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Side-by-side financial comparison of AMBARELLA INC (AMBA) and HIGHWOODS PROPERTIES, INC. (HIW). Click either name above to swap in a different company.
HIGHWOODS PROPERTIES, INC. is the larger business by last-quarter revenue ($203.4M vs $108.5M, roughly 1.9× AMBARELLA INC). HIGHWOODS PROPERTIES, INC. runs the higher net margin — 14.6% vs -13.9%, a 28.5% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs -1.1%). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs -1.9%).
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 ...
Highwoods Properties, Inc. is a publicly traded real estate investment trust that owns, develops, acquires, and manages high-quality office properties primarily located in fast-growing metropolitan areas across the Southeastern and Mid-Atlantic regions of the United States. Its client base includes corporate tenants across diverse industry segments such as technology, healthcare, finance, and professional services.
AMBA vs HIW — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $203.4M |
| Net Profit | $-15.1M | $29.7M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | 67.2% |
| Net Margin | -13.9% | 14.6% |
| Revenue YoY | 31.2% | -1.1% |
| Net Profit YoY | 37.2% | 1029.4% |
| EPS (diluted) | $-0.35 | $0.25 |
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 | $203.4M | ||
| Q3 25 | $95.5M | $201.8M | ||
| Q2 25 | $85.9M | $200.6M | ||
| Q1 25 | $84.0M | $200.4M | ||
| Q4 24 | $82.7M | $205.5M | ||
| Q3 24 | $63.7M | $204.3M | ||
| Q2 24 | $54.5M | $204.7M | ||
| Q1 24 | $51.6M | $211.3M |
| Q4 25 | $-15.1M | $29.7M | ||
| Q3 25 | $-20.0M | $13.7M | ||
| Q2 25 | $-24.3M | $19.2M | ||
| Q1 25 | $-20.2M | $100.0M | ||
| Q4 24 | $-24.1M | $-3.2M | ||
| Q3 24 | $-34.9M | $15.5M | ||
| Q2 24 | $-37.9M | $64.8M | ||
| Q1 24 | $-60.6M | $27.2M |
| 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% | 67.2% | ||
| Q3 25 | -23.0% | 67.3% | ||
| Q2 25 | -30.1% | 68.3% | ||
| Q1 25 | -30.2% | 67.5% | ||
| Q4 24 | -30.9% | 65.2% | ||
| Q3 24 | -56.9% | 67.8% | ||
| Q2 24 | -72.4% | 68.5% | ||
| Q1 24 | -80.8% | 66.7% |
| Q4 25 | -13.9% | 14.6% | ||
| Q3 25 | -20.9% | 6.8% | ||
| Q2 25 | -28.3% | 9.6% | ||
| Q1 25 | -24.1% | 49.9% | ||
| Q4 24 | -29.1% | -1.6% | ||
| Q3 24 | -54.8% | 7.6% | ||
| Q2 24 | -69.6% | 31.6% | ||
| Q1 24 | -117.4% | 12.9% |
| Q4 25 | $-0.35 | $0.25 | ||
| Q3 25 | $-0.47 | $0.12 | ||
| Q2 25 | $-0.58 | $0.17 | ||
| Q1 25 | $-0.48 | $0.91 | ||
| Q4 24 | $-0.58 | $-0.04 | ||
| Q3 24 | $-0.85 | $0.14 | ||
| Q2 24 | $-0.93 | $0.59 | ||
| Q1 24 | $-1.51 | $0.25 |
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 | $27.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $2.4B |
| Total Assets | $751.9M | $6.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $27.4M | ||
| Q3 25 | $142.7M | $26.3M | ||
| Q2 25 | $141.3M | $21.2M | ||
| Q1 25 | $144.6M | $20.1M | ||
| Q4 24 | $127.1M | $22.4M | ||
| Q3 24 | $153.9M | $23.6M | ||
| Q2 24 | $131.8M | $27.0M | ||
| Q1 24 | $144.9M | $16.4M |
| Q4 25 | $590.1M | $2.4B | ||
| Q3 25 | $576.5M | $2.4B | ||
| Q2 25 | $572.7M | $2.4B | ||
| Q1 25 | $561.4M | $2.4B | ||
| Q4 24 | $554.3M | $2.4B | ||
| Q3 24 | $547.6M | $2.4B | ||
| Q2 24 | $555.4M | $2.4B | ||
| Q1 24 | $559.9M | $2.4B |
| Q4 25 | $751.9M | $6.3B | ||
| Q3 25 | $706.4M | $6.1B | ||
| Q2 25 | $701.9M | $6.1B | ||
| Q1 25 | $689.0M | $6.1B | ||
| Q4 24 | $670.8M | $6.0B | ||
| Q3 24 | $650.3M | $6.0B | ||
| Q2 24 | $638.7M | $6.0B | ||
| Q1 24 | $657.7M | $6.0B |
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 | $359.2M |
| Free Cash FlowOCF − Capex | $31.4M | — |
| FCF MarginFCF / Revenue | 29.0% | — |
| Capex IntensityCapex / Revenue | 2.7% | — |
| Cash ConversionOCF / Net Profit | — | 12.09× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $359.2M | ||
| Q3 25 | $5.5M | $96.7M | ||
| Q2 25 | $14.8M | $116.5M | ||
| Q1 25 | $25.4M | $46.3M | ||
| Q4 24 | $6.6M | $403.6M | ||
| Q3 24 | $16.7M | $97.5M | ||
| Q2 24 | $-15.0M | $130.0M | ||
| Q1 24 | $-4.0M | $72.4M |
| Q4 25 | $31.4M | — | ||
| Q3 25 | $1.4M | — | ||
| Q2 25 | $10.2M | — | ||
| Q1 25 | $21.2M | — | ||
| Q4 24 | $4.1M | — | ||
| Q3 24 | $14.2M | — | ||
| Q2 24 | $-16.1M | — | ||
| Q1 24 | $-6.0M | — |
| Q4 25 | 29.0% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 11.9% | — | ||
| Q1 25 | 25.3% | — | ||
| Q4 24 | 5.0% | — | ||
| Q3 24 | 22.2% | — | ||
| Q2 24 | -29.5% | — | ||
| Q1 24 | -11.6% | — |
| Q4 25 | 2.7% | — | ||
| Q3 25 | 4.3% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 5.0% | — | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 4.0% | — | ||
| Q2 24 | 2.1% | — | ||
| Q1 24 | 3.7% | — |
| Q4 25 | — | 12.09× | ||
| Q3 25 | — | 7.05× | ||
| Q2 25 | — | 6.06× | ||
| Q1 25 | — | 0.46× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 6.30× | ||
| Q2 24 | — | 2.01× | ||
| Q1 24 | — | 2.66× |
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% |
HIW
| Raleigh NC | $45.6M | 22% |
| Nashville TN | $38.7M | 19% |
| Atlanta GA | $36.1M | 18% |
| Charlotte NC | $26.1M | 13% |
| Tampa FL | $22.2M | 11% |
| Orlando FL | $14.4M | 7% |
| Other | $11.4M | 6% |
| Richmond VA | $8.8M | 4% |
