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Ambarella(AMBA) - 2024 Q4 - Annual Results
2024-02-27 00:00
财务表现 - 第四季度财报显示,Ambarella的营收为5161.6万美元,同比下降38.1%[2] - 第四季度GAAP毛利率为59.8%,较去年同期持平[3] - 第四季度GAAP净亏损为6060万美元,每股亏损1.50美元,较去年同期大幅增加[4] - 第四季度非GAAP毛利率为62.5%,较去年同期下降1%[5] - 第四季度非GAAP净亏损为980万美元,每股亏损0.24美元,较去年同期大幅增加[5] - 预计2025财年第一季度营收将在5200万至5600万美元之间[6] - 预计2025财年第一季度非GAAP毛利率将在61.5%至63.0%之间[6] - 预计2025财年第一季度非GAAP运营费用将在4600万至4900万美元之间[6] 成本及费用 - 2024年1月31日三个月的重组费用总额为104,000美元,其中研发部门为36,000美元,销售和行政部门为68,000美元[19] 毛利率 - 2024年1月31日三个月的GAAP和非GAAP毛利差额分别为1.4百万美元和3.3百万美元,2023年分别为2.7%和3.9%[19] 盈利情况 - 2024年1月31日三个月的GAAP稀释每股亏损为1.50美元,非GAAP稀释每股亏损为0.24美元[19] - 2024年1月31日三个月的非GAAP净亏损为9,825,000美元,其中包括股权补偿费用、收购相关成本和重组费用[19] 资产负债表 - 2024年1月31日三个月公司录得了对某些递延税资产的22.7百万美元的估值准备[20] - 截至2024年1月31日,公司现金及现金等价物为144,914,000美元,应收账款净额为24,950,000美元[21] - 公司截至2024年1月31日的总资产为657,655,000美元,其中包括现金及现金等价物、应收账款、固定资产等[21] - 公司截至2024年1月31日的总负债为97,784,000美元,包括应付账款、应计费用、递延收入等[21] - 公司截至2024年1月31日的股东权益为559,871,000美元,包括普通股、资本公积金、留存收益等[21]
Ambarella Announces Fourth Quarter and Fiscal Year 2024 Earnings Conference Call to be Held February 27, 2024
Newsfilter· 2024-02-13 09:00
SANTA CLARA, Calif., Feb. 12, 2024 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ:AMBA), an edge AI semiconductor company, today announced it will hold its fourth quarter and fiscal year 2024 earnings conference call on Tuesday, February 27th at 1:30 p.m. (Pacific Time). The company will issue its earnings release after the market closes that same day. Those interested in asking a question on the call are required to register online in advance. Once registered, the dial-in numbers will be provided with a per ...
Ambarella Announces Fourth Quarter and Fiscal Year 2024 Earnings Conference Call to be Held February 27, 2024
GlobeNewsWire· 2024-02-13 09:00
公司信息 - Ambarella公司将于2024年2月27日下午1:30举行第四季度和2024财年收益电话会议[1] - Ambarella的产品被广泛应用于人类视觉和边缘人工智能应用中,包括视频安全、高级驾驶辅助系统(ADAS)、电子镜、行车记录仪、驾驶员/车舱监控、自动驾驶和机器人应用[3] - Ambarella的低功耗SoC系统提供高分辨率视频压缩、先进的图像和雷达处理,以及强大的深度神经网络处理,以实现智能感知、融合和规划[3] 会议信息 - 感兴趣的人需要提前在线注册才能在电话会议上提问[2] - 会议的现场网络直播和重播将在http://investor.ambarella.com/events.cfm上提供[3] 联系方式 - 联系人为Louis Gerhardy,担任副总裁企业发展,联系电话为408-636-2310,邮箱为lgerhardy@ambarella.com[4]
Ambarella (AMBA) Collaborates With e-con Systems to Launch RCP
Zacks Investment Research· 2024-01-16 01:02
Ambarella与e-con Systems合作 - Ambarella与e-con Systems合作推出了自己的Robotics Computing Platform (RCP),该平台利用了Ambarella的处理技术和e-con Systems的先进摄像头,为机器人行业提供全面的视觉解决方案[1][2] - e-con RCP平台采用了AMBA的CV72S边缘人工智能系统芯片,基于CVflow 3.0 AI架构,整个系统由Ambarella的Cooper Developer Platform支持,简化了软件、硬件和AI模型的集成[3][4] Ambarella的技术优势 - Ambarella的SoCs基于CVFlow架构,如CV3、CV2、CV5、CV25和CV22 SoCs,在计算机视觉领域不断取得进展,公司在可穿戴设备、IP、汽车仪表板和无人机摄像头等市场上占据领先地位[5][6] Ambarella的挑战和股价表现 - 尽管公司在SoCs市场上表现出色,但目前面临着一系列短期挑战,包括客户库存减少和某些市场需求下降[7] - Ambarella目前的Zacks排名为3(持有),公司股价在过去一年下跌了35.5%[8] 科技行业股票比较 - 在更广泛的科技行业中,一些排名较好的股票包括Kanzhun(BZ)、BlackLine(BL)和Camtek(CAMT),分别获得了Zacks排名1(强烈买入)[9] Kanzhun、BlackLine和Camtek的业绩预期 - Kanzhun的2023年第四季度每股收益预期已在过去60天内下调了4美分至16美分,股价在过去一年下跌了36.9%[10] - BlackLine的2023年第四季度每股收益预期在过去30天内上调了1美分至55美分,股价在过去一年下跌了18.5%[11] - Camtek的2023年第四季度每股收益预期在过去90天内保持不变,为52美分,股价在过去一年上涨了186.1%[12]
