Ambarella, Inc.

Ambarella, Inc.

AMBA
Ambarella, Inc.US flagNASDAQ Global Select
72.68
USD
+2.82
- -
3.19BMarket Cap
2014 Y
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
2026 Y
TTM
Revenue per Share
5.69
7.34
10
9.5
8.89
6.96
6.91
6.43
9.07
8.8
5.68
6.9
9.15
9.62
Basic EPS, GAAP
0.93
1.7
2.42
1.77
0.57
-0.93
-1.35
-1.72
-0.72
-1.7
-4.25
-2.84
-1.78
-1.3
Free Cash Flow per Basic Share
1.18
1.71
3.84
3.39
2.46
0.66
1.08
0.66
0.53
0.76
0.18
0.57
1.36
0.22
Dividend per Share
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Book Value per Share
5.44
7.69
10.81
13.62
14.4
12.99
13.25
13.36
14.67
15.52
13.82
13.38
13.73
14.05
Tangible Book Value per Share
5.44
7.69
9.86
12.7
13.17
11.82
11.94
12.09
5.29
6.25
4.96
5.02
5.38
5.89
Basic Weighted Avg Shares
28
30
32
33
33
33
33
35
37
38
40
41
43
43
Sales/Revenue/Turnover
158
218
316
310
295
228
229
223
332
338
226
285
391
418
Operating Margin (%)
17.71
23.76
26.77
19.45
8.27
-17.75
-21.71
-27.43
-8.93
-21.99
-68.25
-44.44
-21.12
-14.9
Depreciation Expense
1
1
2
2
5
7
12
12
14
20
25
26
26
25
Net Income, GAAP
26
51
77
58
19
-30
-45
-60
-26
-65
-169
-117
-76
-56
Effective Tax Rate (%)
8.03
2.82
10.21
5.04
26.73
- -
- -
- -
- -
- -
- -
- -
- -
- -
Profit Margin (%)
16.28
23.17
24.18
18.63
6.38
-13.37
-19.58
-26.81
-7.96
-19.37
-74.81
-41.12
-19.42
-13.48
Working Capital
152
230
321
414
440
371
398
423
177
221
197
200
232
256
LT Debt
- -
- -
- -
- -
- -
- -
8
8
8
5
2
2
11
10
Total Equity
156
237
349
455
482
419
448
475
547
606
560
561
595
620
Return on Invested Capital (%)
19.05
25.52
25.85
14.23
3.82
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Capital (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Common Equity (%)
19.1
25.7
26.08
14.38
4.02
-6.75
-10.33
-12.95
-5.17
-11.34
-29.06
-20.89
-13.12
-9.41

Capital Structure

FRC

•

in mil. unless spec.
Jan'26
Apr'27
Jul'27
ST Debt
2
2
2
LT Borrowings
- -
- -
- -
LT Finance Leases
11
11
10
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
43
44
44
Market Capitalization
2,773
3,018
3,796

Working Capital

FRC

•

in mil. unless spec.
Jan'26
Apr'27
Jul'27
Total Current Assets
410
405
394
Cash, Cash Equivalents & STI
313
278
272
Accounts Receivable, Net
39
39
37
Inventories
52
80
77
Total Current Liabilities
178
167
138
Payables & Accruals
97
107
84
ST Debt
2
2
2
Deferred Revenue
36
31
21

Growth Rates

FRC

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
6.05%
4.91%
5.95%
Free Cash Flow
26.02%
67.76%
147.3%
Net Income, GAAP
-8.8%
36.95%
-35.23%
Sales/Revenue/Turnover
4.89%
16.11%
37.15%
Total Cash Common Dividend
- -
- -
- -

Quarterly Revenue

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2025
54
64
83
84
285
2026
86
96
108
101
391
2027
100
108
- -
- -
- -

Quarterly Earnings Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2025
-0.93
-0.85
-0.58
-0.48
-2.84
2026
-0.58
-0.47
-0.35
-0.38
-1.78
2027
-0.41
-0.15
- -
- -
- -

Quarterly Dividends Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2025
- -
- -
- -
- -
- -
2026
- -
- -
- -
- -
- -
2027
- -
- -
- -
- -
- -

