{ "schemaVersion": 1, "organisationId": "O-b35d5fbb11e941ada80a72ac2ddeaab5", "slug": "ambarella-inc", "name": "AMBARELLA INC", "updatedAt": "2026-10-02T11:27:28.655507Z", "sections": [ { "type": "OVERVIEW", "text": "Ambarella Inc. is a fabless semiconductor company developing low-power system-on-chip (SoC) devices and software for edge and physical AI applications. Its products combine computer-vision processing, image processing and video encoding, and are used in security and smart-home cameras, automotive camera systems, robotics, industrial and transportation applications, drones, and other intelligent-camera devices. [P88260695][P105770865][P89529231]\n\nThe company was incorporated in 2004 and has facilities and research, design, and business-development operations across the United States and Asia, as well as in Europe. [P110390090][T8373167][P72203469] Ambarella’s website describes its purpose as making cameras smarter by extracting useful data from video; the FY2026 filing does not state a separate formal mission. [https://www.ambarella.com/][P88260695] Revenue for FY2026 was $390.7 million. [T1400484] The filing reported 372 employees in Taiwan as of January 31, 2026, but that figure is not a company-wide employee count. [P93499418]\n[P88260695][P105770865][P89529231][P110390090][T8373167][P72203469][https://www.ambarella.com/][T1400484][P93499418][https://www.ambarella.com/]", "updatedAt": "2026-10-02T11:27:28.655507Z" }, { "type": "PRODUCTS", "text": "Ambarella’s products are system-on-chips (SoCs) that combine video-stream processing, image processing, high-resolution video encoding and CVflow AI acceleration for intelligent cameras and edge devices. CVflow capabilities include object detection, classification and tracking, image segmentation, stereo vision and depth processing; the platform can fuse camera, radar, lidar, thermal and near-infrared inputs. Some SoCs are designed to meet automotive functional-safety requirements. [P105770865][P11116846][P12269493]\n\nFor automotive applications, the CV3-AD family targets L2+–L4 autonomous driving and advanced robotics. Its capabilities include neural-network and vector processing, computer vision, HD 4D radar, sensor fusion and planning, image processing, stereo and optical-flow processing, automotive CPUs and a hardware security module. The CV3-AD685 supports the full autonomous-driving software stack. [P121666645] The N1 neural processor combines neural-network computation, vector and image processing, stereo/optical-flow processing and a GPU, and is aimed at uses such as industrial robotics, multi-camera AI hubs and edge AI servers; Ambarella states that an N1 SoC can run LLM inference with models up to 34 billion parameters. [P51529299][P86310771][P101575883]\n\nOther applications include security cameras, action cameras, wearables, drones and automotive recorders. Ambarella cites 4K/8K capture, high-frame-rate slow motion, electronic image stabilization and on-device AI among capabilities for action cameras, and low-light performance, efficient compression and battery life for body-worn cameras. [P63539301][P119610309] The company also provides tools and documentation for developers through its Developer Zone. [https://developer.ambarella.com/]\n\nThe FY2026 filing does not disclose revenue percentages by product family or product type; it reports that automotive and IoT together accounted for a majority of revenue, which is an end-market grouping rather than a product-level mix. [P83234804][P85763968]\n[P105770865][P11116846][P12269493][P121666645][P51529299][P86310771][P101575883][P63539301][P119610309][https://developer.ambarella.com/][P83234804][P85763968][https://developer.ambarella.com/]", "updatedAt": "2026-10-02T11:27:28.655507Z" }, { "type": "GEOGRAPHY", "text": "For FY2026, ended January 31, 2026, approximately 88% of Ambarella’s revenue came from customers in Asia. Based on revenue reported by customer bill-to location, Taiwan accounted for $271.9 million (69.6%); Asia Pacific excluding Taiwan, $71.0 million (18.2%); Europe, $20.1 million (5.1%); North America excluding the United States, $21.8 million (5.6%); and the United States, $5.8 million (1.5%). Percentages are calculated from the reported regional amounts. The company notes that many OEM customers or ODM manufacturers are in Asia, although products incorporating its SoCs may ultimately be sold worldwide. [P25743241][P85185844][T7607416]\n\nAs of January 31, 2026, Ambarella had 959 employees: 612 in Asia, including 372 in Taiwan and 225 in China; 252 in the United States; and 95 in Europe. [P29327336] Its listed