Ambarella (AMBA), Quanta Tie Up for Next-Generation AI Products
Zacks Investment Research· 2024-01-13 00:17
Ambarella与Quanta合作 - Ambarella与台湾电子制造商Quanta Computer合作,推出下一代基于人工智能的产品[1] - Ambarella的N1系列AI SoCs旨在将生成式人工智能引入边缘端点设备和本地硬件[2] - AMBA的CV3-AD685采用强大且节能的AI神经向量处理器,支持最新的神经网络类型[3] - Ambarella与Quanta的合作将使各行业合作伙伴受益于基于AI的产品,包括医疗保健、自动驾驶车辆、智能监控和机器人技术[4]
e-con Systems Launches Robotics Computing Platform During CES; Partners With Ambarella for Industrial AMR and Outdoor Robots
Newsfilter· 2024-01-13 00:00
e-con Systems与Ambarella合作 - e-con Systems与Ambarella宣布合作推出eRCP机器人计算平台[1] - eRCP基于Ambarella的CV72S边缘人工智能SoC,专为满足机器人行业需求而设计[1] - e-con Systems的CEO表示,通过与Ambarella合作,结合双方的技术优势,共同开拓全面视觉解决方案的未来[2] eRCP机器人计算平台 - eRCP平台包括Ambarella CV72-based SoM,配备多种传感器和相机,为机器人市场创新提供坚实基础[4] - e-con Systems计划基于Ambarella的SoCs提供完整的AI视觉套件,拓展到不同领域应用[8] - e-con Systems借助Ambarella在AI感知系统领域的经验和资源,支持AI IoT应用的快速增长[9]
Quanta and Ambarella Expand Strategic Partnership to Innovate Broader Range of Cutting-Edge AI Solutions
Newsfilter· 2024-01-11 18:00
TAOYUAN CITY, Taiwan and SANTA CLARA, Calif., Jan. 11, 2024 (GLOBE NEWSWIRE) -- Quanta Computer Inc., a trailblazer in advanced technology solutions, and Ambarella, Inc. (NASDAQ:AMBA), an edge AI semiconductor company, today announced during CES the expansion of their strategic partnership. This collaboration is being broadened to include development with Ambarella's CV3-AD, CV7 and new N1 series AI systems-on-chip (SoCs), marking a significant capabilities advancement for cutting-edge AI products. These of ...
Ambarella Launches Comprehensive Edge AI Developer Platform
Newsfilter· 2024-01-10 18:00
SANTA CLARA, Calif., Jan. 10, 2024 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ:AMBA), an edge AI semiconductor company, today announced during CES the leading-edge Cooper™ Developer Platform. Cooper offers seamless integration of software, hardware, state-of-the-art fine-tuned AI models, and services that provide universal support for Ambarella's entire portfolio of AI systems-on-chip (SoCs). This platform makes it easier than ever for customers by providing a flexible, modular and prepackaged suite of hard ...
Ambarella: Shift Forward To FY26, And Upgrade To Buy
Seeking Alpha· 2024-01-10 15:55
B4LLSSummary Following my coverage of Ambarella Inc. (NASDAQ:AMBA), I recommended a hold rating as I was concerned about the headwinds in the automotive markets and the setbacks that AMBA has faced in the surveillance segment. This post is to provide an update on my thoughts on the business and stock. I am revising my hold rating to a buy rating as I am now focused on FY26 performance, where I expect AMBA to see a strong acceleration in growth. Management comments on inventories and 4Q23 guidance hint t ...
Ambarella (AMBA) Brings AI to Endpoint Devices Via N1 SoCs
Zacks Investment Research· 2024-01-10 01:02
Ambarella发布N1 SoCs系列产品 - N1 SoCs基于CV3-HD架构,利用极低功耗运行多模态LLMs[2] - N1 SoCs支持Cooper开发平台,适配流行的LLMs,包括Llama-2和LLava,加速产品部署[3] - 新解决方案将改善图像和视频处理,支持多模态视觉分析,使用高达32个摄像头源[4]