AMBA — what changed in the latest 10-Q
A section-by-section comparison of AMBA's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-09-04 vs the prior 10-Q · 2026-06-02
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +5 | −5 | ~16 | 31 |
| Market risk (Item 3) | No paragraph-level changes | 0 | 0 | 0 | 1 |
| Controls & procedures | Text added/removed | 0 | 0 | ~2 | 3 |
| Legal proceedings | No paragraph-level changes | 0 | 0 | 0 | 1 |
| Risk factors | Some risk factors updated | 0 | 0 | ~12 | 254 |
| Other information | Text added/removed | 0 | 0 | ~1 | 1 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-09-04
We recorded revenue of $108.1 million and $208.5 million for the three and six months ended July 31, 2026, respectively. This represented increases of 13.2% and 14.9%, respectively, as compared to the same periods in the prior fiscal year. The increases in revenue were primarily attributable to high…
We recorded operating losses of $8.1 million and $27.6 million for the three and six months ended July 31, 2026, respectively, as compared to operating losses of $22.0 million and $47.8 million for the three and six months ended July 31, 2025, respectively. The reductions in operating losses were pr…
On May 27, 2026, the Company's Board of Directors authorized a share repurchase program for a total of $50.0 million commencing July 1, 2026 through June 30, 2027. There were no shares repurchased during the three months ended July 31, 2026. As of July 31, 2026, there was $50.0 million available for…
Revenue increased for the three and six months ended July 31, 2026, as compared to the same periods in the prior fiscal year, primarily due to higher product unit shipments from our high priced AI inference processors.
Research and development expense decreased for the three and six months ended July 31, 2026, as compared to the same periods in the prior fiscal year, primarily due to a $9.0 million reduction to research and development expense associated with the release of a deposit liability following a developm…
Text removed vs the prior filing · source: 10-Q · 2026-06-02
We recorded revenue of $100.4 million for the three months ended April 30, 2026, an increase of 16.9% as compared to the same period in the prior fiscal year. The increase in revenue was primarily attributable to higher product unit shipments and an increased percentage of sales from higher average …
We recorded operating losses of $19.4 million for the three months ended April 30, 2026, as compared to operating losses of $25.9 million for the three months ended April 30, 2025. The reduction in operating losses was primarily attributable to higher revenue and, consequently, higher gross profit, …
During the three months ended April 30, 2026, we repurchased a total of 47,798 shares for approximately $2.4 million in cash. The repurchased shares were recorded as authorized but unissued shares. As of April 30, 2026, there was approximately $45.6 million available for repurchases under the existi…
Revenue increased for the three months ended April 30, 2026, as compared to the same period in the prior fiscal year, primarily due to higher product unit shipments and an increased percentage of sales from higher average selling price AI inference processors as a result of high demand for our edge …
Research and development expense decreased for the three months ended April 30, 2026, as compared to the same period in the prior fiscal year, primarily due to approximately $3.9 million of lower stock-based compensation expense, partially offset by $2.3 million of higher payroll-related expenses as…
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice