location, Taiwan accounted for 271.9 million dollars, 69.6% of revenue. Sales are in U.S. dollars. [29, 8, 30, 31, 32, 33, 34, 35]

It owns no factories. It is fabless, meaning it designs chips and hires others to make them: Samsung makes the substantial majority of its SoCs, in Austin, Texas and in South Korea, on 10, 5 and 4 nanometer processes, and Ambarella recently finished its first design for a 2 nanometer process. Samsung has Signetics and STATS ChipPAC assemble and test the chips it ships; when Ambarella buys tested die instead, ASE assembles them, and Sigurd or King Yuan Electronics do final testing under its engineers. It places firm orders up to 40 weeks ahead, usually before its own customers have ordered, and ships most finished chips through a warehouse in Hong Kong. [36, 37, 38, 39, 40]

Design wins set the rhythm. Volume production may begin 12 to 18 months after a customer chooses its chip, and once designed in, the chip is likely to stay for the product's life. An IoT product typically lives 12 to 24 months; the company expects automotive, industrial and robotics products to live longer. Revenue has tended to peak in the second and third fiscal quarters, when customers build for the holiday shopping season. [41, 42, 43]

The specifics

Its technology centers on CVflow, its own AI accelerator, a processor block built for neural networks, now in its third generation. It lets the chips run transformer networks, the model type behind large language models, and fuse data from cameras, 4D imaging radar, lidar, thermal and near-infrared sensors. Its first AI chip came in 2018. It also sells AI radar software that gets higher resolution from ordinary production radar chips, a B8 SerDes chip that carries camera data up to 10 meters, and software modules it licenses. It held 390 issued U.S. patents at January 31, 2026, with 58 applications pending. [44, 45, 46, 47, 48, 49, 50, 51]

Ambarella was founded and incorporated in the Cayman Islands in January 2004 and runs its U.S. business from Santa Clara, California. Until 2023 most of its revenue came from video processors for human viewing: security cameras, sports cameras, wearables, drones and aftermarket car recorders. It has since rebuilt itself around AI inference; the proxy statement says it has shipped 45 million edge AI chips and supports more than 200 AI model architectures. [52, 53, 54, 55]

It names its rivals: in IoT, HiSilicon (owned by Huawei), Novatek, NVIDIA, Qualcomm and Sigmastar; in automotive cameras, Horizon Robotics, Mobileye (part of Intel), Novatek, NVIDIA, Qualcomm, Renesas and Texas Instruments. Some of its own customers and suppliers also have divisions that make competing products. [56, 57]

Export rules reach its customers. Several of its Chinese customers have been added to the U.S. Commerce Department's Entity List, which limits the U.S.-controlled items they may receive, and the filing says they have sought substitutes from competitors or designed their own. The Hong Kong warehouse that ships most of its chips falls under the same export controls as China. [58, 40]

What drives growth, line by line

Revenue reached a record 390.7 million dollars in fiscal 2026, up 37.2%. The filing credits higher unit shipments and a larger share of sales from its AI inference processors, which sell at higher prices than its older video processors, partly offset by lower NRE (nonrecurring engineering) revenue from project service agreements with customers. Gross margin slipped to 59.2% from 60.5% on the higher cost of making chips on advanced processes and fewer sales of inventory reserved earlier; the operating loss narrowed to 82.5 million dollars from 126.6 million. [59, 60, 61, 62, 63, 64, 65]

Taiwan. Revenue billed to Taiwan was 271.9 million dollars, 69.6% of the total, up 51.6% from 179.3 million: an increase of 92.6 million, most of the company's 105.8 million rise. The filing gives no reason by region. [35, 66]

Asia Pacific Other Than Taiwan. The rest of Asia Pacific was billed 71.0 million dollars, 18.2% of revenue, up 15.2% from 61.7 million. [35]

The remaining regions are small and moved both ways: Europe fell 11.9% to 20.1 million dollars, North America other than the United States rose 20.8% to 21.8 million, and the United States, 1.5% of revenue, rose to 5.8 million from 3.0 million. [35]

