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Side-by-side financial comparison of AMBARELLA INC (AMBA) and Hour Loop, Inc (HOUR). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $56.1M, roughly 1.9× Hour Loop, Inc). Hour Loop, Inc runs the higher net margin — -1.2% vs -13.9%, a 12.8% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 3.0%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $3.0M). Over the past eight quarters, Hour Loop, Inc's revenue compounded faster (50.7% CAGR vs 45.0%).
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 ...
Hour Loop, Inc. is an e-commerce retail company that offers a diverse portfolio of products including home goods, apparel, toys, electronics accessories, and daily consumer essentials. It primarily operates through leading third-party online marketplaces, with its core customer base concentrated in North America, focusing on delivering affordable, high-value daily products to mass consumers.
AMBA vs HOUR — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $56.1M |
| Net Profit | $-15.1M | $-657.3K |
| Gross Margin | 59.6% | 49.6% |
| Operating Margin | -15.0% | -1.5% |
| Net Margin | -13.9% | -1.2% |
| Revenue YoY | 31.2% | 3.0% |
| Net Profit YoY | 37.2% | 57.0% |
| EPS (diluted) | $-0.35 | $-0.02 |
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 | $56.1M | ||
| Q3 25 | $95.5M | $33.4M | ||
| Q2 25 | $85.9M | $27.1M | ||
| Q1 25 | $84.0M | $25.8M | ||
| Q4 24 | $82.7M | $54.4M | ||
| Q3 24 | $63.7M | $31.1M | ||
| Q2 24 | $54.5M | $28.1M | ||
| Q1 24 | $51.6M | $24.7M |
| Q4 25 | $-15.1M | $-657.3K | ||
| Q3 25 | $-20.0M | $530.6K | ||
| Q2 25 | $-24.3M | $1.2M | ||
| Q1 25 | $-20.2M | $654.5K | ||
| Q4 24 | $-24.1M | $-1.5M | ||
| Q3 24 | $-34.9M | $469.6K | ||
| Q2 24 | $-37.9M | $649.1K | ||
| Q1 24 | $-60.6M | $1.1M |
| Q4 25 | 59.6% | 49.6% | ||
| Q3 25 | 58.9% | 51.4% | ||
| Q2 25 | 60.0% | 57.2% | ||
| Q1 25 | 60.0% | 54.7% | ||
| Q4 24 | 60.6% | 45.7% | ||
| Q3 24 | 60.8% | 54.8% | ||
| Q2 24 | 60.9% | 55.7% | ||
| Q1 24 | 59.8% | 58.6% |
| Q4 25 | -15.0% | -1.5% | ||
| Q3 25 | -23.0% | 2.2% | ||
| Q2 25 | -30.1% | 6.0% | ||
| Q1 25 | -30.2% | 3.6% | ||
| Q4 24 | -30.9% | -4.5% | ||
| Q3 24 | -56.9% | 2.3% | ||
| Q2 24 | -72.4% | 3.3% | ||
| Q1 24 | -80.8% | 6.2% |
| Q4 25 | -13.9% | -1.2% | ||
| Q3 25 | -20.9% | 1.6% | ||
| Q2 25 | -28.3% | 4.3% | ||
| Q1 25 | -24.1% | 2.5% | ||
| Q4 24 | -29.1% | -2.8% | ||
| Q3 24 | -54.8% | 1.5% | ||
| Q2 24 | -69.6% | 2.3% | ||
| Q1 24 | -117.4% | 4.3% |
| Q4 25 | $-0.35 | $-0.02 | ||
| Q3 25 | $-0.47 | $0.01 | ||
| Q2 25 | $-0.58 | $0.04 | ||
| Q1 25 | $-0.48 | $0.02 | ||
| Q4 24 | $-0.58 | $-0.04 | ||
| Q3 24 | $-0.85 | $0.01 | ||
| Q2 24 | $-0.93 | $0.02 | ||
| Q1 24 | $-1.51 | $0.03 |
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 | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $7.0M |
| Total Assets | $751.9M | $23.8M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | — | ||
| Q3 25 | $142.7M | — | ||
| Q2 25 | $141.3M | — | ||
| Q1 25 | $144.6M | — | ||
| Q4 24 | $127.1M | — | ||
| Q3 24 | $153.9M | — | ||
| Q2 24 | $131.8M | — | ||
| Q1 24 | $144.9M | $2.9M |
| Q4 25 | $590.1M | $7.0M | ||
| Q3 25 | $576.5M | $7.7M | ||
| Q2 25 | $572.7M | $7.2M | ||
| Q1 25 | $561.4M | $5.8M | ||
| Q4 24 | $554.3M | $5.2M | ||
| Q3 24 | $547.6M | $6.7M | ||
| Q2 24 | $555.4M | $6.2M | ||
| Q1 24 | $559.9M | $5.5M |
| Q4 25 | $751.9M | $23.8M | ||
| Q3 25 | $706.4M | $31.6M | ||
| Q2 25 | $701.9M | $23.0M | ||
| Q1 25 | $689.0M | $19.1M | ||
| Q4 24 | $670.8M | $20.0M | ||
| Q3 24 | $650.3M | $32.4M | ||
| Q2 24 | $638.7M | $20.2M | ||
| Q1 24 | $657.7M | $16.7M |
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 | $3.0M |
| Free Cash FlowOCF − Capex | $31.4M | $3.0M |
| FCF MarginFCF / Revenue | 29.0% | 5.3% |
| Capex IntensityCapex / Revenue | 2.7% | 0.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $2.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $3.0M | ||
| Q3 25 | $5.5M | $500.4K | ||
| Q2 25 | $14.8M | $-901.5K | ||
| Q1 25 | $25.4M | $-23.9K | ||
| Q4 24 | $6.6M | $1.5M | ||
| Q3 24 | $16.7M | $-2.2M | ||
| Q2 24 | $-15.0M | $456.2K | ||
| Q1 24 | $-4.0M | $492.9K |
| Q4 25 | $31.4M | $3.0M | ||
| Q3 25 | $1.4M | $449.3K | ||
| Q2 25 | $10.2M | $-901.6K | ||
| Q1 25 | $21.2M | $-24.6K | ||
| Q4 24 | $4.1M | $1.5M | ||
| Q3 24 | $14.2M | $-2.2M | ||
| Q2 24 | $-16.1M | $439.4K | ||
| Q1 24 | $-6.0M | $475.1K |
| Q4 25 | 29.0% | 5.3% | ||
| Q3 25 | 1.4% | 1.3% | ||
| Q2 25 | 11.9% | -3.3% | ||
| Q1 25 | 25.3% | -0.1% | ||
| Q4 24 | 5.0% | 2.8% | ||
| Q3 24 | 22.2% | -7.0% | ||
| Q2 24 | -29.5% | 1.6% | ||
| Q1 24 | -11.6% | 1.9% |
| Q4 25 | 2.7% | 0.0% | ||
| Q3 25 | 4.3% | 0.2% | ||
| Q2 25 | 5.3% | 0.0% | ||
| Q1 25 | 5.0% | 0.0% | ||
| Q4 24 | 3.0% | 0.0% | ||
| Q3 24 | 4.0% | 0.0% | ||
| Q2 24 | 2.1% | 0.1% | ||
| Q1 24 | 3.7% | 0.1% |
| Q4 25 | — | — | ||
| Q3 25 | — | 0.94× | ||
| Q2 25 | — | -0.77× | ||
| Q1 25 | — | -0.04× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -4.64× | ||
| Q2 24 | — | 0.70× | ||
| Q1 24 | — | 0.46× |
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% |
HOUR
Segment breakdown not available.
