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Jul 31, 2021

Ambarella Q2 2022 Earnings Report

Reported financial results for the second quarter of fiscal year 2022.

Key Takeaways

Ambarella reported revenue of $79.3 million, a 58% increase year-over-year. The company's non-GAAP net income was $13.1 million, or $0.35 per diluted share, compared to $2.1 million, or $0.06 per diluted share, for the same period last year.

Revenue for the second quarter of fiscal 2022 was $79.3 million, up 58% from $50.1 million in the same period in fiscal 2021.

GAAP gross margin for the second quarter of fiscal 2022 was 62.3%, compared with 61.8% for the same period in fiscal 2021.

Non-GAAP net income for the second quarter of fiscal 2022 was $13.1 million, or earnings per diluted ordinary share of $0.35.

Total cash, cash equivalents and marketable debt securities on hand at the end of the second quarter of fiscal 2022 was $449.2 million.

Total Revenue
$79.3M
Previous year: $50.1M
+58.3%
EPS
$0.35
Previous year: $0.06
+483.3%
Gross Profit
$49.4M
Previous year: $31M
+59.6%
Cash and Equivalents
$258M
Previous year: $221M
+17.1%
Total Assets
$610M
Previous year: $533M
+14.4%

Ambarella

Ambarella

Forward Guidance

Ambarella is offering the following guidance for the third quarter of fiscal year 2022, ending October 31, 2021: Revenue is expected to be between $88.0 million and $92.0 million. Gross margin on a non-GAAP basis is expected to be between 61.0% and 63.0%. Operating expenses on a non-GAAP basis are expected to be between $36.0 million and $37.5 million.

Positive Outlook

  • Revenue is expected to be between $88.0 million and $92.0 million.
  • Gross margin on a non-GAAP basis is expected to be between 61.0% and 63.0%.
  • Operating expenses on a non-GAAP basis are expected to be between $36.0 million and $37.5 million.