What comes next, in the company's own words: it expects AI and computer vision to become an increasingly important requirement in its IoT, automotive, industrial and robotics markets, and expects research and development spending to rise as it adds AI capabilities and pursues new markets. It lists taping out its first 4 nanometer and 2 nanometer designs, the step that sends a finished design to manufacture, among the year's milestones. [67, 68, 69]

What the desk infers (inferred, not filed)

• Most of the revenue billed to Taiwan is almost certainly WT's: the distributor that handles about seven tenths of sales is where the invoices go, so the geography shows the middleman's address, not where the cameras and cars that use the chips are built or sold. Because: Revenue by region is reported by bill-to location. [33] Taiwan accounted for 69.6% of revenue by that measure, and WT for about 70%. [35, 8] The two rose together: sales through WT climbed from 63% of revenue the year before, while Taiwan's billed revenue rose 51.6%. [30, 35] WT is the sales representative and fulfillment partner for all of Asia outside Japan, and the company says many products its Asian customers build are sold to consumers globally. [8, 34] Confidence 70 of 100. Wrong if: A filing showing that WT is billed outside Taiwan, or that most revenue billed to Taiwan comes from customers other than WT.
• Ambarella's supply rests on one foundry: a problem at Samsung would reach most of its product line at once, and no contract guarantees it capacity there. Because: Samsung supplies the substantial majority of its SoCs. [37] Each SoC is made in only one facility, and it has no long-term supply agreement with any manufacturing supplier. [70] It has no guaranteed level of production capacity from any supplier. [71] It commits to firm orders up to 40 weeks ahead, usually before its own customers order. [39] Confidence 75 of 100. Wrong if: A filing showing a second foundry making a substantial share of its SoCs, or a long-term capacity agreement with Samsung.
• Despite the push into cars, consumer devices and cameras built by Asian contract manufacturers still carry most of Ambarella's revenue; automotive remains the slower, longer-cycle part of the business. Because: Revenue peaks in the second and third fiscal quarters as customers build for the holiday season, and the company says this pattern may fade only if its revenue becomes less dependent on its customers' consumer products. [43] Customers in Asia took 88% of revenue, and a significant portion comes from a limited number of ODMs building products for brands. [32, 72] Chicony, an ODM that makes devices for multiple end customers, took 14% of revenue in fiscal 2024. [73, 74] Automotive design cycles often run longer than eighteen months and product lives longer than 24 months, so car designs take years to reach volume. [75, 42] Confidence 60 of 100. Wrong if: A disclosure of revenue by end market showing automotive at more than half of revenue.

