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Side-by-side financial comparison of AMBARELLA INC (AMBA) and Groupon, Inc. (GRPN). Click either name above to swap in a different company.
Groupon, Inc. is the larger business by last-quarter revenue ($132.7M vs $108.5M, roughly 1.2× AMBARELLA INC). Groupon, Inc. runs the higher net margin — 6.0% vs -13.9%, a 19.9% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 1.8%). Groupon, Inc. produced more free cash flow last quarter ($53.0M vs $31.4M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 3.8%).
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 ...
Groupon, Inc. is an American e-commerce marketplace that connects subscribers with local merchants by offering activities, travel, goods, and services in 13 countries.
AMBA vs GRPN — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $132.7M |
| Net Profit | $-15.1M | $7.9M |
| Gross Margin | 59.6% | 90.4% |
| Operating Margin | -15.0% | 4.9% |
| Net Margin | -13.9% | 6.0% |
| Revenue YoY | 31.2% | 1.8% |
| Net Profit YoY | 37.2% | 115.8% |
| EPS (diluted) | $-0.35 | $0.21 |
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 | $132.7M | ||
| Q3 25 | $95.5M | $122.8M | ||
| Q2 25 | $85.9M | $125.7M | ||
| Q1 25 | $84.0M | $117.2M | ||
| Q4 24 | $82.7M | $130.4M | ||
| Q3 24 | $63.7M | $114.5M | ||
| Q2 24 | $54.5M | $124.6M | ||
| Q1 24 | $51.6M | $123.1M |
| Q4 25 | $-15.1M | $7.9M | ||
| Q3 25 | $-20.0M | $-118.4M | ||
| Q2 25 | $-24.3M | $20.3M | ||
| Q1 25 | $-20.2M | $7.2M | ||
| Q4 24 | $-24.1M | $-50.1M | ||
| Q3 24 | $-34.9M | $13.9M | ||
| Q2 24 | $-37.9M | $-10.0M | ||
| Q1 24 | $-60.6M | $-12.3M |
| Q4 25 | 59.6% | 90.4% | ||
| Q3 25 | 58.9% | 91.1% | ||
| Q2 25 | 60.0% | 91.0% | ||
| Q1 25 | 60.0% | 90.7% | ||
| Q4 24 | 60.6% | 90.6% | ||
| Q3 24 | 60.8% | 89.9% | ||
| Q2 24 | 60.9% | 90.4% | ||
| Q1 24 | 59.8% | 89.8% |
| Q4 25 | -15.0% | 4.9% | ||
| Q3 25 | -23.0% | 1.8% | ||
| Q2 25 | -30.1% | 10.4% | ||
| Q1 25 | -30.2% | 1.6% | ||
| Q4 24 | -30.9% | 2.0% | ||
| Q3 24 | -56.9% | -4.9% | ||
| Q2 24 | -72.4% | 3.5% | ||
| Q1 24 | -80.8% | 6.0% |
| Q4 25 | -13.9% | 6.0% | ||
| Q3 25 | -20.9% | -96.4% | ||
| Q2 25 | -28.3% | 16.2% | ||
| Q1 25 | -24.1% | 6.1% | ||
| Q4 24 | -29.1% | -38.4% | ||
| Q3 24 | -54.8% | 12.2% | ||
| Q2 24 | -69.6% | -8.1% | ||
| Q1 24 | -117.4% | -10.0% |
| Q4 25 | $-0.35 | $0.21 | ||
| Q3 25 | $-0.47 | $-2.92 | ||
| Q2 25 | $-0.58 | $0.46 | ||
| Q1 25 | $-0.48 | $0.17 | ||
| Q4 24 | $-0.58 | $-1.26 | ||
| Q3 24 | $-0.85 | $0.33 | ||
| Q2 24 | $-0.93 | $-0.25 | ||
| Q1 24 | $-1.51 | $-0.33 |
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 | $296.1M |
| Total DebtLower is stronger | — | $342.8M |
