What is Ambarella's backlog?

Ambarella reported $91.4M of remaining performance obligations at 31 Jul 2026, up 133% from a year earlier and up 31% from the previous quarter. That is 0.2 years of trailing revenue already under contract. Book-to-bill last quarter: 1.20.

Ambarella (AMBA) backlog: remaining performance obligations

How much revenue Ambarella already has under contract, how fast it converts, and who it is with.

Data as of 7 Nov 2026.

Open the interactive Backlog view Ambarella competitor analysis

Ambarella reported $91.4M of remaining performance obligations at 31 Jul 2026, up 133% from a year earlier and up 31% from the previous quarter. That is 0.2 years of trailing revenue already under contract. Book-to-bill last quarter: 1.20.
Net new backlog added in the latest quarter: $21.6M.
79% of the backlog is due within the next twelve months.
Customer prepayments (contract liabilities) cover 22.9% of the backlog.
Twelve-month book-to-bill: 1.12, i.e. 1.12 of new orders for every 1 of revenue recognised.
Backlog growth minus revenue growth: +113 points — orders are running ahead of revenue.
By backlog size it ranks 436th among US filers the cockpit tracks.

Ambarella backlog history

Remaining performance obligations at each quarter end (bars) against trailing twelve-month revenue (line).

Amounts in USD. Source: SEC XBRL filings.
Quarter end	Backlog (RPO)	TTM revenue	Coverage	Customer prepayments
31 Jul 2026	$91.4M	$418M	0.2 yrs	$20.9M
30 Apr 2026	$69.8M	$405M	0.2 yrs	$17.0M
31 Jan 2026	$76.1M	$391M	0.2 yrs	$22.4M
31 Oct 2025	$39.4M	$374M	0.1 yrs	$17.5M
31 Jul 2025	$39.2M	$348M	0.1 yrs	$19.5M
30 Apr 2025	$50.1M	$316M	0.2 yrs	$12.1M
31 Jan 2025	$47.0M	$285M	0.2 yrs	$14.2M
31 Oct 2024	$12.4M	$252M	0.0 yrs	$4.60M
31 Jul 2024	$13.2M	$220M	0.1 yrs	$5.20M
30 Apr 2024	$10.5M	$219M	0.0 yrs	$2.00M
31 Jan 2024	$6.90M	$226M	0.0 yrs	$900,000

Questions

What is Ambarella's backlog?: Ambarella reported $91.4M of remaining performance obligations at 31 Jul 2026, up 133% from a year earlier and up 31% from the previous quarter. That is 0.2 years of trailing revenue already under contract. Book-to-bill last quarter: 1.20.

About these numbers

Remaining performance obligations (RPO) are revenue a company has contracted but not yet recognised, as reported in its SEC filings (XBRL tag RevenueRemainingPerformanceObligation). Coverage = backlog ÷ trailing twelve-month revenue. Book-to-bill = (change in backlog + revenue) ÷ revenue. Conversion = revenue recognised ÷ the backlog at the start of each quarter, summed over four quarters. Counterparty values come from company filings and releases.