Sources

1. Ambarella, Inc., Form DEF 14A filed 2026-05-15: “Feng-Ming (Fermi) Wang, Ph.D. has served as our Chairman of the Board of Directors, President and Chief Executive Officer since he co-founded Ambarella in January 2004. Prior to co-founding Ambarella, Dr. Wang was Chief Executive Officer and co-founder of Afara Websystems, a developer of throughput-oriented microprocessor technology, from November 2000 to July 2002, when Afara was acquired by Sun Microsystems, Inc.”
2. Ambarella, Inc., Form DEF 14A filed 2026-05-15: “Before founding Afara, Dr. Wang served in various positions at C-Cube Microsystems, Inc., a digital video company, from August 1991 to August 2000, and last served as Vice President and General Manager from 1997 to 2000.”
3. Ambarella, Inc., Form DEF 14A filed 2026-05-15: “Chan W. Lee was a member of the Company’s founding team and has served as Chief Operating Officer since September 2021. Before his appointment as Chief Operating Officer, Mr. Lee served as Vice President, VLSI since February 2004.”
4. Ambarella, Inc., Form DEF 14A filed 2026-05-15: “Chi-Hong (John) Ju was a member of the Company’s founding team, and has served as Sr. Vice President, Systems since September 2021. Prior to that, Mr. Ju served as Vice President, Software since February 2004.”
5. Ambarella, Inc., Form DEF 14A filed 2026-05-15: “John A. Young has served as our Chief Financial Officer since February 2024. Mr. Young served as our Vice President, Finance from December 2019 to January 2024 and as Corporate Controller from March 2017 to December 2019. Prior to joining Ambarella, Mr. Young served in a variety of finance related roles at Mellanox Technologies, a supplier of computer networking products, from 2009 to 2016, including most recently as Corporate Controller.”
6. Ambarella, Inc., Form DEF 14A filed 2026-05-15: “Mr. Kohn resigned his roles as an executive officer and director of the Company in November 2025 but continues to serve as Chief Technology Advisor of the Company.”
7. Ambarella, Inc., Form DEF 14A filed 2026-05-15: “Yun-Lung (Michael) Chen has served as our Vice President, Business Development since June 2011, and was Sr. Director of Sales from January 2005 to June 2011. Prior to joining Ambarella, Mr. Chen was Director of Sales for Marvell Technology, a semiconductor company, from December 2002 to October 2003. From October 1997 to October 2002, Mr. Chen served as Director of Sales for Wintech Microelectronics, a distributor of electronics.”
8. Ambarella, Inc., Form 10-K filed 2026-03-23: “In fiscal year 2026, the customer representing 10% or more of revenue was WT Microelectronics Co., Ltd., formerly Wintech Microelectronics Co., Ltd., or WT, our non-exclusive sales representative and fulfillment partner in Asia other than Japan, which accounted for approximately 70% of total revenue.”
9. The record on this page: the officers and directors who file Forms 3, 4 and 5 (the SEC's insider data sets)
10. Ambarella, Inc., Form DEF 14A filed 2026-05-15: “Ambarella’s Board of Directors (the “Board”) currently has eight members.”
11. Ambarella, Inc., Form DEF 14A filed 2026-05-15: “Chenming C. Hu, Ph.D. has been a member of our Board since November 2011. Since 1976, Dr. Hu has been a professor in electrical engineering and computer sciences at the University of California, Berkeley, where he has been the TSMC Distinguished Chair Professor Emeritus since 2010. He was the Chief Technology Officer of TSMC, a semiconductor company, from 2001 to 2004.”
12. Ambarella, Inc., Form DEF 14A filed 2026-05-15: “Christopher B. Paisley has served as a member of our Board since August 2012. Since January 2001, Mr. Paisley has served as the Dean’s Executive Professor of Accounting at the Leavey School of Business at Santa Clara University.”
13. Ambarella, Inc., Form DEF 14A filed 2026-05-15: “D. Jeffrey Richardson has been a member of our Board since March 2014. Mr. Richardson served as a senior executive of LSI Corporation (“LSI”), a semiconductor company, from 2005 until its acquisition by Avago Technologies Company in 2014, including most recently serving as Executive Vice President and Chief Operating Officer.”
14. Ambarella, Inc., Form DEF 14A filed 2026-05-15: “Hsiao-Wuen Hon, Ph.D. has been a member of our Board since August 2017. Dr. Hon is a former technology industry executive with over 28 years of experience at Microsoft Corporation, where he held various leadership positions before retiring in 2024.”
