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Side-by-side financial comparison of AMBARELLA INC (AMBA) and 4D Molecular Therapeutics, Inc. (FDMT). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $85.1M, roughly 1.3× 4D Molecular Therapeutics, Inc.). 4D Molecular Therapeutics, Inc. runs the higher net margin — 22.8% vs -13.9%, a 36.7% gap on every dollar of revenue. On growth, 4D Molecular Therapeutics, Inc. posted the faster year-over-year revenue change (8508900.0% vs 31.2%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $28.5M). Over the past eight quarters, 4D Molecular Therapeutics, Inc.'s revenue compounded faster (5412.6% CAGR vs 45.0%).
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 ...
4D Molecular Therapeutics is a clinical-stage biotechnology company specializing in the research and development of targeted adeno-associated virus (AAV) gene therapies. Its core product candidates address unmet medical needs in ophthalmology, cardiology, and pulmonary disease segments, serving global patient populations with rare and common hard-to-treat conditions.
AMBA vs FDMT — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $85.1M |
| Net Profit | $-15.1M | $19.4M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | 17.3% |
| Net Margin | -13.9% | 22.8% |
| Revenue YoY | 31.2% | 8508900.0% |
| Net Profit YoY | 37.2% | 139.1% |
| EPS (diluted) | $-0.35 | $0.43 |
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 | $85.1M | ||
| Q3 25 | $95.5M | $90.0K | ||
| Q2 25 | $85.9M | $15.0K | ||
| Q1 25 | $84.0M | $14.0K | ||
| Q4 24 | $82.7M | $1.0K | ||
| Q3 24 | $63.7M | $3.0K | ||
| Q2 24 | $54.5M | $5.0K | ||
| Q1 24 | $51.6M | $28.0K |
| Q4 25 | $-15.1M | $19.4M | ||
| Q3 25 | $-20.0M | $-56.9M | ||
| Q2 25 | $-24.3M | $-54.7M | ||
| Q1 25 | $-20.2M | $-48.0M | ||
| Q4 24 | $-24.1M | — | ||
| Q3 24 | $-34.9M | $-43.8M | ||
| Q2 24 | $-37.9M | $-35.0M | ||
| Q1 24 | $-60.6M | $-32.4M |
| 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% | 17.3% | ||
| Q3 25 | -23.0% | -67983.3% | ||
| Q2 25 | -30.1% | -396373.3% | ||
| Q1 25 | -30.2% | -383007.1% | ||
| Q4 24 | -30.9% | — | ||
| Q3 24 | -56.9% | -1704400.0% | ||
| Q2 24 | -72.4% | -849120.0% | ||
| Q1 24 | -80.8% | -136200.0% |
| Q4 25 | -13.9% | 22.8% | ||
| Q3 25 | -20.9% | -63195.6% | ||
| Q2 25 | -28.3% | -364386.7% | ||
| Q1 25 | -24.1% | -342657.1% | ||
| Q4 24 | -29.1% | — | ||
| Q3 24 | -54.8% | -1461433.3% | ||
| Q2 24 | -69.6% | -699060.0% | ||
| Q1 24 | -117.4% | -115717.9% |
| Q4 25 | $-0.35 | $0.43 | ||
| Q3 25 | $-0.47 | $-1.01 | ||
| Q2 25 | $-0.58 | $-0.98 | ||
| Q1 25 | $-0.48 | $-0.86 | ||
| Q4 24 | $-0.58 | — | ||
| Q3 24 | $-0.85 | $-0.79 | ||
| Q2 24 | $-0.93 | $-0.63 | ||
| Q1 24 | $-1.51 | $-0.66 |
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 | $402.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $505.7M |
| Total Assets | $751.9M | $566.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $402.7M | ||
| Q3 25 | $142.7M | $305.1M | ||
| Q2 25 | $141.3M | $293.2M | ||
| Q1 25 | $144.6M | $321.4M | ||
| Q4 24 | $127.1M | $424.9M | ||
| Q3 24 | $153.9M | $501.9M | ||
| Q2 24 | $131.8M | $541.9M | ||
| Q1 24 | $144.9M | $525.9M |
| Q4 25 | $590.1M | $505.7M | ||
| Q3 25 | $576.5M | $369.0M | ||
| Q2 25 | $572.7M | $420.9M | ||
| Q1 25 | $561.4M | $469.7M | ||
| Q4 24 | $554.3M | $510.6M | ||
| Q3 24 | $547.6M | $552.9M | ||
| Q2 24 | $555.4M | $588.3M | ||
| Q1 24 | $559.9M | $600.6M |
| Q4 25 | $751.9M | $566.7M | ||
| Q3 25 | $706.4M | $424.0M | ||
| Q2 25 | $701.9M | $473.6M | ||
| Q1 25 | $689.0M | $515.7M | ||
| Q4 24 | $670.8M | $560.4M | ||
| Q3 24 | $650.3M | $604.0M | ||
| Q2 24 | $638.7M | $620.1M | ||
| Q1 24 | $657.7M | $629.9M |
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 | $28.6M |
| Free Cash FlowOCF − Capex | $31.4M | $28.5M |
| FCF MarginFCF / Revenue | 29.0% | 33.5% |
| Capex IntensityCapex / Revenue | 2.7% | 0.1% |
| Cash ConversionOCF / Net Profit | — | 1.47× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $-109.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $28.6M | ||
| Q3 25 | $5.5M | $-46.5M | ||
| Q2 25 | $14.8M | $-43.4M | ||
| Q1 25 | $25.4M | $-47.8M | ||
| Q4 24 | $6.6M | $-134.6M | ||
| Q3 24 | $16.7M | $-29.4M | ||
| Q2 24 | $-15.0M | $-30.2M | ||
| Q1 24 | $-4.0M | $-29.1M |
| Q4 25 | $31.4M | $28.5M | ||
| Q3 25 | $1.4M | $-46.6M | ||
| Q2 25 | $10.2M | $-43.4M | ||
| Q1 25 | $21.2M | $-48.4M | ||
| Q4 24 | $4.1M | $-138.4M | ||
| Q3 24 | $14.2M | $-31.2M | ||
| Q2 24 | $-16.1M | $-30.6M | ||
| Q1 24 | $-6.0M | $-29.8M |
| Q4 25 | 29.0% | 33.5% | ||
| Q3 25 | 1.4% | -51765.6% | ||
| Q2 25 | 11.9% | -289620.0% | ||
| Q1 25 | 25.3% | -345635.7% | ||
| Q4 24 | 5.0% | -13837100.0% | ||
| Q3 24 | 22.2% | -1038966.7% | ||
| Q2 24 | -29.5% | -611840.0% | ||
| Q1 24 | -11.6% | -106421.4% |
| Q4 25 | 2.7% | 0.1% | ||
| Q3 25 | 4.3% | 101.1% | ||
| Q2 25 | 5.3% | 440.0% | ||
| Q1 25 | 5.0% | 4507.1% | ||
| Q4 24 | 3.0% | 378600.0% | ||
| Q3 24 | 4.0% | 59266.7% | ||
| Q2 24 | 2.1% | 6980.0% | ||
| Q1 24 | 3.7% | 2535.7% |
| Q4 25 | — | 1.47× | ||
| 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% |
FDMT
Segment breakdown not available.
