{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-23-223867","form_type":"8-K","ticker":"AMBA","cik":"0001280263","company_name":"AMBARELLA INC","filed_at":"2023-08-29T23:59:59+00:00","discovered_at":"2026-05-14T18:03:33.419760+00:00","generated_at":"2026-06-11T02:15:45.854279+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 Q2 revenue $62.1M (-23% YoY), GAAP loss $0.79/share, non-GAAP loss $0.15/share","bullets":["Revenue $62.1M, down 23% YoY from $80.9M; GAAP net loss $31.2M ($0.79 loss per diluted share).","Non-GAAP net loss $6.0M ($0.15 loss per share) vs. non-GAAP net income of $7.6M ($0.20 EPS) year ago.","Q3 FY2024 guidance: revenue ~$50M (±4%), non-GAAP gross margin 62%-64%, non-GAAP opex $46M-$49M.","Cash and marketable securities $216.5M, down from $227.4M prior quarter.","CEO cites aggressive customer inventory reduction; expects normalization by year-end for growth next fiscal year."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-23-223867","json":"https://secwatch.observer/filing/0001193125-23-223867.json","markdown":"https://secwatch.observer/filing/0001193125-23-223867.md","text":"https://secwatch.observer/filing/0001193125-23-223867.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1280263/000119312523223867/0001193125-23-223867-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1280263/000119312523223867/d524972d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-11T02:15:45.854279+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":"b0433226d28fe6af8edeb747753a688afdfc96dd","claim":"AMBARELLA INC reported second quarter of fiscal year 2024 ended July 31, 2023 results: revenue $62.1 million, net income GAAP net loss of $31.2 million, EPS loss per diluted ordinary share of $0.79.","evidence_excerpt":"Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced financial results for its second quarter of fiscal year 2024 ended July 31, 2023. • Revenue for the second quarter of fiscal 2024 was $62.1 million, down 23% from $80.9 million in the same period in fiscal 2023.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1280263/000119312523223867/0001193125-23-223867-index.htm","confidence":0.98,"family_label":"Earnings Releases","details":[{"label":"Period","value":"second quarter of fiscal year 2024 ended July 31, 2023"},{"label":"Revenue","value":"$62.1 million"},{"label":"Net income","value":"GAAP net loss of $31.2 million"},{"label":"EPS","value":"loss per diluted ordinary share of $0.79"},{"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"}