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Ambarella AMBA Products & Services — Cost of Goods Sold

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Other financials

Income statement

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Revenue$100.4M+16.9%
Gross profit$58.6M+13.7%
Operating income-$19.4M+24.9%
Net income-$18.1M+25.6%
EPS (diluted)-$0.41+29.3%

Balance sheet

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Cash & equivalents$114.4M-19.0%
Total debt$13.3M+202%
Total equity$605.8M+5.8%
Total assets$794.8M+13.2%

Cash flow

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Operating cash flow-$25.6M-273%
CapEx$4.0M-13.3%
Free cash flow-$29.6M-389%

Valuation

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Market cap$3.81B+31.8%
Enterprise value$3.71B+35.0%
P/S9.4×+1.1×

Profitability

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Gross margin58.8%-1.5pp
Operating margin-18.8%-6.0pp
Net margin-17.2%-5.5pp
FCF margin4.5%-11.2pp

Returns & leverage

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Return on equity-11.8%-3.1pp
Debt / equity0.0×
Current ratio2.4×-0.3×

Where this comes from

Reported directly by Ambarella in its filing.

Tagged under the XBRL concept us-gaap:CostOfGoodsAndServicesSold.

The source filing: Ambarella’s 10-Q, filed June 2, 2026.

Filed
Jun 2, 2026, 2:40 PM EDT
Fiscal quarter
Q1 FY2027
Calendar quarter
Q2 2026
Accession
0001193125-26-253198
Line itemThree Months Ended April 30, 2026Three Months Ended April 30, 2025
Total revenue$100,357$85,872
Less cost and expense:
Product cost40,22732,628
Employee-related35,26131,459
Stock-based compensation21,89326,130
Semiconductor development cost8,7176,772
Tools & equipment6,3838,066
Professional services3,6883,687

ITEM 1. Financial Statements

FAQ

What is Ambarella's products & services — cost of goods sold?
Ambarella (AMBA) reported products & services — cost of goods sold of $40.23M in Q1 2026.
How has Ambarella's products & services — cost of goods sold changed year-over-year?
Ambarella's products & services — cost of goods sold increased by 23.3% year-over-year, from $32.63M to $40.23M.
What is the long-term trend for Ambarella's products & services — cost of goods sold?
Over 3 years (2023 to 2026), Ambarella's products & services — cost of goods sold has grown at a 7.9% compound annual growth rate (CAGR), from $122.05M to $153.42M.
What does products & services — cost of goods sold mean?
This metric represents the direct costs attributable to the production and manufacturing of the company's semiconductor processing solutions and system-on-a-chip hardware. It encompasses expenses such as raw materials, foundry manufacturing charges, assembly, testing, and packaging costs associated with the product segment. Monitoring this figure provides insight into manufacturing efficiency, supply chain cost management, and the direct impact of production volume on segment-level gross margins.

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