{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-22-296541","form_type":"8-K","ticker":"AMBA","cik":"0001280263","company_name":"AMBARELLA INC","filed_at":"2022-12-01T23:59:59+00:00","discovered_at":"2026-05-14T18:03:49.984351+00:00","generated_at":"2026-06-21T10:38:47.653107+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Ambarella Q3 FY2023 revenue down 10% YoY to $83.1M; GAAP net loss $0.51 per share","bullets":["GAAP net loss of $19.8M ($0.51 loss per share) vs. $0.02 EPS profit in Q3 FY2022.","Non-GAAP net income of $9.5M ($0.24 diluted EPS) down from $22.2M ($0.57) a year ago.","Cash & marketable securities $199.0M, down from $457.8M a year earlier due to Oculii acquisition.","Q4 guidance: revenue $81-85M; non-GAAP gross margin 63-64%; non-GAAP OpEx $46-49M.","CEO cites semiconductor cyclical headwinds; automotive revenue funnel grew ~28% YoY."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-22-296541","json":"https://secwatch.observer/filing/0001193125-22-296541.json","markdown":"https://secwatch.observer/filing/0001193125-22-296541.md","text":"https://secwatch.observer/filing/0001193125-22-296541.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1280263/000119312522296541/0001193125-22-296541-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1280263/000119312522296541/d297362d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-21T10:38:47.653107+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"b05093ef3c96363afed80b511842ab9ccc1568cb","claim":"AMBARELLA INC reported third quarter of fiscal year 2023 ended October 31, 2022 results: revenue $83.1 million, net income $19.8 million, EPS $0.51. Guidance initiated.","evidence_excerpt":"Revenue for the third quarter of fiscal 2023 was $83.1 million, down 10% from $92.2 million in the same period in fiscal 2022. For the nine months ended October 31, 2022, revenue was $254.3 million, up 5% from $241.6 million for the nine months ended October 31, 2021. • Gross margin under U.S. generally accepted accounting principles (GAAP) for the third quarter of fiscal 2023 was 62.2%, compared with 62.5% for the same period in fiscal 2022. For the nine months ended October 31, 2022, GAAP gross margin was 62.6%, compared with 62.4% for the nine months ended October 31, 2021. • GAAP net loss for the third quarter of fiscal 2023 was $19.8 million, or loss per diluted ordinary share of $0.51","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1280263/000119312522296541/0001193125-22-296541-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"third quarter of fiscal year 2023 ended October 31, 2022"},{"label":"Revenue","value":"$83.1 million"},{"label":"Net income","value":"$19.8 million"},{"label":"EPS","value":"$0.51"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}