15. Ambarella, Inc., Form DEF 14A filed 2026-05-15: “Elizabeth M. Schwarting has been a member of our Board since June 2020. From October 2015 to October 2024, Ms. Schwarting was the Principal Member of DBS Ventures, LLC, where she served as a consultant for various audiences relating to the automotive market, including automotive technology (with a special emphasis on ADAS/Automated Driving), regulatory trends and business development. From 2009 to 2015, Ms. Schwarting served as Vice President of the Electronic Controls business unit for Delphi Corporation (now Aptiv PLC), an automotive manufacturer and supplier.”
16. Ambarella, Inc., Form DEF 14A filed 2026-05-15: “Chantelle Y. Breithaupt has been a member of our Board since February 2025. Ms. Breithaupt currently serves as the Senior Vice President, Chief Financial Officer of Arista Networks, Inc.”
17. Ambarella, Inc., Form DEF 14A filed 2026-05-15: “Gregory M. Bryant has been a member of our Board since February 2026.”
18. Ambarella, Inc., Form DEF 14A filed 2026-05-15: “Prior to founding Xcendra Ventures, Mr. Bryant served as President of Global Business Units of Analog Devices Inc., a semiconductor company, from March 2022 to March 2025.”
19. Ambarella, Inc., Form 10-K filed 2026-03-23: “As of January 31, 2026, we employed a total of 959 people, including 252 in the United States, 612 in Asia, with 372 in Taiwan and 225 in China, and 95 in Europe. Approximately 75% of our employees are engaged in research and development, 23% in sales, marketing and administration and 2% in operations.”
20. Ambarella, Inc., Form 10-K filed 2026-03-23: “We have assembled a core team of experienced engineers and systems designers in four research and development design centers located in the United States, China, Italy, and Taiwan.”
21. Ambarella, Inc., Form 10-K filed 2026-03-23: “Of our total employee workforce, approximately 39% is represented by a work council in Taiwan.”
22. Ambarella, Inc., Form 10-K filed 2026-03-23: “The average tenure of our employees is approximately 8.1 years and approximately 31% of our employees have been employed by us for more than 10 years.”
23. Ambarella, Inc., Form 10-K filed 2026-03-23: “Our worldwide voluntary employee turnover rate in fiscal year 2026 was approximately 7.7%.”
24. Ambarella, Inc., Form 10-K filed 2026-03-23: “Incorporated in 2004, Ambarella is a leading developer of low-power system-on-a-chip, or SoC, semiconductors and software for edge and physical artificial intelligence (AI) applications and intelligent automation.”
25. Ambarella, Inc., Form 10-K filed 2026-03-23: “Our products are used in a wide variety of human viewing, computer vision for edge and physical AI applications, including a variety of video security cameras, automotive camera systems, fixed robots, autonomous mobile robots (AMRs), industrial applications, intelligent transportation systems, and consumer devices, such as action, drone and 360° cameras.”
26. Ambarella, Inc., Form 10-K filed 2026-03-23: “Our newest product families, CV7, CV3 and N1 integrate our 3rdgeneration CVflow AI accelerator and are all built on advanced 4 and 5 nanometer (nm) process technology.”
27. Ambarella, Inc., Form 10-K filed 2026-03-23: “Our CV3 AI central domain controller family of SoCs is specifically architected for partially to fully automated driving applications.”
28. Ambarella, Inc., Form 10-K filed 2026-03-23: “Our N1 SoC is capable of running LLM inferencing with models up to 34 billion parameters, enabling a new class of generative AI applications directly on IoT devices.”
29. Ambarella, Inc., Form 10-K filed 2026-03-23: “We sell our solutions to leading original design manufacturers, or ODMs, and original equipment manufacturers, or OEMs, globally. In the automotive OEM market, we may sell our solutions to Tier-1 suppliers that develop and sell devices incorporating our solutions to automotive OEMs.”
30. Ambarella, Inc., Form 10-K filed 2026-03-23: “Approximately 70%, 63% and 53% of our revenue was derived from sales through WT for the fiscal years ended January 31, 2026, 2025 and 2024. We anticipate that a significant portion of our revenue will continue to be derived from sales through WT in the foreseeable future. Our current agreement with WT is effective until January 2029”
