---
title: "Ambarella 10-K: Revenue $390.7M, EPS (loss) $(1.78)"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/280203029.md"
description: "Ambarella reported fiscal 2026 revenue of $390.7 million, a 37.2% increase year-over-year, despite a net loss of $(75.9) million and a loss per share of $(1.78). The growth was driven by higher shipments and average selling prices for AI processors. Gross margin remained strong at 59.2%, although it slightly compressed due to advanced manufacturing costs. The company continues to invest in R&D for AI and radar SoC development, with strong cash generation of $73.5 million and $312.6 million in cash and securities available for product development."
datetime: "2026-03-23T18:25:01.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/280203029.md)
  - [en](https://longbridge.com/en/news/280203029.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/280203029.md)
---

# Ambarella 10-K: Revenue $390.7M, EPS (loss) $(1.78)

Ambarella reported fiscal 2026 revenue of $390.7 million and a net loss per share of $(1.78), reflecting stronger shipments and higher average selling prices for AI processors but continued investment-related costs. Revenue rose 37.2% year-over-year, while the company recorded a net loss of $(75.9) million and an operating loss that narrowed versus the prior year. Gross margin remained strong at 59.2% despite modest compression from advanced process manufacturing costs.

**Financial Highlights**

-   **Revenue:** $390.7 million, up 37.2% vs prior year driven by higher unit shipments and higher ASP AI processors.
-   **Gross Profit:** $231.3 million; gross margin 59.2%, down 1.3 percentage points vs prior year due to higher advanced process manufacturing costs.
-   **Loss from operations:** $(82.5) million, improved from $(126.6) million in the prior year.
-   **Net loss:** $(75.9) million, improved from $(117.1) million in the prior year.
-   **Net loss per share:** $(1.78) per share basic and diluted, improved from $(2.84) in the prior year.

**Business Highlights**

-   **Revenue growth drivers:** Growth was driven by higher unit shipments and a stronger mix of AI inference processors.
-   **Channel & customer mix:** Continued reliance on a limited set of key ODMs and distributors with concentration in IoT and automotive markets; ongoing importance of design wins.
-   **Product & technology momentum:** Launched SoC families featuring 3rd‑generation CVflow AI and multimodal sensor support (camera, lidar, 4D radar) targeting edge AI and automotive applications.
-   **R&D & operations investment:** Increased R&D spending to support AI and radar SoC development, with additional chips in development and facility costs related to HQ relocation.
-   **Cash & liquidity:** Strong operating cash generation of $73.5 million and approximately $312.6 million in cash and securities to fund product development and go-to-market efforts.

Original SEC Filing: AMBARELLA INC \[ AMBA \] - 10-K - Mar. 23, 2026

**Disclaimer**

This is an AI-powered summary. It may contain inaccuracies. Consider verifying important information with the source. Please note this summary is solely based on documents filed with the SEC.

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