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Side-by-side financial comparison of AMBARELLA INC (AMBA) and FTAI Infrastructure Inc. (FIP). Click either name above to swap in a different company.
FTAI Infrastructure Inc. is the larger business by last-quarter revenue ($143.5M vs $108.5M, roughly 1.3× AMBARELLA INC). AMBARELLA INC runs the higher net margin — -13.9% vs -68.1%, a 54.2% gap on every dollar of revenue. On growth, FTAI Infrastructure Inc. posted the faster year-over-year revenue change (77.7% vs 31.2%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $-68.6M). 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 ...
FTAI Infrastructure Inc. owns, operates and invests in high-quality critical infrastructure assets across core sectors including transportation logistics, midstream energy, and power generation. It primarily serves North American markets, focusing on assets with stable long-term cash flows, contracted revenue streams, and strong market positions to deliver sustainable returns for stakeholders.
AMBA vs FIP — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $143.5M |
| Net Profit | $-15.1M | $-97.7M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | -45.7% |
| Net Margin | -13.9% | -68.1% |
| Revenue YoY | 31.2% | 77.7% |
| Net Profit YoY | 37.2% | 21.6% |
| EPS (diluted) | $-0.35 | $-1.04 |
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 | $143.5M | ||
| Q3 25 | $95.5M | $140.6M | ||
| Q2 25 | $85.9M | $122.3M | ||
| Q1 25 | $84.0M | $96.2M | ||
| Q4 24 | $82.7M | $80.8M | ||
| Q3 24 | $63.7M | $83.3M | ||
| Q2 24 | $54.5M | $84.9M | ||
| Q1 24 | $51.6M | $82.5M |
| Q4 25 | $-15.1M | $-97.7M | ||
| Q3 25 | $-20.0M | $-104.5M | ||
| Q2 25 | $-24.3M | $-70.0M | ||
| Q1 25 | $-20.2M | $120.2M | ||
| Q4 24 | $-24.1M | $-124.7M | ||
| Q3 24 | $-34.9M | $-43.0M | ||
| Q2 24 | $-37.9M | $-48.1M | ||
| Q1 24 | $-60.6M | $-50.3M |
| 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% | -45.7% | ||
| Q3 25 | -23.0% | -70.8% | ||
| Q2 25 | -30.1% | -56.4% | ||
| Q1 25 | -30.2% | 81.8% | ||
| Q4 24 | -30.9% | -152.7% | ||
| Q3 24 | -56.9% | -51.7% | ||
| Q2 24 | -72.4% | -56.4% | ||
| Q1 24 | -80.8% | -58.8% |
| Q4 25 | -13.9% | -68.1% | ||
| Q3 25 | -20.9% | -74.4% | ||
| Q2 25 | -28.3% | -57.2% | ||
| Q1 25 | -24.1% | 125.0% | ||
| Q4 24 | -29.1% | -154.4% | ||
| Q3 24 | -54.8% | -51.6% | ||
| Q2 24 | -69.6% | -56.7% | ||
| Q1 24 | -117.4% | -60.9% |
| Q4 25 | $-0.35 | $-1.04 | ||
| Q3 25 | $-0.47 | $-1.38 | ||
| Q2 25 | $-0.58 | $-0.73 | ||
| Q1 25 | $-0.48 | $0.89 | ||
| Q4 24 | $-0.58 | $-1.21 | ||
| Q3 24 | $-0.85 | $-0.45 | ||
| Q2 24 | $-0.93 | $-0.52 | ||
| Q1 24 | $-1.51 | $-0.54 |
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 | $57.4M |
| Total DebtLower is stronger | — | $3.8B |
| Stockholders' EquityBook value | $590.1M | $21.3M |
