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Apr 30, 2020

Ambarella Q1 2021 Earnings Report

Reported revenue increase of 16% year-over-year and a GAAP net loss of $15.5 million.

Key Takeaways

Ambarella reported first-quarter fiscal year 2021 financial results, with revenue reaching $54.6 million, a 16% increase from the previous year. The company's GAAP net loss was $15.5 million, or $0.45 per diluted share, while non-GAAP net income was $1.3 million, or $0.04 per diluted share.

Revenue for Q1 fiscal year 2021 was $54.6 million, up 16% year-over-year.

GAAP gross margin was 58.6%, compared to 59.0% in the same period last year.

GAAP net loss was $15.5 million, or $0.45 per diluted share.

Non-GAAP net income was $1.3 million, or $0.04 per diluted share.

Total Revenue
$54.6M
Previous year: $47.2M
+15.8%
EPS
$0.04
Previous year: $0.01
+300.0%
Gross Margin
58.6%
Previous year: 59%
-0.7%
Non-GAAP Gross Margin
59.1%
Previous year: 59.6%
-0.8%
Gross Profit
$32M
Previous year: $27.9M
+15.0%
Cash and Equivalents
$237M
Previous year: $204M
+15.7%
Free Cash Flow
$7.21M
Previous year: $4.82M
+49.6%
Total Assets
$532M
Previous year: $479M
+11.0%

Ambarella

Ambarella

Forward Guidance

For the second quarter of fiscal year 2021, Ambarella expects revenue to be $50.0 million plus or minus 6% and non-GAAP gross margin to be between 59.0% and 60.5%.

Positive Outlook

  • Revenue is expected to be $50.0 million plus or minus 6%.
  • Gross margin on a non-GAAP basis is expected to be between 59.0% and 60.5%.
  • CV design activity remains strong.
  • Five new CV customers entered production in Q1.
  • Long-term outlook for higher levels of automation remains healthy.

Challenges Ahead

  • Unprecedented combination of geopolitical and public health risks.
  • Associated economic downturn.
  • Limited visibility.
  • Duration, severity and impact to be unknown.
  • Potential for intellectual property disputes or other litigation.