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Side-by-side financial comparison of AMBARELLA INC (AMBA) and AMICUS THERAPEUTICS, INC. (FOLD). Click either name above to swap in a different company.
AMICUS THERAPEUTICS, INC. is the larger business by last-quarter revenue ($185.2M vs $108.5M, roughly 1.7× AMBARELLA INC). AMICUS THERAPEUTICS, INC. runs the higher net margin — 0.9% vs -13.9%, a 14.8% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 23.7%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $16.0M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 29.5%).
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 ...
Amicus Therapeutics, Inc. is a public American biopharmaceutical company based in Philadelphia, Pennsylvania. The company went public in 2007 under the Nasdaq trading symbol FOLD. This followed a 2006 planned offering and subsequent withdrawal, which would have established the trading symbol as AMTX Prior to their IPO, Amicus was funded by a variety of venture capital firms including Radius Ventures, Canaan Partners and New Enterprise Associates.
AMBA vs FOLD — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $185.2M |
| Net Profit | $-15.1M | $1.7M |
| Gross Margin | 59.6% | 85.7% |
| Operating Margin | -15.0% | 8.6% |
| Net Margin | -13.9% | 0.9% |
| Revenue YoY | 31.2% | 23.7% |
| Net Profit YoY | 37.2% | -88.5% |
| EPS (diluted) | $-0.35 | $0.00 |
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 | $185.2M | ||
| Q3 25 | $95.5M | $169.1M | ||
| Q2 25 | $85.9M | $154.7M | ||
| Q1 25 | $84.0M | $125.2M | ||
| Q4 24 | $82.7M | $149.7M | ||
| Q3 24 | $63.7M | $141.5M | ||
| Q2 24 | $54.5M | $126.7M | ||
| Q1 24 | $51.6M | $110.4M |
| Q4 25 | $-15.1M | $1.7M | ||
| Q3 25 | $-20.0M | $17.3M | ||
| Q2 25 | $-24.3M | $-24.4M | ||
| Q1 25 | $-20.2M | $-21.7M | ||
| Q4 24 | $-24.1M | $14.7M | ||
| Q3 24 | $-34.9M | $-6.7M | ||
| Q2 24 | $-37.9M | $-15.7M | ||
| Q1 24 | $-60.6M | $-48.4M |
| Q4 25 | 59.6% | 85.7% | ||
| Q3 25 | 58.9% | 88.5% | ||
| Q2 25 | 60.0% | 90.2% | ||
| Q1 25 | 60.0% | 90.7% | ||
| Q4 24 | 60.6% | 90.1% | ||
| Q3 24 | 60.8% | 90.6% | ||
| Q2 24 | 60.9% | 91.1% | ||
| Q1 24 | 59.8% | 87.7% |
| Q4 25 | -15.0% | 8.6% | ||
| Q3 25 | -23.0% | 20.3% | ||
| Q2 25 | -30.1% | -6.1% | ||
| Q1 25 | -30.2% | -6.3% | ||
| Q4 24 | -30.9% | 10.7% | ||
| Q3 24 | -56.9% | 15.3% | ||
| Q2 24 | -72.4% | 11.8% | ||
| Q1 24 | -80.8% | -25.1% |
| Q4 25 | -13.9% | 0.9% | ||
| Q3 25 | -20.9% | 10.2% | ||
| Q2 25 | -28.3% | -15.8% | ||
| Q1 25 | -24.1% | -17.3% | ||
| Q4 24 | -29.1% | 9.8% | ||
| Q3 24 | -54.8% | -4.8% | ||
| Q2 24 | -69.6% | -12.4% | ||
| Q1 24 | -117.4% | -43.9% |
| Q4 25 | $-0.35 | $0.00 | ||
| Q3 25 | $-0.47 | $0.06 | ||
| Q2 25 | $-0.58 | $-0.08 | ||
| Q1 25 | $-0.48 | $-0.07 | ||
| Q4 24 | $-0.58 | $0.05 | ||
| Q3 24 | $-0.85 | $-0.02 | ||
| Q2 24 | $-0.93 | $-0.05 | ||
| Q1 24 | $-1.51 | $-0.16 |
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 | $293.5M |
