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Side-by-side financial comparison of Arteris, Inc. (AIP) and AMBARELLA INC (AMBA). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $20.1M, roughly 5.4× Arteris, Inc.). AMBARELLA INC runs the higher net margin — -13.9% vs -42.2%, a 28.3% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 30.0%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $3.0M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 24.7%).
Arteris, Inc. is a multinational technology company headquartered in Campbell, California. It develops the network-on-chip (NoC) IP and system-on-chip (SoC) integration automation software that is used to create semiconductor chip and chiplet designs for a variety of devices, particularly in automotive electronics, artificial intelligence, machine learning, enterprise computing, communications, consumer, industrial, and aerospace & defense markets. The company specializes in the development a...
Ambarella, Inc. is an American fabless semiconductor design company, focusing on low-power, high-definition (HD) and Ultra HD video compression, image processing, and computer vision processors. Ambarella's products are used in a wide variety of human and computer vision applications, including video security, advanced driver assistance systems (ADAS), electronic mirror, drive recorder, driver and in-cabin monitoring, autonomous driving, and robotics applications. Ambarella's system on chips ...
AIP vs AMBA — Head-to-Head
Income Statement — Q4 2025 vs Q3 2026
| Metric | | |
|---|---|---|
| Revenue | $20.1M | $108.5M |
| Net Profit | $-8.5M | $-15.1M |
| Gross Margin | 90.8% | 59.6% |
| Operating Margin | -42.0% | -15.0% |
| Net Margin | -42.2% | -13.9% |
| Revenue YoY | 30.0% | 31.2% |
| Net Profit YoY | -3.7% | 37.2% |
| EPS (diluted) | $-0.19 | $-0.35 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $20.1M | $108.5M | ||
| Q3 25 | $17.4M | $95.5M | ||
| Q2 25 | $16.5M | $85.9M | ||
| Q1 25 | $16.5M | $84.0M | ||
| Q4 24 | $15.5M | $82.7M | ||
| Q3 24 | $14.7M | $63.7M | ||
| Q2 24 | $14.6M | $54.5M | ||
| Q1 24 | $12.9M | $51.6M |
| Q4 25 | $-8.5M | $-15.1M | ||
| Q3 25 | $-9.0M | $-20.0M | ||
| Q2 25 | $-9.1M | $-24.3M | ||
| Q1 25 | $-8.1M | $-20.2M | ||
| Q4 24 | $-8.2M | $-24.1M | ||
| Q3 24 | $-7.7M | $-34.9M | ||
| Q2 24 | $-8.3M | $-37.9M | ||
| Q1 24 | $-9.4M | $-60.6M |
| Q4 25 | 90.8% | 59.6% | ||
| Q3 25 | 89.9% | 58.9% | ||
| Q2 25 | 89.4% | 60.0% | ||
| Q1 25 | 90.8% | 60.0% | ||
| Q4 24 | 89.8% | 60.6% | ||
| Q3 24 | 90.1% | 60.8% | ||
| Q2 24 | 90.0% | 60.9% | ||
| Q1 24 | 88.7% | 59.8% |
| Q4 25 | -42.0% | -15.0% | ||
| Q3 25 | -50.1% | -23.0% | ||
| Q2 25 | -50.0% | -30.1% | ||
| Q1 25 | -46.6% | -30.2% | ||
| Q4 24 | -45.9% | -30.9% | ||
| Q3 24 | -53.8% | -56.9% | ||
| Q2 24 | -51.1% | -72.4% | ||
| Q1 24 | -70.5% | -80.8% |
| Q4 25 | -42.2% | -13.9% | ||
| Q3 25 | -51.6% | -20.9% | ||
