Welcome to our dedicated page for Ambarella SEC filings (Ticker: AMBA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Ambarella, Inc. (NASDAQ: AMBA) SEC filings page on Stock Titan aggregates the company’s regulatory disclosures from the U.S. Securities and Exchange Commission, alongside AI-powered tools to help interpret them. Ambarella describes itself in these filings as a Cayman Islands company whose ordinary shares trade on the Nasdaq Global Select Market under the symbol AMBA, and as an edge AI semiconductor company focused on low-power systems-on-chip (SoCs) for edge AI and human vision applications.
Key filings for Ambarella include its annual reports on Form 10-K and quarterly reports on Form 10-Q, which provide detailed information on its business, risk factors, financial statements and edge AI strategy. Current reports on Form 8-K document material events such as the release of quarterly financial results and certain management changes. For example, recent 8-K filings reference the announcement of fiscal 2026 quarterly results and the voluntary resignation of the company’s Chief Technology Officer from that role and from the board, with a transition to a part-time Chief Technology Advisor position.
These filings also describe Ambarella’s use of non-GAAP financial measures, including non-GAAP gross margin and non-GAAP net income or loss, and provide reconciliations to the closest GAAP metrics. Risk disclosures in the filings discuss factors that could affect Ambarella’s performance, such as global economic conditions, customer adoption of products incorporating its SoCs, competition and the company’s ability to develop and monetize advanced AI and computer vision technologies.
On Stock Titan, investors can review Ambarella’s 10-K and 10-Q reports, 8-K current reports and related exhibits, with AI-generated summaries that highlight important sections and explain complex terminology. The platform also surfaces new filings in near real time as they appear on EDGAR, helping users track changes in Ambarella’s financial condition, governance and edge AI business disclosures without reading every page manually.
Ambarella Inc — Schedule 13G/A amendment: The Vanguard Group reports 0 shares beneficially owned of Ambarella Inc common stock, representing 0% of the class. The filing states this follows an internal realignment and the disaggregation of certain Vanguard subsidiaries in accordance with SEC Release No. 34-39538.
Ambarella, Inc. files its annual report describing a fabless semiconductor business focused on low-power AI system-on-a-chip solutions for edge and physical AI applications. Its chips power security cameras, automotive ADAS and autonomy systems, robotics and other IoT devices using its proprietary CVflow architecture and radar software.
The company manufactures primarily on advanced 10 nm, 5 nm and 4 nm nodes and has taped out its first 2 nm design, relying mainly on Samsung and outsourced assembly and test. As of January 31, 2026, it had 959 employees, about 75% in research and development, and generated roughly 88% of revenue from customers in Asia.
Ambarella highlights competitive strengths in high-performance, low-power AI and video processing, deep sensor fusion for cameras and 4D radar, and a scalable software platform and developer ecosystem to help OEMs and ODMs deploy AI-enabled products across IoT, automotive and emerging robotics markets. It also discloses a high customer concentration, with WT Microelectronics handling around 70% of total revenue.
Ambarella CFO John Alexander Young reported several equity transactions involving the company’s Ordinary Shares. On March 18, 2026, he received 5,560 fully vested restricted stock units as payment of his Fiscal Year 2026 annual bonus, each convertible into one Ordinary Share.
On March 17, 2026, a performance-based RSU award granted in April 2023 vested at 100% of its target, leading to the conversion of 3,556 Performance Stock Units into Ordinary Shares. That same day, he sold 4,577 Ordinary Shares at $52.77 per share to cover tax obligations from RSU vesting.
On March 19, 2026, he executed an additional open-market sale of 3,038 Ordinary Shares at $54.14 per share. After these transactions, he directly owns 119,594 Ordinary Shares, including 154 shares acquired under the company’s employee stock purchase plan.
Chen Yun-Lung reported acquisition or exercise transactions in this Form 4 filing.
Ambarella Inc. VP Yun-Lung Chen reported equity awards and a performance-based vesting, with no open-market buying or selling. Chen received 2,849 fully vested restricted stock units as payment of his annual bonus under Ambarella’s Fiscal Year 2026 Annual Bonus Plan.
A separate performance-based RSU award granted on April 3, 2023 vested into 4,651 Ordinary Shares after the company’s total stockholder return and revenue growth from February 1, 2023 through January 31, 2026 met the target level, resulting in 100% of the target RSU number vesting. Following these transactions, Chen directly holds 76,371 Ordinary Shares.
