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Oct 31, 2020

Ambarella Q3 2021 Earnings Report

Announced financial results for the third quarter of fiscal year 2021.

Key Takeaways

Ambarella's Q3 2021 revenue was $56.1 million, a 17.4% decrease from Q3 2020. The company reported a GAAP net loss of $17.1 million, or $0.49 per diluted share, compared to a net loss of $4.3 million, or $0.13 per diluted share in the same period last year. Non-GAAP net income was $3.3 million, or $0.09 per diluted share, compared to $11.3 million, or $0.32 per diluted share in Q3 2020.

Q3 2021 revenue was $56.1 million, down 17.4% year-over-year.

GAAP gross margin was 62.0%, compared to 57.6% in the same period last year.

GAAP net loss was $17.1 million, or $0.49 per diluted share.

Non-GAAP net income was $3.3 million, or $0.09 per diluted share.

Total Revenue
$56.1M
Previous year: $67.9M
-17.4%
EPS
$0.09
Previous year: $0.32
-71.9%
Non-GAAP Gross Margin
62.7%
Previous year: 58.1%
+7.9%
Gross Profit
$34.8M
Previous year: $39.1M
-11.0%
Cash and Equivalents
$226M
Previous year: $252M
-10.6%
Free Cash Flow
$12.2M
Previous year: $21.4M
-42.8%
Total Assets
$550M
Previous year: $514M
+6.8%

Ambarella

Ambarella

Forward Guidance

For the fourth quarter of fiscal year 2021, Ambarella expects revenue to be between $56.0 million and $60.0 million, and non-GAAP gross margin to be between 59.0% and 61.0%. Non-GAAP operating expenses are expected to be between $31.0 million and $33.0 million.

Positive Outlook

  • Revenue is expected to be between $56.0 million and $60.0 million.
  • Gross margin on a non-GAAP basis is expected to be between 59.0% and 61.0%.

Challenges Ahead

  • Operating expenses on a non-GAAP basis are expected to be between $31.0 million and $33.0 million.