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Side-by-side financial comparison of AMBARELLA INC (AMBA) and Evolus, Inc. (EOLS). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $90.3M, roughly 1.2× Evolus, Inc.). Evolus, Inc. runs the higher net margin — 0.1% vs -13.9%, a 14.1% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 14.4%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $11.3M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 23.4%).
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 ...
Evolus, Inc. is a medical aesthetics company focused on developing and commercializing non-surgical cosmetic treatment solutions. Its flagship product is a prescription neuromodulator designed to reduce moderate to severe glabellar frown lines, serving licensed aesthetic healthcare providers and consumers across North America, Europe, and key Asia-Pacific regional markets.
AMBA vs EOLS — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $90.3M |
| Net Profit | $-15.1M | $130.0K |
| Gross Margin | 59.6% | 65.7% |
| Operating Margin | -15.0% | 4.7% |
| Net Margin | -13.9% | 0.1% |
| Revenue YoY | 31.2% | 14.4% |
| Net Profit YoY | 37.2% | 101.9% |
| EPS (diluted) | $-0.35 | $0.01 |
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 | $90.3M | ||
| Q3 25 | $95.5M | $69.0M | ||
| Q2 25 | $85.9M | $69.4M | ||
| Q1 25 | $84.0M | $68.5M | ||
| Q4 24 | $82.7M | $78.9M | ||
| Q3 24 | $63.7M | $61.1M | ||
| Q2 24 | $54.5M | $66.9M | ||
| Q1 24 | $51.6M | $59.3M |
| Q4 25 | $-15.1M | $130.0K | ||
| Q3 25 | $-20.0M | $-15.7M | ||
| Q2 25 | $-24.3M | $-17.1M | ||
| Q1 25 | $-20.2M | $-18.9M | ||
| Q4 24 | $-24.1M | $-6.8M | ||
| Q3 24 | $-34.9M | $-19.2M | ||
| Q2 24 | $-37.9M | $-11.3M | ||
| Q1 24 | $-60.6M | $-13.1M |
| Q4 25 | 59.6% | 65.7% | ||
| Q3 25 | 58.9% | 66.5% | ||
| Q2 25 | 60.0% | 65.3% | ||
| Q1 25 | 60.0% | 68.1% | ||
| Q4 24 | 60.6% | 66.7% | ||
| Q3 24 | 60.8% | 68.9% | ||
| Q2 24 | 60.9% | 70.3% | ||
| Q1 24 | 59.8% | 68.3% |
| Q4 25 | -15.0% | 4.7% | ||
| Q3 25 | -23.0% | -16.7% | ||
| Q2 25 | -30.1% | -14.7% | ||
| Q1 25 | -30.2% | -22.1% | ||
| Q4 24 | -30.9% | -2.9% | ||
| Q3 24 | -56.9% | -25.3% | ||
| Q2 24 | -72.4% | -11.5% | ||
| Q1 24 | -80.8% | -15.0% |
| Q4 25 | -13.9% | 0.1% | ||
| Q3 25 | -20.9% | -22.8% | ||
| Q2 25 | -28.3% | -24.7% | ||
| Q1 25 | -24.1% | -27.6% | ||
| Q4 24 | -29.1% | -8.6% | ||
| Q3 24 | -54.8% | -31.4% | ||
| Q2 24 | -69.6% | -17.0% | ||
| Q1 24 | -117.4% | -22.1% |
| Q4 25 | $-0.35 | $0.01 | ||
| Q3 25 | $-0.47 | $-0.24 | ||
| Q2 25 | $-0.58 | $-0.27 | ||
| Q1 25 | $-0.48 | $-0.30 | ||
| Q4 24 | $-0.58 | $-0.11 | ||
| Q3 24 | $-0.85 | $-0.30 | ||
| Q2 24 | $-0.93 | $-0.18 | ||
| Q1 24 | $-1.51 | $-0.22 |
