vs
Side-by-side financial comparison of AMBARELLA INC (AMBA) and ServiceNow (NOW). Click either name above to swap in a different company.
ServiceNow is the larger business by last-quarter revenue ($3.8B vs $108.5M, roughly 34.8× AMBARELLA INC). ServiceNow runs the higher net margin — 12.4% vs -13.9%, a 26.4% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 2.8%). ServiceNow produced more free cash flow last quarter ($1.7B vs $31.4M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 19.8%).
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 ...
ServiceNow, Inc. is an American software company that supplies a cloud computing platform for the creation and management of automated business workflows. The company was founded in Santa Clara, California, United States, in 2003 by Fred Luddy. It is listed on the New York Stock Exchange and is a constituent of the S&P 100 and S&P 500 indices.
AMBA vs NOW — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $3.8B |
| Net Profit | $-15.1M | $469.0M |
| Gross Margin | 59.6% | 75.1% |
| Operating Margin | -15.0% | 13.3% |
| Net Margin | -13.9% | 12.4% |
| Revenue YoY | 31.2% | 2.8% |
| Net Profit YoY | 37.2% | -53.7% |
| EPS (diluted) | $-0.35 | $1.04 |
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 | — | $3.8B | ||
| Q4 25 | $108.5M | $3.6B | ||
| Q3 25 | $95.5M | $3.4B | ||
| Q2 25 | $85.9M | $3.2B | ||
| Q1 25 | $84.0M | $3.1B | ||
| Q4 24 | $82.7M | $3.0B | ||
| Q3 24 | $63.7M | $2.8B | ||
| Q2 24 | $54.5M | $2.6B |
| Q1 26 | — | $469.0M | ||
| Q4 25 | $-15.1M | $401.0M | ||
| Q3 25 | $-20.0M | $502.0M | ||
| Q2 25 | $-24.3M | $385.0M | ||
| Q1 25 | $-20.2M | $460.0M | ||
| Q4 24 | $-24.1M | $384.0M | ||
| Q3 24 | $-34.9M | $432.0M | ||
| Q2 24 | $-37.9M | $262.0M |
| Q1 26 | — | 75.1% | ||
| Q4 25 | 59.6% | 76.6% | ||
| Q3 25 | 58.9% | 77.3% | ||
| Q2 25 | 60.0% | 77.5% | ||
| Q1 25 | 60.0% | 78.9% | ||
| Q4 24 | 60.6% | 78.7% | ||
| Q3 24 | 60.8% | 79.1% | ||
| Q2 24 | 60.9% | 79.0% |
| Q1 26 | — | 13.3% | ||
| Q4 25 | -15.0% | 12.4% | ||
| Q3 25 | -23.0% | 16.8% | ||
| Q2 25 | -30.1% | 11.1% | ||
| Q1 25 | -30.2% | 14.6% | ||
| Q4 24 | -30.9% | 12.6% | ||
| Q3 24 | -56.9% | 14.9% | ||
| Q2 24 | -72.4% | 9.1% |
| Q1 26 | — | 12.4% | ||
| Q4 25 | -13.9% | 11.2% | ||
| Q3 25 | -20.9% | 14.7% | ||
| Q2 25 | -28.3% | 12.0% | ||
| Q1 25 | -24.1% | 14.9% | ||
| Q4 24 | -29.1% | 13.0% | ||
| Q3 24 | -54.8% | 15.4% | ||
| Q2 24 | -69.6% | 10.0% |
| Q1 26 | — | $1.04 | ||
| Q4 25 | $-0.35 | $-4.77 | ||
| Q3 25 | $-0.47 | $2.40 | ||
| Q2 25 | $-0.58 | $1.84 | ||
| Q1 25 | $-0.48 | $2.20 | ||
| Q4 24 | $-0.58 | $1.84 | ||
