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Side-by-side financial comparison of AMBARELLA INC (AMBA) and ESTABLISHMENT LABS HOLDINGS INC. (ESTA). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $64.6M, roughly 1.7× ESTABLISHMENT LABS HOLDINGS INC.). On growth, ESTABLISHMENT LABS HOLDINGS INC. posted the faster year-over-year revenue change (45.2% vs 31.2%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $-2.0M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 31.9%).
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 ...
Astera Labs, Inc. is an American fabless semiconductor manufacturer and artificial intelligence company. The company specializes in designing high-speed connectivity solutions for data centers and AI infrastructure. The company has been listed on the Nasdaq since March 2024.
AMBA vs ESTA — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $64.6M |
| Net Profit | $-15.1M | — |
| Gross Margin | 59.6% | 70.5% |
| Operating Margin | -15.0% | -6.1% |
| Net Margin | -13.9% | — |
| Revenue YoY | 31.2% | 45.2% |
| Net Profit YoY | 37.2% | — |
| EPS (diluted) | $-0.35 | $-0.07 |
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 | $64.6M | ||
| Q3 25 | $95.5M | $53.8M | ||
| Q2 25 | $85.9M | $51.3M | ||
| Q1 25 | $84.0M | $41.4M | ||
| Q4 24 | $82.7M | $44.5M | ||
| Q3 24 | $63.7M | $40.2M | ||
| Q2 24 | $54.5M | $44.1M | ||
| Q1 24 | $51.6M | $37.2M |
| Q4 25 | $-15.1M | — | ||
| Q3 25 | $-20.0M | $-11.1M | ||
| Q2 25 | $-24.3M | $-16.6M | ||
| Q1 25 | $-20.2M | $-20.7M | ||
| Q4 24 | $-24.1M | — | ||
| Q3 24 | $-34.9M | $-16.7M | ||
| Q2 24 | $-37.9M | $-17.2M | ||
| Q1 24 | $-60.6M | $-16.2M |
| Q4 25 | 59.6% | 70.5% | ||
| Q3 25 | 58.9% | 70.1% | ||
| Q2 25 | 60.0% | 68.8% | ||
| Q1 25 | 60.0% | 67.2% | ||
| Q4 24 | 60.6% | 68.5% | ||
| Q3 24 | 60.8% | 63.9% | ||
| Q2 24 | 60.9% | 65.6% | ||
| Q1 24 | 59.8% | 65.6% |
| Q4 25 | -15.0% | -6.1% | ||
| Q3 25 | -23.0% | -7.5% | ||
| Q2 25 | -30.1% | -27.5% | ||
| Q1 25 | -30.2% | -41.0% | ||
| Q4 24 | -30.9% | -41.9% | ||
| Q3 24 | -56.9% | -32.7% | ||
| Q2 24 | -72.4% | -21.2% | ||
| Q1 24 | -80.8% | -23.8% |
| Q4 25 | -13.9% | — | ||
| Q3 25 | -20.9% | -20.7% | ||
| Q2 25 | -28.3% | -32.3% | ||
| Q1 25 | -24.1% | -50.1% | ||
| Q4 24 | -29.1% | — | ||
| Q3 24 | -54.8% | -41.5% | ||
| Q2 24 | -69.6% | -38.9% | ||
| Q1 24 | -117.4% | -43.6% |
| Q4 25 | $-0.35 | $-0.07 | ||
| Q3 25 | $-0.47 | $-0.38 | ||
| Q2 25 | $-0.58 | $-0.57 | ||
| Q1 25 | $-0.48 | $-0.70 | ||
| Q4 24 | $-0.58 | $-1.21 | ||
| Q3 24 | $-0.85 | $-0.59 | ||
| Q2 24 | $-0.93 | $-0.62 | ||
| Q1 24 | $-1.51 | $-0.58 |
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 | $75.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $23.5M |
| Total Assets | $751.9M | $357.2M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $75.6M | ||
| Q3 25 | $142.7M | $70.6M | ||
| Q2 25 | $141.3M | $54.6M | ||
| Q1 25 | $144.6M | $69.2M | ||
| Q4 24 | $127.1M | $90.3M | ||
| Q3 24 | $153.9M | — | ||
| Q2 24 | $131.8M | — | ||
| Q1 24 | $144.9M | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $590.1M | $23.5M | ||
| Q3 25 | $576.5M | $16.4M | ||
| Q2 25 | $572.7M | $22.8M | ||
| Q1 25 | $561.4M | $38.5M | ||
| Q4 24 | $554.3M | $53.1M | ||
| Q3 24 | $547.6M | $32.7M | ||
| Q2 24 | $555.4M | $45.0M | ||
| Q1 24 | $559.9M | $56.9M |
| Q4 25 | $751.9M | $357.2M | ||
| Q3 25 | $706.4M | $338.9M | ||
| Q2 25 | $701.9M | $329.7M | ||
| Q1 25 | $689.0M | $333.4M | ||
| Q4 24 | $670.8M | $346.8M | ||
| Q3 24 | $650.3M | $282.7M | ||
| Q2 24 | $638.7M | $285.1M | ||
| Q1 24 | $657.7M | $301.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $-162.0K |
| Free Cash FlowOCF − Capex | $31.4M | $-2.0M |
| FCF MarginFCF / Revenue | 29.0% | -3.1% |
| Capex IntensityCapex / Revenue | 2.7% | 2.8% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $-56.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $-162.0K | ||
| Q3 25 | $5.5M | $-11.3M | ||
| Q2 25 | $14.8M | $-18.8M | ||
| Q1 25 | $25.4M | $-20.7M | ||
| Q4 24 | $6.6M | $-20.7M | ||
| Q3 24 | $16.7M | $-12.5M | ||
| Q2 24 | $-15.0M | $-14.2M | ||
| Q1 24 | $-4.0M | $-11.2M |
| Q4 25 | $31.4M | $-2.0M | ||
| Q3 25 | $1.4M | $-13.1M | ||
| Q2 25 | $10.2M | $-20.4M | ||
| Q1 25 | $21.2M | $-21.5M | ||
| Q4 24 | $4.1M | $-21.3M | ||
| Q3 24 | $14.2M | $-13.9M | ||
| Q2 24 | $-16.1M | $-15.0M | ||
| Q1 24 | $-6.0M | $-14.5M |
| Q4 25 | 29.0% | -3.1% | ||
| Q3 25 | 1.4% | -24.4% | ||
| Q2 25 | 11.9% | -39.7% | ||
| Q1 25 | 25.3% | -51.9% | ||
| Q4 24 | 5.0% | -47.8% | ||
| Q3 24 | 22.2% | -34.6% | ||
| Q2 24 | -29.5% | -33.9% | ||
| Q1 24 | -11.6% | -38.9% |
| Q4 25 | 2.7% | 2.8% | ||
| Q3 25 | 4.3% | 3.4% | ||
| Q2 25 | 5.3% | 3.2% | ||
| Q1 25 | 5.0% | 1.8% | ||
| Q4 24 | 3.0% | 1.2% | ||
| Q3 24 | 4.0% | 3.7% | ||
| Q2 24 | 2.1% | 1.8% | ||
| Q1 24 | 3.7% | 8.9% |
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% |
ESTA
Segment breakdown not available.
