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Jan 31, 2023

Ambarella Q4 2023 Earnings Report

Announced fourth quarter and fiscal year 2023 financial results, with revenue decreasing due to inventory slowdown despite healthy end market demand.

Key Takeaways

Ambarella reported a decrease in Q4 revenue to $83.3 million, a 7.7% decrease compared to the same period last year. The company experienced a GAAP net loss of $11.1 million, or $0.29 per diluted share, while non-GAAP net income was $8.9 million, or $0.23 per diluted share.

Q4 revenue was $83.3 million, down 7.7% year-over-year.

GAAP gross margin was 59.6%, compared to 63.5% in the same period last year.

GAAP net loss was $11.1 million, or $0.29 per diluted share.

Non-GAAP net income was $8.9 million, or $0.23 per diluted share.

Total Revenue
$83.3M
Previous year: $90.2M
-7.7%
EPS
$0.23
Previous year: $0.45
-48.9%
Gross Margin
59.6%
Previous year: 63.5%
-6.1%
Non-GAAP Gross Margin
63.5%
Previous year: 64.8%
-2.0%
Gross Profit
$49.6M
Previous year: $57.3M
-13.4%
Cash and Equivalents
$114M
Previous year: $171M
-33.6%
Total Assets
$710M
Previous year: $658M
+8.0%

Ambarella

Ambarella

Forward Guidance

For the first quarter of fiscal year 2024, Ambarella expects revenue between $60.0 million and $64.0 million and non-GAAP gross margin between 62.0% and 64.0%. Non-GAAP operating expenses are expected to be between $47.0 million and $49.0 million.