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Side-by-side financial comparison of AMBARELLA INC (AMBA) and IMAX CORP (IMAX). Click either name above to swap in a different company.
IMAX CORP is the larger business by last-quarter revenue ($125.2M vs $108.5M, roughly 1.2× AMBARELLA INC). IMAX CORP runs the higher net margin — 0.5% vs -13.9%, a 14.4% gap on every dollar of revenue. On growth, IMAX CORP posted the faster year-over-year revenue change (35.1% vs 31.2%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $28.0M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 25.8%).
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 ...
IMAX Corporation is a Canadian production theatre company which designs and manufactures IMAX cameras and projection systems as well as performing film development, production, post-production and distribution to IMAX-affiliated theatres worldwide. Founded in Montreal in 1967, it has headquarters in the Toronto area, and operations in New York City and Los Angeles.
AMBA vs IMAX — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $125.2M |
| Net Profit | $-15.1M | $637.0K |
| Gross Margin | 59.6% | 57.6% |
| Operating Margin | -15.0% | 19.3% |
| Net Margin | -13.9% | 0.5% |
| Revenue YoY | 31.2% | 35.1% |
| Net Profit YoY | 37.2% | -88.0% |
| 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 | $125.2M | ||
| Q3 25 | $95.5M | $106.7M | ||
| Q2 25 | $85.9M | $91.7M | ||
| Q1 25 | $84.0M | $86.7M | ||
| Q4 24 | $82.7M | $92.7M | ||
| Q3 24 | $63.7M | $91.5M | ||
| Q2 24 | $54.5M | $89.0M | ||
| Q1 24 | $51.6M | $79.1M |
| Q4 25 | $-15.1M | $637.0K | ||
| Q3 25 | $-20.0M | $20.7M | ||
| Q2 25 | $-24.3M | $11.3M | ||
| Q1 25 | $-20.2M | $2.3M | ||
| Q4 24 | $-24.1M | $5.3M | ||
| Q3 24 | $-34.9M | $13.9M | ||
| Q2 24 | $-37.9M | $3.6M | ||
| Q1 24 | $-60.6M | $3.3M |
| Q4 25 | 59.6% | 57.6% | ||
| Q3 25 | 58.9% | 63.1% | ||
| Q2 25 | 60.0% | 58.5% | ||
| Q1 25 | 60.0% | 61.4% | ||
| Q4 24 | 60.6% | 52.2% | ||
| Q3 24 | 60.8% | 55.8% | ||
| Q2 24 | 60.9% | 49.4% | ||
| Q1 24 | 59.8% | 59.3% |
| Q4 25 | -15.0% | 19.3% | ||
| Q3 25 | -23.0% | 27.2% | ||
| Q2 25 | -30.1% | 15.6% | ||
| Q1 25 | -30.2% | 19.3% | ||
| Q4 24 | -30.9% | 10.3% | ||
| Q3 24 | -56.9% | 21.2% | ||
| Q2 24 | -72.4% | 3.2% | ||
| Q1 24 | -80.8% | 15.3% |
| Q4 25 | -13.9% | 0.5% | ||
| Q3 25 | -20.9% | 19.4% | ||
| Q2 25 | -28.3% | 12.3% | ||
| Q1 25 | -24.1% | 2.7% | ||
| Q4 24 | -29.1% | 5.7% | ||
| Q3 24 | -54.8% | 15.2% | ||
| Q2 24 | -69.6% | 4.0% | ||
| Q1 24 | -117.4% | 4.1% |
| Q4 25 | $-0.35 | $0.02 | ||
| Q3 25 | $-0.47 | $0.37 | ||
| Q2 25 | $-0.58 | $0.20 | ||
| Q1 25 | $-0.48 | $0.04 | ||
| Q4 24 | $-0.58 | $0.09 | ||
| Q3 24 | $-0.85 | $0.26 | ||
| Q2 24 | $-0.93 | $0.07 | ||
| Q1 24 | $-1.51 | $0.06 |
