Ambarella revenue rises 13.2% to $108.1M, operating loss narrows 63%

Filed September 4, 2026 · Period ending July 31, 2026 · Compared to 10-Q Sep 3, 2025 · ~1 min read

Key Changes

• high

  Revenue grew 13.2% to $108.1M, driven by higher AI inference processor shipments, but growth decelerated sharply.

  MD&A: Revenue verify on EDGAR →
• medium

  New $50M share repurchase program authorized, replacing the prior program; no shares repurchased during the quarter.

  MD&A: Buyback verify on EDGAR →
• medium

  Customer concentration remains high: WT Microelectronics accounted of fiscal 2026 revenue, though Hakuto emerged as a second 10% customer.

  Risk Factors: Customer concentration verify on EDGAR →