AMBARELLA INC AMBA

Technology SIC 3674 - Semiconductors & Related Devices NAICS Manufacturing › Computer and Electronic Product Manufacturing › Semiconductor and Other Electronic Component Manufacturing › Semiconductor and Related Device Manufacturing derived Nasdaq

Incorporated in 2004, Ambarella is a leading developer of low-power system-on-a-chip, or SoC, semiconductors and software for edge and physical artificial intelligence (AI) applications and intelligent automation. Our technologies make electronic systems smarter, enabling them to become partially or fully autonomous with features such as intelligent automation, complex scene understanding, and autonomous decision-making. These systems perform multi-modal data fusion and complex data analysis in real time, delivering high quality imagery, and preserving vital system resources such as power and network bandwidth. We specialize in the development of deployable, scalable designs for intelligent electronic systems that utilize high-bandwidth sensors offering a proven path to mass production. Our products are used in a wide variety of human viewing, computer vision for edge and physical AI applications, including a variety of video security cameras, automotive camera systems, fixed robots, autonomous mobile robots (AMRs), industrial applications, intelligent transportation systems, and consumer devices, such as action, drone and 360° cameras.

Last close 66.50 2026-10-23
Market cap $2.94B 2026-07-31 share count
52-week range 48.30 - 96.69

Valuation FY2025 figures against the last close

P/S7.5x
P/E—
P/FCF50.6x
EV/EBITDA—
Dividend yield—
Diluted EPS-1.78

Where the revenue comes from as reported in the latest 10-K

Revenue by geography

  • Taiwan
  • Asia Pacific other than Taiwan
  • North America other than United States
  • Europe
  • United States
Revenue by geography, 5 categories over 3 years. The same figures are in the table below. FY2025 Taiwan, FY2025: 271.9M (69.6%) 70% Taiwan Asia Pacific other than Taiwan, FY2025: 71M (18.2%) 18% North America other than United States, FY2025: 21.8M (5.6%) 6% Europe, FY2025: 20.1M (5.1%) 5% Europe United States, FY2025: 5.8M (1.5%) FY2024 Taiwan, FY2024: 179.3M (63.0%) 63% Asia Pacific other than Taiwan, FY2024: 61.7M (21.6%) 22% North America other than United States, FY2024: 18.1M (6.3%) 6% Europe, FY2024: 22.8M (8.0%) 8% United States, FY2024: 3M (1.1%) FY2023 Taiwan, FY2023: 119.6M (52.8%) 53% Asia Pacific other than Taiwan, FY2023: 58.5M (25.8%) 26% North America other than United States, FY2023: 25.8M (11.4%) 11% Europe, FY2023: 11.9M (5.3%) 5% United States, FY2023: 10.7M (4.7%) 5%
Region FY2025FY2024FY2023
Taiwan $271.9M $179.3M $119.6M
Asia Pacific other than Taiwan $71.0M $61.7M $58.5M
North America other than United States $21.8M $18.1M $25.8M
Europe $20.1M $22.8M $11.9M
United States $5.8M $3.0M $10.7M

As the company reported it, from the “Segment Reporting - Company's Revenue by Geographic Region Based on Bill-to Location (Detail)” note of its latest 10-K. Every figure here has been checked against the total revenue the same filing reported. Regions are the filer's own and are not mapped onto a standard list — one company's “Americas” and another's “United States” are different areas, and making them look comparable would mean making at least one of them wrong. Slices under 1% are folded into “Other”.

