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Side-by-side financial comparison of AMBARELLA INC (AMBA) and Axsome Therapeutics, Inc. (AXSM). Click either name above to swap in a different company.
Axsome Therapeutics, Inc. is the larger business by last-quarter revenue ($196.0M vs $108.5M, roughly 1.8× AMBARELLA INC). AMBARELLA INC runs the higher net margin — -13.9% vs -14.6%, a 0.6% gap on every dollar of revenue. On growth, Axsome Therapeutics, Inc. posted the faster year-over-year revenue change (65.0% vs 31.2%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $-18.7M). Over the past eight quarters, Axsome Therapeutics, Inc.'s revenue compounded faster (61.7% CAGR vs 45.0%).
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 ...
Jazz Pharmaceuticals plc is a global biopharmaceutical company with a focus on oncology and neuroscience. It was founded in 2003 in California, United States and is now headquartered in Dublin, Ireland.
AMBA vs AXSM — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $196.0M |
| Net Profit | $-15.1M | $-28.6M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | -13.8% |
| Net Margin | -13.9% | -14.6% |
| Revenue YoY | 31.2% | 65.0% |
| Net Profit YoY | 37.2% | 61.9% |
| EPS (diluted) | $-0.35 | $-0.55 |
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 | $108.5M | $196.0M | ||
| Q3 25 | $95.5M | $171.0M | ||
| Q2 25 | $85.9M | $150.0M | ||
| Q1 25 | $84.0M | $121.5M | ||
| Q4 24 | $82.7M | $118.8M | ||
| Q3 24 | $63.7M | $104.8M | ||
| Q2 24 | $54.5M | $87.2M | ||
| Q1 24 | $51.6M | $75.0M |
| Q4 25 | $-15.1M | $-28.6M | ||
| Q3 25 | $-20.0M | $-47.2M | ||
| Q2 25 | $-24.3M | $-48.0M | ||
| Q1 25 | $-20.2M | $-59.4M | ||
| Q4 24 | $-24.1M | $-74.9M | ||
| Q3 24 | $-34.9M | $-64.6M | ||
| Q2 24 | $-37.9M | $-79.3M | ||
| Q1 24 | $-60.6M | $-68.4M |
| Q4 25 | 59.6% | — | ||
| Q3 25 | 58.9% | — | ||
| Q2 25 | 60.0% | — | ||
| Q1 25 | 60.0% | — | ||
| Q4 24 | 60.6% | — | ||
| Q3 24 | 60.8% | — | ||
| Q2 24 | 60.9% | — | ||
| Q1 24 | 59.8% | — |
| Q4 25 | -15.0% | -13.8% | ||
| Q3 25 | -23.0% | -27.0% | ||
| Q2 25 | -30.1% | -24.5% | ||
| Q1 25 | -30.2% | -46.9% | ||
| Q4 24 | -30.9% | -61.1% | ||
| Q3 24 | -56.9% | -59.8% | ||
| Q2 24 | -72.4% | -89.5% | ||
| Q1 24 | -80.8% | -89.7% |
| Q4 25 | -13.9% | -14.6% | ||
| Q3 25 | -20.9% | -27.6% | ||
| Q2 25 | -28.3% | -32.0% | ||
| Q1 25 | -24.1% | -48.9% | ||
| Q4 24 | -29.1% | -63.1% | ||
| Q3 24 | -54.8% | -61.7% | ||
| Q2 24 | -69.6% | -91.0% | ||
| Q1 24 | -117.4% | -91.1% |
| Q4 25 | $-0.35 | $-0.55 | ||
| Q3 25 | $-0.47 | $-0.94 | ||
| Q2 25 | $-0.58 | $-0.97 | ||
| Q1 25 | $-0.48 | $-1.22 | ||
| Q4 24 | $-0.58 | $-1.54 | ||
| Q3 24 | $-0.85 | $-1.34 | ||
| Q2 24 | $-0.93 | $-1.67 | ||
| Q1 24 | $-1.51 | $-1.44 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $174.1M | $322.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $88.3M |
| Total Assets | $751.9M | $689.8M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $322.9M | ||
| Q3 25 | $142.7M | $325.3M | ||
| Q2 25 | $141.3M | $303.0M | ||
| Q1 25 | $144.6M | $300.9M | ||
| Q4 24 | $127.1M | $315.4M | ||
| Q3 24 | $153.9M | $327.3M | ||
| Q2 24 | $131.8M | $315.7M | ||
| Q1 24 | $144.9M | $331.4M |
| Q4 25 | $590.1M | $88.3M | ||
| Q3 25 | $576.5M | $73.7M | ||
| Q2 25 | $572.7M | $73.1M | ||
| Q1 25 | $561.4M | $53.2M | ||
| Q4 24 | $554.3M | $57.0M | ||
| Q3 24 | $547.6M | $92.9M | ||
| Q2 24 | $555.4M | $102.9M | ||
| Q1 24 | $559.9M | $144.0M |
| Q4 25 | $751.9M | $689.8M | ||
| Q3 25 | $706.4M | $669.3M | ||
| Q2 25 | $701.9M | $639.8M | ||
| Q1 25 | $689.0M | $596.7M | ||
| Q4 24 | $670.8M | $568.5M | ||
| Q3 24 | $650.3M | $561.5M | ||
| Q2 24 | $638.7M | $548.2M | ||
| Q1 24 | $657.7M | $545.7M |
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 | $34.3M | $-18.7M |
| Free Cash FlowOCF − Capex | $31.4M | $-18.7M |
| FCF MarginFCF / Revenue | 29.0% | -9.6% |
| Capex IntensityCapex / Revenue | 2.7% | 0.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $-93.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $-18.7M | ||
| Q3 25 | $5.5M | $1.0M | ||
| Q2 25 | $14.8M | $-32.4M | ||
| Q1 25 | $25.4M | $-43.4M | ||
| Q4 24 | $6.6M | $-26.2M | ||
| Q3 24 | $16.7M | $-18.6M | ||
| Q2 24 | $-15.0M | $-30.1M | ||
| Q1 24 | $-4.0M | $-53.5M |
| Q4 25 | $31.4M | $-18.7M | ||
| Q3 25 | $1.4M | $988.0K | ||
| Q2 25 | $10.2M | $-32.4M | ||
| Q1 25 | $21.2M | $-43.7M | ||
| Q4 24 | $4.1M | $-26.2M | ||
| Q3 24 | $14.2M | $-18.7M | ||
| Q2 24 | $-16.1M | $-30.2M | ||
| Q1 24 | $-6.0M | $-53.6M |
| Q4 25 | 29.0% | -9.6% | ||
| Q3 25 | 1.4% | 0.6% | ||
| Q2 25 | 11.9% | -21.6% | ||
| Q1 25 | 25.3% | -36.0% | ||
| Q4 24 | 5.0% | -22.1% | ||
| Q3 24 | 22.2% | -17.9% | ||
| Q2 24 | -29.5% | -34.6% | ||
| Q1 24 | -11.6% | -71.4% |
| Q4 25 | 2.7% | 0.0% | ||
| Q3 25 | 4.3% | 0.0% | ||
| Q2 25 | 5.3% | 0.0% | ||
| Q1 25 | 5.0% | 0.3% | ||
| Q4 24 | 3.0% | 0.0% | ||
| Q3 24 | 4.0% | 0.1% | ||
| Q2 24 | 2.1% | 0.1% | ||
| Q1 24 | 3.7% | 0.1% |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
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% |
AXSM
Segment breakdown not available.