| Total DebtLower is stronger | — | $392.7M |
| Stockholders' EquityBook value | $590.1M | $274.2M |
| Total Assets | $751.9M | $949.9M |
| Debt / EquityLower = less leverage | — | 1.43× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $293.5M | ||
| Q3 25 | $142.7M | $263.8M | ||
| Q2 25 | $141.3M | $231.0M | ||
| Q1 25 | $144.6M | $250.6M | ||
| Q4 24 | $127.1M | $249.9M | ||
| Q3 24 | $153.9M | $249.8M | ||
| Q2 24 | $131.8M | $260.1M | ||
| Q1 24 | $144.9M | $239.6M |
| Q4 25 | — | $392.7M | ||
| Q3 25 | — | $392.0M | ||
| Q2 25 | — | $391.3M | ||
| Q1 25 | — | $390.7M | ||
| Q4 24 | — | $390.1M | ||
| Q3 24 | — | $389.5M | ||
| Q2 24 | — | $388.9M | ||
| Q1 24 | — | $388.4M |
| Q4 25 | $590.1M | $274.2M | ||
| Q3 25 | $576.5M | $230.4M | ||
| Q2 25 | $572.7M | $204.3M | ||
| Q1 25 | $561.4M | $193.6M | ||
| Q4 24 | $554.3M | $194.0M | ||
| Q3 24 | $547.6M | $178.8M | ||
| Q2 24 | $555.4M | $132.5M | ||
| Q1 24 | $559.9M | $130.7M |
| Q4 25 | $751.9M | $949.9M | ||
| Q3 25 | $706.4M | $868.8M | ||
| Q2 25 | $701.9M | $815.3M | ||
| Q1 25 | $689.0M | $789.8M | ||
| Q4 24 | $670.8M | $785.0M | ||
| Q3 24 | $650.3M | $786.6M | ||
| Q2 24 | $638.7M | $749.5M | ||
| Q1 24 | $657.7M | $721.8M |
| Q4 25 | — | 1.43× | ||
| Q3 25 | — | 1.70× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | — | 2.02× | ||
| Q4 24 | — | 2.01× | ||
| Q3 24 | — | 2.18× | ||
| Q2 24 | — | 2.93× | ||
| Q1 24 | — | 2.97× |
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 | $16.3M |
| Free Cash FlowOCF − Capex | $31.4M | $16.0M |
| FCF MarginFCF / Revenue | 29.0% | 8.6% |
| Capex IntensityCapex / Revenue | 2.7% | 0.2% |
| Cash ConversionOCF / Net Profit | — | 9.62× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $29.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $16.3M | ||
| Q3 25 | $5.5M | $35.7M | ||
| Q2 25 | $14.8M | $-26.5M | ||
| Q1 25 | $25.4M | $7.8M | ||
| Q4 24 | $6.6M | $-3.9M | ||
| Q3 24 | $16.7M | $-23.0M | ||
| Q2 24 | $-15.0M | $22.7M | ||
| Q1 24 | $-4.0M | $-29.7M |
| Q4 25 | $31.4M | $16.0M | ||
| Q3 25 | $1.4M | $35.3M | ||
| Q2 25 | $10.2M | $-28.9M | ||
| Q1 25 | $21.2M | $7.5M | ||
| Q4 24 | $4.1M | $-4.2M | ||
| Q3 24 | $14.2M | $-23.3M | ||
| Q2 24 | $-16.1M | $21.6M | ||
| Q1 24 | $-6.0M | $-31.5M |
| Q4 25 | 29.0% | 8.6% | ||
| Q3 25 | 1.4% | 20.9% | ||
| Q2 25 | 11.9% | -18.7% | ||
| Q1 25 | 25.3% | 6.0% | ||
| Q4 24 | 5.0% | -2.8% | ||
| Q3 24 | 22.2% | -16.5% | ||
| Q2 24 | -29.5% | 17.0% | ||
| Q1 24 | -11.6% | -28.5% |
| Q4 25 | 2.7% | 0.2% | ||
| Q3 25 | 4.3% | 0.2% | ||
| Q2 25 | 5.3% | 1.6% | ||
| Q1 25 | 5.0% | 0.2% | ||
| Q4 24 | 3.0% | 0.2% | ||
| Q3 24 | 4.0% | 0.3% | ||
| Q2 24 | 2.1% | 0.9% | ||
| Q1 24 | 3.7% | 1.6% |
| Q4 25 | — | 9.62× | ||
| Q3 25 | — | 2.06× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -0.27× | ||
| 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% |
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