Annual financial statements

Income statement

Fiscal year FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016
Revenue $390.7M$284.9M$226.5M$337.6M$331.9M$223.0M$228.7M$227.8M$295.4M$310.3M
Cost of revenue $159.4M$112.5M$89.7M$128.7M$123.7M$87.4M$96.0M$89.6M$107.7M$105.3M
Gross profit $231.3M$172.3M$136.8M$208.9M$208.1M$135.6M$132.7M$138.1M$187.7M$205.0M
R&D $238.5M$226.1M$215.1M$204.9M$167.3M$140.8M$129.7M$128.1M$115.5M$101.2M
SG&A $75.3M$72.8M$76.3M$78.2M$70.4M$56.0M$52.6M$50.5M$47.8M$43.4M
Total operating expenses $313.8M$298.9M$291.4M$283.2M$237.8M$196.7M$182.4M$178.6M$163.3M$144.7M
Operating income -$82.5M-$126.6M-$154.6M-$74.3M-$29.6M-$61.2M-$49.6M-$40.4M$24.4M$60.4M
Pre-tax income -$73.7M-$117.7M-$148.5M-$70.9M-$28.6M-$57.3M-$41.6M-$34.6M$25.7M$60.9M
Income tax $2.2M$602.0K$20.9M$5.6M$2.2M$2.5M$3.2M$4.1M$6.9M$3.1M
Net income -$75.9M-$117.1M-$169.4M-$65.4M-$26.4M-$59.8M-$44.8M-$30.4M$18.9M$57.8M
EPS, basic -1.78-2.84-4.25-1.70-0.72-1.72-1.35-0.930.571.77
EPS, diluted -1.78-2.84-4.25-1.70-0.72-1.72-1.35-0.930.551.68
Shares, diluted (wtd. avg.) 42.7M41.3M39.9M38.4M36.6M34.7M33.1M32.7M34.6M34.3M

Balance sheet

Fiscal year FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016
Cash and equivalents $191.0M$144.6M$144.9M$113.5M$171.0M$241.3M$231.4M$194.0M$346.7M$322.9M
Short-term investments $121.6M$105.6M$75.0M$93.3M$0$199.4M$173.3M$164.9M$87.9M—
Receivables $39.2M$29.8M$24.9M$52.0M$44.3M$25.0M$18.5M$26.2M$31.3M$38.6M
Inventory $52.2M$34.4M$29.0M$40.5M$45.2M$26.1M$23.0M$18.3M$23.4M$20.1M
Total current assets $410.3M$320.6M$280.2M$304.6M$266.7M$497.3M$451.2M$409.6M$493.3M$468.5M
Property, plant and equipment $11.6M$9.1M$10.4M$11.8M$10.1M$5.5M$5.6M$6.7M$6.4M$5.0M
Goodwill $303.6M$303.6M$303.6M$303.6M$303.6M$26.6M$26.6M$26.6M$26.6M$26.6M
Other intangibles $58.0M$47.3M$55.1M$58.5M$46.3M$18.7M$17.8M$10.9M$14.4M$4.1M
Total assets $798.6M$689.0M$657.7M$710.2M$657.5M$573.3M$527.3M$466.9M$546.6M$512.3M
Accounts payable $54.0M$21.8M$28.5M$17.8M$31.2M$21.1M$14.9M$12.8M$19.8M$20.0M
Total current liabilities $177.9M$121.0M$83.0M$83.5M$89.3M$74.0M$53.5M$39.0M$53.2M$54.4M
Total liabilities $203.8M$127.6M$97.8M$104.1M$110.4M$98.3M$79.2M$47.4M$64.5M$57.6M
Retained earnings -$327.9M-$252.1M-$134.9M$34.5M$99.9M$126.3M$186.1M$230.9M$261.3M$242.4M
Total equity $594.8M$561.4M$559.9M$606.1M$547.2M$475.0M$448.1M$419.5M$482.2M$454.6M

Cash flow

Fiscal year FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016
Operating cash flow $73.5M$33.8M$19.0M$44.1M$38.8M$30.8M$39.4M$24.5M$85.4M$113.3M
Depreciation and amortisation $25.6M$26.1M$24.8M$19.9M$2.8M$2.6M$2.8M$2.6M$1.8M$1.5M
Stock-based compensation $98.0M$107.8M$111.3M$111.2M$87.8M$70.1M$66.9M$60.8M$56.9M$48.8M
Capital expenditure $15.5M$10.4M$12.0M$15.1M$9.7M$4.9M$1.8M$2.9M$3.7M$2.7M
Investing cash flow -$30.5M-$40.5M$7.8M-$107.3M-$119.6M-$31.3M-$8.6M-$79.1M-$9.6M-$45.7M
Financing cash flow $3.8M$6.4M$4.5M$5.7M$10.5M$10.4M$6.5M-$98.0M-$52.0M-$12.8M
Buybacks $1.0M$0$0$0$0$1.0M$0$99.9M$54.8M$20.2M

