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Side-by-side financial comparison of AMBARELLA INC (AMBA) and Flywire Corp (FLYW). Click either name above to swap in a different company.
Flywire Corp is the larger business by last-quarter revenue ($157.5M vs $108.5M, roughly 1.5× AMBARELLA INC). Flywire Corp runs the higher net margin — 0.0% vs -13.9%, a 14.0% gap on every dollar of revenue. On growth, Flywire Corp posted the faster year-over-year revenue change (34.0% vs 31.2%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $4.5M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 17.5%).
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 ...
Flywire Corp is a global payment and receivables solutions provider serving core verticals including education, healthcare, travel, and B2B commerce. It offers secure cross-border payment processing, currency conversion, and workflow tools for organizations and payers worldwide.
AMBA vs FLYW — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $157.5M |
| Net Profit | $-15.1M | $33.0K |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | -0.6% |
| Net Margin | -13.9% | 0.0% |
| Revenue YoY | 31.2% | 34.0% |
| Net Profit YoY | 37.2% | 100.2% |
| 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 | $157.5M | ||
| Q3 25 | $95.5M | $200.1M | ||
| Q2 25 | $85.9M | $131.9M | ||
| Q1 25 | $84.0M | $133.5M | ||
| Q4 24 | $82.7M | $117.5M | ||
| Q3 24 | $63.7M | $156.8M | ||
| Q2 24 | $54.5M | $103.7M | ||
| Q1 24 | $51.6M | $114.1M |
| Q4 25 | $-15.1M | $33.0K | ||
| Q3 25 | $-20.0M | $29.6M | ||
| Q2 25 | $-24.3M | $-12.0M | ||
| Q1 25 | $-20.2M | $-4.2M | ||
| Q4 24 | $-24.1M | $-15.9M | ||
| Q3 24 | $-34.9M | $38.9M | ||
| Q2 24 | $-37.9M | $-13.9M | ||
| Q1 24 | $-60.6M | $-6.2M |
| 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% | -0.6% | ||
| Q3 25 | -23.0% | 16.1% | ||
| Q2 25 | -30.1% | -6.8% | ||
| Q1 25 | -30.2% | -8.2% | ||
| Q4 24 | -30.9% | -4.9% | ||
| Q3 24 | -56.9% | 12.9% | ||
| Q2 24 | -72.4% | -15.2% | ||
| Q1 24 | -80.8% | -5.2% |
| Q4 25 | -13.9% | 0.0% | ||
| Q3 25 | -20.9% | 14.8% | ||
| Q2 25 | -28.3% | -9.1% | ||
| Q1 25 | -24.1% | -3.1% | ||
| Q4 24 | -29.1% | -13.5% | ||
| Q3 24 | -54.8% | 24.8% | ||
| Q2 24 | -69.6% | -13.4% | ||
| Q1 24 | -117.4% | -5.4% |
| Q4 25 | $-0.35 | $0.01 | ||
| Q3 25 | $-0.47 | $0.23 | ||
| Q2 25 | $-0.58 | $-0.10 | ||
| Q1 25 | $-0.48 | $-0.03 | ||
| Q4 24 | $-0.58 | $-0.12 | ||
| Q3 24 | $-0.85 | $0.30 | ||
| Q2 24 | $-0.93 | $-0.11 | ||
| Q1 24 | $-1.51 | $-0.05 |
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 | $355.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $835.2M |
| Total Assets | $751.9M | $1.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $355.0M | ||
| Q3 25 | $142.7M | $377.3M | ||
| Q2 25 | $141.3M | $274.2M | ||
| Q1 25 | $144.6M | $255.3M | ||
| Q4 24 | $127.1M | $611.1M | ||
| Q3 24 | $153.9M | $681.1M | ||
| Q2 24 | $131.8M | $571.0M | ||
| Q1 24 | $144.9M | $619.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | $15.0M | ||
| Q2 25 | — | $60.0M | ||
| Q1 25 | — | $60.0M | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $590.1M | $835.2M | ||
| Q3 25 | $576.5M | $829.1M | ||
| Q2 25 | $572.7M | $792.4M | ||
| Q1 25 | $561.4M | $784.3M | ||
| Q4 24 | $554.3M | $814.8M | ||
| Q3 24 | $547.6M | $843.2M | ||
| Q2 24 | $555.4M | $802.6M | ||
| Q1 24 | $559.9M | $-797.0M |
| Q4 25 | $751.9M | $1.3B | ||
| Q3 25 | $706.4M | $1.3B | ||
| Q2 25 | $701.9M | $1.1B | ||
| Q1 25 | $689.0M | $1.1B | ||
| Q4 24 | $670.8M | $1.1B | ||
| Q3 24 | $650.3M | $1.2B | ||
| Q2 24 | $638.7M | $998.7M | ||
| Q1 24 | $657.7M | $998.7M |
| Q4 25 | — | — | ||
| Q3 25 | — | 0.02× | ||
| Q2 25 | — | 0.08× | ||
| Q1 25 | — | 0.08× | ||
| 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 | $4.9M |
| Free Cash FlowOCF − Capex | $31.4M | $4.5M |
| FCF MarginFCF / Revenue | 29.0% | 2.9% |
| Capex IntensityCapex / Revenue | 2.7% | 0.2% |
| Cash ConversionOCF / Net Profit | — | 148.06× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $98.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $4.9M | ||
| Q3 25 | $5.5M | $150.1M | ||
| Q2 25 | $14.8M | $24.1M | ||
| Q1 25 | $25.4M | $-78.9M | ||
| Q4 24 | $6.6M | $-28.6M | ||
| Q3 24 | $16.7M | $184.6M | ||
| Q2 24 | $-15.0M | $-19.3M | ||
| Q1 24 | $-4.0M | $-38.1M |
| Q4 25 | $31.4M | $4.5M | ||
| Q3 25 | $1.4M | $149.9M | ||
| Q2 25 | $10.2M | $23.5M | ||
| Q1 25 | $21.2M | $-79.1M | ||
| Q4 24 | $4.1M | $-28.7M | ||
| Q3 24 | $14.2M | $184.4M | ||
| Q2 24 | $-16.1M | $-19.7M | ||
| Q1 24 | $-6.0M | $-38.3M |
| Q4 25 | 29.0% | 2.9% | ||
| Q3 25 | 1.4% | 74.9% | ||
| Q2 25 | 11.9% | 17.8% | ||
| Q1 25 | 25.3% | -59.3% | ||
| Q4 24 | 5.0% | -24.4% | ||
| Q3 24 | 22.2% | 117.6% | ||
| Q2 24 | -29.5% | -19.0% | ||
| Q1 24 | -11.6% | -33.6% |
| Q4 25 | 2.7% | 0.2% | ||
| Q3 25 | 4.3% | 0.1% | ||
| Q2 25 | 5.3% | 0.4% | ||
| Q1 25 | 5.0% | 0.1% | ||
| Q4 24 | 3.0% | 0.1% | ||
| Q3 24 | 4.0% | 0.1% | ||
| Q2 24 | 2.1% | 0.3% | ||
| Q1 24 | 3.7% | 0.2% |
| Q4 25 | — | 148.06× | ||
| Q3 25 | — | 5.07× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 4.75× | ||
| 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% |
FLYW
| Transactions | $126.4M | 80% |
| Platform And Other Revenues | $31.1M | 20% |
