AMBAAMBARELLA INC
Semiconductors & Related Devices
- Revenue
- $391M
- 37% YoY
- Operating margin
- -21.1%
- 52% YoY
- EBITDA
- −$57M
- 43% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCFired25% of revenueOver 10% of revenue
- Payouts exceed cash flowClear1% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear39% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $332M | $338M | $226M | $285M | $391M | 37% |
| Operating income | −$30M | −$74M | −$155M | −$127M | −$83M | 35% |
| Net income | −$26M | −$65M | −$169M | −$117M | −$76M | 35% |
| Operating cash flow | $39M | $44M | $19M | $34M | $74M | 117% |
| Capex | $10M | $15M | $12M | $10M | $16M | 49% |
| Stock-based comp | $88M | $111M | $111M | $108M | $98M | 9.1% |
| Buybacks | $0 | $0 | $0 | $0 | $1M |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $1M · 6
- Net
- −$1M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | $7M | $4M | 68 | 277 |
| FY2025 | $7M | $12M | 81 | 174 |
| FY2024 | $6M | −$779K | 56 | 148 |
| FY2023 | $6M | −$5M | 95 | 101 |
| FY2022 | $6M | $21M | 149 | 121 |