Figures as tagged in each year's own filing, in US dollars. A year restated by a later filing shows the restated figure. Capital expenditure, dividends and buybacks are cash out, shown positive. A line the filer does not report is not listed. Latest from accession 0001193125-26-227183.

Plot the figures US dollars

Income statement Revenue Cost of revenue Gross profit R&D SG&A Total operating expenses Operating income Interest expense Pre-tax income Income tax Net income EPS, basic EPS, diluted Shares, diluted (wtd. avg.)
Balance sheet Cash and equivalents Short-term investments Receivables Inventory Total current assets Property, plant and equipment Goodwill Other intangibles Total assets Accounts payable Short-term debt Total current liabilities Long-term debt Total liabilities Retained earnings Total equity
Cash flow Operating cash flow Depreciation and amortisation Stock-based compensation Capital expenditure Investing cash flow Financing cash flow Dividends paid Buybacks
  • Revenue
  • Gross profit
  • Net income
Revenue, Gross profit, Net income by fiscal year, in US dollars The same figures are in the table below this chart. -200M 0 200M 400M Revenue, FY2016: 310.3M Gross profit, FY2016: 205M Net income, FY2016: 57.8M Revenue, FY2017: 295.4M Gross profit, FY2017: 187.7M Net income, FY2017: 18.9M Revenue, FY2018: 227.8M Gross profit, FY2018: 138.1M Net income, FY2018: -30.4M Revenue, FY2019: 228.7M Gross profit, FY2019: 132.7M Net income, FY2019: -44.8M Revenue, FY2020: 223M Gross profit, FY2020: 135.6M Net income, FY2020: -59.8M Revenue, FY2021: 331.9M Gross profit, FY2021: 208.1M Net income, FY2021: -26.4M Revenue, FY2022: 337.6M Gross profit, FY2022: 208.9M Net income, FY2022: -65.4M Revenue, FY2023: 226.5M Gross profit, FY2023: 136.8M Net income, FY2023: -169.4M Revenue, FY2024: 284.9M Gross profit, FY2024: 172.3M Net income, FY2024: -117.1M Revenue, FY2025: 390.7M Gross profit, FY2025: 231.3M Net income, FY2025: -75.9M FY2016 FY2017 FY2018 FY2019 FY2020 FY2021 FY2022 FY2023 FY2024 FY2025
Fiscal year FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Revenue $310.3M $295.4M $227.8M $228.7M $223.0M $331.9M $337.6M $226.5M $284.9M $390.7M
Gross profit $205.0M $187.7M $138.1M $132.7M $135.6M $208.1M $208.9M $136.8M $172.3M $231.3M
Net income $57.8M $18.9M -$30.4M -$44.8M -$59.8M -$26.4M -$65.4M -$169.4M -$117.1M -$75.9M

Recent filings and events

  • Results announced The quarterly or annual earnings release. Arrives four times a year from almost every company here. Item 2.02
  • Officer or director change Someone at the top arrived or left. The item covers everything from a board retirement to a chief executive being removed, and only the filing itself says which. Item 5.02
  • Shareholder vote The results of the annual meeting or a special vote. Item 5.07
  • Results announced Item 2.02
  • Annual report filed A new 10-K. The figures and the business description on this site come from it. Form 10-K
  • Officer or director change Item 5.02
  • Results announced Item 2.02
  • Officer or director change Item 5.02
  • Results announced Item 2.02
  • Officer or director change Item 5.02
  • Results announced Item 2.02
  • Shareholder vote Item 5.07

Item numbers are Form 8-K's own, and a filing date is up to four business days after the thing it reports. The same feed across the whole market.

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