vs
Side-by-side financial comparison of AMBARELLA INC (AMBA) and Fluent, Inc. (FLNT). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $61.8M, roughly 1.8× Fluent, Inc.). Fluent, Inc. runs the higher net margin — -6.7% vs -13.9%, a 7.3% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs -5.5%). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs -3.2%).
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 ...
THG Fluently, formerly Language Connect, is a translation and language localisation service provided by THG Ingenuity. It provides a range of language services, including translation, interpreting, localisation, voice-overs, transcription, and multilingual search engine optimization.
AMBA vs FLNT — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $61.8M |
| Net Profit | $-15.1M | $-4.1M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | 0.3% |
| Net Margin | -13.9% | -6.7% |
| Revenue YoY | 31.2% | -5.5% |
| Net Profit YoY | 37.2% | -20.1% |
| EPS (diluted) | $-0.35 | $-0.09 |
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 | $61.8M | ||
| Q3 25 | $95.5M | $47.0M | ||
| Q2 25 | $85.9M | $44.7M | ||
| Q1 25 | $84.0M | $55.2M | ||
| Q4 24 | $82.7M | $65.4M | ||
| Q3 24 | $63.7M | $64.5M | ||
| Q2 24 | $54.5M | $58.7M | ||
| Q1 24 | $51.6M | $66.0M |
| Q4 25 | $-15.1M | $-4.1M | ||
| Q3 25 | $-20.0M | $-7.6M | ||
| Q2 25 | $-24.3M | $-7.2M | ||
| Q1 25 | $-20.2M | $-8.3M | ||
| Q4 24 | $-24.1M | $-3.4M | ||
| Q3 24 | $-34.9M | $-7.9M | ||
| Q2 24 | $-37.9M | $-11.6M | ||
| Q1 24 | $-60.6M | $-6.3M |
| 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% | 0.3% | ||
| Q3 25 | -23.0% | -13.4% | ||
| Q2 25 | -30.1% | -15.9% | ||
| Q1 25 | -30.2% | -12.8% | ||
| Q4 24 | -30.9% | -8.3% | ||
| Q3 24 | -56.9% | -6.0% | ||
| Q2 24 | -72.4% | -17.7% | ||
| Q1 24 | -80.8% | -6.0% |
| Q4 25 | -13.9% | -6.7% | ||
| Q3 25 | -20.9% | -16.1% | ||
| Q2 25 | -28.3% | -16.2% | ||
| Q1 25 | -24.1% | -15.0% | ||
| Q4 24 | -29.1% | -5.2% | ||
| Q3 24 | -54.8% | -12.3% | ||
| Q2 24 | -69.6% | -19.8% | ||
| Q1 24 | -117.4% | -9.5% |
| Q4 25 | $-0.35 | $-0.09 | ||
| Q3 25 | $-0.47 | $-0.27 | ||
| Q2 25 | $-0.58 | $-0.30 | ||
| Q1 25 | $-0.48 | $-0.39 | ||
| Q4 24 | $-0.58 | $-0.12 | ||
| Q3 24 | $-0.85 | $-0.48 | ||
| Q2 24 | $-0.93 | $-0.75 | ||
| Q1 24 | $-1.51 | $-0.45 |
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 | $12.9M |
| Total DebtLower is stronger | — | $34.6M |
| Stockholders' EquityBook value | $590.1M | $18.2M |
| Total Assets | $751.9M | $89.1M |
| Debt / EquityLower = less leverage | — | 1.90× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $12.9M | ||
| Q3 25 | $142.7M | $9.2M | ||
| Q2 25 | $141.3M | $4.9M | ||
| Q1 25 | $144.6M | $4.8M | ||
| Q4 24 | $127.1M | $9.4M | ||
| Q3 24 | $153.9M | $6.6M | ||
| Q2 24 | $131.8M | $5.0M | ||
| Q1 24 | $144.9M | $11.7M |
| Q4 25 | — | $34.6M | ||
| Q3 25 | — | $26.0M | ||
| Q2 25 | — | $23.2M | ||
| Q1 25 | — | $25.6M | ||
| Q4 24 | — | $35.6M | ||
| Q3 24 | — | $37.9M | ||
| Q2 24 | — | $33.3M | ||
| Q1 24 | — | $31.0M |
| Q4 25 | $590.1M | $18.2M | ||
| Q3 25 | $576.5M | $21.6M | ||
| Q2 25 | $572.7M | $19.1M | ||
| Q1 25 | $561.4M | $22.0M | ||
| Q4 24 | $554.3M | $25.0M | ||
| Q3 24 | $547.6M | $20.0M | ||
| Q2 24 | $555.4M | $27.5M | ||
| Q1 24 | $559.9M | $28.7M |
| Q4 25 | $751.9M | $89.1M | ||
| Q3 25 | $706.4M | $76.1M | ||
| Q2 25 | $701.9M | $74.5M | ||
| Q1 25 | $689.0M | $77.5M | ||
| Q4 24 | $670.8M | $93.6M | ||
| Q3 24 | $650.3M | $77.5M | ||
| Q2 24 | $638.7M | $98.5M | ||
| Q1 24 | $657.7M | $103.6M |
| Q4 25 | — | 1.90× | ||
| Q3 25 | — | 1.21× | ||
| Q2 25 | — | 1.21× | ||
| Q1 25 | — | 1.16× | ||
| Q4 24 | — | 1.43× | ||
| Q3 24 | — | 1.90× | ||
| Q2 24 | — | 1.21× | ||
| Q1 24 | — | 1.08× |
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 | — |
| 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 | $2.8M | ||
| Q3 25 | $5.5M | $-7.3M | ||
| Q2 25 | $14.8M | $935.0K | ||
| Q1 25 | $25.4M | $2.1M | ||
| Q4 24 | $6.6M | $-2.1M | ||
| Q3 24 | $16.7M | $1.2M | ||
| Q2 24 | $-15.0M | $-13.1M | ||
| Q1 24 | $-4.0M | $-132.0K |
| Q4 25 | $31.4M | — | ||
| Q3 25 | $1.4M | $-7.3M | ||
| Q2 25 | $10.2M | — | ||
| Q1 25 | $21.2M | — | ||
| Q4 24 | $4.1M | — | ||
| Q3 24 | $14.2M | $1.2M | ||
| Q2 24 | $-16.1M | — | ||
| Q1 24 | $-6.0M | — |
| Q4 25 | 29.0% | — | ||
| Q3 25 | 1.4% | -15.6% | ||
| Q2 25 | 11.9% | — | ||
| Q1 25 | 25.3% | — | ||
| Q4 24 | 5.0% | — | ||
| Q3 24 | 22.2% | 1.9% | ||
| Q2 24 | -29.5% | — | ||
| Q1 24 | -11.6% | — |
| Q4 25 | 2.7% | — | ||
| Q3 25 | 4.3% | 0.0% | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 5.0% | — | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 4.0% | 0.0% | ||
| Q2 24 | 2.1% | — | ||
| Q1 24 | 3.7% | — |
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% |
FLNT
| Commerce Media Solutions | $34.7M | 56% |
| Owned And Operated | $21.3M | 34% |
| Call Solutions | $3.8M | 6% |
| Ad Parlor | $2.0M | 3% |
