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Side-by-side financial comparison of AMBARELLA INC (AMBA) and BEYOND MEAT, INC. (BYND). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $61.6M, roughly 1.8× BEYOND MEAT, INC.). On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs -19.7%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $-49.8M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs -9.7%).
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 ...
Beyond Meat, Inc., branded as Beyond, is a producer of plant-based meat alternatives founded in 2009 by Ethan Brown. The company's products were first launched in the United States in 2012.
AMBA vs BYND — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $61.6M |
| Net Profit | $-15.1M | — |
| Gross Margin | 59.6% | -11.5% |
| Operating Margin | -15.0% | -211.4% |
| Net Margin | -13.9% | — |
| Revenue YoY | 31.2% | -19.7% |
| Net Profit YoY | 37.2% | — |
| EPS (diluted) | $-0.35 | $0.68 |
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 | $61.6M | ||
| Q3 25 | $95.5M | $70.2M | ||
| Q2 25 | $85.9M | $75.0M | ||
| Q1 25 | $84.0M | $68.7M | ||
| Q4 24 | $82.7M | $76.7M | ||
| Q3 24 | $63.7M | $81.0M | ||
| Q2 24 | $54.5M | $93.2M | ||
| Q1 24 | $51.6M | $75.6M |
| Q4 25 | $-15.1M | — | ||
| Q3 25 | $-20.0M | $-110.7M | ||
| Q2 25 | $-24.3M | $-29.2M | ||
| Q1 25 | $-20.2M | $-52.9M | ||
| Q4 24 | $-24.1M | — | ||
| Q3 24 | $-34.9M | $-26.6M | ||
| Q2 24 | $-37.9M | $-34.5M | ||
| Q1 24 | $-60.6M | $-54.4M |
| Q4 25 | 59.6% | -11.5% | ||
| Q3 25 | 58.9% | 10.3% | ||
| Q2 25 | 60.0% | 11.5% | ||
| Q1 25 | 60.0% | -1.5% | ||
| Q4 24 | 60.6% | 13.1% | ||
| Q3 24 | 60.8% | 17.7% | ||
| Q2 24 | 60.9% | 14.7% | ||
| Q1 24 | 59.8% | 4.9% |
| Q4 25 | -15.0% | -211.4% | ||
| Q3 25 | -23.0% | -160.0% | ||
| Q2 25 | -30.1% | -46.6% | ||
| Q1 25 | -30.2% | -81.8% | ||
| Q4 24 | -30.9% | -49.3% | ||
| Q3 24 | -56.9% | -38.2% | ||
| Q2 24 | -72.4% | -36.4% | ||
| Q1 24 | -80.8% | -70.7% |
| Q4 25 | -13.9% | — | ||
| Q3 25 | -20.9% | -157.6% | ||
| Q2 25 | -28.3% | -39.0% | ||
| Q1 25 | -24.1% | -77.0% | ||
| Q4 24 | -29.1% | — | ||
| Q3 24 | -54.8% | -32.8% | ||
| Q2 24 | -69.6% | -37.0% | ||
| Q1 24 | -117.4% | -71.9% |
| Q4 25 | $-0.35 | $0.68 | ||
| Q3 25 | $-0.47 | $-1.44 | ||
| Q2 25 | $-0.58 | $-0.38 | ||
| Q1 25 | $-0.48 | $-0.69 | ||
| Q4 24 | $-0.58 | $-0.65 | ||
| Q3 24 | $-0.85 | $-0.41 | ||
| Q2 24 | $-0.93 | $-0.53 | ||
| Q1 24 | $-1.51 | $-0.84 |
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 | $203.9M |
| Total DebtLower is stronger | — | $415.7M |
| Stockholders' EquityBook value | $590.1M | $-997.0K |
| Total Assets | $751.9M | $614.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $203.9M | ||
| Q3 25 | $142.7M | $117.3M | ||
| Q2 25 | $141.3M | $103.5M | ||
| Q1 25 | $144.6M | $102.1M | ||
| Q4 24 | $127.1M | $131.9M | ||
| Q3 24 | $153.9M | $121.7M | ||
| Q2 24 | $131.8M | $144.9M | ||
| Q1 24 | $144.9M | $157.9M |
| Q4 25 | — | $415.7M | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | — | $1.1B |
| Q4 25 | $590.1M | $-997.0K | ||
| Q3 25 | $576.5M | $-784.1M | ||
| Q2 25 | $572.7M | $-677.0M | ||
| Q1 25 | $561.4M | $-649.5M | ||
| Q4 24 | $554.3M | $-601.2M | ||
| Q3 24 | $547.6M | $-611.9M | ||
| Q2 24 | $555.4M | $-590.0M | ||
| Q1 24 | $559.9M | $-561.4M |
| Q4 25 | $751.9M | $614.7M | ||
| Q3 25 | $706.4M | $599.7M | ||
| Q2 25 | $701.9M | $691.7M | ||
| Q1 25 | $689.0M | $643.8M | ||
| Q4 24 | $670.8M | $678.1M | ||
| Q3 24 | $650.3M | $692.9M | ||
| Q2 24 | $638.7M | $711.2M | ||
| Q1 24 | $657.7M | $735.0M |
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 | $-46.8M |
| Free Cash FlowOCF − Capex | $31.4M | $-49.8M |
| FCF MarginFCF / Revenue | 29.0% | -80.8% |
| Capex IntensityCapex / Revenue | 2.7% | 4.8% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $-157.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $-46.8M | ||
| Q3 25 | $5.5M | $-38.8M | ||
| Q2 25 | $14.8M | $-33.2M | ||
| Q1 25 | $25.4M | $-26.1M | ||
| Q4 24 | $6.6M | $-29.0M | ||
| Q3 24 | $16.7M | $-22.0M | ||
| Q2 24 | $-15.0M | $-16.0M | ||
| Q1 24 | $-4.0M | $-31.8M |
| Q4 25 | $31.4M | $-49.8M | ||
| Q3 25 | $1.4M | $-41.7M | ||
| Q2 25 | $10.2M | $-35.1M | ||
| Q1 25 | $21.2M | $-30.6M | ||
| Q4 24 | $4.1M | $-35.4M | ||
| Q3 24 | $14.2M | $-24.1M | ||
| Q2 24 | $-16.1M | $-17.3M | ||
| Q1 24 | $-6.0M | $-33.0M |
| Q4 25 | 29.0% | -80.8% | ||
| Q3 25 | 1.4% | -59.4% | ||
| Q2 25 | 11.9% | -46.9% | ||
| Q1 25 | 25.3% | -44.6% | ||
| Q4 24 | 5.0% | -46.2% | ||
| Q3 24 | 22.2% | -29.7% | ||
| Q2 24 | -29.5% | -18.6% | ||
| Q1 24 | -11.6% | -43.7% |
| Q4 25 | 2.7% | 4.8% | ||
| Q3 25 | 4.3% | 4.1% | ||
| Q2 25 | 5.3% | 2.6% | ||
| Q1 25 | 5.0% | 6.5% | ||
| Q4 24 | 3.0% | 8.4% | ||
| Q3 24 | 4.0% | 2.5% | ||
| Q2 24 | 2.1% | 1.4% | ||
| Q1 24 | 3.7% | 1.6% |
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% |
BYND
Segment breakdown not available.
