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Side-by-side financial comparison of AMBARELLA INC (AMBA) and Inspirato Inc (ISPO). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $55.5M, roughly 2.0× Inspirato Inc). Inspirato Inc runs the higher net margin — -8.1% vs -13.9%, a 5.8% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs -19.6%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $-3.0M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs -11.4%).
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 ...
Inspirato Inc is a luxury travel and hospitality subscription service provider catering primarily to high-net-worth consumers across North America. It offers curated premium villa rentals, exclusive resort access, customized trip planning, and corporate travel incentive solutions for enterprise clients.
AMBA vs ISPO — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $55.5M |
| Net Profit | $-15.1M | $-4.5M |
| Gross Margin | 59.6% | 31.4% |
| Operating Margin | -15.0% | -8.0% |
| Net Margin | -13.9% | -8.1% |
| Revenue YoY | 31.2% | -19.6% |
| Net Profit YoY | 37.2% | -204.4% |
| EPS (diluted) | $-0.35 | $-0.36 |
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 | — | ||
| Q3 25 | $95.5M | $55.5M | ||
| Q2 25 | $85.9M | $63.1M | ||
| Q1 25 | $84.0M | $65.9M | ||
| Q4 24 | $82.7M | $63.1M | ||
| Q3 24 | $63.7M | $69.1M | ||
| Q2 24 | $54.5M | $67.4M | ||
| Q1 24 | $51.6M | $80.2M |
| Q4 25 | $-15.1M | — | ||
| Q3 25 | $-20.0M | $-4.5M | ||
| Q2 25 | $-24.3M | $-5.3M | ||
| Q1 25 | $-20.2M | $1.6M | ||
| Q4 24 | $-24.1M | $-2.3M | ||
| Q3 24 | $-34.9M | $4.3M | ||
| Q2 24 | $-37.9M | $-8.7M | ||
| Q1 24 | $-60.6M | $1.3M |
| Q4 25 | 59.6% | — | ||
| Q3 25 | 58.9% | 31.4% | ||
| Q2 25 | 60.0% | 27.5% | ||
| Q1 25 | 60.0% | 38.8% | ||
| Q4 24 | 60.6% | 34.7% | ||
| Q3 24 | 60.8% | 71.5% | ||
| Q2 24 | 60.9% | 24.0% | ||
| Q1 24 | 59.8% | 39.5% |
| Q4 25 | -15.0% | — | ||
| Q3 25 | -23.0% | -8.0% | ||
| Q2 25 | -30.1% | -8.3% | ||
| Q1 25 | -30.2% | 2.5% | ||
| Q4 24 | -30.9% | -3.2% | ||
| Q3 24 | -56.9% | 9.8% | ||
| Q2 24 | -72.4% | -22.8% | ||
| Q1 24 | -80.8% | 3.0% |
| Q4 25 | -13.9% | — | ||
| Q3 25 | -20.9% | -8.1% | ||
| Q2 25 | -28.3% | -8.4% | ||
| Q1 25 | -24.1% | 2.5% | ||
| Q4 24 | -29.1% | -3.6% | ||
| Q3 24 | -54.8% | 6.3% | ||
| Q2 24 | -69.6% | -12.9% | ||
| Q1 24 | -117.4% | 1.6% |
| Q4 25 | $-0.35 | — | ||
| Q3 25 | $-0.47 | $-0.36 | ||
| Q2 25 | $-0.58 | $-0.42 | ||
| Q1 25 | $-0.48 | $0.12 | ||
| Q4 24 | $-0.58 | $0.98 | ||
| Q3 24 | $-0.85 | $0.62 | ||
| Q2 24 | $-0.93 | $-2.33 | ||
| Q1 24 | $-1.51 | $-0.18 |
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 | $13.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $-134.0M |
| Total Assets | $751.9M | $228.3M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | — | ||
| Q3 25 | $142.7M | $13.7M | ||
| Q2 25 | $141.3M | $16.7M | ||
| Q1 25 | $144.6M | $16.4M | ||
| Q4 24 | $127.1M | $21.8M | ||
| Q3 24 | $153.9M | $13.5M | ||
| Q2 24 | $131.8M | $18.8M | ||
| Q1 24 | $144.9M | $22.6M |
| Q4 25 | $590.1M | — | ||
| Q3 25 | $576.5M | $-134.0M | ||
| Q2 25 | $572.7M | $-129.7M | ||
| Q1 25 | $561.4M | $-125.2M | ||
| Q4 24 | $554.3M | $-129.9M | ||
| Q3 24 | $547.6M | $-134.6M | ||
| Q2 24 | $555.4M | $-35.2M | ||
| Q1 24 | $559.9M | $-27.5M |
| Q4 25 | $751.9M | — | ||
| Q3 25 | $706.4M | $228.3M | ||
| Q2 25 | $701.9M | $252.6M | ||
| Q1 25 | $689.0M | $270.1M | ||
| Q4 24 | $670.8M | $273.9M | ||
| Q3 24 | $650.3M | $273.3M | ||
| Q2 24 | $638.7M | $301.7M | ||
| Q1 24 | $657.7M | $313.0M |
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 | $-2.2M |
| Free Cash FlowOCF − Capex | $31.4M | $-3.0M |
| FCF MarginFCF / Revenue | 29.0% | -5.4% |
| Capex IntensityCapex / Revenue | 2.7% | 1.4% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $-31.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | — | ||
| Q3 25 | $5.5M | $-2.2M | ||
| Q2 25 | $14.8M | $1.1M | ||
| Q1 25 | $25.4M | $-6.6M | ||
| Q4 24 | $6.6M | $-15.8M | ||
| Q3 24 | $16.7M | $-13.7M | ||
| Q2 24 | $-15.0M | $-1.8M | ||
| Q1 24 | $-4.0M | $-7.2M |
| Q4 25 | $31.4M | — | ||
| Q3 25 | $1.4M | $-3.0M | ||
| Q2 25 | $10.2M | $468.0K | ||
| Q1 25 | $21.2M | $-7.5M | ||
| Q4 24 | $4.1M | $-21.2M | ||
| Q3 24 | $14.2M | $-14.8M | ||
| Q2 24 | $-16.1M | $-3.7M | ||
| Q1 24 | $-6.0M | $-8.5M |
| Q4 25 | 29.0% | — | ||
| Q3 25 | 1.4% | -5.4% | ||
| Q2 25 | 11.9% | 0.7% | ||
| Q1 25 | 25.3% | -11.4% | ||
| Q4 24 | 5.0% | -33.7% | ||
| Q3 24 | 22.2% | -21.5% | ||
| Q2 24 | -29.5% | -5.5% | ||
| Q1 24 | -11.6% | -10.6% |
| Q4 25 | 2.7% | — | ||
| Q3 25 | 4.3% | 1.4% | ||
| Q2 25 | 5.3% | 1.0% | ||
| Q1 25 | 5.0% | 1.3% | ||
| Q4 24 | 3.0% | 8.7% | ||
| Q3 24 | 4.0% | 1.6% | ||
| Q2 24 | 2.1% | 2.8% | ||
| Q1 24 | 3.7% | 1.6% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -4.09× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -3.16× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -5.70× |
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% |
ISPO
| Residence And Hotel Travel | $25.9M | 47% |
| Subscription | $19.4M | 35% |
| Experiences And Bespoke Travel | $8.0M | 14% |
| Rewards And Other Revenue | $2.3M | 4% |
