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Side-by-side financial comparison of AMBARELLA INC (AMBA) and Katapult Holdings, Inc. (KPLT). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $73.9M, roughly 1.5× Katapult Holdings, Inc.). Katapult Holdings, Inc. runs the higher net margin — 26.8% vs -13.9%, a 40.8% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 17.3%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $-12.0M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 6.6%).
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 ...
Katapult Holdings, Inc. is a U.S.-based fintech company that provides accessible point-of-sale lease-to-purchase solutions for consumers with limited or no traditional credit history. It partners with a wide network of e-commerce platforms and brick-and-mortar retail merchants across segments including electronics, furniture and home goods to offer flexible payment plans for customers to obtain needed products.
AMBA vs KPLT — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $73.9M |
| Net Profit | $-15.1M | $19.8M |
| Gross Margin | 59.6% | 15.6% |
| Operating Margin | -15.0% | -1.4% |
| Net Margin | -13.9% | 26.8% |
| Revenue YoY | 31.2% | 17.3% |
| Net Profit YoY | 37.2% | 307.3% |
| EPS (diluted) | $-0.35 | $3.69 |
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 | $73.9M | ||
| Q3 25 | $95.5M | $74.0M | ||
| Q2 25 | $85.9M | $71.9M | ||
| Q1 25 | $84.0M | $71.9M | ||
| Q4 24 | $82.7M | $63.0M | ||
| Q3 24 | $63.7M | $60.3M | ||
| Q2 24 | $54.5M | $58.9M | ||
| Q1 24 | $51.6M | $65.1M |
| Q4 25 | $-15.1M | $19.8M | ||
| Q3 25 | $-20.0M | $-4.9M | ||
| Q2 25 | $-24.3M | $-7.8M | ||
| Q1 25 | $-20.2M | $-5.7M | ||
| Q4 24 | $-24.1M | $-9.6M | ||
| Q3 24 | $-34.9M | $-8.9M | ||
| Q2 24 | $-37.9M | $-6.9M | ||
| Q1 24 | $-60.6M | $-570.0K |
| Q4 25 | 59.6% | 15.6% | ||
| Q3 25 | 58.9% | 19.7% | ||
| Q2 25 | 60.0% | 15.5% | ||
| Q1 25 | 60.0% | 19.9% | ||
| Q4 24 | 60.6% | 11.8% | ||
| Q3 24 | 60.8% | 19.8% | ||
| Q2 24 | 60.9% | 16.9% | ||
| Q1 24 | 59.8% | 25.3% |
| Q4 25 | -15.0% | -1.4% | ||
| Q3 25 | -23.0% | 3.3% | ||
| Q2 25 | -30.1% | -2.0% | ||
| Q1 25 | -30.2% | -0.7% | ||
| Q4 24 | -30.9% | -7.7% | ||
| Q3 24 | -56.9% | -7.4% | ||
| Q2 24 | -72.4% | -4.5% | ||
| Q1 24 | -80.8% | 5.8% |
| Q4 25 | -13.9% | 26.8% | ||
| Q3 25 | -20.9% | -6.7% | ||
| Q2 25 | -28.3% | -10.9% | ||
| Q1 25 | -24.1% | -7.9% | ||
| Q4 24 | -29.1% | -15.2% | ||
| Q3 24 | -54.8% | -14.7% | ||
| Q2 24 | -69.6% | -11.7% | ||
| Q1 24 | -117.4% | -0.9% |
| Q4 25 | $-0.35 | $3.69 | ||
| Q3 25 | $-0.47 | $-0.94 | ||
| Q2 25 | $-0.58 | $-1.63 | ||
| Q1 25 | $-0.48 | $-1.23 | ||
| Q4 24 | $-0.58 | $-2.17 | ||
| Q3 24 | $-0.85 | $-2.05 | ||
| Q2 24 | $-0.93 | $-1.61 | ||
| Q1 24 | $-1.51 | $-0.13 |
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 | $22.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $-38.1M |
| Total Assets | $751.9M | $107.9M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $22.4M | ||
| Q3 25 | $142.7M | $3.4M | ||
| Q2 25 | $141.3M | $3.7M | ||
| Q1 25 | $144.6M | $6.0M | ||
| Q4 24 | $127.1M | $3.5M | ||
| Q3 24 | $153.9M | $25.9M | ||
| Q2 24 | $131.8M | $33.7M | ||
| Q1 24 | $144.9M | $31.2M |
| Q4 25 | $590.1M | $-38.1M | ||
| Q3 25 | $576.5M | $-58.4M | ||
| Q2 25 | $572.7M | $-54.1M | ||
| Q1 25 | $561.4M | $-51.7M | ||
| Q4 24 | $554.3M | $-46.8M | ||
| Q3 24 | $547.6M | $-40.3M | ||
| Q2 24 | $555.4M | $-32.9M | ||
| Q1 24 | $559.9M | $-27.5M |
| Q4 25 | $751.9M | $107.9M | ||
| Q3 25 | $706.4M | $85.9M | ||
| Q2 25 | $701.9M | $90.6M | ||
| Q1 25 | $689.0M | $88.5M | ||
| Q4 24 | $670.8M | $93.2M | ||
| Q3 24 | $650.3M | $92.0M | ||
| Q2 24 | $638.7M | $106.6M | ||
| Q1 24 | $657.7M | $106.6M |
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 | $-11.9M |
| Free Cash FlowOCF − Capex | $31.4M | $-12.0M |
| FCF MarginFCF / Revenue | 29.0% | -16.2% |
| Capex IntensityCapex / Revenue | 2.7% | 0.0% |
| Cash ConversionOCF / Net Profit | — | -0.60× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $-11.9M | ||
| Q3 25 | $5.5M | $4.0M | ||
| Q2 25 | $14.8M | $-6.6M | ||
| Q1 25 | $25.4M | $3.4M | ||
| Q4 24 | $6.6M | $-32.6M | ||
| Q3 24 | $16.7M | $-5.4M | ||
| Q2 24 | $-15.0M | $-628.0K | ||
| Q1 24 | $-4.0M | $2.0M |
| Q4 25 | $31.4M | $-12.0M | ||
| Q3 25 | $1.4M | $4.0M | ||
| Q2 25 | $10.2M | — | ||
| Q1 25 | $21.2M | $3.4M | ||
| Q4 24 | $4.1M | $-32.6M | ||
| Q3 24 | $14.2M | $-5.4M | ||
| Q2 24 | $-16.1M | $-653.0K | ||
| Q1 24 | $-6.0M | — |
| Q4 25 | 29.0% | -16.2% | ||
| Q3 25 | 1.4% | 5.4% | ||
| Q2 25 | 11.9% | — | ||
| Q1 25 | 25.3% | 4.7% | ||
| Q4 24 | 5.0% | -51.8% | ||
| Q3 24 | 22.2% | -9.0% | ||
| Q2 24 | -29.5% | -1.1% | ||
| Q1 24 | -11.6% | — |
| Q4 25 | 2.7% | 0.0% | ||
| Q3 25 | 4.3% | 0.0% | ||
| Q2 25 | 5.3% | 0.0% | ||
| Q1 25 | 5.0% | 0.0% | ||
| Q4 24 | 3.0% | 0.1% | ||
| Q3 24 | 4.0% | 0.0% | ||
| Q2 24 | 2.1% | 0.0% | ||
| Q1 24 | 3.7% | 0.0% |
| Q4 25 | — | -0.60× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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% |
KPLT
Segment breakdown not available.
