AMBARELLA, INC.

The business, in plain English

AMBARELLA, INC. booked $391M of revenue in FY2026 in the Technology sector and kept 59.2% of it as gross profit — a high-margin business by that measure. After every other cost, −19.4% of each revenue dollar reached the bottom line.

Across the filed record, revenue grew from $94.7M (FY2011) to $391M (FY2026) — about 9.9% a year compounded over 15 years.

It earned −16.1% on invested capital in the latest filed year, FY2026. Across the full 14-year measurable filed record, median ROIC was −9.1%. Over the v3 recent window (10 measurable filed years), median ROIC was −15.2%. The Returns on Capital filter above scores it 7/100.

AMBA's latest filed year, FY2026, doesn't disclose total debt in a form the methodology can use, so current leverage is treated as unmeasured — never assumed to be zero.

Put together: Pricing Power is the strongest of the five filters (99/100) and Returns on Capital the weakest (7/100), which is how AMBA lands at 46/100 — a Shallow moat.

This breakdown is generated from the filed numbers and sub-scores above — no outside narrative, no estimates. Where a filing doesn’t disclose an input, the sentence that would need it is omitted instead of guessed.