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Side-by-side financial comparison of AMBARELLA INC (AMBA) and Kennedy-Wilson Holdings, Inc. (KW). Click either name above to swap in a different company.
Kennedy-Wilson Holdings, Inc. is the larger business by last-quarter revenue ($120.6M vs $108.5M, roughly 1.1× AMBARELLA INC). Kennedy-Wilson Holdings, Inc. runs the higher net margin — 48.1% vs -13.9%, a 62.0% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs -11.0%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $-55.2M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs -6.0%).
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 ...
Kennedy Wilson is a real estate investment company headquartered in Beverly Hills, California, United States.
AMBA vs KW — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $120.6M |
| Net Profit | $-15.1M | $58.0M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | 57.3% |
| Net Margin | -13.9% | 48.1% |
| Revenue YoY | 31.2% | -11.0% |
| Net Profit YoY | 37.2% | 32.7% |
| EPS (diluted) | $-0.35 | $0.22 |
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 | $120.6M | ||
| Q3 25 | $95.5M | $116.4M | ||
| Q2 25 | $85.9M | $135.7M | ||
| Q1 25 | $84.0M | $128.3M | ||
| Q4 24 | $82.7M | $135.5M | ||
| Q3 24 | $63.7M | $127.5M | ||
| Q2 24 | $54.5M | $132.0M | ||
| Q1 24 | $51.6M | $136.4M |
| Q4 25 | $-15.1M | $58.0M | ||
| Q3 25 | $-20.0M | $-10.2M | ||
| Q2 25 | $-24.3M | $5.6M | ||
| Q1 25 | $-20.2M | $-29.6M | ||
| Q4 24 | $-24.1M | $43.7M | ||
| Q3 24 | $-34.9M | $-66.8M | ||
| Q2 24 | $-37.9M | $-48.3M | ||
| Q1 24 | $-60.6M | $37.7M |
| Q4 25 | 59.6% | — | ||
| Q3 25 | 58.9% | — | ||
| Q2 25 | 60.0% | — | ||
| Q1 25 | 60.0% | — | ||
| Q4 24 | 60.6% | — | ||
| Q3 24 | 60.8% | — | ||
| Q2 24 | 60.9% | — | ||
| Q1 24 | 59.8% | — |
| Q4 25 | -15.0% | 57.3% | ||
| Q3 25 | -23.0% | -6.2% | ||
| Q2 25 | -30.1% | 7.4% | ||
| Q1 25 | -30.2% | -26.9% | ||
| Q4 24 | -30.9% | 36.7% | ||
| Q3 24 | -56.9% | -60.8% | ||
| Q2 24 | -72.4% | -45.5% | ||
| Q1 24 | -80.8% | 47.2% |
| Q4 25 | -13.9% | 48.1% | ||
| Q3 25 | -20.9% | -8.8% | ||
| Q2 25 | -28.3% | 4.1% | ||
| Q1 25 | -24.1% | -23.1% | ||
| Q4 24 | -29.1% | 32.3% | ||
| Q3 24 | -54.8% | -52.4% | ||
| Q2 24 | -69.6% | -36.6% | ||
| Q1 24 | -117.4% | 27.6% |
| Q4 25 | $-0.35 | $0.22 | ||
| Q3 25 | $-0.47 | $-0.15 | ||
| Q2 25 | $-0.58 | $-0.05 | ||
| Q1 25 | $-0.48 | $-0.30 | ||
| Q4 24 | $-0.58 | $0.24 | ||
| Q3 24 | $-0.85 | $-0.56 | ||
| Q2 24 | $-0.93 | $-0.43 | ||
| Q1 24 | $-1.51 | $0.19 |
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 | $184.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $1.5B |
| Total Assets | $751.9M | $6.6B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $184.5M | ||
| Q3 25 | $142.7M | $382.6M | ||
| Q2 25 | $141.3M | $309.1M | ||
| Q1 25 | $144.6M | $356.6M | ||
| Q4 24 | $127.1M | $217.5M | ||
| Q3 24 | $153.9M | $367.1M | ||
| Q2 24 | $131.8M | $366.5M | ||
| Q1 24 | $144.9M | $541.9M |
| Q4 25 | $590.1M | $1.5B | ||
| Q3 25 | $576.5M | $1.5B | ||
| Q2 25 | $572.7M | $1.6B | ||
| Q1 25 | $561.4M | $1.6B | ||
| Q4 24 | $554.3M | $1.6B | ||
| Q3 24 | $547.6M | $1.6B | ||
| Q2 24 | $555.4M | $1.7B | ||
| Q1 24 | $559.9M | $1.7B |
| Q4 25 | $751.9M | $6.6B | ||
| Q3 25 | $706.4M | $6.7B | ||
| Q2 25 | $701.9M | $6.8B | ||
| Q1 25 | $689.0M | $7.2B | ||
| Q4 24 | $670.8M | $7.0B | ||
| Q3 24 | $650.3M | $7.4B | ||
| Q2 24 | $638.7M | $7.5B | ||
| Q1 24 | $657.7M | $7.7B |
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 | $11.4M |
| Free Cash FlowOCF − Capex | $31.4M | $-55.2M |
| FCF MarginFCF / Revenue | 29.0% | -45.8% |
| Capex IntensityCapex / Revenue | 2.7% | 55.2% |
| Cash ConversionOCF / Net Profit | — | 0.20× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $-103.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $11.4M | ||
| Q3 25 | $5.5M | $-7.6M | ||
| Q2 25 | $14.8M | $42.0M | ||
| Q1 25 | $25.4M | $-51.9M | ||
| Q4 24 | $6.6M | $55.1M | ||
| Q3 24 | $16.7M | $-5.6M | ||
| Q2 24 | $-15.0M | $36.7M | ||
| Q1 24 | $-4.0M | $-5.6M |
| Q4 25 | $31.4M | $-55.2M | ||
| Q3 25 | $1.4M | $-18.0M | ||
| Q2 25 | $10.2M | $29.4M | ||
| Q1 25 | $21.2M | $-59.7M | ||
| Q4 24 | $4.1M | $-76.5M | ||
| Q3 24 | $14.2M | $-27.7M | ||
| Q2 24 | $-16.1M | $-500.0K | ||
| Q1 24 | $-6.0M | $-57.1M |
| Q4 25 | 29.0% | -45.8% | ||
| Q3 25 | 1.4% | -15.5% | ||
| Q2 25 | 11.9% | 21.7% | ||
| Q1 25 | 25.3% | -46.5% | ||
| Q4 24 | 5.0% | -56.5% | ||
| Q3 24 | 22.2% | -21.7% | ||
| Q2 24 | -29.5% | -0.4% | ||
| Q1 24 | -11.6% | -41.9% |
| Q4 25 | 2.7% | 55.2% | ||
| Q3 25 | 4.3% | 8.9% | ||
| Q2 25 | 5.3% | 9.3% | ||
| Q1 25 | 5.0% | 6.1% | ||
| Q4 24 | 3.0% | 97.1% | ||
| Q3 24 | 4.0% | 17.3% | ||
| Q2 24 | 2.1% | 28.2% | ||
| Q1 24 | 3.7% | 37.8% |
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 7.50× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.26× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -0.15× |
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% |
KW
| Consolidated Portfolio Segment | $84.9M | 70% |
| Investment Management Fees | $30.4M | 25% |
| Real Estate | $5.1M | 4% |
