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Side-by-side financial comparison of AMBARELLA INC (AMBA) and BrightSpire Capital, Inc. (BRSP). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $83.2M, roughly 1.3× BrightSpire Capital, Inc.). AMBARELLA INC runs the higher net margin — -13.9% vs -17.3%, a 3.3% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs -0.4%). BrightSpire Capital, Inc. produced more free cash flow last quarter ($55.1M vs $31.4M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs -6.8%).
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 ...
Oakley Capital Investments, is a large British investment trust focused on investments in mid-market companies in the business services, consumer, education and technology sectors. The company is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.
AMBA vs BRSP — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $83.2M |
| Net Profit | $-15.1M | $-14.4M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | — |
| Net Margin | -13.9% | -17.3% |
| Revenue YoY | 31.2% | -0.4% |
| Net Profit YoY | 37.2% | 27.3% |
| EPS (diluted) | $-0.35 | $-0.11 |
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 | $83.2M | ||
| Q3 25 | $95.5M | $83.9M | ||
| Q2 25 | $85.9M | $85.9M | ||
| Q1 25 | $84.0M | $77.6M | ||
| Q4 24 | $82.7M | $83.5M | ||
| Q3 24 | $63.7M | $88.2M | ||
| Q2 24 | $54.5M | $91.4M | ||
| Q1 24 | $51.6M | $95.8M |
| Q4 25 | $-15.1M | $-14.4M | ||
| Q3 25 | $-20.0M | $984.0K | ||
| Q2 25 | $-24.3M | $-23.1M | ||
| Q1 25 | $-20.2M | $5.3M | ||
| Q4 24 | $-24.1M | $-19.7M | ||
| Q3 24 | $-34.9M | $12.7M | ||
| Q2 24 | $-37.9M | $-67.9M | ||
| Q1 24 | $-60.6M | $-57.1M |
| 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% | — | ||
| Q3 25 | -23.0% | -1.7% | ||
| Q2 25 | -30.1% | -54.5% | ||
| Q1 25 | -30.2% | 5.1% | ||
| Q4 24 | -30.9% | -24.9% | ||
| Q3 24 | -56.9% | 13.2% | ||
| Q2 24 | -72.4% | -74.9% | ||
| Q1 24 | -80.8% | -59.4% |
| Q4 25 | -13.9% | -17.3% | ||
| Q3 25 | -20.9% | 1.2% | ||
| Q2 25 | -28.3% | -26.9% | ||
| Q1 25 | -24.1% | 6.9% | ||
| Q4 24 | -29.1% | -23.7% | ||
| Q3 24 | -54.8% | 14.4% | ||
| Q2 24 | -69.6% | -74.2% | ||
| Q1 24 | -117.4% | -59.6% |
| Q4 25 | $-0.35 | $-0.11 | ||
| Q3 25 | $-0.47 | $0.00 | ||
| Q2 25 | $-0.58 | $-0.19 | ||
| Q1 25 | $-0.48 | $0.04 | ||
| Q4 24 | $-0.58 | $-0.16 | ||
| Q3 24 | $-0.85 | $0.09 | ||
| Q2 24 | $-0.93 | $-0.53 | ||
| Q1 24 | $-1.51 | $-0.45 |
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 | $66.8M |
| Total DebtLower is stronger | — | $2.5B |
| Stockholders' EquityBook value | $590.1M | $938.4M |
| Total Assets | $751.9M | $3.6B |
| Debt / EquityLower = less leverage | — | 2.63× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $66.8M | ||
| Q3 25 | $142.7M | $113.4M | ||
| Q2 25 | $141.3M | $154.3M | ||
| Q1 25 | $144.6M | $200.9M | ||
| Q4 24 | $127.1M | $302.2M | ||
| Q3 24 | $153.9M | $263.8M | ||
| Q2 24 | $131.8M | $203.3M | ||
| Q1 24 | $144.9M | $221.5M |
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | — | $2.5B | ||
| Q3 24 | — | $2.6B | ||
| Q2 24 | — | $2.5B | ||
| Q1 24 | — | $2.6B |
| Q4 25 | $590.1M | $938.4M | ||
| Q3 25 | $576.5M | $976.4M | ||
| Q2 25 | $572.7M | $994.4M | ||
| Q1 25 | $561.4M | $1.0B | ||
| Q4 24 | $554.3M | $1.0B | ||
| Q3 24 | $547.6M | $1.1B | ||
| Q2 24 | $555.4M | $1.1B | ||
| Q1 24 | $559.9M | $1.2B |
| Q4 25 | $751.9M | $3.6B | ||
| Q3 25 | $706.4M | $3.3B | ||
| Q2 25 | $701.9M | $3.4B | ||
| Q1 25 | $689.0M | $3.6B | ||
| Q4 24 | $670.8M | $3.7B | ||
| Q3 24 | $650.3M | $3.8B | ||
| Q2 24 | $638.7M | $3.8B | ||
| Q1 24 | $657.7M | $3.9B |
| Q4 25 | — | 2.63× | ||
| Q3 25 | — | 2.22× | ||
| Q2 25 | — | 2.27× | ||
| Q1 25 | — | 2.27× | ||
| Q4 24 | — | 2.38× | ||
| Q3 24 | — | 2.36× | ||
| Q2 24 | — | 2.28× | ||
| Q1 24 | — | 2.17× |
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 | $73.0M |
| Free Cash FlowOCF − Capex | $31.4M | $55.1M |
| FCF MarginFCF / Revenue | 29.0% | 66.2% |
| Capex IntensityCapex / Revenue | 2.7% | 21.6% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $102.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $73.0M | ||
| Q3 25 | $5.5M | $29.9M | ||
| Q2 25 | $14.8M | $17.4M | ||
| Q1 25 | $25.4M | $10.5M | ||
| Q4 24 | $6.6M | $103.4M | ||
| Q3 24 | $16.7M | $31.3M | ||
| Q2 24 | $-15.0M | $22.9M | ||
| Q1 24 | $-4.0M | $24.6M |
| Q4 25 | $31.4M | $55.1M | ||
| Q3 25 | $1.4M | $27.4M | ||
| Q2 25 | $10.2M | $11.6M | ||
| Q1 25 | $21.2M | $8.0M | ||
| Q4 24 | $4.1M | $97.3M | ||
| Q3 24 | $14.2M | $28.3M | ||
| Q2 24 | $-16.1M | $22.7M | ||
| Q1 24 | $-6.0M | $22.2M |
| Q4 25 | 29.0% | 66.2% | ||
| Q3 25 | 1.4% | 32.7% | ||
| Q2 25 | 11.9% | 13.4% | ||
| Q1 25 | 25.3% | 10.3% | ||
| Q4 24 | 5.0% | 116.6% | ||
| Q3 24 | 22.2% | 32.1% | ||
| Q2 24 | -29.5% | 24.9% | ||
| Q1 24 | -11.6% | 23.2% |
| Q4 25 | 2.7% | 21.6% | ||
| Q3 25 | 4.3% | 2.9% | ||
| Q2 25 | 5.3% | 6.8% | ||
| Q1 25 | 5.0% | 3.2% | ||
| Q4 24 | 3.0% | 7.3% | ||
| Q3 24 | 4.0% | 3.4% | ||
| Q2 24 | 2.1% | 0.1% | ||
| Q1 24 | 3.7% | 2.5% |
| Q4 25 | — | — | ||
| Q3 25 | — | 30.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 1.97× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.46× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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% |
BRSP
Segment breakdown not available.