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 | $53.8M |
| Total DebtLower is stronger | — | $146.1M |
| Stockholders' EquityBook value | $590.1M | $-23.1M |
| Total Assets | $751.9M | $225.9M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $53.8M | ||
| Q3 25 | $142.7M | $43.5M | ||
| Q2 25 | $141.3M | $61.7M | ||
| Q1 25 | $144.6M | $67.9M | ||
| Q4 24 | $127.1M | $87.0M | ||
| Q3 24 | $153.9M | $85.0M | ||
| Q2 24 | $131.8M | $93.7M | ||
| Q1 24 | $144.9M | $97.0M |
| Q4 25 | — | $146.1M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $121.8M | ||
| Q4 24 | — | $121.5M | ||
| Q3 24 | — | $121.2M | ||
| Q2 24 | — | $120.9M | ||
| Q1 24 | — | $120.6M |
| Q4 25 | $590.1M | $-23.1M | ||
| Q3 25 | $576.5M | $-28.8M | ||
| Q2 25 | $572.7M | $-18.7M | ||
| Q1 25 | $561.4M | $-6.6M | ||
| Q4 24 | $554.3M | $5.5M | ||
| Q3 24 | $547.6M | $5.9M | ||
| Q2 24 | $555.4M | $19.3M | ||
| Q1 24 | $559.9M | $18.4M |
| Q4 25 | $751.9M | $225.9M | ||
| Q3 25 | $706.4M | $219.0M | ||
| Q2 25 | $701.9M | $228.8M | ||
| Q1 25 | $689.0M | $213.4M | ||
| Q4 24 | $670.8M | $232.6M | ||
| Q3 24 | $650.3M | $229.6M | ||
| Q2 24 | $638.7M | $233.8M | ||
| Q1 24 | $657.7M | $226.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 22.00× | ||
| Q3 24 | — | 20.58× | ||
| Q2 24 | — | 6.26× | ||
| Q1 24 | — | 6.54× |
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 | $12.8M |
| Free Cash FlowOCF − Capex | $31.4M | $11.3M |
| FCF MarginFCF / Revenue | 29.0% | 12.6% |
| Capex IntensityCapex / Revenue | 2.7% | 1.6% |
| Cash ConversionOCF / Net Profit | — | 98.67× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $-45.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $12.8M | ||
| Q3 25 | $5.5M | $-14.7M | ||
| Q2 25 | $14.8M | $-24.8M | ||
| Q1 25 | $25.4M | $-15.6M | ||
| Q4 24 | $6.6M | $4.8M | ||
| Q3 24 | $16.7M | $-5.7M | ||
| Q2 24 | $-15.0M | $-6.5M | ||
| Q1 24 | $-4.0M | $-10.6M |
| Q4 25 | $31.4M | $11.3M | ||
| Q3 25 | $1.4M | $-15.6M | ||
| Q2 25 | $10.2M | $-25.5M | ||
| Q1 25 | $21.2M | $-16.0M | ||
| Q4 24 | $4.1M | $4.4M | ||
| Q3 24 | $14.2M | $-6.0M | ||
| Q2 24 | $-16.1M | $-6.9M | ||
| Q1 24 | $-6.0M | $-10.9M |
| Q4 25 | 29.0% | 12.6% | ||
| Q3 25 | 1.4% | -22.7% | ||
| Q2 25 | 11.9% | -36.7% | ||
| Q1 25 | 25.3% | -23.3% | ||
| Q4 24 | 5.0% | 5.5% | ||
| Q3 24 | 22.2% | -9.9% | ||
| Q2 24 | -29.5% | -10.4% | ||
| Q1 24 | -11.6% | -18.3% |
| Q4 25 | 2.7% | 1.6% | ||
| Q3 25 | 4.3% | 1.4% | ||
| Q2 25 | 5.3% | 1.0% | ||
| Q1 25 | 5.0% | 0.5% | ||
| Q4 24 | 3.0% | 0.6% | ||
| Q3 24 | 4.0% | 0.5% | ||
| Q2 24 | 2.1% | 0.7% | ||
| Q1 24 | 3.7% | 0.4% |
| Q4 25 | — | 98.67× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| 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% |
EOLS
Segment breakdown not available.