Company Description

CEO
Feng-Ming Wang
Full Time Employees
959
Sector
Technology
Industry
Semiconductors
Address
3001 Tasman Drive Santa Clara CA United States of America 95054
IPO Date
Oct 10, 2012
Business
Ambarella, Inc. develops low-power system-on-chip semiconductors that provide artificial intelligence processing, advanced image signal processing, and high-resolution video compression for edge AI vision applications. The company offers CVflow AI engine-enabled SoCs across product families including CV3-AD and CV7 for automotive advanced driver assistance systems, autonomous driving, in-cabin monitoring, and electronic mirrors; CV75S and N1 series for security cameras, video conferencing, robotics, on-premise AI boxes, autonomous mobile robots, and smart city security; Oculii AI 4D imaging radar processors; and solutions for drive recorders, fleet dash cams, vehicle gateways, and intelligent video devices with features such as person detection, object classification, face recognition, and multi-object convolutional neural network analytics. Ambarella sells its products to original design manufacturers and original equipment manufacturers through direct sales and distributors, targeting industries including automotive, security, robotics, and consumer electronics with operations in the United States, Taiwan, rest of Asia Pacific, Europe, and other North American regions. Founded in 2004 and headquartered in Santa Clara, California, the company recently expanded its N1 Edge GenAI family with the N1-655 SoC in January 2025 for power-constrained multichannel vision language model processing; announced strategic partnerships including with LG Electronics in December 2024 for AI-driven in-cabin safety, Gauzy in January 2025 for smart-vision camera monitoring systems in Ford trucks, Lotus in September 2024 for Oculii radar in Eletre SUV and Emeya vehicles, Plus in July 2024 for PlusVision transformer-based AD perception software, Leapmotor and SANY Group in 2024 for intelligent driving systems, Quanta Computer in January 2024 for CV3-AD and CV7 AI solutions, and Neusoft Reach in April 2024 for autonomous driving technology; and launched next-generation 5nm AI SoCs such as CV75S in April 2024 and fleet-focused processors in May 2024 supporting vision language models and transformer networks.

Company News

  • Whatching Ambarella; Traders Circulating Rumors An M&A Blog Reported That AMBA Is Being Weighed By Unnamed US Strategic Acquirer; Reported Offer For $95-$105/Share In Stock-And-Cash Deal

  • Ambarella CEO Disposes of Over 6,000 Shares Worth Nearly $400,000

  • Chi-Hong Ju Sells 2,009 Shares of Ambarella (NASDAQ:AMBA) Stock

  • John Alexander Young Sells 3,126 Shares of Ambarella (NASDAQ:AMBA) Stock

  • Chan Lee Sells 2,893 Shares of Ambarella (NASDAQ:AMBA) Stock

  • Ambarella Launches X7, Its First Standalone AI Accelerator, to Add Physical AI to Any Host Processor

  • Ambarella and ZEDEDA Partner to Bring Cloud-Orchestrated AI to Billions of Devices at the Physical Edge

  • Ambarella and Ultralytics Collaborate to Bring Ultralytics YOLO Models to CVflow-Powered Edge Devices

  • Ambarella Expands its Developer Zone with Remote Access to Live Silicon and Agentic AI Development on Google Cloud Platform

  • Ambarella: Physical AI's Hidden Efficiency Winner

  • Ambarella CEO Sees Edge AI Growth Across Security, Autos and Wearables

  • Ambarella, Inc. (AMBA) Presents at Citi's 2026 Global TMT Conference Transcript

  • Ambarella Inc (AMBA) Shares Surge 8.3% -- What GF Score of 76 Tells Investors

  • Ambarella Q2 Earnings Call Highlights

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  • Ambarella, Inc. (AMBA) Q2 2027 Earnings Call Transcript

  • Ambarella (AMBA) Q2 Earnings and Revenues Surpass Estimates

  • Ambarella Q2 Earnings Call Highlights

  • Ambarella Shares Sink After Q2 Print: What to Know

  • Chipmaker Ambarella Posts Mixed Fiscal Q2 Earnings Report