Ambarella Inc. Files Q1 FY25 10-Q

Ticker: AMBA · Form: 10-Q · Filed: Jun 6, 2024 · CIK: 1280263

Ambarella INC 10-Q Filing Summary
FieldDetail
CompanyAmbarella INC (AMBA)
Form Type10-Q
Filed DateJun 6, 2024
Risk Levelmedium
Pages15
Reading Time17 min
Key Dollar Amounts$0.00045
Sentimentneutral

Sentiment: neutral

Topics: 10-Q, financials, semiconductors

TL;DR

**AMBA Q1 FY25 10-Q FILED. CHECK FINANCIALS.**

AI Summary

Ambarella Inc. filed its 10-Q for the period ending April 30, 2024. The filing details financial performance and operational updates for the first quarter of fiscal year 2025. Key financial data and disclosures relevant to investors are presented.

Why It Matters

This filing provides investors with the latest financial results and operational insights for Ambarella, crucial for understanding the company's current performance and future outlook.

Risk Assessment

Risk Level: medium — The filing contains standard financial disclosures for a public company, but the semiconductor industry is subject to cyclicality and intense competition.

Key Numbers

Key Players & Entities

FAQ

What is the reporting period for this 10-Q filing?

The reporting period for this 10-Q filing is April 30, 2024.

When was this 10-Q filed with the SEC?

This 10-Q was filed on June 6, 2024.

What is Ambarella Inc.'s fiscal year end?

Ambarella Inc.'s fiscal year ends on January 31st.

Where is Ambarella Inc. headquartered?

Ambarella Inc. is headquartered in Santa Clara, CA.

What is the SIC code for Ambarella Inc.?

The Standard Industrial Classification (SIC) code for Ambarella Inc. is 3674, Semiconductors & Related Devices.

Filing Stats: 4,356 words · 17 min read · ~15 pages · Grade level 15.9 · Accepted 2024-06-06 14:00:30

Key Financial Figures

Filing Documents

FINANCIAL INFORMATION

PART I. FINANCIAL INFORMATION 3 Item 1.

Financial Statements

Financial Statements 3 Unaudited Condensed Consolidated Balance Sheets at April 30, 2024 and January 31, 2024 3 Unaudited Condensed Consolidated Statements of Operations for the three months ended April 30, 2024 and 2023 4 Unaudited Condensed Consolidated Statements of Comprehensive Loss for the three months ended April 30, 2024 and 2023 5 Unaudited Condensed Consolidated Statements of Shareholders' Equity for the three months ended April 30, 2024 and 2023 6 Unaudited Condensed Consolidated Statements of Cash Flows for the three months ended April 30, 2024 and 2023 7 Notes to Unaudited Condensed Consolidated Financial Statements 8 Item 2.

Management's Discussion and Analysis of Financial Condition and Results of Operations

Management's Discussion and Analysis of Financial Condition and Results of Operations 19 Item 3.

Quantitative and Qualitative Disclosures About Market Risk

Quantitative and Qualitative Disclosures About Market Risk 26 Item 4.

Controls and Procedures

Controls and Procedures 27

OTHER INFORMATION

PART II. OTHER INFORMATION 27 Item 1.

Legal Proceedings

Legal Proceedings 28 Item 1A.

Risk Factors

Risk Factors 28 Item 5. Other Information 58 Item 6. Exhibits 58

Signatures

Signatures 60 2 P ART I – FINANCIAL INFORMATION I TEM 1. Financial Statements AMBARELLA, INC. CONDENSED CONSOLIDA TED BALANCE SHEETS (in thousands, except share and per share data) (unaudited) As of April 30, January 31, 2024 2024 ASSETS Current assets: Cash and cash equivalents $ 131,810 $ 144,914 Marketable debt securities 71,537 75,013 Accounts receivable, net 28,299 24,950 Inventories 28,325 29,043 Restricted cash 7 7 Prepaid expenses and other current assets 6,929 6,230 Total current assets 266,907 280,157 Property and equipment, net 9,763 10,439 Deferred tax assets 115 234 Intangible assets, net 51,099 55,136 Operating lease right-of-use assets, net 4,324 5,250 Goodwill 303,625 303,625 Other non-current assets 2,827 2,814 Total assets $ 638,660 $ 657,655 LIABILITIES AND SHAREHOLDERS' EQUITY Current liabilities: Accounts payable 16,470 28,503 Accrued and other current liabilities 49,714 48,598 Operating lease liabilities, current 3,148 3,443 Income taxes payable 904 1,541 Deferred revenue, current 2,009 894 Total current liabilities 72,245 82,979 Operating lease liabilities, non-current 1,243 1,896 Other long-term liabilities 9,747 12,909 Total liabilities 83,235 97,784 Commitments and contingencies (Note 14) Shareholders' equity: Preference shares, $ 0.00045 par value per share, 20,000,000 shares authorized and no shares issued and outstanding at April 30, 2024 and January 31, 2024, respectively — — Ordinary shares, $ 0.00045 par value per share, 200,000,000 shares authorized; 40,985,045 and 40,520,558 shares issued and outstanding at April 30, 2024 and January 31, 2024, respectively 18 18 Additional paid-in capital 728,842 694,967 Accumulated other comprehensive loss ( 572 ) ( 183 ) Accumulated deficit ( 172,863 ) ( 134,931 ) Total shareho

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