AMBA — what changed in the latest 10-Q

Text added vs the prior filing · source: 10-Q · 2026-06-02

• We are a leading developer of low power system on a chip (SoC) semiconductors and software that enable advanced edge and physical AI applications. Our solutions combine state of the art video processing, high resolution image capture, and our proprietary CVflow® AI acceleration architecture to deliv…

• Our latest SoC families integrate third generation CVflow technology with advanced video processing, image signal processing, audio processing, and system control functions on a single chip. CVflow is optimized for a broad range of AI inference workloads, including object detection, classification, …

• 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, …

• We had cash outflows from operating activities of $25.6 million for the three months ended April 30, 2026, as compared to cash inflows of $14.8 million for the three months ended April 30, 2025. The decrease in cash flows from operating activities was mainly driven by higher cash outflows from chang…

• 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…

Text removed vs the prior filing · source: 10-Q · 2025-12-04

• We are a leading developer of low-power system-on-a-chip, or SoC, semiconductors providing powerful artificial intelligence, or AI, processing, advanced image signal processing and high-resolution video compression. Since inception, we have primarily served human viewing applications with video and …

• Our SoC designs fully integrate AI functionality, high-definition, or HD, video processing, image processing, audio processing, and system functions onto a single chip, delivering exceptional video and image quality at high compression rates, differentiated functionality and low power consumption. T…

• We recorded operating losses of $16.2 million and $64.1 million for the three and nine months ended October 31, 2025, respectively, as compared to operating losses of $25.5 million and $101.2 million for the three and nine months ended October 31, 2024, respectively. The reductions in operating loss…

• We generated cash flows from operating activities of $54.6 million for the nine months ended October 31, 2025, as compared to $8.4 million for the nine months ended October 31, 2024. The increase in cash flows from operating activities was primarily attributable to an increase in net profit adjusted…

• Research and development expense increased for the three and nine months ended October 31, 2025, as compared to the same periods in the prior fiscal year, primarily due to approximately $1.9 million and $6.3 million, respectively, of additional engineering-related expenses associated with the progre…

Text added vs the prior filing · source: 10-Q · 2026-06-02

• Global macroeconomic and political conditions, including high inflation, recessionary concerns, trade restrictions, geopolitical tensions and war, may adversely impact our business and financial condition in ways that we currently cannot predict.

• Our target markets may not grow or develop as we currently expect, and if we fail to successfully penetrate new markets, our revenue and financial condition could be harmed.

• If we fail to successfully develop and introduce new or enhanced solutions that meet market requirements on a timely basis, our ability to attract and retain customers could be impaired and our competitive position could be harmed.

• Uncertain risks relating to the adoption, use or application of emerging technologies, including artificial intelligence, by our customers and in our business, could adversely impact our financial results and result in reputational harm and liability.

• Our primary inventory warehouse is located in Hong Kong and may be affected by continued political, social, health and economic conditions in Hong Kong.

Text removed vs the prior filing · source: 10-Q · 2025-12-04

• If we fail to penetrate new markets, including the automotive original equipment manufacturer (OEM) and advanced driver assistance systems (ADAS) market, our revenue and financial condition could be harmed.

• If we fail to develop and introduce new or enhanced solutions that meet market requirements on a timely basis, our ability to attract and retain customers could be impaired and our competitive position could be harmed.

• Uncertain risks relating to the adoption, use or application of emerging technologies, including artificial intelligence, by our customers and in our business, could adversely impact our financial results and result in reputational harm and liability.

• Our primary inventory warehouse is located in Hong Kong and may be affected by political, social and economic conditions in Hong Kong.

• Our target markets may not grow or develop as we currently expect and are subject to market risks, any of which could harm our business, revenue and operating results.

Text added vs the prior filing · source: 10-Q · 2026-06-02

• During our fiscal quarter ending April 30, 2026, no director or officer, as defined in Rule 16a-1(f), adopted or terminated a “Rule 10b5-1 trading arrangement” or a “non-Rule 10b5-1 trading arrangement,” each as defined in Regulation S-K Item 408.

Text removed vs the prior filing · source: 10-Q · 2025-12-04

• During our fiscal quarter ending October 31, 2025, the following directors and officer adopted a “Rule 10b5-1 trading arrangement” as defined in Regulation S-K Item 408, as follows:

• On September 30, 2025, Christopher Paisley, a member of our board of directors, adopted a Rule 10b5-1 trading arrangement providing for the sale from time to time of up to an aggregate of 8,000 of our ordinary shares. The trading arrangement is intended to satisfy the affirmative defense in Rule 10b…

• On October 8, 2025, Feng-Ming Fermi Wang, our Chief Executive Officer and a member of our board of directors, adopted a Rule 10b5-1 trading arrangement providing for the sale from time to time of up to an aggregate of 115,000 of our ordinary shares. The trading arrangement is intended to satisfy the…

• No other director or officer, as defined in Rule 16a-1(f), adopted or terminated a “Rule 10b5-1 trading arrangement” or a “non-Rule 10b5-1 trading arrangement,” each as defined in Regulation S-K Item 408, during the last fiscal quarter ended October 31, 2025.