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Side-by-side financial comparison of AMBARELLA INC (AMBA) and MAXLINEAR, INC (MXL). Click either name above to swap in a different company.
MAXLINEAR, INC is the larger business by last-quarter revenue ($137.2M vs $108.5M, roughly 1.3× AMBARELLA INC). AMBARELLA INC runs the higher net margin — -13.9% vs -32.9%, a 19.0% gap on every dollar of revenue. On growth, MAXLINEAR, INC posted the faster year-over-year revenue change (43.0% vs 31.2%). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 22.1%).
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 ...
MaxLinear, Inc. is an American electronic hardware company. Founded in 2003, it provides highly integrated radio-frequency (RF) analog and mixed-signal semiconductor products for broadband communications applications. It is a New York Stock Exchange-traded company.
AMBA vs MXL — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $137.2M |
| Net Profit | $-15.1M | $-45.1M |
| Gross Margin | 59.6% | 57.5% |
| Operating Margin | -15.0% | 30.0% |
| Net Margin | -13.9% | -32.9% |
| Revenue YoY | 31.2% | 43.0% |
| Net Profit YoY | 37.2% | -203.0% |
| EPS (diluted) | $-0.35 | $-0.52 |
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.
| Q1 26 | — | $137.2M | ||
| Q4 25 | $108.5M | $136.4M | ||
| Q3 25 | $95.5M | $126.5M | ||
| Q2 25 | $85.9M | $108.8M | ||
| Q1 25 | $84.0M | $95.9M | ||
| Q4 24 | $82.7M | $92.2M | ||
| Q3 24 | $63.7M | $81.1M | ||
| Q2 24 | $54.5M | $92.0M |
| Q1 26 | — | $-45.1M | ||
| Q4 25 | $-15.1M | $-14.9M | ||
| Q3 25 | $-20.0M | $-45.5M | ||
| Q2 25 | $-24.3M | $-26.6M | ||
| Q1 25 | $-20.2M | $-49.7M | ||
| Q4 24 | $-24.1M | $-57.8M | ||
| Q3 24 | $-34.9M | $-75.8M | ||
| Q2 24 | $-37.9M | $-39.3M |
| Q1 26 | — | 57.5% | ||
| Q4 25 | 59.6% | 57.6% | ||
| Q3 25 | 58.9% | 56.9% | ||
| Q2 25 | 60.0% | 56.5% | ||
| Q1 25 | 60.0% | 56.1% | ||
| Q4 24 | 60.6% | 55.6% | ||
| Q3 24 | 60.8% | 54.4% | ||
| Q2 24 | 60.9% | 54.6% |
| Q1 26 | — | 30.0% | ||
| Q4 25 | -15.0% | -10.9% | ||
| Q3 25 | -23.0% | -32.7% | ||
| Q2 25 | -30.1% | -22.6% | ||
| Q1 25 | -30.2% | -48.0% | ||
| Q4 24 | -30.9% | -44.7% | ||
| Q3 24 | -56.9% | -82.3% | ||
| Q2 24 | -72.4% | -44.4% |
| Q1 26 | — | -32.9% | ||
| Q4 25 | -13.9% | -10.9% | ||
| Q3 25 | -20.9% | -36.0% | ||
| Q2 25 | -28.3% | -24.4% | ||
| Q1 25 | -24.1% | -51.8% | ||
| Q4 24 | -29.1% | -62.8% | ||
| Q3 24 | -54.8% | -93.4% | ||
| Q2 24 | -69.6% | -42.7% |
| Q1 26 | — | $-0.52 | ||
| Q4 25 | $-0.35 | $-0.17 | ||
| Q3 25 | $-0.47 | $-0.52 | ||
| Q2 25 | $-0.58 | $-0.31 | ||
| Q1 25 | $-0.48 | $-0.58 | ||
| Q4 24 | $-0.58 | $-0.68 | ||
| Q3 24 | $-0.85 | $-0.90 | ||
| Q2 24 | $-0.93 | $-0.47 |
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 | $61.1M |
| Total DebtLower is stronger | — | $123.8M |
| Stockholders' EquityBook value | $590.1M | $454.2M |
| Total Assets | $751.9M | $771.3M |
| Debt / EquityLower = less leverage | — | 0.27× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $61.1M | ||
| Q4 25 | $174.1M | $72.8M | ||
| Q3 25 | $142.7M | $111.9M | ||
| Q2 25 | $141.3M | $108.6M | ||
| Q1 25 | $144.6M | $102.8M | ||
| Q4 24 | $127.1M | $118.6M | ||
| Q3 24 | $153.9M | $148.5M | ||
| Q2 24 | $131.8M | $185.1M |
| Q1 26 | — | $123.8M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $454.2M | ||
| Q4 25 | $590.1M | $451.9M | ||
| Q3 25 | $576.5M | $464.7M | ||
| Q2 25 | $572.7M | $488.3M | ||
| Q1 25 | $561.4M | $493.2M | ||
| Q4 24 | $554.3M | $516.3M | ||
| Q3 24 | $547.6M | $556.9M | ||
| Q2 24 | $555.4M | $617.3M |
| Q1 26 | — | $771.3M | ||
| Q4 25 | $751.9M | $796.4M | ||
| Q3 25 | $706.4M | $808.1M | ||
| Q2 25 | $701.9M | $863.7M | ||
| Q1 25 | $689.0M | $855.3M | ||
| Q4 24 | $670.8M | $864.6M | ||
| Q3 24 | $650.3M | $895.3M | ||
| Q2 24 | $638.7M | $973.2M |
| Q1 26 | — | 0.27× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — |
| Free Cash FlowOCF − Capex | $31.4M | — |
| FCF MarginFCF / Revenue | 29.0% | — |
| Capex IntensityCapex / Revenue | 2.7% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $34.3M | $10.4M | ||
| Q3 25 | $5.5M | $10.1M | ||
| Q2 25 | $14.8M | $10.5M | ||
| Q1 25 | $25.4M | $-11.4M | ||
| Q4 24 | $6.6M | $-27.8M | ||
| Q3 24 | $16.7M | $-30.7M | ||
| Q2 24 | $-15.0M | $-2.7M |
| Q1 26 | — | — | ||
| Q4 25 | $31.4M | $6.7M | ||
| Q3 25 | $1.4M | $4.4M | ||
| Q2 25 | $10.2M | $9.3M | ||
| Q1 25 | $21.2M | $-13.4M | ||
| Q4 24 | $4.1M | $-30.0M | ||
| Q3 24 | $14.2M | $-34.9M | ||
| Q2 24 | $-16.1M | $-5.7M |
| Q1 26 | — | — | ||
| Q4 25 | 29.0% | 4.9% | ||
| Q3 25 | 1.4% | 3.5% | ||
| Q2 25 | 11.9% | 8.6% | ||
| Q1 25 | 25.3% | -14.0% | ||
| Q4 24 | 5.0% | -32.6% | ||
| Q3 24 | 22.2% | -43.0% | ||
| Q2 24 | -29.5% | -6.2% |
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 2.7% | ||
| Q3 25 | 4.3% | 4.5% | ||
| Q2 25 | 5.3% | 1.1% | ||
| Q1 25 | 5.0% | 2.1% | ||
| Q4 24 | 3.0% | 2.4% | ||
| Q3 24 | 4.0% | 5.1% | ||
| Q2 24 | 2.1% | 3.3% |
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% |
MXL
Segment breakdown not available.
