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Side-by-side financial comparison of AMBARELLA INC (AMBA) and DocGo Inc. (DCGO). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $74.9M, roughly 1.4× DocGo Inc.). AMBARELLA INC runs the higher net margin — -13.9% vs -190.0%, a 176.0% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs -38.0%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $-12.0M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs -37.5%).
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 ...
DocGo Inc. is a U.S.-headquartered mobile healthcare and on-demand medical service provider. It offers a range of solutions including in-home urgent care, diagnostic testing, telehealth consultations, and corporate wellness programs, serving individual patients, health systems, enterprise clients, and public sector organizations across North America.
AMBA vs DCGO — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $74.9M |
| Net Profit | $-15.1M | $-142.3M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | -139.6% |
| Net Margin | -13.9% | -190.0% |
| Revenue YoY | 31.2% | -38.0% |
| Net Profit YoY | 37.2% | -1761.4% |
| EPS (diluted) | $-0.35 | $-1.36 |
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 | $74.9M | ||
| Q3 25 | $95.5M | $70.8M | ||
| Q2 25 | $85.9M | $80.4M | ||
| Q1 25 | $84.0M | $96.0M | ||
| Q4 24 | $82.7M | $120.8M | ||
| Q3 24 | $63.7M | $138.7M | ||
| Q2 24 | $54.5M | $164.9M | ||
| Q1 24 | $51.6M | $192.1M |
| Q4 25 | $-15.1M | $-142.3M | ||
| Q3 25 | $-20.0M | $-27.8M | ||
| Q2 25 | $-24.3M | $-11.2M | ||
| Q1 25 | $-20.2M | $-9.4M | ||
| Q4 24 | $-24.1M | $-7.6M | ||
| Q3 24 | $-34.9M | $5.5M | ||
| Q2 24 | $-37.9M | $6.5M | ||
| Q1 24 | $-60.6M | $11.2M |
| 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% | -139.6% | ||
| Q3 25 | -23.0% | -59.3% | ||
| Q2 25 | -30.1% | -21.7% | ||
| Q1 25 | -30.2% | -14.6% | ||
| Q4 24 | -30.9% | -6.2% | ||
| Q3 24 | -56.9% | 7.3% | ||
| Q2 24 | -72.4% | 6.2% | ||
| Q1 24 | -80.8% | 8.3% |
| Q4 25 | -13.9% | -190.0% | ||
| Q3 25 | -20.9% | -39.2% | ||
| Q2 25 | -28.3% | -13.9% | ||
| Q1 25 | -24.1% | -9.8% | ||
| Q4 24 | -29.1% | -6.3% | ||
| Q3 24 | -54.8% | 4.0% | ||
| Q2 24 | -69.6% | 4.0% | ||
| Q1 24 | -117.4% | 5.8% |
| Q4 25 | $-0.35 | $-1.36 | ||
| Q3 25 | $-0.47 | $-0.28 | ||
| Q2 25 | $-0.58 | $-0.11 | ||
| Q1 25 | $-0.48 | $-0.09 | ||
| Q4 24 | $-0.58 | $-0.03 | ||
| Q3 24 | $-0.85 | $0.05 | ||
| Q2 24 | $-0.93 | $0.06 | ||
| Q1 24 | $-1.51 | $0.10 |
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 | $51.0M |
| Total DebtLower is stronger | — | $235.6K |
| Stockholders' EquityBook value | $590.1M | $144.0M |
| Total Assets | $751.9M | $217.1M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $51.0M | ||
| Q3 25 | $142.7M | $73.4M | ||
| Q2 25 | $141.3M | $104.2M | ||
| Q1 25 | $144.6M | $79.0M | ||
| Q4 24 | $127.1M | $89.2M | ||
| Q3 24 | $153.9M | $89.5M | ||
| Q2 24 | $131.8M | $66.1M | ||
| Q1 24 | $144.9M | $41.2M |
| Q4 25 | — | $235.6K | ||
| Q3 25 | — | $249.9K | ||
| Q2 25 | — | $12.6K | ||
| Q1 25 | — | $15.1K | ||
| Q4 24 | — | $17.7K | ||
| Q3 24 | — | $47.7K | ||
| Q2 24 | — | $52.8K | ||
| Q1 24 | — | $60.1K |
| Q4 25 | $590.1M | $144.0M | ||
| Q3 25 | $576.5M | $270.5M | ||
| Q2 25 | $572.7M | $297.3M | ||
| Q1 25 | $561.4M | $309.3M | ||
| Q4 24 | $554.3M | $320.9M | ||
| Q3 24 | $547.6M | $325.2M | ||
| Q2 24 | $555.4M | $315.2M | ||
| Q1 24 | $559.9M | $311.3M |
| Q4 25 | $751.9M | $217.1M | ||
| Q3 25 | $706.4M | $353.8M | ||
| Q2 25 | $701.9M | $408.3M | ||
| Q1 25 | $689.0M | $430.8M | ||
| Q4 24 | $670.8M | $455.6M | ||
| Q3 24 | $650.3M | $493.9M | ||
| Q2 24 | $638.7M | $488.2M | ||
| Q1 24 | $657.7M | $490.7M |
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.00× |
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 | $-10.5M |
| Free Cash FlowOCF − Capex | $31.4M | $-12.0M |
| FCF MarginFCF / Revenue | 29.0% | -16.0% |
| Capex IntensityCapex / Revenue | 2.7% | 2.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $29.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $-10.5M | ||
| Q3 25 | $5.5M | $1.7M | ||
| Q2 25 | $14.8M | $33.6M | ||
| Q1 25 | $25.4M | $9.7M | ||
| Q4 24 | $6.6M | $12.7M | ||
| Q3 24 | $16.7M | $31.1M | ||
| Q2 24 | $-15.0M | $36.9M | ||
| Q1 24 | $-4.0M | $-10.6M |
| Q4 25 | $31.4M | $-12.0M | ||
| Q3 25 | $1.4M | $782.6K | ||
| Q2 25 | $10.2M | $32.9M | ||
| Q1 25 | $21.2M | $8.2M | ||
| Q4 24 | $4.1M | $12.0M | ||
| Q3 24 | $14.2M | $30.2M | ||
| Q2 24 | $-16.1M | $35.9M | ||
| Q1 24 | $-6.0M | $-11.6M |
| Q4 25 | 29.0% | -16.0% | ||
| Q3 25 | 1.4% | 1.1% | ||
| Q2 25 | 11.9% | 40.9% | ||
| Q1 25 | 25.3% | 8.5% | ||
| Q4 24 | 5.0% | 9.9% | ||
| Q3 24 | 22.2% | 21.8% | ||
| Q2 24 | -29.5% | 21.7% | ||
| Q1 24 | -11.6% | -6.0% |
| Q4 25 | 2.7% | 2.0% | ||
| Q3 25 | 4.3% | 1.2% | ||
| Q2 25 | 5.3% | 0.9% | ||
| Q1 25 | 5.0% | 1.5% | ||
| Q4 24 | 3.0% | 0.6% | ||
| Q3 24 | 4.0% | 0.7% | ||
| Q2 24 | 2.1% | 0.6% | ||
| Q1 24 | 3.7% | 0.5% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 5.67× | ||
| Q2 24 | — | 5.65× | ||
| Q1 24 | — | -0.95× |
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% |
DCGO
| Transportation Services Segment | $50.2M | 67% |
| Mobile Health Services Segment | $24.8M | 33% |
