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Side-by-side financial comparison of AMBARELLA INC (AMBA) and VAALCO ENERGY INC (EGY). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $91.0M, roughly 1.2× VAALCO ENERGY INC). AMBARELLA INC runs the higher net margin — -13.9% vs -64.4%, a 50.4% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs -25.2%). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs -4.7%).
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 ...
VAALCO Energy is a company engaged in hydrocarbon exploration. It is organized in Delaware and headquartered in Houston, Texas with operations primarily in the Etame Marin block offshore Gabon.
AMBA vs EGY — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $91.0M |
| Net Profit | $-15.1M | $-58.6M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | -71.3% |
| Net Margin | -13.9% | -64.4% |
| Revenue YoY | 31.2% | -25.2% |
| Net Profit YoY | 37.2% | -602.5% |
| EPS (diluted) | $-0.35 | $-0.56 |
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 | $91.0M | ||
| Q3 25 | $95.5M | $61.0M | ||
| Q2 25 | $85.9M | $96.9M | ||
| Q1 25 | $84.0M | $110.3M | ||
| Q4 24 | $82.7M | $121.7M | ||
| Q3 24 | $63.7M | $140.3M | ||
| Q2 24 | $54.5M | $116.8M | ||
| Q1 24 | $51.6M | $100.2M |
| Q4 25 | $-15.1M | $-58.6M | ||
| Q3 25 | $-20.0M | $1.1M | ||
| Q2 25 | $-24.3M | $8.4M | ||
| Q1 25 | $-20.2M | $7.7M | ||
| Q4 24 | $-24.1M | $11.7M | ||
| Q3 24 | $-34.9M | $11.0M | ||
| Q2 24 | $-37.9M | $28.2M | ||
| Q1 24 | $-60.6M | $7.7M |
| 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% | -71.3% | ||
| Q3 25 | -23.0% | 1.5% | ||
| Q2 25 | -30.1% | 17.7% | ||
| Q1 25 | -30.2% | 23.7% | ||
| Q4 24 | -30.9% | 32.7% | ||
| Q3 24 | -56.9% | 31.4% | ||
| Q2 24 | -72.4% | 17.5% | ||
| Q1 24 | -80.8% | 32.1% |
| Q4 25 | -13.9% | -64.4% | ||
| Q3 25 | -20.9% | 1.8% | ||
| Q2 25 | -28.3% | 8.6% | ||
| Q1 25 | -24.1% | 7.0% | ||
| Q4 24 | -29.1% | 9.6% | ||
| Q3 24 | -54.8% | 7.8% | ||
| Q2 24 | -69.6% | 24.1% | ||
| Q1 24 | -117.4% | 7.7% |
| Q4 25 | $-0.35 | $-0.56 | ||
| Q3 25 | $-0.47 | $0.01 | ||
| Q2 25 | $-0.58 | $0.08 | ||
| Q1 25 | $-0.48 | $0.07 | ||
| Q4 24 | $-0.58 | $0.12 | ||
| Q3 24 | $-0.85 | $0.10 | ||
| Q2 24 | $-0.93 | $0.27 | ||
| Q1 24 | $-1.51 | $0.07 |
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 | $58.9M |
| Total DebtLower is stronger | — | $60.0M |
| Stockholders' EquityBook value | $590.1M | $443.5M |
| Total Assets | $751.9M | $913.4M |
| Debt / EquityLower = less leverage | — | 0.14× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $58.9M | ||
| Q3 25 | $142.7M | $24.0M | ||
| Q2 25 | $141.3M | $67.9M | ||
| Q1 25 | $144.6M | $40.9M | ||
| Q4 24 | $127.1M | $82.7M | ||
| Q3 24 | $153.9M | $89.1M | ||
| Q2 24 | $131.8M | $62.9M | ||
| Q1 24 | $144.9M | $113.3M |
| Q4 25 | — | $60.0M | ||
| Q3 25 | — | $60.0M | ||
| Q2 25 | — | $60.0M | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 | ||
| Q1 24 | — | $0 |
| Q4 25 | $590.1M | $443.5M | ||
| Q3 25 | $576.5M | $505.9M | ||
| Q2 25 | $572.7M | $511.6M | ||
| Q1 25 | $561.4M | $504.1M | ||
| Q4 24 | $554.3M | $501.6M | ||
| Q3 24 | $547.6M | $501.0M | ||
| Q2 24 | $555.4M | $493.6M | ||
| Q1 24 | $559.9M | $472.6M |
| Q4 25 | $751.9M | $913.4M | ||
| Q3 25 | $706.4M | $950.4M | ||
| Q2 25 | $701.9M | $964.9M | ||
| Q1 25 | $689.0M | $927.1M | ||
| Q4 24 | $670.8M | $955.0M | ||
| Q3 24 | $650.3M | $937.9M | ||
| Q2 24 | $638.7M | $917.4M | ||
| Q1 24 | $657.7M | $809.1M |
| Q4 25 | — | 0.14× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | — | 0.12× | ||
| 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 | $145.2M |
| Free Cash FlowOCF − Capex | $31.4M | — |
| FCF MarginFCF / Revenue | 29.0% | — |
| Capex IntensityCapex / Revenue | 2.7% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $145.2M | ||
| Q3 25 | $5.5M | $16.4M | ||
| Q2 25 | $14.8M | $18.3M | ||
| Q1 25 | $25.4M | $32.7M | ||
| Q4 24 | $6.6M | $44.5M | ||
| Q3 24 | $16.7M | $47.8M | ||
| Q2 24 | $-15.0M | $-438.0K | ||
| Q1 24 | $-4.0M | $21.8M |
| Q4 25 | $31.4M | — | ||
| Q3 25 | $1.4M | — | ||
| Q2 25 | $10.2M | — | ||
| Q1 25 | $21.2M | $29.7M | ||
| Q4 24 | $4.1M | — | ||
| Q3 24 | $14.2M | — | ||
| Q2 24 | $-16.1M | — | ||
| Q1 24 | $-6.0M | — |
| Q4 25 | 29.0% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 11.9% | — | ||
| Q1 25 | 25.3% | 26.9% | ||
| Q4 24 | 5.0% | — | ||
| Q3 24 | 22.2% | — | ||
| Q2 24 | -29.5% | — | ||
| Q1 24 | -11.6% | — |
| Q4 25 | 2.7% | — | ||
| Q3 25 | 4.3% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 5.0% | 2.7% | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 4.0% | — | ||
| Q2 24 | 2.1% | — | ||
| Q1 24 | 3.7% | — |
| Q4 25 | — | — | ||
| Q3 25 | — | 14.94× | ||
| Q2 25 | — | 2.19× | ||
| Q1 25 | — | 4.23× | ||
| Q4 24 | — | 3.82× | ||
| Q3 24 | — | 4.35× | ||
| Q2 24 | — | -0.02× | ||
| Q1 24 | — | 2.84× |
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% |
EGY
| Crude Oil Sales And Purchase Agreements | $54.8M | 60% |
| Other | $31.9M | 35% |
| Crude Oil | $3.0M | 3% |
| Natural Gas Liquids Reserves | $1.4M | 2% |
