Short answer
AMBARELLA INC (AMBA) filed its Q3 2026 10-Q quarterly report on Sep 4, 2026 for the quarter ended Jul 31, 2026. Quarterly revenue was $108M (down 40.4% year over year) with net income of −$7M.
Q3 2026 key financials · XBRL
- Revenue
- $108M
- −40.4% YoY · +7.7% QoQ
- Net income
- −$7M
- +84.9% YoY · +63.0% QoQ
- Operating margin
- -7.5%
- Gross margin
- 57.7%
- EPS (diluted)
- −$0.16
- +84.8% YoY · +61.0% QoQ
Source: XBRL data from the AMBARELLA INC (AMBA) Q3 2026 10-Q on SEC EDGAR. USD.
AMBARELLA INC Q3 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Risk Factors
- New AI risk: evolving global AI regulations could increase development costs and limit adoption of AI-related SoCs
- Most material concentration risk: WT Microelectronics represented approximately 61% of six-month revenue through July 31, 2026
- Regulatory risk: U.S. export controls treat Hong Kong like China, restricting certain SoC sales and semiconductor end-uses
- Near-term market risk: uncommitted customer orders may be canceled or delayed, creating revenue shortfalls and excess inventory
- Financial concentration risk: top 10 end customers represented approximately 67% of six-month revenue through July 31, 2026
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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