facilities include Santa Clara and Beavercreek in the United States; Hsinchu, Taiwan; Shanghai and Shenzhen, China; Kowloon, Hong Kong; Shin-Yokohama, Japan; SeongNam, South Korea; and Parma, Italy. Their functions include R&D, business development, operations, administration, sales and warehousing. [T8373167] Ambarella uses a fabless manufacturing model: third parties manufacture, assemble and test its products, with reported SoC fabrication in Austin, Texas, and South Korea. [P4228881][P56510799]\n[P25743241][P85185844][T7607416][T7607416][T7607416][T7607416][T7607416][P29327336][T8373167][T8373167][T8373167][T8373167][T8373167][T8373167][T8373167][T8373167][T8373167][T8373167][T8373167][T8373167][T8373167][T8373167][T8373167][T8373167][T8373167][T8373167][P4228881][P56510799]", "updatedAt": "2026-10-02T11:27:28.655507Z" }, { "type": "SEGMENTS", "text": "Ambarella reports one operating and reportable segment, encompassing the development and sale of low-power AI-based processing and video/image-processing system-on-chips. The company says substantially all of its revenue comes from this business, so it represents approximately 100% of consolidated revenue; no separate revenue percentages are disclosed for narrower categories. [P84950192] [https://www.sec.gov/Archives/edgar/data/1280263/000119312526119321/amba-20260131.htm]\n\nThe company describes applications including edge-AI and autonomous systems, automotive uses such as driver and cabin monitoring, and IoT and video uses such as security, body-worn, and connected cameras. These are product or end-market categories, not separately reported segments, and the company does not disclose their individual revenue contributions. [P63539301] [P89529231] [P72310842] [P223894] [P119610309]\n[P84950192][P63539301][P89529231][P72310842][P223894][P119610309][https://www.sec.gov/Archives/edgar/data/1280263/000119312526119321/amba-20260131.htm]", "updatedAt": "2026-10-02T11:27:28.655507Z" }, { "type": "HISTORY", "text": "Ambarella was incorporated in the Cayman Islands on January 15, 2004. Co-founders Fermi Wang and Leslie Kohn helped establish the company, with Wang serving as CEO from its founding. [https://investor.ambarella.com/investor-faqs] [https://investor.ambarella.com/static-files/1212bf65-b6dd-4c34-881c-aaa279b07e7e] In December 2005, it announced the A1, an HD H.264 system-on-chip for hybrid digital cameras; in 2007, it introduced its next-generation A2 platform for HD camcorders, which Samsung selected for a product line. [https://www.ambarella.com/news/ambarella-launches-industrys-first-hd-h-264-system-on-chip-for-hybrid-digital-cameras/] [https://www.ambarella.com/news/samsung-selects-ambarella-a2-platform-for-hd-camcorder-product-line/]\n\nAmbarella completed its initial public offering in 2012. [https://www.ambarella.com/wp-content/uploads/2025-12-16_Ambarella-Fact-Sheet-Redesign_V7.3.pdf] In 2015, it acquired VisLab, an Italian developer of computer vision and intelligent automotive systems, expanding its work in automotive applications. [https://www.ambarella.com/news/ambarella-acquires-vislab-a-european-developer-of-computer-vision-and-intelligent-automotive-control-systems/] In 2018, it introduced CV1, the first processor in its CVflow computer-vision architecture family. [https://www.ambarella.com/news/ambarella-introduces-cv1-4k-stereovision-processor-with-cvflow-computer-vision-architecture/] In 2021, it acquired Oculii, adding radar-perception AI technology to its portfolio. [https://www.ambarella.com/news/ambarella-to-acquire-oculii-radar-perception-ai-algorithm-global-leader/] [https://cn.ambarella.com/news/ambarella-closes-acquisition-of-oculii/]\n[https://investor.ambarella.com/investor-faqs][https://investor.ambarella.com/static-files/1212bf65-b6dd-4c34-881c-aaa279b07e7e][https://www.ambarella.com/news/ambarella-launches-industrys-first-hd-h-264-system-on-chip-for-hybrid-digital-cameras/][https://www.ambarella.com/news/samsung-selects-ambarella-a2-platform-for-hd-camcorder-product-line/][https://www.ambarella.com/wp-content/uploads/2025-12-16_Ambarella-Fact-Sheet-Redesign_V7.3.pdf][https://www.ambarella.com/news/ambarella-acquires-vislab-a-european-developer-of-computer-vision-and-intelligent-automotive-control-systems/][https://www.ambarella.com/news/ambarella-introduces-cv1-4k-stereovision-processor-with-cvflow-computer-vision-architecture/][https://www.ambarella.com/news/ambarella-to-acquire-oculii-radar-perception-ai-algorithm-global-leader/][https://cn.ambarella.com/news/ambarella-closes-acquisition-of-oculii/]", "updatedAt": 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