| Stockholders' EquityBook value | $590.1M | $-42.6M |
| Total Assets | $751.9M | $670.4M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $296.1M | ||
| Q3 25 | $142.7M | $238.5M | ||
| Q2 25 | $141.3M | $262.6M | ||
| Q1 25 | $144.6M | $226.8M | ||
| Q4 24 | $127.1M | $228.8M | ||
| Q3 24 | $153.9M | $159.7M | ||
| Q2 24 | $131.8M | $178.1M | ||
| Q1 24 | $144.9M | $158.7M |
| Q4 25 | — | $342.8M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $246.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $590.1M | $-42.6M | ||
| Q3 25 | $576.5M | $-59.6M | ||
| Q2 25 | $572.7M | $51.2M | ||
| Q1 25 | $561.4M | $45.5M | ||
| Q4 24 | $554.3M | $40.8M | ||
| Q3 24 | $547.6M | $40.0M | ||
| Q2 24 | $555.4M | $40.2M | ||
| Q1 24 | $559.9M | $41.2M |
| Q4 25 | $751.9M | $670.4M | ||
| Q3 25 | $706.4M | $608.2M | ||
| Q2 25 | $701.9M | $647.4M | ||
| Q1 25 | $689.0M | $608.2M | ||
| Q4 24 | $670.8M | $612.7M | ||
| Q3 24 | $650.3M | $548.0M | ||
| Q2 24 | $638.7M | $572.8M | ||
| Q1 24 | $657.7M | $580.5M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 6.03× | ||
| 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 | $56.6M |
| Free Cash FlowOCF − Capex | $31.4M | $53.0M |
| FCF MarginFCF / Revenue | 29.0% | 40.0% |
| Capex IntensityCapex / Revenue | 2.7% | 2.7% |
| Cash ConversionOCF / Net Profit | — | 7.13× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $49.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $56.6M | ||
| Q3 25 | $5.5M | $-20.5M | ||
| Q2 25 | $14.8M | $28.4M | ||
| Q1 25 | $25.4M | $-22.0K | ||
| Q4 24 | $6.6M | $67.0M | ||
| Q3 24 | $16.7M | $-16.3M | ||
| Q2 24 | $-15.0M | $15.3M | ||
| Q1 24 | $-4.0M | $-10.1M |
| Q4 25 | $31.4M | $53.0M | ||
| Q3 25 | $1.4M | $-24.6M | ||
| Q2 25 | $10.2M | $25.2M | ||
| Q1 25 | $21.2M | $-3.8M | ||
| Q4 24 | $4.1M | $63.2M | ||
| Q3 24 | $14.2M | $-19.7M | ||
| Q2 24 | $-16.1M | $10.8M | ||
| Q1 24 | $-6.0M | $-13.8M |
| Q4 25 | 29.0% | 40.0% | ||
| Q3 25 | 1.4% | -20.0% | ||
| Q2 25 | 11.9% | 20.0% | ||
| Q1 25 | 25.3% | -3.2% | ||
| Q4 24 | 5.0% | 48.5% | ||
| Q3 24 | 22.2% | -17.2% | ||
| Q2 24 | -29.5% | 8.7% | ||
| Q1 24 | -11.6% | -11.2% |
| Q4 25 | 2.7% | 2.7% | ||
| Q3 25 | 4.3% | 3.3% | ||
| Q2 25 | 5.3% | 2.6% | ||
| Q1 25 | 5.0% | 3.2% | ||
| Q4 24 | 3.0% | 2.9% | ||
| Q3 24 | 4.0% | 3.0% | ||
| Q2 24 | 2.1% | 3.6% | ||
| Q1 24 | 3.7% | 3.0% |
| Q4 25 | — | 7.13× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.40× | ||
| Q1 25 | — | -0.00× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -1.17× | ||
| 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% |
GRPN
| Service Local | $94.8M | 71% |
| Other | $35.6M | 27% |
| Service Travel | $2.3M | 2% |
