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Oct 31, 2022

Ambarella Q3 2023 Earnings Report

Announced third quarter fiscal year 2023 financial results, with revenue decreasing by 10% year-over-year.

Key Takeaways

Ambarella reported Q3 2023 revenue of $83.1 million, a 10% decrease compared to Q3 2022. The company experienced a GAAP net loss of $19.8 million, or $0.51 per diluted share, contrasting with a net profit of $0.8 million, or $0.02 per diluted share, in the same period last year. Non-GAAP net income was $9.5 million, or $0.24 per diluted share, compared to $22.2 million, or $0.57 per diluted share, in Q3 2022.

Q3 revenue was $83.1 million, down 10% year-over-year.

GAAP net loss was $19.8 million, or $0.51 per diluted share.

Non-GAAP net income was $9.5 million, or $0.24 per diluted share.

Cash, cash equivalents, and marketable debt securities totaled $199.0 million.

Total Revenue
$83.1M
Previous year: $92.2M
-9.8%
EPS
$0.24
Previous year: $0.57
-57.9%
Gross Margin
62.2%
Non-GAAP Gross Margin
63.5%
Gross Profit
$51.7M
Previous year: $57.6M
-10.3%
Cash and Equivalents
$113M
Previous year: $458M
-75.4%
Total Assets
$687M
Previous year: $633M
+8.5%

Ambarella

Ambarella

Forward Guidance

For Q4 2023, Ambarella expects revenue between $81.0 million and $85.0 million, and non-GAAP gross margin between 63.0% and 64.0%. Non-GAAP operating expenses are expected to be between $46.0 million and $49.0 million.