vs
Side-by-side financial comparison of AMBARELLA INC (AMBA) and Core Scientific, Inc. (CORZ). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $79.8M, roughly 1.4× Core Scientific, Inc.). Core Scientific, Inc. runs the higher net margin — 268.5% vs -13.9%, a 282.4% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs -16.0%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $-450.8M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs -33.3%).
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 ...
Core Scientific is a leading digital asset and high-performance computing infrastructure provider. It operates large energy-efficient data centers across North America, offering cryptocurrency mining services, colocation hosting for blockchain and AI clients, and custom high-performance computing solutions for enterprise tech segments.
AMBA vs CORZ — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $79.8M |
| Net Profit | $-15.1M | $214.2M |
| Gross Margin | 59.6% | 26.0% |
| Operating Margin | -15.0% | -149.5% |
| Net Margin | -13.9% | 268.5% |
| Revenue YoY | 31.2% | -16.0% |
| Net Profit YoY | 37.2% | 180.6% |
| EPS (diluted) | $-0.35 | $-1.63 |
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 | $79.8M | ||
| Q3 25 | $95.5M | $81.1M | ||
| Q2 25 | $85.9M | $78.6M | ||
| Q1 25 | $84.0M | $79.5M | ||
| Q4 24 | $82.7M | $94.9M | ||
| Q3 24 | $63.7M | $95.4M | ||
| Q2 24 | $54.5M | $141.1M | ||
| Q1 24 | $51.6M | $179.3M |
| Q4 25 | $-15.1M | $214.2M | ||
| Q3 25 | $-20.0M | $-144.0M | ||
| Q2 25 | $-24.3M | $-936.8M | ||
| Q1 25 | $-20.2M | $576.3M | ||
| Q4 24 | $-24.1M | $-265.5M | ||
| Q3 24 | $-34.9M | $-455.3M | ||
| Q2 24 | $-37.9M | $-902.2M | ||
| Q1 24 | $-60.6M | $210.7M |
| Q4 25 | 59.6% | 26.0% | ||
| Q3 25 | 58.9% | 4.8% | ||
| Q2 25 | 60.0% | 6.4% | ||
| Q1 25 | 60.0% | 10.3% | ||
| Q4 24 | 60.6% | 5.0% | ||
| Q3 24 | 60.8% | -0.2% | ||
| Q2 24 | 60.9% | 27.5% | ||
| Q1 24 | 59.8% | 43.3% |
| Q4 25 | -15.0% | -149.5% | ||
| Q3 25 | -23.0% | -67.6% | ||
| Q2 25 | -30.1% | -33.4% | ||
| Q1 25 | -30.2% | -59.1% | ||
| Q4 24 | -30.9% | -41.9% | ||
| Q3 24 | -56.9% | -43.2% | ||
| Q2 24 | -72.4% | -64.3% | ||
| Q1 24 | -80.8% | 30.8% |
| Q4 25 | -13.9% | 268.5% | ||
| Q3 25 | -20.9% | -177.6% | ||
| Q2 25 | -28.3% | -1191.4% | ||
| Q1 25 | -24.1% | 724.6% | ||
| Q4 24 | -29.1% | -279.7% | ||
| Q3 24 | -54.8% | -477.4% | ||
| Q2 24 | -69.6% | -639.4% | ||
| Q1 24 | -117.4% | 117.5% |
| Q4 25 | $-0.35 | $-1.63 | ||
| Q3 25 | $-0.47 | $-0.45 | ||
| Q2 25 | $-0.58 | $-0.04 | ||
| Q1 25 | $-0.48 | $1.24 | ||
| Q4 24 | $-0.58 | $0.51 | ||
| Q3 24 | $-0.85 | $-1.17 | ||
| Q2 24 | $-0.93 | $-5.05 | ||
| Q1 24 | $-1.51 | $0.78 |
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 | $311.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $-962.7M |
| Total Assets | $751.9M | $2.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $311.4M | ||
| Q3 25 | $142.7M | $453.4M | ||
| Q2 25 | $141.3M | $581.3M | ||
| Q1 25 | $144.6M | $697.9M | ||
| Q4 24 | $127.1M | $836.2M | ||
| Q3 24 | $153.9M | $253.0M | ||
| Q2 24 | $131.8M | $96.1M | ||
| Q1 24 | $144.9M | $98.1M |
| Q4 25 | $590.1M | $-962.7M | ||
| Q3 25 | $576.5M | $-1.3B | ||
| Q2 25 | $572.7M | $-1.2B | ||
| Q1 25 | $561.4M | $-308.8M | ||
| Q4 24 | $554.3M | $-943.0M | ||
| Q3 24 | $547.6M | $-826.7M | ||
| Q2 24 | $555.4M | $-1.2B | ||
| Q1 24 | $559.9M | $-318.5M |
| Q4 25 | $751.9M | $2.3B | ||
| Q3 25 | $706.4M | $2.2B | ||
| Q2 25 | $701.9M | $1.9B | ||
| Q1 25 | $689.0M | $1.5B | ||
| Q4 24 | $670.8M | $1.5B | ||
| Q3 24 | $650.3M | $824.6M | ||
| Q2 24 | $638.7M | $664.2M | ||
| Q1 24 | $657.7M | $814.0M |
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 | $278.3M |
| Free Cash FlowOCF − Capex | $31.4M | $-450.8M |
| FCF MarginFCF / Revenue | 29.0% | -565.1% |
| Capex IntensityCapex / Revenue | 2.7% | 914.0% |
| Cash ConversionOCF / Net Profit | — | 1.30× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $-779.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $278.3M | ||
| Q3 25 | $5.5M | $131.8M | ||
| Q2 25 | $14.8M | $34.0M | ||
| Q1 25 | $25.4M | $-45.0M | ||
| Q4 24 | $6.6M | $42.9M | ||
| Q3 24 | $16.7M | $5.7M | ||
| Q2 24 | $-15.0M | $1.2M | ||
| Q1 24 | $-4.0M | $22.2M |
| Q4 25 | $31.4M | $-450.8M | ||
| Q3 25 | $1.4M | $-112.7M | ||
| Q2 25 | $10.2M | $-87.3M | ||
| Q1 25 | $21.2M | $-129.0M | ||
| Q4 24 | $4.1M | $-52.1M | ||
| Q3 24 | $14.2M | $-25.5M | ||
| Q2 24 | $-16.1M | $-1.9M | ||
| Q1 24 | $-6.0M | $-9.7M |
| Q4 25 | 29.0% | -565.1% | ||
| Q3 25 | 1.4% | -139.0% | ||
| Q2 25 | 11.9% | -111.0% | ||
| Q1 25 | 25.3% | -162.2% | ||
| Q4 24 | 5.0% | -54.8% | ||
| Q3 24 | 22.2% | -26.7% | ||
| Q2 24 | -29.5% | -1.4% | ||
| Q1 24 | -11.6% | -5.4% |
| Q4 25 | 2.7% | 914.0% | ||
| Q3 25 | 4.3% | 301.5% | ||
| Q2 25 | 5.3% | 154.2% | ||
| Q1 25 | 5.0% | 105.6% | ||
| Q4 24 | 3.0% | 100.0% | ||
| Q3 24 | 4.0% | 32.7% | ||
| Q2 24 | 2.1% | 2.2% | ||
| Q1 24 | 3.7% | 17.8% |
| Q4 25 | — | 1.30× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -0.08× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.11× |
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% |
CORZ
| Other | $36.3M | 46% |
| Digital Asset Self Mining Service | $31.8M | 40% |
| Colocation Service | $11.6M | 15% |