| Q3 24 | $-0.85 | $2.07 | ||
| Q2 24 | $-0.93 | $1.26 |
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 | $2.7B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $11.7B |
| Total Assets | $751.9M | $24.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $2.7B | ||
| Q4 25 | $174.1M | $3.7B | ||
| Q3 25 | $142.7M | $2.7B | ||
| Q2 25 | $141.3M | $3.1B | ||
| Q1 25 | $144.6M | $3.4B | ||
| Q4 24 | $127.1M | $2.3B | ||
| Q3 24 | $153.9M | $1.9B | ||
| Q2 24 | $131.8M | $2.2B |
| Q1 26 | — | $11.7B | ||
| Q4 25 | $590.1M | $13.0B | ||
| Q3 25 | $576.5M | $11.3B | ||
| Q2 25 | $572.7M | $10.9B | ||
| Q1 25 | $561.4M | $10.1B | ||
| Q4 24 | $554.3M | $9.6B | ||
| Q3 24 | $547.6M | $9.3B | ||
| Q2 24 | $555.4M | $8.7B |
| Q1 26 | — | $24.4B | ||
| Q4 25 | $751.9M | $26.0B | ||
| Q3 25 | $706.4M | $21.8B | ||
| Q2 25 | $701.9M | $22.1B | ||
| Q1 25 | $689.0M | $21.0B | ||
| Q4 24 | $670.8M | $20.4B | ||
| Q3 24 | $650.3M | $18.4B | ||
| Q2 24 | $638.7M | $18.2B |
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 | $1.7B |
| Free Cash FlowOCF − Capex | $31.4M | $1.7B |
| FCF MarginFCF / Revenue | 29.0% | 44.2% |
| Capex IntensityCapex / Revenue | 2.7% | — |
| Cash ConversionOCF / Net Profit | — | 3.56× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $4.8B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.7B | ||
| Q4 25 | $34.3M | $2.2B | ||
| Q3 25 | $5.5M | $813.0M | ||
| Q2 25 | $14.8M | $716.0M | ||
| Q1 25 | $25.4M | $1.7B | ||
| Q4 24 | $6.6M | $1.6B | ||
| Q3 24 | $16.7M | $671.0M | ||
| Q2 24 | $-15.0M | $620.0M |
| Q1 26 | — | $1.7B | ||
| Q4 25 | $31.4M | $2.0B | ||
| Q3 25 | $1.4M | $578.0M | ||
| Q2 25 | $10.2M | $526.0M | ||
| Q1 25 | $21.2M | $1.5B | ||
| Q4 24 | $4.1M | $1.4B | ||
| Q3 24 | $14.2M | $469.0M | ||
| Q2 24 | $-16.1M | $358.0M |
| Q1 26 | — | 44.2% | ||
| Q4 25 | 29.0% | 56.1% | ||
| Q3 25 | 1.4% | 17.0% | ||
| Q2 25 | 11.9% | 16.4% | ||
| Q1 25 | 25.3% | 47.7% | ||
| Q4 24 | 5.0% | 46.7% | ||
| Q3 24 | 22.2% | 16.8% | ||
| Q2 24 | -29.5% | 13.6% |
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 6.7% | ||
| Q3 25 | 4.3% | 6.9% | ||
| Q2 25 | 5.3% | 5.9% | ||
| Q1 25 | 5.0% | 6.6% | ||
| Q4 24 | 3.0% | 8.6% | ||
| Q3 24 | 4.0% | 7.2% | ||
| Q2 24 | 2.1% | 10.0% |
| Q1 26 | — | 3.56× | ||
| Q4 25 | — | 5.58× | ||
| Q3 25 | — | 1.62× | ||
| Q2 25 | — | 1.86× | ||
| Q1 25 | — | 3.65× | ||
| Q4 24 | — | 4.26× | ||
| Q3 24 | — | 1.55× | ||
| Q2 24 | — | 2.37× |
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% |
NOW
| Subscription revenues | $3.7B | 97% |
| Other | $80.5M | 2% |
| Professional services and other revenues | $18.5M | 0% |
