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Edge
Extra Everything: The Story of Chipotle
Chipotle's story from a single restaurant to a nationwide chain, through crisis and turnaround, built on one of the strongest models in the industry.
Ambarella
Ambarella (AMBA) investor relations material
Ambarella Proxy filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Proxy filing summary10 Jun, 2026
Executive summary
Annual meeting scheduled for June 26, 2026, with a key proposal to amend and restate the 2021 Equity Incentive Plan by increasing available shares by 2,750,000.
The share increase aims to support compensation programs for approximately two years, enabling continued investment in edge AI SoCs and long-term value creation.
Record revenue of $390.7 million reported for fiscal year 2026, attributed to advancements in edge AI technology and a strong portfolio of AI model architectures.
Voting matters and shareholder proposals
Proposal No. 4 seeks approval for the share increase under the 2021 Equity Incentive Plan.
Board of directors unanimously recommends voting FOR the share increase.
Board of directors and corporate governance
Board emphasizes the importance of equity compensation in attracting and retaining talent, especially engineers with AI and VLSI expertise.
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Latest events from Ambarella
- Record auto revenue, $800M Hanwha deal, and 2nm chip ramp drive 10–15% growth outlook.AMBA
Bank of America 2026 Global Technology Conference3 Jun 2026 - Q1 revenue up 16.9% to $100.4M, record auto sales, $50M buyback, Q2 growth expected.AMBAQ1 20272 Jun 2026
- Annual meeting to vote on directors, auditor, compensation, and equity plan on June 26, 2026.AMBAProxy filing15 May 2026
- Annual meeting covers director elections, auditor ratification, pay, and equity plan amendment.AMBAProxy filing15 May 2026
- Revenue up 37.2% to $390.7M; FY27 growth guided at 10%-15% with edge AI SoC momentum.AMBAQ4 20266 Apr 2026
- Edge AI growth, new sales channels, and advanced AI chips drive expansion despite global risks.AMBACantor Fitzgerald Global Technology & Industrial Growth Conference11 Mar 2026
- Edge AI and robotics drive growth, with 2nm chip production and supply secured through 2027.AMBAMorgan Stanley Technology, Media & Telecom Conference 20263 Mar 2026
- AI-driven edge solutions and rising ASPs drive growth, with cautious guidance amid tariff risks.AMBABank of America Global Technology Conference 20253 Feb 2026
- AI video chips and automotive design wins drive growth, with LLM-focused products in development.AMBABofA Securities 2024 Global Technology Conference1 Feb 2026
Next Ambarella earnings date
Q2 202727 Aug, 2026
Ambarella
Next Ambarella earnings date
Q2 202727 Aug, 2026
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