AMBARELLA INC (AMBA) Form 10-Q — Sep 4, 2026
Ambarella filed its fiscal Q2 2027 10-Q reporting revenue of $108.1 million for the three months ended July 31, 2026, up 13.2% year over year, driven primarily by higher unit shipments of its high-priced AI inference processors. Net loss narrowed to $6.7 million, or $0.15 per share, from $20.0 million, or $0.47 per share, in the year-ago quarter. Six-month revenue rose 14.9% to $208.5 million while the operating loss shrank to $27.6 million from $47.8 million.
Key figures
- Revenue
- 108125000
- Revenue Yoy
- 13.2%
- Total Assets
- 780205000
- Cash Position
- 101850000
- Shares Outstanding
- 44140971
- Inventories
- 76923000
- Rd Expense Q2
- 50581000
- Gross Margin Q2
- 57.7%
- Six Month Revenue
- 208482000
- Six Month Revenue Yoy
- 14.9%
- Shares Repurchased Q2
- 0
- Stock Compensation Q2
- 22700000
- Gross Margin Prior Year Q2
- 58.9%
- Closing Share Price July31 2026
- 86
- Share Repurchase Authorization
- 50000000
- Inventories Prior Fiscal Year End
- 52246000
- Unrecognized Stock Compensation
- 174100000
- Cash Plus Marketable Debt Securities
- 272300000
- Customer Concentration WT Q2 Revenue
- 60.2%
- Unsatisfied Performance Obligations
- 91400000
- Prior Year Six Month Operating Cash Flow
- 20307000
- Customer Concentration Hakuto Q2 Revenue
- 11.0%
- S8 Shares Added To2021 Equity Incentive Plan
- 2750000
- One Time Rd Benefit Deposit Liability Release
- 9000000
- Purchase Obligations Contract Manufacturers
- 49000000
Price after filing
1 day: -6.3%7 days: +1.1%30 days: +2.2%
Close on the filing date to close N calendar days later (from $67.14). Historical, not a forecast.
AI analysis
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