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Side-by-side financial comparison of AMBARELLA INC (AMBA) and Goosehead Insurance, Inc. (GSHD). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $93.1M, roughly 1.2× Goosehead Insurance, Inc.). Goosehead Insurance, Inc. runs the higher net margin — 8.6% vs -13.9%, a 22.6% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 23.1%). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 9.2%).
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 ...
Goosehead Insurance is a U.S.-based personal lines insurance agency that offers a wide range of coverage products including auto, home, renters, flood, and specialty insurance. It partners with hundreds of insurance carriers to provide clients with tailored, cost-effective coverage options, operating via corporate locations and a national franchise network for independent agents.
AMBA vs GSHD — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $93.1M |
| Net Profit | $-15.1M | $8.0M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | 16.1% |
| Net Margin | -13.9% | 8.6% |
| Revenue YoY | 31.2% | 23.1% |
| Net Profit YoY | 37.2% | 204.0% |
| EPS (diluted) | $-0.35 | $0.19 |
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.
| Q1 26 | — | $93.1M | ||
| Q4 25 | $108.5M | $105.3M | ||
| Q3 25 | $95.5M | $90.4M | ||
| Q2 25 | $85.9M | $94.0M | ||
| Q1 25 | $84.0M | $75.6M | ||
| Q4 24 | $82.7M | $93.9M | ||
| Q3 24 | $63.7M | $78.0M | ||
| Q2 24 | $54.5M | $78.1M |
| Q1 26 | — | $8.0M | ||
| Q4 25 | $-15.1M | $12.4M | ||
| Q3 25 | $-20.0M | $7.9M | ||
| Q2 25 | $-24.3M | $5.2M | ||
| Q1 25 | $-20.2M | $2.3M | ||
| Q4 24 | $-24.1M | $14.9M | ||
| Q3 24 | $-34.9M | $7.6M | ||
| Q2 24 | $-37.9M | $6.2M |
| Q1 26 | — | — | ||
| 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 26 | — | 16.1% | ||
| Q4 25 | -15.0% | 29.4% | ||
| Q3 25 | -23.0% | 23.5% | ||
| Q2 25 | -30.1% | 16.7% | ||
| Q1 25 | -30.2% | 8.8% | ||
| Q4 24 | -30.9% | 29.7% | ||
| Q3 24 | -56.9% | 21.1% | ||
| Q2 24 | -72.4% | 19.7% |
| Q1 26 | — | 8.6% | ||
| Q4 25 | -13.9% | 11.8% | ||
| Q3 25 | -20.9% | 8.7% | ||
| Q2 25 | -28.3% | 5.5% | ||
| Q1 25 | -24.1% | 3.1% | ||
| Q4 24 | -29.1% | 15.8% | ||
| Q3 24 | -54.8% | 9.7% | ||
| Q2 24 | -69.6% | 7.9% |
| Q1 26 | — | $0.19 | ||
| Q4 25 | $-0.35 | $0.48 | ||
| Q3 25 | $-0.47 | $0.29 | ||
| Q2 25 | $-0.58 | $0.18 | ||
| Q1 25 | $-0.48 | $0.09 | ||
| Q4 24 | $-0.58 | $0.58 | ||
| Q3 24 | $-0.85 | $0.29 | ||
| Q2 24 | $-0.93 | $0.24 |
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 | $25.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $-121.3M |
| Total Assets | $751.9M | $392.8M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $25.7M | ||
| Q4 25 | $174.1M | $34.4M | ||
| Q3 25 | $142.7M | $51.6M | ||
| Q2 25 | $141.3M | $92.4M | ||
| Q1 25 | $144.6M | $70.2M | ||
| Q4 24 | $127.1M | $54.3M | ||
| Q3 24 | $153.9M | $47.5M | ||
| Q2 24 | $131.8M | $23.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | $289.5M | ||
| Q3 25 | — | $290.0M | ||
| Q2 25 | — | $289.8M | ||
| Q1 25 | — | $290.3M | ||
| Q4 24 | — | $82.3M | ||
| Q3 24 | — | $84.6M | ||
| Q2 24 | — | $87.0M |
| Q1 26 | — | $-121.3M | ||
| Q4 25 | $590.1M | $-95.5M | ||
| Q3 25 | $576.5M | $-105.0M | ||
| Q2 25 | $572.7M | $-78.6M | ||
| Q1 25 | $561.4M | $-88.5M | ||
| Q4 24 | $554.3M | $43.9M | ||
| Q3 24 | $547.6M | $58.3M | ||
| Q2 24 | $555.4M | $39.8M |
| Q1 26 | — | $392.8M | ||
| Q4 25 | $751.9M | $414.9M | ||
| Q3 25 | $706.4M | $403.6M | ||
| Q2 25 | $701.9M | $436.6M | ||
| Q1 25 | $689.0M | $412.6M | ||
| Q4 24 | $670.8M | $397.7M | ||
| Q3 24 | $650.3M | $358.1M | ||
| Q2 24 | $638.7M | $338.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.87× | ||
| Q3 24 | — | 1.45× | ||
| Q2 24 | — | 2.19× |
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 | — |
| 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.
| Q1 26 | — | — | ||
| Q4 25 | $34.3M | $91.8M | ||
| Q3 25 | $5.5M | $24.2M | ||
| Q2 25 | $14.8M | $28.9M | ||
| Q1 25 | $25.4M | $15.5M | ||
| Q4 24 | $6.6M | $71.5M | ||
| Q3 24 | $16.7M | $28.1M | ||
| Q2 24 | $-15.0M | $18.9M |
| Q1 26 | — | — | ||
| Q4 25 | $31.4M | $86.1M | ||
| Q3 25 | $1.4M | $23.7M | ||
| Q2 25 | $10.2M | $27.2M | ||
| Q1 25 | $21.2M | $14.9M | ||
| Q4 24 | $4.1M | $70.6M | ||
| Q3 24 | $14.2M | $28.0M | ||
| Q2 24 | $-16.1M | $18.6M |
| Q1 26 | — | — | ||
| Q4 25 | 29.0% | 81.8% | ||
| Q3 25 | 1.4% | 26.2% | ||
| Q2 25 | 11.9% | 28.9% | ||
| Q1 25 | 25.3% | 19.7% | ||
| Q4 24 | 5.0% | 75.1% | ||
| Q3 24 | 22.2% | 35.9% | ||
| Q2 24 | -29.5% | 23.9% |
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 5.4% | ||
| Q3 25 | 4.3% | 0.5% | ||
| Q2 25 | 5.3% | 1.8% | ||
| Q1 25 | 5.0% | 0.8% | ||
| Q4 24 | 3.0% | 1.0% | ||
| Q3 24 | 4.0% | 0.1% | ||
| Q2 24 | 2.1% | 0.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | 7.38× | ||
| Q3 25 | — | 3.06× | ||
| Q2 25 | — | 5.61× | ||
| Q1 25 | — | 6.61× | ||
| Q4 24 | — | 4.82× | ||
| Q3 24 | — | 3.72× | ||
| Q2 24 | — | 3.05× |
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% |
GSHD
| Renewal Royalty Fees (2) | $43.6M | 47% |
| Renewal Commissions (1) | $18.2M | 20% |
| Contingent Commissions (1) | $10.7M | 11% |
| New Business Royalty Fees (2) | $7.9M | 8% |
| New Business Commissions (1) | $7.5M | 8% |
| Other | $3.7M | 4% |
| Initial Franchise Fees (2) | $1.6M | 2% |