Ambarella Inc. Chief Operations Officer W. Chan Lee reported several equity compensation-related moves. On March 17, 2026, performance stock units for 13,678 Ordinary Shares vested at 100% of the target level and were converted into shares, with 6,729 of those shares sold at $52.77 each to cover tax obligations. On March 18, 2026, Lee received a fully vested award of 7,320 restricted stock units as payment of the fiscal 2026 annual bonus. On March 19, 2026, Lee sold 3,641 Ordinary Shares in an open-market transaction at $54.14 per share. After these transactions, Lee directly held 160,049 Ordinary Shares, including 154 shares acquired under the employee stock purchase plan.
Ambarella Inc. executive Ju Chi-Hong reported a mix of stock awards, vesting, and modest share sales. On March 17, 2026, performance stock units covering 9,553 Ordinary Shares vested at 100% of the target level based on total stockholder return and revenue growth over a specified period, and were converted into Ordinary Shares. That same day, 4,729 Ordinary Shares were sold at $52.77 per share, with a footnote stating shares were sold to pay tax obligations from restricted stock unit vesting. On March 18, 2026, he received 5,930 fully vested restricted stock units as payment of his Fiscal Year 2026 annual bonus, each representing one Ordinary Share. On March 19, 2026, he sold 2,155 Ordinary Shares at $54.14 per share in open-market transactions. Following these transactions, Ju Chi-Hong holds 167,941 Ordinary Shares directly and 8,000 shares indirectly through a foundation, indicating the sales represent a small portion of his overall position.
Ambarella CEO Feng-Ming Wang reported a mix of equity award activity and share sales. On March 17, 2026, he exercised 27,598 Performance Stock Units, receiving the same number of Ordinary Shares, then sold 18,976 Ordinary Shares at $52.77 per share. A footnote explains these shares were sold to cover tax obligations from restricted stock unit vesting.
On March 18, 2026, he received a fully vested bonus award of 15,686 restricted stock units, each convertible into one Ordinary Share. On March 19, 2026, he sold an additional 8,083 Ordinary Shares at $54.14 per share in an open-market transaction. Following these transactions, Wang directly holds 838,561 Ordinary Shares.
Young John Alexander reported acquisition or exercise transactions in this Form 4 filing.
Ambarella CFO John Alexander Young reported equity awards tied to company performance and service. He was granted 15,201 Performance Stock Units at a stated price of $0.00 per unit, and his direct holdings of Ordinary Shares increased by 15,201 shares to a total of 117,939 shares.
Footnotes explain that one award of restricted stock units vests at a rate of 1/12 per quarter starting on March 15, 2026, with each unit representing one ordinary share. A separate performance-based RSU grant is scheduled to vest on March 15, 2029, with the final number of shares adjustable between 0% and 150% of the target amount based on total shareholder return and revenue growth from February 1, 2026 through January 31, 2029, subject to continued service.
Chen Yun-Lung reported acquisition or exercise transactions in this Form 4 filing.
Ambarella Inc executive Yun-Lung Chen, VP of Business Development, reported an equity award made on March 2, 2026. He received 7,220 performance stock units and a corresponding grant of 7,220 ordinary shares at a price of $0.00 per share, bringing his direct holdings to 68,871 ordinary shares.
The restricted stock units vest at a rate of 1/12 per quarter starting March 15, 2026, while the performance-based RSUs are scheduled to vest on March 15, 2029, subject to continued service. The number of shares ultimately earned can range from 0% to 150% of the target amount, based on Ambarella’s total shareholder return and revenue growth from February 1, 2026 through January 31, 2029.
Lee Chan W reported acquisition or exercise transactions in this Form 4 filing.
Ambarella, Inc. reported that Chief Operations Officer Lee Chan W received equity awards on March 2, 2026. He was granted 24,701 performance stock units and a related right to receive 24,701 ordinary shares at no cost, subject to vesting and performance conditions.
The restricted stock units vest at a rate of 1/12 per quarter starting on March 15, 2026, with each unit representing one ordinary share. A separate performance-based RSU award is scheduled to vest on March 15, 2029, and the actual shares earned may range from 0% to 150% of the target amount based on Ambarella’s total shareholder return and revenue growth between February 1, 2026 and January 31, 2029.