| Q2 25 | -55.3% | -28.3% | ||
| Q1 25 | -49.1% | -24.1% | ||
| Q4 24 | -53.0% | -29.1% | ||
| Q3 24 | -52.2% | -54.8% | ||
| Q2 24 | -57.2% | -69.6% | ||
| Q1 24 | -72.6% | -117.4% |
| Q4 25 | $-0.19 | $-0.35 | ||
| Q3 25 | $-0.21 | $-0.47 | ||
| Q2 25 | $-0.22 | $-0.58 | ||
| Q1 25 | $-0.20 | $-0.48 | ||
| Q4 24 | $-0.19 | $-0.58 | ||
| Q3 24 | $-0.20 | $-0.85 | ||
| Q2 24 | $-0.22 | $-0.93 | ||
| Q1 24 | $-0.25 | $-1.51 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $33.9M | $174.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $-14.6M | $590.1M |
| Total Assets | $115.0M | $751.9M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $33.9M | $174.1M | ||
| Q3 25 | $39.0M | $142.7M | ||
| Q2 25 | $38.0M | $141.3M | ||
| Q1 25 | $42.3M | $144.6M | ||
| Q4 24 | $43.8M | $127.1M | ||
| Q3 24 | $48.7M | $153.9M | ||
| Q2 24 | $45.8M | $131.8M | ||
| Q1 24 | $44.8M | $144.9M |
| Q4 25 | $-14.6M | $590.1M | ||
| Q3 25 | $-11.4M | $576.5M | ||
| Q2 25 | $-7.5M | $572.7M | ||
| Q1 25 | $-4.8M | $561.4M | ||
| Q4 24 | $-1.2M | $554.3M | ||
| Q3 24 | $2.2M | $547.6M | ||
| Q2 24 | $5.3M | $555.4M | ||
| Q1 24 | $9.5M | $559.9M |
| Q4 25 | $115.0M | $751.9M | ||
| Q3 25 | $107.7M | $706.4M | ||
| Q2 25 | $106.9M | $701.9M | ||
| Q1 25 | $98.3M | $689.0M | ||
| Q4 24 | $106.1M | $670.8M | ||
| Q3 24 | $97.7M | $650.3M | ||
| Q2 24 | $96.4M | $638.7M | ||
| Q1 24 | $101.4M | $657.7M |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $3.2M | $34.3M |
| Free Cash FlowOCF − Capex | $3.0M | $31.4M |
| FCF MarginFCF / Revenue | 15.1% | 29.0% |
| Capex IntensityCapex / Revenue | 0.7% | 2.7% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $5.3M | $64.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $3.2M | $34.3M | ||
| Q3 25 | $3.2M | $5.5M | ||
| Q2 25 | $-2.5M | $14.8M | ||
| Q1 25 | $2.9M | $25.4M | ||
| Q4 24 | $-2.6M | $6.6M | ||
| Q3 24 | $1.1M | $16.7M | ||
| Q2 24 | $311.0K | $-15.0M | ||
| Q1 24 | $477.0K | $-4.0M |
| Q4 25 | $3.0M | $31.4M | ||
| Q3 25 | $2.5M | $1.4M | ||
| Q2 25 | $-2.8M | $10.2M | ||
| Q1 25 | $2.7M | $21.2M | ||
| Q4 24 | $-2.7M | $4.1M | ||
| Q3 24 | $1.1M | $14.2M | ||
| Q2 24 | $264.0K | $-16.1M | ||
| Q1 24 | $281.0K | $-6.0M |
| Q4 25 | 15.1% | 29.0% | ||
| Q3 25 | 14.2% | 1.4% | ||
| Q2 25 | -17.2% | 11.9% | ||
| Q1 25 | 16.2% | 25.3% | ||
| Q4 24 | -17.3% | 5.0% | ||
| Q3 24 | 7.4% | 22.2% | ||
| Q2 24 | 1.8% | -29.5% | ||
| Q1 24 | 2.2% | -11.6% |
| Q4 25 | 0.7% | 2.7% | ||
| Q3 25 | 4.1% | 4.3% | ||
| Q2 25 | 2.2% | 5.3% | ||
| Q1 25 | 1.1% | 5.0% | ||
| Q4 24 | 0.3% | 3.0% | ||
| Q3 24 | 0.2% | 4.0% | ||
| Q2 24 | 0.3% | 2.1% | ||
| Q1 24 | 1.5% | 3.7% |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AIP
| License And Maintenance | $17.5M | 87% |
| Variable Royalties And Other | $2.6M | 13% |
AMBA
| TW | $76.0M | 70% |
| Asia Pacific Other Than Taiwan | $20.2M | 19% |
| North America Other Than United States | $7.4M | 7% |
| Other | $5.0M | 5% |
