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Side-by-side financial comparison of AMBARELLA INC (AMBA) and Lovesac Co (LOVE). Click either name above to swap in a different company.
Lovesac Co is the larger business by last-quarter revenue ($150.2M vs $108.5M, roughly 1.4× AMBARELLA INC). Lovesac Co runs the higher net margin — -7.0% vs -13.9%, a 6.9% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 0.2%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $-10.2M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs -22.6%).
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 ...
The Lovesac Company is an American furniture retailer, specializing in a patented modular furniture system called Sactionals. Sactionals consist of two combinable pieces, “Seats” and “Sides,” as well as custom-fit covers and associated accessories. Lovesac also sells Sacs, a bag seat filled with a proprietary foam mixture.
AMBA vs LOVE — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $150.2M |
| Net Profit | $-15.1M | $-10.6M |
| Gross Margin | 59.6% | 56.1% |
| Operating Margin | -15.0% | -10.5% |
| Net Margin | -13.9% | -7.0% |
| Revenue YoY | 31.2% | 0.2% |
| Net Profit YoY | 37.2% | -114.0% |
| EPS (diluted) | $-0.35 | $-0.72 |
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 | $150.2M | ||
| Q3 25 | $95.5M | $160.5M | ||
| Q2 25 | $85.9M | $138.4M | ||
| Q1 25 | $84.0M | $241.5M | ||
| Q4 24 | $82.7M | $149.9M | ||
| Q3 24 | $63.7M | $156.6M | ||
| Q2 24 | $54.5M | $132.6M | ||
| Q1 24 | $51.6M | $250.5M |
| Q4 25 | $-15.1M | $-10.6M | ||
| Q3 25 | $-20.0M | $-6.7M | ||
| Q2 25 | $-24.3M | $-10.8M | ||
| Q1 25 | $-20.2M | $35.3M | ||
| Q4 24 | $-24.1M | $-4.9M | ||
| Q3 24 | $-34.9M | $-5.9M | ||
| Q2 24 | $-37.9M | $-13.0M | ||
| Q1 24 | $-60.6M | $31.0M |
| Q4 25 | 59.6% | 56.1% | ||
| Q3 25 | 58.9% | 56.4% | ||
| Q2 25 | 60.0% | 53.7% | ||
| Q1 25 | 60.0% | 60.4% | ||
| Q4 24 | 60.6% | 58.5% | ||
| Q3 24 | 60.8% | 59.0% | ||
| Q2 24 | 60.9% | 54.3% | ||
| Q1 24 | 59.8% | 59.7% |
| Q4 25 | -15.0% | -10.5% | ||
| Q3 25 | -23.0% | -5.5% | ||
| Q2 25 | -30.1% | -10.8% | ||
| Q1 25 | -30.2% | 19.7% | ||
| Q4 24 | -30.9% | -5.2% | ||
| Q3 24 | -56.9% | -5.3% | ||
| Q2 24 | -72.4% | -13.5% | ||
| Q1 24 | -80.8% | 16.1% |
| Q4 25 | -13.9% | -7.0% | ||
| Q3 25 | -20.9% | -4.1% | ||
| Q2 25 | -28.3% | -7.8% | ||
| Q1 25 | -24.1% | 14.6% | ||
| Q4 24 | -29.1% | -3.3% | ||
| Q3 24 | -54.8% | -3.7% | ||
| Q2 24 | -69.6% | -9.8% | ||
| Q1 24 | -117.4% | 12.4% |
| Q4 25 | $-0.35 | $-0.72 | ||
| Q3 25 | $-0.47 | $-0.45 | ||
| Q2 25 | $-0.58 | $-0.73 | ||
| Q1 25 | $-0.48 | $2.22 | ||
| Q4 24 | $-0.58 | $-0.32 | ||
| Q3 24 | $-0.85 | $-0.38 | ||
| Q2 24 | $-0.93 | $-0.83 | ||
| Q1 24 | $-1.51 | $1.91 |
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 | $23.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $189.3M |
| Total Assets | $751.9M | $495.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $23.7M | ||
| Q3 25 | $142.7M | $34.2M | ||
| Q2 25 | $141.3M | $26.9M | ||
| Q1 25 | $144.6M | $83.7M | ||
| Q4 24 | $127.1M | $61.7M | ||
| Q3 24 | $153.9M | $72.1M | ||
| Q2 24 | $131.8M | $72.4M | ||
| Q1 24 | $144.9M | $87.0M |
| Q4 25 | $590.1M | $189.3M | ||
| Q3 25 | $576.5M | $197.5M | ||
| Q2 25 | $572.7M | $201.2M | ||
| Q1 25 | $561.4M | $216.4M | ||
| Q4 24 | $554.3M | $196.5M | ||
| Q3 24 | $547.6M | $202.1M | ||
| Q2 24 | $555.4M | $205.3M | ||
| Q1 24 | $559.9M | $217.5M |
| Q4 25 | $751.9M | $495.5M | ||
| Q3 25 | $706.4M | $493.7M | ||
| Q2 25 | $701.9M | $483.7M | ||
| Q1 25 | $689.0M | $532.3M | ||
| Q4 24 | $670.8M | $499.7M | ||
| Q3 24 | $650.3M | $481.1M | ||
| Q2 24 | $638.7M | $477.2M | ||
| Q1 24 | $657.7M | $482.2M |
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 | $-4.9M |
| Free Cash FlowOCF − Capex | $31.4M | $-10.2M |
| FCF MarginFCF / Revenue | 29.0% | -6.8% |
| Capex IntensityCapex / Revenue | 2.7% | 3.5% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $-13.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $-4.9M | ||
| Q3 25 | $5.5M | $12.2M | ||
| Q2 25 | $14.8M | $-41.4M | ||
| Q1 25 | $25.4M | $44.0M | ||
| Q4 24 | $6.6M | $-4.2M | ||
| Q3 24 | $16.7M | $6.2M | ||
| Q2 24 | $-15.0M | $-7.0M | ||
| Q1 24 | $-4.0M | $56.3M |
| Q4 25 | $31.4M | $-10.2M | ||
| Q3 25 | $1.4M | $7.8M | ||
| Q2 25 | $10.2M | $-50.0M | ||
| Q1 25 | $21.2M | $38.7M | ||
| Q4 24 | $4.1M | $-6.6M | ||
| Q3 24 | $14.2M | $119.0K | ||
| Q2 24 | $-16.1M | $-14.3M | ||
| Q1 24 | $-6.0M | $49.5M |
| Q4 25 | 29.0% | -6.8% | ||
| Q3 25 | 1.4% | 4.9% | ||
| Q2 25 | 11.9% | -36.1% | ||
| Q1 25 | 25.3% | 16.0% | ||
| Q4 24 | 5.0% | -4.4% | ||
| Q3 24 | 22.2% | 0.1% | ||
| Q2 24 | -29.5% | -10.8% | ||
| Q1 24 | -11.6% | 19.8% |
| Q4 25 | 2.7% | 3.5% | ||
| Q3 25 | 4.3% | 2.7% | ||
| Q2 25 | 5.3% | 6.2% | ||
| Q1 25 | 5.0% | 2.2% | ||
| Q4 24 | 3.0% | 1.6% | ||
| Q3 24 | 4.0% | 3.9% | ||
| Q2 24 | 2.1% | 5.5% | ||
| Q1 24 | 3.7% | 2.7% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 1.25× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 1.82× |
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% |
LOVE
| Showrooms | $102.7M | 68% |
| Internet | $37.3M | 25% |
| Other | $10.2M | 7% |
