GROSSPATTERN / FUNDAMENTAL STATE / POINT IN TIME

AMBA · Jul 31, 2026

AMBARELLA INC. A multidimensional configuration derived from the filing available at this observation—never a composite score or recommendation.

STATE CAPABILITYLEVEL 3[email protected]

Inspectable configuration

State dimensions

Filing0001193125-26-383365General Corporate

Capex intensityRAWCurrent state valid · history insufficient

Evidence method

Level · gp.fundamentals.capex_revenue_ratio

6.31% · OPTIONAL · NOT_ENOUGH_HISTORY

Operating cash generationRAWCurrent state valid · history insufficient

Evidence method

Ratio · gp.fundamentals.operating_cash_flow + gp.fundamentals.revenue

-0.24% · OPTIONAL · NOT_ENOUGH_HISTORY

Revenue growthRAWCurrent state valid · history insufficient

Evidence method

Yoy · gp.fundamentals.revenue

13.21% · CORE · NOT_ENOUGH_HISTORY

Inventory pressureRAWCurrent state valid · history insufficient

Evidence method

Level · gp.fundamentals.inventory_revenue_ratio

71.14% · OPTIONAL · NOT_ENOUGH_HISTORY

Gross marginRAWCurrent state valid · history insufficient

Evidence method

Level · gp.fundamentals.gross_margin

57.73% · CORE · NOT_ENOUGH_HISTORY

Operating marginRAWCurrent state valid · history insufficient

Evidence method

Level · gp.fundamentals.operating_margin

-7.53% · CORE · NOT_ENOUGH_HISTORY

R&D intensityRAWCurrent state valid · history insufficient

Evidence method

Ratio · gp.fundamentals.rnd + gp.fundamentals.revenue

46.78% · OPTIONAL · NOT_ENOUGH_HISTORY

SBC intensityRAWCurrent state valid · history insufficient

Evidence method

Level · gp.fundamentals.sbc_revenue_ratio

20.99% · OPTIONAL · NOT_ENOUGH_HISTORY

As-filed lineage

Fundamental state history

Each observation is tied to the filing and facts available at that report date. Amendments remain separate.

History8 statesHistory building

Oct 31, 20240/7 normalizedLevel 3 Jan 31, 20250/7 normalizedLevel 3 Apr 30, 20250/7 normalizedLevel 3 Jul 31, 20250/5 normalizedLevel 3 Oct 31, 20250/8 normalizedLevel 3 Jan 31, 20260/8 normalizedLevel 3 Apr 30, 20260/8 normalizedLevel 3 Jul 31, 20260/8 normalizedLevel 3

Period transition

What moved in the state?

Capex Intensity Increased

Previous: 3.94%
Current: 6.31%
Delta: 2.37%

Cash Generation Increased

Previous: -25.53%
Current: -0.24%
Delta: 25.29%

Growth Decreased

Previous: 16.87%
Current: 13.21%
Delta: -3.66%

Inventory Pressure Decreased

Previous: 80.07%
Current: 71.14%
Delta: -8.93%

Margin Decreased

Previous: 58.38%
Current: 57.73%
Delta: -0.65%

Profitability Increased

Previous: -19.35%
Current: -7.53%
Delta: 11.82%

R And D Intensity Decreased

Previous: 57.93%
Current: 46.78%
Delta: -11.15%

Sbc Intensity Decreased

Previous: 21.82%
Current: 20.99%
Delta: -0.82%

Self-history only

Previous similar states

Similarity compares compatible valid dimensions from this issuer's own point-in-time history. No market-return claim is attached.

Not enough compatible prior states for a transparent self-history match.

Research Graph

Related governed research

Compared To · Semiconductors & Related Devices peers →Has State · AMBARELLA INC →Transitioned To · AMBA Fundamental State →Transitioned To · AMBA CAPEX_INTENSITY_INCREASED →Transitioned To · AMBA CASH_GENERATION_INCREASED →Transitioned To · AMBA GROWTH_DECREASED →Transitioned To · AMBA INVENTORY_PRESSURE_DECREASED →Transitioned To · AMBA MARGIN_DECREASED →Transitioned To · AMBA PROFITABILITY_INCREASED →Transitioned To · AMBA R_AND_D_INTENSITY_DECREASED →Transitioned To · AMBA SBC_INTENSITY_DECREASED →

Method Percentiles and historical matches use only observations available at each point in time. Missing dimensions remain missing. Public price outcomes and cross-market analogues are deliberately absent.