{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-23-053861","form_type":"8-K","ticker":"AMBA","cik":"0001280263","company_name":"AMBARELLA INC","filed_at":"2023-02-28T23:59:59+00:00","discovered_at":"2026-05-14T18:03:44.206634+00:00","generated_at":"2026-06-18T21:15:32.618018+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 Q4 revenue $83.3M (-7.7% YoY); GAAP EPS loss $0.29; Q1 guidance $60-64M","bullets":["Q4 FY2023 revenue $83.3M, down 7.7% YoY; full-year revenue $337.6M, up 1.7%.","GAAP net loss $11.1M ($0.29 diluted loss per share) vs loss $9.2M ($0.25) YoY.","Non-GAAP net income Q4 $8.9M ($0.23 diluted EPS), down from $17.9M ($0.45) YoY.","Cash and marketable securities $206.9M at quarter-end, up from $171.0M a year ago.","Q1 FY2024 guidance: revenue $60-64M, non-GAAP gross margin 62-64%, non-GAAP op ex $47-49M."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-23-053861","json":"https://secwatch.observer/filing/0001193125-23-053861.json","markdown":"https://secwatch.observer/filing/0001193125-23-053861.md","text":"https://secwatch.observer/filing/0001193125-23-053861.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1280263/000119312523053861/0001193125-23-053861-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1280263/000119312523053861/d408742d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-18T21:15:32.618018+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":"48997616098280359422a9e9ebd3e069f01a47c3","claim":"AMBARELLA INC reported first quarter of fiscal year 2024 ending April 30, 2023 results: revenue between $60.0 million and $64.0 million. Guidance initiated.","evidence_excerpt":"Based on information available as of today, Ambarella is offering the following guidance for the first quarter of fiscal year 2024, ending April 30, 2023: • Revenue is expected to be between $60.0 million and $64.0 million • Gross margin on a non-GAAP basis is expected to be between 62.0% and 64.0% • Non-GAAP operating expenses are expected to be between $47.0 million and $49.0 million","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1280263/000119312523053861/0001193125-23-053861-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter of fiscal year 2024 ending April 30, 2023"},{"label":"Revenue","value":"between $60.0 million and $64.0 million"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"8f5d2529cd215040c87057ba43fc18375e8fb0a7","claim":"AMBARELLA INC reported fourth quarter of fiscal 2023 ended January 31, 2023 results: revenue $83.3 million, net income GAAP net loss of $11.1 million, EPS loss per diluted ordinary share of $0.29.","evidence_excerpt":"• Revenue for the fourth quarter of fiscal 2023 was $83.3 million, down 7.7% from $90.2 million in the same period in fiscal 2022. For the fiscal year ending January 31, 2023, revenue was $337.6 million, up 1.7% from $331.9 million for the fiscal year ending January 31, 2022. • Gross margin under U.S. generally accepted accounting principles (GAAP) for the fourth quarter of fiscal 2023 was 59.6%, compared with 63.5% for the same period in fiscal 2022. For the fiscal year ending January 31, 2023, GAAP gross margin was 61.9%, compared with 62.7% for the fiscal year ending January 31, 2022. • GAAP net loss for the fourth quarter of fiscal 2023 was $11.1 million, or loss per diluted ordinary share of $0.29, compared with a GAAP net loss of $9.2 million, or loss per diluted ordinary share of $0.25, for the same period in fiscal 2022.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1280263/000119312523053861/0001193125-23-053861-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fourth quarter of fiscal 2023 ended January 31, 2023"},{"label":"Revenue","value":"$83.3 million"},{"label":"Net income","value":"GAAP net loss of $11.1 million"},{"label":"EPS","value":"loss per diluted ordinary share of $0.29"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"e066cfa71e3d80f9b214b51b76f9b4dee16d0316","claim":"AMBARELLA INC reported fiscal year ended January 31, 2023 results: revenue $337.6 million, net income GAAP net loss of $65.4 million, EPS loss per diluted ordinary share of $1.70.","evidence_excerpt":"• Revenue for the fourth quarter of fiscal 2023 was $83.3 million, down 7.7% from $90.2 million in the same period in fiscal 2022. For the fiscal year ending January 31, 2023, revenue was $337.6 million, up 1.7% from $331.9 million for the fiscal year ending January 31, 2022. • Gross margin under U.S. generally accepted accounting principles (GAAP) for the fourth quarter of fiscal 2023 was 59.6%, compared with 63.5% for the same period in fiscal 2022. For the fiscal year ending January 31, 2023, GAAP gross margin was 61.9%, compared with 62.7% for the fiscal year ending January 31, 2022. • GAAP net loss for the fourth quarter of fiscal 2023 was $11.1 million, or loss per diluted ordinary share of $0.29, compared with a GAAP net loss of $9.2 million, or loss per diluted ordinary share of $0.25, for the same period in fiscal 2022. GAAP net loss for the fiscal year ending January 31, 2023 was $65.4 million, or loss per diluted ordinary share of $1.70. This compares with GAAP net loss of $","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1280263/000119312523053861/0001193125-23-053861-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal year ended January 31, 2023"},{"label":"Revenue","value":"$337.6 million"},{"label":"Net income","value":"GAAP net loss of $65.4 million"},{"label":"EPS","value":"loss per diluted ordinary share of $1.70"},{"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"}