---
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"
generated_at: "2026-06-21T10:38:47.653107+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Ambarella Q3 FY2023 revenue down 10% YoY to $83.1M; GAAP net loss $0.51 per share

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: negative
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-22-296541
- JSON: https://secwatch.observer/filing/0001193125-22-296541.json
- Plain text: https://secwatch.observer/filing/0001193125-22-296541.txt

## Key facts
- Earnings Releases
  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.
  - Period: third quarter of fiscal year 2023 ended October 31, 2022
  - Revenue: $83.1 million
  - Net income: $19.8 million
  - EPS: $0.51
  - Guidance: initiated
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1280263/000119312522296541/0001193125-22-296541-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.