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Side-by-side financial comparison of AMBARELLA INC (AMBA) and NB Bancorp, Inc. (NBBK). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $63.4M, roughly 1.7× NB Bancorp, Inc.). NB Bancorp, Inc. runs the higher net margin — 12.2% vs -13.9%, a 26.1% gap on every dollar of revenue. On growth, NB Bancorp, Inc. posted the faster year-over-year revenue change (33.9% vs 31.2%). NB Bancorp, Inc. produced more free cash flow last quarter ($57.4M vs $31.4M). 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 ...
NB Bancorp, Inc. is a U.S.-based bank holding company operating through its fully owned banking subsidiary. It provides a full range of retail and commercial banking services including various deposit products, consumer loans, residential mortgages, and small business financing solutions, primarily catering to individual and small-to-mid-sized enterprise customers across the New York metropolitan area.
AMBA vs NBBK — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $63.4M |
| Net Profit | $-15.1M | $7.7M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | 23.5% |
| Net Margin | -13.9% | 12.2% |
| Revenue YoY | 31.2% | 33.9% |
| Net Profit YoY | 37.2% | -50.6% |
| EPS (diluted) | $-0.35 | $0.19 |
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 | $63.4M | ||
| Q3 25 | $95.5M | $51.7M | ||
| Q2 25 | $85.9M | $51.2M | ||
| Q1 25 | $84.0M | $47.4M | ||
| Q4 24 | $82.7M | $47.3M | ||
| Q3 24 | $63.7M | $42.6M | ||
| Q2 24 | $54.5M | $41.7M | ||
| Q1 24 | $51.6M | $42.1M |
| Q4 25 | $-15.1M | $7.7M | ||
| Q3 25 | $-20.0M | $15.4M | ||
| Q2 25 | $-24.3M | $14.6M | ||
| Q1 25 | $-20.2M | $12.7M | ||
| Q4 24 | $-24.1M | $15.6M | ||
| Q3 24 | $-34.9M | $8.4M | ||
| Q2 24 | $-37.9M | $9.5M | ||
| Q1 24 | $-60.6M | $8.7M |
| 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% | 23.5% | ||
| Q3 25 | -23.0% | 38.6% | ||
| Q2 25 | -30.1% | 36.6% | ||
| Q1 25 | -30.2% | 37.1% | ||
| Q4 24 | -30.9% | 40.7% | ||
| Q3 24 | -56.9% | 36.1% | ||
| Q2 24 | -72.4% | 28.3% | ||
| Q1 24 | -80.8% | 28.8% |
| Q4 25 | -13.9% | 12.2% | ||
| Q3 25 | -20.9% | 29.7% | ||
| Q2 25 | -28.3% | 28.5% | ||
| Q1 25 | -24.1% | 26.7% | ||
| Q4 24 | -29.1% | 33.0% | ||
| Q3 24 | -54.8% | 19.7% | ||
| Q2 24 | -69.6% | 22.7% | ||
| Q1 24 | -117.4% | 20.7% |
| Q4 25 | $-0.35 | $0.19 | ||
| Q3 25 | $-0.47 | $0.43 | ||
| Q2 25 | $-0.58 | $0.39 | ||
| Q1 25 | $-0.48 | $0.33 | ||
| Q4 24 | $-0.58 | $0.40 | ||
| Q3 24 | $-0.85 | $0.21 | ||
| Q2 24 | $-0.93 | $0.24 | ||
| Q1 24 | $-1.51 | $0.22 |
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 | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $858.9M |
| Total Assets | $751.9M | $7.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | — | ||
| Q3 25 | $142.7M | — | ||
| Q2 25 | $141.3M | — | ||
| Q1 25 | $144.6M | — | ||
| Q4 24 | $127.1M | — | ||
| Q3 24 | $153.9M | — | ||
| Q2 24 | $131.8M | — | ||
| Q1 24 | $144.9M | — |
| Q4 25 | $590.1M | $858.9M | ||
| Q3 25 | $576.5M | $737.0M | ||
| Q2 25 | $572.7M | $737.1M | ||
| Q1 25 | $561.4M | $739.6M | ||
| Q4 24 | $554.3M | $765.2M | ||
| Q3 24 | $547.6M | $747.4M | ||
| Q2 24 | $555.4M | $734.3M | ||
| Q1 24 | $559.9M | $733.8M |
| Q4 25 | $751.9M | $7.0B | ||
| Q3 25 | $706.4M | $5.4B | ||
| Q2 25 | $701.9M | $5.2B | ||
| Q1 25 | $689.0M | $5.2B | ||
| Q4 24 | $670.8M | $5.2B | ||
| Q3 24 | $650.3M | $5.0B | ||
| Q2 24 | $638.7M | $4.8B | ||
| Q1 24 | $657.7M | $4.7B |
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 | $60.8M |
| Free Cash FlowOCF − Capex | $31.4M | $57.4M |
| FCF MarginFCF / Revenue | 29.0% | 90.6% |
| Capex IntensityCapex / Revenue | 2.7% | 5.4% |
| Cash ConversionOCF / Net Profit | — | 7.89× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $117.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $60.8M | ||
| Q3 25 | $5.5M | $24.2M | ||
| Q2 25 | $14.8M | $27.0M | ||
| Q1 25 | $25.4M | $9.9M | ||
| Q4 24 | $6.6M | $43.2M | ||
| Q3 24 | $16.7M | $8.6M | ||
| Q2 24 | $-15.0M | $24.7M | ||
| Q1 24 | $-4.0M | $-11.4M |
| Q4 25 | $31.4M | $57.4M | ||
| Q3 25 | $1.4M | $23.9M | ||
| Q2 25 | $10.2M | $26.1M | ||
| Q1 25 | $21.2M | $9.8M | ||
| Q4 24 | $4.1M | $41.3M | ||
| Q3 24 | $14.2M | $8.4M | ||
| Q2 24 | $-16.1M | $23.8M | ||
| Q1 24 | $-6.0M | $-11.7M |
| Q4 25 | 29.0% | 90.6% | ||
| Q3 25 | 1.4% | 46.3% | ||
| Q2 25 | 11.9% | 51.0% | ||
| Q1 25 | 25.3% | 20.8% | ||
| Q4 24 | 5.0% | 87.2% | ||
| Q3 24 | 22.2% | 19.7% | ||
| Q2 24 | -29.5% | 57.1% | ||
| Q1 24 | -11.6% | -27.7% |
| Q4 25 | 2.7% | 5.4% | ||
| Q3 25 | 4.3% | 0.6% | ||
| Q2 25 | 5.3% | 1.9% | ||
| Q1 25 | 5.0% | 0.2% | ||
| Q4 24 | 3.0% | 4.1% | ||
| Q3 24 | 4.0% | 0.5% | ||
| Q2 24 | 2.1% | 2.1% | ||
| Q1 24 | 3.7% | 0.6% |
| Q4 25 | — | 7.89× | ||
| Q3 25 | — | 1.58× | ||
| Q2 25 | — | 1.85× | ||
| Q1 25 | — | 0.79× | ||
| Q4 24 | — | 2.77× | ||
| Q3 24 | — | 1.03× | ||
| Q2 24 | — | 2.61× | ||
| Q1 24 | — | -1.31× |
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% |
NBBK
Segment breakdown not available.