31. Ambarella, Inc., Form 10-K filed 2026-03-23: “We believe that revenue from our top 10 end customers, either directly or through a distributor or an ODM, accounted for approximately 67% of our total revenue in fiscal year 2026.”
32. Ambarella, Inc., Form 10-K filed 2026-03-23: “Sales to customers in Asia accounted for approximately 88%, 85%, and 79% of our total revenue in the fiscal years ended January 31, 2026, 2025, and 2024, respectively.”
33. Ambarella, Inc., Form 10-K filed 2026-03-23: “The following table sets forth the Company’s revenue by geographic region based on bill-to location for the periods indicated.”
34. Ambarella, Inc., Form 10-K filed 2026-03-23: “Although a large percentage of our sales are made to customers in Asia, we believe that a significant number of the products designed by these customers and incorporating our SoCs are then sold to consumers globally. To date, substantially all our sales have been denominated in U.S. dollars.”
35. The record on this page: revenue by line and by geography, as tagged in the annual report (the SEC's financial statement data sets)
36. Ambarella, Inc., Form 10-K filed 2026-03-23: “We employ a fabless business model and use third-party foundries and assembly and test contractors to manufacture, assemble and test our solutions.”
37. Ambarella, Inc., Form 10-K filed 2026-03-23: “We currently manufacture our solutions in the 10 nm, 5 nm and 4 nm process nodes, and recently taped out our first SoC design in the 2 nm process node. Currently, the substantial majority of our SoCs are supplied by Samsung Electronics Corporation (Samsung) in facilities located in Austin, Texas and South Korea”
38. Ambarella, Inc., Form 10-K filed 2026-03-23: “Samsung subcontracts the assembly and initial testing of the assembled chips it supplies to us to Signetics Corporation and STATS ChipPAC Ltd. In the case of purchases of tested die from Samsung, we contract the assembly to Advanced Semiconductor Engineering, Inc., or ASE. Final testing of our products is handled primarily by Sigurd Corporation or King Yuan Electronics Co., Ltd. under the supervision of our engineers.”
39. Ambarella, Inc., Form 10-K filed 2026-03-23: “Due to the scheduling requirements of our foundry, assembly and test contractors, we generally provide our contractors with our production forecasts and place firm orders for products with our suppliers up to 40 weeks prior to the anticipated delivery date, or potentially longer during times of acute capacity shortages, usually without a purchase order from our own customers.”
40. Ambarella, Inc., Form 10-K filed 2026-03-23: “We operate a warehouse facility in Hong Kong through which the substantial majority of our finished SoCs are shipped to customers or our logistic partners. Hong Kong has experienced, and continues to experience, political unrest and social strife. The Bureau of Industry and Security, or BIS, of the U.S. Department of Commerce, or Commerce, imposes on Hong Kong the same stringent export and reexport controls applicable to China”
41. Ambarella, Inc., Form 10-K filed 2026-03-23: “Volume production may begin within 12 to 18 months after a design win, depending on the complexity of our customer’s product and other factors upon which we may have little or no influence. Once our solutions have been incorporated into a customer’s design, they are likely to be used for the life cycle of the customer’s product.”
42. Ambarella, Inc., Form 10-K filed 2026-03-23: “An IoT product typically has a life cycle of 12 to 24 months. We anticipate that product life cycles will typically be longer than 24 months in the OEM automotive and industrial and robotics markets, as new product introductions occur less frequently in these markets.”
43. Ambarella, Inc., Form 10-K filed 2026-03-23: “Our business has tended to be seasonal with higher revenue in our second and third fiscal quarters as our customers typically increase their production to meet holiday shopping season or year-end demand for their products. We also may experience seasonally lower demand in our first and fourth fiscal quarters. These seasonal fluctuations may diminish if our revenue diversifies and becomes less dependent on sales of our customers’ consumer products.”
44. Ambarella, Inc., Form 10-K filed 2026-03-23: “Our AI inference SoCs integrate our state-of-the-art video processor technology together with our proprietary AI accelerator, also known as a deep learning neural network processor, which we refer to as CVflow”