| Total Assets | $751.9M | $5.7B |
| Debt / EquityLower = less leverage | — | 176.99× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $57.4M | ||
| Q3 25 | $142.7M | $34.7M | ||
| Q2 25 | $141.3M | $33.6M | ||
| Q1 25 | $144.6M | $26.3M | ||
| Q4 24 | $127.1M | $27.8M | ||
| Q3 24 | $153.9M | $20.3M | ||
| Q2 24 | $131.8M | $33.1M | ||
| Q1 24 | $144.9M | $23.0M |
| Q4 25 | — | $3.8B | ||
| Q3 25 | — | $3.7B | ||
| Q2 25 | — | $3.1B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.6B | ||
| Q1 24 | — | $1.3B |
| Q4 25 | $590.1M | $21.3M | ||
| Q3 25 | $576.5M | $181.1M | ||
| Q2 25 | $572.7M | $375.5M | ||
| Q1 25 | $561.4M | $476.2M | ||
| Q4 24 | $554.3M | $202.7M | ||
| Q3 24 | $547.6M | $370.8M | ||
| Q2 24 | $555.4M | $394.8M | ||
| Q1 24 | $559.9M | $402.5M |
| Q4 25 | $751.9M | $5.7B | ||
| Q3 25 | $706.4M | $5.5B | ||
| Q2 25 | $701.9M | $4.4B | ||
| Q1 25 | $689.0M | $4.1B | ||
| Q4 24 | $670.8M | $2.4B | ||
| Q3 24 | $650.3M | $2.4B | ||
| Q2 24 | $638.7M | $2.5B | ||
| Q1 24 | $657.7M | $2.3B |
| Q4 25 | — | 176.99× | ||
| Q3 25 | — | 20.59× | ||
| Q2 25 | — | 8.21× | ||
| Q1 25 | — | 5.79× | ||
| Q4 24 | — | 7.84× | ||
| Q3 24 | — | 4.14× | ||
| Q2 24 | — | 3.94× | ||
| Q1 24 | — | 3.34× |
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 | $-2.8M |
| Free Cash FlowOCF − Capex | $31.4M | $-68.6M |
| FCF MarginFCF / Revenue | 29.0% | -47.8% |
| Capex IntensityCapex / Revenue | 2.7% | 45.9% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $-398.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $-2.8M | ||
| Q3 25 | $5.5M | $-24.4M | ||
| Q2 25 | $14.8M | $-5.2M | ||
| Q1 25 | $25.4M | $-85.7M | ||
| Q4 24 | $6.6M | $-8.1M | ||
| Q3 24 | $16.7M | $14.2M | ||
| Q2 24 | $-15.0M | $-17.6M | ||
| Q1 24 | $-4.0M | $-3.9M |
| Q4 25 | $31.4M | $-68.6M | ||
| Q3 25 | $1.4M | $-90.7M | ||
| Q2 25 | $10.2M | $-87.5M | ||
| Q1 25 | $21.2M | $-151.7M | ||
| Q4 24 | $4.1M | $-34.3M | ||
| Q3 24 | $14.2M | $-11.7M | ||
| Q2 24 | $-16.1M | $-32.1M | ||
| Q1 24 | $-6.0M | $-16.7M |
| Q4 25 | 29.0% | -47.8% | ||
| Q3 25 | 1.4% | -64.5% | ||
| Q2 25 | 11.9% | -71.6% | ||
| Q1 25 | 25.3% | -157.7% | ||
| Q4 24 | 5.0% | -42.4% | ||
| Q3 24 | 22.2% | -14.0% | ||
| Q2 24 | -29.5% | -37.9% | ||
| Q1 24 | -11.6% | -20.3% |
| Q4 25 | 2.7% | 45.9% | ||
| Q3 25 | 4.3% | 47.2% | ||
| Q2 25 | 5.3% | 67.3% | ||
| Q1 25 | 5.0% | 68.6% | ||
| Q4 24 | 3.0% | 32.5% | ||
| Q3 24 | 4.0% | 31.1% | ||
| Q2 24 | 2.1% | 17.2% | ||
| Q1 24 | 3.7% | 15.6% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -0.71× | ||
| 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% |
FIP
| Power Revenues | $45.9M | 32% |
| Rail Revenue | $44.6M | 31% |
| Service Other | $22.8M | 16% |
| Gas Revenues | $15.3M | 11% |
| Roadside Services Revenues | $11.5M | 8% |
| Rapauno | $1.2M | 1% |
