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Jan 31, 2022

Ambarella Q4 2022 Earnings Report

Announced fourth quarter and full year fiscal 2022 financial results.

Key Takeaways

Ambarella's Q4 2022 revenue was $90.2 million, a 45% increase from the same period last year. The company's GAAP net loss was $9.2 million, or $0.25 per diluted share, while non-GAAP net income was $17.9 million, or $0.45 per diluted share.

Revenue for the fourth quarter of fiscal 2022 was $90.2 million, up 45% year-over-year.

GAAP gross margin for the fourth quarter of fiscal 2022 was 63.5%, compared to 60.8% in the same period last year.

GAAP net loss for the fourth quarter of fiscal 2022 was $9.2 million, or $0.25 per diluted share.

Non-GAAP net income for the fourth quarter of fiscal 2022 was $17.9 million, or $0.45 per diluted share.

Total Revenue
$90.2M
Previous year: $62.1M
+45.2%
EPS
$0.45
Previous year: $0.14
+221.4%
Gross Margin
63.5%
Previous year: 60.8%
+4.4%
Non-GAAP Gross Margin
64.8%
Gross Profit
$57.3M
Previous year: $37.8M
+51.6%
Cash and Equivalents
$171M
Previous year: $241M
-29.1%
Total Assets
$658M
Previous year: $573M
+14.7%

Ambarella

Ambarella

Forward Guidance

Ambarella is providing guidance for the first quarter of fiscal year 2023, ending April 30, 2022.

Positive Outlook

  • Revenue is expected to be between $88.5 million and $91.5 million
  • Gross margin on a non-GAAP basis is expected to be between 63.0% and 64.0%

Challenges Ahead

  • Non-GAAP operating expenses are expected to be between $41.0 million and $43.0 million