45. Ambarella, Inc., Form 10-K filed 2026-03-23: “Our latest third generation CVflow technology enables our new SoCs to efficiently process transformer AI networks. These networks facilitate computationally intense advanced AI applications and are foundational for more sophisticated reasoning and planning capabilities, including deep fusion, deep behavioral planning, large language models (LLMs)”
46. Ambarella, Inc., Form 10-K filed 2026-03-23: “To achieve holistic environmental perception, CVflow can process and fuse data from multiple sensing modalities, including cameras, 4D imaging radar, lidar, thermal, and near-infrared (NIR) sensors.”
47. Ambarella, Inc., Form 10-K filed 2026-03-23: “Our first AI SoC was introduced in 2018 and our third generation CVflow AI accelerator is integrated into our CV7, CV3 and N1 families of AI processors.”
48. Ambarella, Inc., Form 10-K filed 2026-03-23: “Our adaptive AI radar software algorithms are designed to enable radar perception using current production radar radio frequency chips to achieve significantly higher resolution, longer range and greater accuracy.”
49. Ambarella, Inc., Form 10-K filed 2026-03-23: “Our B8 SerDes (Serializer/Deserializer) product is a mixed-signal (analog and digital) semiconductor used to transport data short distances (up to 10 meters) from a CMOS image sensor, often in a remote camera location, to our video and AI SoCs.”
50. Ambarella, Inc., Form 10-K filed 2026-03-23: “We separately license proprietary software modules that can be used in conjunction with a customer’s internal software and/or with third-party software.”
51. Ambarella, Inc., Form 10-K filed 2026-03-23: “As of January 31, 2026, we had 390 issued patents in the United States, 149 of which were continuation or divisional patents, 14 issued patents in Europe, 24 issued patents in China, 8 issued patents in Japan and 58 pending patent applications in the United States.”
52. Ambarella, Inc., Form 10-K filed 2026-03-23: “Ambarella was founded and incorporated in the Cayman Islands in January 2004.”
53. The record on this page: the filing record (the EDGAR submissions feed)
54. Ambarella, Inc., Form 10-K filed 2026-03-23: “Until 2023, a majority of our revenue originated from human-viewing only applications with video and image processors for enterprise, public infrastructure and home applications, such as internet protocol, or IP, security cameras, sports cameras, wearables, aerial drones, and aftermarket automotive video recorders.”
55. Ambarella, Inc., Form DEF 14A filed 2026-05-15: “We have established a strong position in the edge AI market, having shipped 45 million edge AI SoCs and built a product portfolio supporting more than 200 different AI model architectures, but keeping this momentum will require continued access to top talent.”
56. Ambarella, Inc., Form 10-K filed 2026-03-23: “In the IoT market, our primary competitors include HiSilicon Technologies Co., Ltd., or HiSilicon, which is owned by Huawei Technologies Co., Novatek Microelectronics Corp., or Novatek, NVIDIA Corporation, or NVIDIA, Qualcomm Incorporated, or Qualcomm, and Sigmastar Technology Ltd. In the automotive camera market, we compete against Horizon Robotics Inc., Mobileye, a subsidiary of Intel Corporation, Novatek, NVIDIA, Qualcomm, Renesas Electronics Corporation, and Texas Instruments.”
57. Ambarella, Inc., Form 10-K filed 2026-03-23: “Certain of our customers and suppliers also have divisions that produce products that compete with ours.”
58. Ambarella, Inc., Form 10-K filed 2026-03-23: “Several of our Chinese customers have been added to the BIS Entity List, which imposes limitations on the supply of U.S. controlled items to the listed entities. These customers have, and may continue to seek to obtain similar or substitute products from our competitors that are not subject to these limitations, or to develop similar or substitute products themselves.”
59. Ambarella, Inc., Form 10-K filed 2026-03-23: “We recorded revenue of $390.7 million in fiscal year 2026, an increase of 37.2% as compared to fiscal year 2025. The increase in revenue was primarily attributable to higher product unit shipments and an increased percentage of sales from higher average selling price AI inference processors as a result of high demand for our edge AI solutions, partially offset by lower nonrecurring engineering (NRE) project service revenue.”