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 | $151.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $337.9M |
| Total Assets | $751.9M | $894.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $151.2M | ||
| Q3 25 | $142.7M | $143.1M | ||
| Q2 25 | $141.3M | $109.3M | ||
| Q1 25 | $144.6M | $97.1M | ||
| Q4 24 | $127.1M | $100.6M | ||
| Q3 24 | $153.9M | $104.5M | ||
| Q2 24 | $131.8M | $91.6M | ||
| Q1 24 | $144.9M | $81.0M |
| Q4 25 | $590.1M | $337.9M | ||
| Q3 25 | $576.5M | $349.5M | ||
| Q2 25 | $572.7M | $320.4M | ||
| Q1 25 | $561.4M | $299.5M | ||
| Q4 24 | $554.3M | $299.5M | ||
| Q3 24 | $547.6M | $289.4M | ||
| Q2 24 | $555.4M | $267.2M | ||
| Q1 24 | $559.9M | $258.8M |
| Q4 25 | $751.9M | $894.0M | ||
| Q3 25 | $706.4M | $889.6M | ||
| Q2 25 | $701.9M | $868.6M | ||
| Q1 25 | $689.0M | $848.3M | ||
| Q4 24 | $670.8M | $830.4M | ||
| Q3 24 | $650.3M | $847.6M | ||
| Q2 24 | $638.7M | $827.4M | ||
| Q1 24 | $657.7M | $824.1M |
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 | $29.4M |
| Free Cash FlowOCF − Capex | $31.4M | $28.0M |
| FCF MarginFCF / Revenue | 29.0% | 22.3% |
| Capex IntensityCapex / Revenue | 2.7% | 1.1% |
| Cash ConversionOCF / Net Profit | — | 46.11× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $118.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $29.4M | ||
| Q3 25 | $5.5M | $67.5M | ||
| Q2 25 | $14.8M | $23.2M | ||
| Q1 25 | $25.4M | $7.0M | ||
| Q4 24 | $6.6M | $11.5M | ||
| Q3 24 | $16.7M | $35.3M | ||
| Q2 24 | $-15.0M | $35.0M | ||
| Q1 24 | $-4.0M | $-11.0M |
| Q4 25 | $31.4M | $28.0M | ||
| Q3 25 | $1.4M | $64.8M | ||
| Q2 25 | $10.2M | $20.9M | ||
| Q1 25 | $21.2M | $5.3M | ||
| Q4 24 | $4.1M | $6.9M | ||
| Q3 24 | $14.2M | $34.2M | ||
| Q2 24 | $-16.1M | $33.5M | ||
| Q1 24 | $-6.0M | $-12.1M |
| Q4 25 | 29.0% | 22.3% | ||
| Q3 25 | 1.4% | 60.7% | ||
| Q2 25 | 11.9% | 22.8% | ||
| Q1 25 | 25.3% | 6.1% | ||
| Q4 24 | 5.0% | 7.4% | ||
| Q3 24 | 22.2% | 37.3% | ||
| Q2 24 | -29.5% | 37.6% | ||
| Q1 24 | -11.6% | -15.3% |
| Q4 25 | 2.7% | 1.1% | ||
| Q3 25 | 4.3% | 2.6% | ||
| Q2 25 | 5.3% | 2.6% | ||
| Q1 25 | 5.0% | 1.9% | ||
| Q4 24 | 3.0% | 5.0% | ||
| Q3 24 | 4.0% | 1.2% | ||
| Q2 24 | 2.1% | 1.8% | ||
| Q1 24 | 3.7% | 1.4% |
| Q4 25 | — | 46.11× | ||
| Q3 25 | — | 3.27× | ||
| Q2 25 | — | 2.06× | ||
| Q1 25 | — | 2.99× | ||
| Q4 24 | — | 2.16× | ||
| Q3 24 | — | 2.54× | ||
| Q2 24 | — | 9.78× | ||
| Q1 24 | — | -3.35× |
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% |
IMAX
| Technology Sales | $46.6M | 37% |
| Image Enhancement And Maintenance Services | $38.1M | 30% |
| Joint Revenue Sharing Arrangement | $20.4M | 16% |
| Maintenance | $16.3M | 13% |
| Finance Income | $2.8M | 2% |
| Other Content Solutions | $1.6M | 1% |
