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Jan 31, 2021

Ambarella Q4 2021 Earnings Report

Announced fourth quarter and fiscal year 2021 financial results.

Key Takeaways

Ambarella's Q4 2021 revenue was $62.1 million, a 9% increase from Q4 2020. The company's GAAP net loss was $12.5 million, or $0.35 per diluted share, while non-GAAP net income was $5.1 million, or $0.14 per diluted share.

Revenue for the fourth quarter of fiscal 2021 was $62.1 million, up 9% from $57.2 million in the same period in fiscal 2020.

GAAP gross margin for the fourth quarter of fiscal 2021 was 60.8%, compared with 58.2% for the same period in fiscal 2020.

GAAP net loss for the fourth quarter of fiscal 2021 was $12.5 million, or loss per diluted ordinary share of $0.35.

Non-GAAP net income for the fourth quarter of fiscal 2021 was $5.1 million, or earnings per diluted ordinary share of $0.14.

Total Revenue
$62.1M
Previous year: $57.2M
+8.6%
EPS
$0.14
Previous year: $0.14
+0.0%
Gross Margin
60.8%
Previous year: 58.2%
+4.5%
Gross Profit
$37.8M
Previous year: $33.3M
+13.5%
Cash and Equivalents
$241M
Previous year: $231M
+4.3%
Free Cash Flow
$12.1M
Previous year: $3.73M
+223.0%
Total Assets
$573M
Previous year: $527M
+8.7%

Ambarella

Ambarella

Forward Guidance

Ambarella is offering the following guidance for the first quarter of fiscal year 2022, ending April 30, 2021:

Positive Outlook

  • Revenue is expected to be between $67.0 million and $70.0 million
  • Gross margin on a non-GAAP basis is expected to be between 59.5% and 61.5%

Challenges Ahead

  • Non-GAAP operating expenses are expected to be between $34.0 million and $36.0 million