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Side-by-side financial comparison of AMBARELLA INC (AMBA) and Inogen Inc (INGN). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $68.6M, roughly 1.6× Inogen Inc). On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 3.4%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $-1.9M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 4.2%).
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 ...
Inogen Inc is a medical technology firm specializing in the development, production and distribution of portable oxygen concentrators and associated respiratory care products. It caters primarily to patients with chronic respiratory conditions needing long-term oxygen therapy across North America, Europe and other global markets, focusing on home care and ambulatory patient segments to enhance users' quality of life.
AMBA vs INGN — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $68.6M |
| Net Profit | $-15.1M | — |
| Gross Margin | 59.6% | 51.4% |
| Operating Margin | -15.0% | -13.6% |
| Net Margin | -13.9% | — |
| Revenue YoY | 31.2% | 3.4% |
| Net Profit YoY | 37.2% | — |
| EPS (diluted) | $-0.35 | $-0.26 |
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 | $68.6M | ||
| Q3 25 | $95.5M | $79.1M | ||
| Q2 25 | $85.9M | $79.2M | ||
| Q1 25 | $84.0M | $68.5M | ||
| Q4 24 | $82.7M | $66.3M | ||
| Q3 24 | $63.7M | $74.9M | ||
| Q2 24 | $54.5M | $74.4M | ||
| Q1 24 | $51.6M | $63.1M |
| Q4 25 | $-15.1M | — | ||
| Q3 25 | $-20.0M | $-5.3M | ||
| Q2 25 | $-24.3M | $-4.2M | ||
| Q1 25 | $-20.2M | $-6.2M | ||
| Q4 24 | $-24.1M | — | ||
| Q3 24 | $-34.9M | $-6.0M | ||
| Q2 24 | $-37.9M | $-5.6M | ||
| Q1 24 | $-60.6M | $-14.6M |
| Q4 25 | 59.6% | 51.4% | ||
| Q3 25 | 58.9% | 52.2% | ||
| Q2 25 | 60.0% | 52.2% | ||
| Q1 25 | 60.0% | 53.1% | ||
| Q4 24 | 60.6% | 54.7% | ||
| Q3 24 | 60.8% | 55.2% | ||
| Q2 24 | 60.9% | 57.4% | ||
| Q1 24 | 59.8% | 54.5% |
| Q4 25 | -15.0% | -13.6% | ||
| Q3 25 | -23.0% | -9.0% | ||
| Q2 25 | -30.1% | -7.7% | ||
| Q1 25 | -30.2% | -11.2% | ||
| Q4 24 | -30.9% | -17.2% | ||
| Q3 24 | -56.9% | -10.4% | ||
| Q2 24 | -72.4% | -9.5% | ||
| Q1 24 | -80.8% | -25.8% |
| Q4 25 | -13.9% | — | ||
| Q3 25 | -20.9% | -6.7% | ||
| Q2 25 | -28.3% | -5.2% | ||
| Q1 25 | -24.1% | -9.0% | ||
| Q4 24 | -29.1% | — | ||
| Q3 24 | -54.8% | -8.0% | ||
| Q2 24 | -69.6% | -7.5% | ||
| Q1 24 | -117.4% | -23.1% |
| Q4 25 | $-0.35 | $-0.26 | ||
| Q3 25 | $-0.47 | $-0.20 | ||
| Q2 25 | $-0.58 | $-0.15 | ||
| Q1 25 | $-0.48 | $-0.25 | ||
| Q4 24 | $-0.58 | $-0.41 | ||
| Q3 24 | $-0.85 | $-0.25 | ||
| Q2 24 | $-0.93 | $-0.24 | ||
| Q1 24 | $-1.51 | $-0.62 |
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 | $103.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $192.2M |
| Total Assets | $751.9M | $298.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $103.7M | ||
| Q3 25 | $142.7M | $106.5M | ||
| Q2 25 | $141.3M | $103.7M | ||
| Q1 25 | $144.6M | $118.9M | ||
| Q4 24 | $127.1M | $113.8M | ||
| Q3 24 | $153.9M | $105.7M | ||
| Q2 24 | $131.8M | $97.9M | ||
| Q1 24 | $144.9M | $107.4M |
| Q4 25 | $590.1M | $192.2M | ||
| Q3 25 | $576.5M | $197.2M | ||
| Q2 25 | $572.7M | $199.5M | ||
| Q1 25 | $561.4M | $198.0M | ||
| Q4 24 | $554.3M | $173.9M | ||
| Q3 24 | $547.6M | $185.4M | ||
| Q2 24 | $555.4M | $187.6M | ||
| Q1 24 | $559.9M | $191.9M |
| Q4 25 | $751.9M | $298.6M | ||
| Q3 25 | $706.4M | $307.0M | ||
| Q2 25 | $701.9M | $312.0M | ||
| Q1 25 | $689.0M | $308.4M | ||
| Q4 24 | $670.8M | $296.2M | ||
| Q3 24 | $650.3M | $306.2M | ||
| Q2 24 | $638.7M | $308.9M | ||
| Q1 24 | $657.7M | $315.6M |
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 | $-943.0K |
| Free Cash FlowOCF − Capex | $31.4M | $-1.9M |
| FCF MarginFCF / Revenue | 29.0% | -2.8% |
| Capex IntensityCapex / Revenue | 2.7% | 1.4% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $-13.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $-943.0K | ||
| Q3 25 | $5.5M | $2.2M | ||
| Q2 25 | $14.8M | $4.3M | ||
| Q1 25 | $25.4M | $-16.8M | ||
| Q4 24 | $6.6M | $-3.0M | ||
| Q3 24 | $16.7M | $7.0M | ||
| Q2 24 | $-15.0M | $6.7M | ||
| Q1 24 | $-4.0M | $-4.7M |
| Q4 25 | $31.4M | $-1.9M | ||
| Q3 25 | $1.4M | $1.6M | ||
| Q2 25 | $10.2M | $3.7M | ||
| Q1 25 | $21.2M | $-17.1M | ||
| Q4 24 | $4.1M | $-3.3M | ||
| Q3 24 | $14.2M | $5.3M | ||
| Q2 24 | $-16.1M | $6.6M | ||
| Q1 24 | $-6.0M | $-6.1M |
| Q4 25 | 29.0% | -2.8% | ||
| Q3 25 | 1.4% | 2.0% | ||
| Q2 25 | 11.9% | 4.6% | ||
| Q1 25 | 25.3% | -24.9% | ||
| Q4 24 | 5.0% | -5.0% | ||
| Q3 24 | 22.2% | 7.1% | ||
| Q2 24 | -29.5% | 8.9% | ||
| Q1 24 | -11.6% | -9.6% |
| Q4 25 | 2.7% | 1.4% | ||
| Q3 25 | 4.3% | 0.7% | ||
| Q2 25 | 5.3% | 0.9% | ||
| Q1 25 | 5.0% | 0.4% | ||
| Q4 24 | 3.0% | 0.5% | ||
| Q3 24 | 4.0% | 2.2% | ||
| Q2 24 | 2.1% | 0.1% | ||
| Q1 24 | 3.7% | 2.1% |
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% |
INGN
| Other | $36.1M | 53% |
| Non Us | $32.5M | 47% |