60. Ambarella, Inc., Form DEF 14A filed 2026-05-15: “Achieving record annual revenue of $390.7 million, an increase of 37% over the prior year”
61. Ambarella, Inc., Form 10-K filed 2026-03-23: “Our AI-based solutions generally have higher selling prices than our traditional video and image processing SoC solutions that do not enable AI functionality.”
62. Ambarella, Inc., Form 10-K filed 2026-03-23: “We also enter into various project service agreements with certain customers, including development funding agreements subject to certain refund conditions.”
63. Ambarella, Inc., Form 10-K filed 2026-03-23: “Gross margin decreased in fiscal year 2026, as compared to fiscal year 2025, primarily due to higher manufacturing costs associated with advanced process technologies, as well as lower sales of previously reserved inventory, partially offset by a higher percentage of sales from higher average selling price AI inference processors.”
64. Ambarella, Inc., Form 10-K filed 2026-03-23: “Gross margin 59.2 % 60.5 % 60.4”
65. Ambarella, Inc., Form 10-K filed 2026-03-23: “We recorded a loss from operations of $82.5 million in fiscal year 2026, as compared to a loss from operations of $126.6 million in fiscal year 2025.”
66. The record on this page: the filed annual figures (EDGAR's company facts)
67. Ambarella, Inc., Form 10-K filed 2026-03-23: “We expect that AI and computer vision functionality will become an increasingly important requirement in many of our current and future markets, including IoT, automotive, industrial and robotics markets.”
68. Ambarella, Inc., Form 10-K filed 2026-03-23: “We expect our research and development expenditures to increase in comparison to prior periods as we devote additional resources to the development of innovative video and image processing solutions with increased functionality, such as AI capabilities, and as we target new markets.”
69. Ambarella, Inc., Form DEF 14A filed 2026-05-15: “Taping out our first 4 nanometer and 2 nanometer SoC designs, to provide expanded AI processing for a wide range of edge AI perception applications with lower power consumption than our current products”
70. Ambarella, Inc., Form 10-K filed 2026-03-23: “Moreover, because each SoC is fabricated in only one manufacturing facility, or single sourced, any disruption to a facility could cause significant delays in the production or shipment of the products produced in that facility that could not be easily offset by having such product(s) produced in another facility. We do not have any long-term supply agreements with any of our manufacturing suppliers.”
71. Ambarella, Inc., Form 10-K filed 2026-03-23: “We do not have a guaranteed level of production capacity from any of our suppliers’ facilities to produce our solutions.”
72. Ambarella, Inc., Form 10-K filed 2026-03-23: “In addition, we derive a significant portion of our revenue from a limited number of ODMs who build products on behalf of a limited number of OEMs and from a limited number of OEMs to whom we ship directly.”
73. Ambarella, Inc., Form 10-K filed 2026-03-23: “The customers representing 10% or more of revenue for the fiscal year ended January 31, 2024 were WT and Chicony, which accounted for approximately 53% and 14% of total revenue, respectively.”
74. Ambarella, Inc., Form 10-K filed 2026-03-23: “and to one ODM, Chicony Electronics Co., Ltd., or Chicony, which manufactures devices incorporating our solutions on behalf of multiple end-customers.”
75. Ambarella, Inc., Form 10-K filed 2026-03-23: “Product design cycles for certain portions of the automotive market generally last longer than eighteen months, particularly for products containing user safety features.”

Where the revenue comes from

By geography: Taiwan 70%, Asia Pacific Other Than Taiwan 18%, North America Other Than United States 6%, Europe 5%, United States 2%. As tagged in its annual report (Form 10-K, filed 2026-03-23).

Who runs it

Wang, Feng-Ming (CEO); Young, John Alexander (CFO); Lee, Chan W (Chief Operations Officer); Kohn, Leslie (Chief Technology Officer); Ju, Chi-Hong (Senior VP, Systems & GM); Chen, Yun-Lung (VP, Business Dev. & Marketing); Paisley, Christopher B (director); Breithaupt, Chantelle Yvette (director); Bryant, Gregory M (director); Hon, Hsiao-Wuen (director); and 3 more. 13 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.

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