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Side-by-side financial comparison of AMBARELLA INC (AMBA) and OLAPLEX HOLDINGS, INC. (OLPX). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $105.1M, roughly 1.0× OLAPLEX HOLDINGS, INC.). OLAPLEX HOLDINGS, INC. runs the higher net margin — -12.5% vs -13.9%, a 1.5% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 4.3%). OLAPLEX HOLDINGS, INC. produced more free cash flow last quarter ($32.6M vs $31.4M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 3.1%).
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 ...
Olaplex Holdings, Inc. is a specialty beauty company developing and selling patented bond-repair hair care products. It runs three core segments: professional salon distribution, direct-to-consumer sales, and third-party retail, serving customers across North America, Europe, and Asia-Pacific with products that repair and protect damaged hair.
AMBA vs OLPX — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $105.1M |
| Net Profit | $-15.1M | $-13.1M |
| Gross Margin | 59.6% | 68.0% |
| Operating Margin | -15.0% | -4.3% |
| Net Margin | -13.9% | -12.5% |
| Revenue YoY | 31.2% | 4.3% |
| Net Profit YoY | 37.2% | -48.9% |
| EPS (diluted) | $-0.35 | $-0.02 |
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 | $105.1M | ||
| Q3 25 | $95.5M | $114.6M | ||
| Q2 25 | $85.9M | $106.3M | ||
| Q1 25 | $84.0M | $97.0M | ||
| Q4 24 | $82.7M | $100.7M | ||
| Q3 24 | $63.7M | $119.1M | ||
| Q2 24 | $54.5M | $103.9M | ||
| Q1 24 | $51.6M | $98.9M |
| Q4 25 | $-15.1M | $-13.1M | ||
| Q3 25 | $-20.0M | $11.1M | ||
| Q2 25 | $-24.3M | $-7.7M | ||
| Q1 25 | $-20.2M | $465.0K | ||
| Q4 24 | $-24.1M | $-8.8M | ||
| Q3 24 | $-34.9M | $14.8M | ||
| Q2 24 | $-37.9M | $5.8M | ||
| Q1 24 | $-60.6M | $7.7M |
| Q4 25 | 59.6% | 68.0% | ||
| Q3 25 | 58.9% | 69.1% | ||
| Q2 25 | 60.0% | 71.2% | ||
| Q1 25 | 60.0% | 69.5% | ||
| Q4 24 | 60.6% | 66.3% | ||
| Q3 24 | 60.8% | 68.6% | ||
| Q2 24 | 60.9% | 69.7% | ||
| Q1 24 | 59.8% | 72.1% |
| Q4 25 | -15.0% | -4.3% | ||
| Q3 25 | -23.0% | 3.7% | ||
| Q2 25 | -30.1% | -1.1% | ||
| Q1 25 | -30.2% | 8.7% | ||
| Q4 24 | -30.9% | 3.0% | ||
| Q3 24 | -56.9% | 23.5% | ||
| Q2 24 | -72.4% | 15.7% | ||
| Q1 24 | -80.8% | 19.8% |
| Q4 25 | -13.9% | -12.5% | ||
| Q3 25 | -20.9% | 9.7% | ||
| Q2 25 | -28.3% | -7.3% | ||
| Q1 25 | -24.1% | 0.5% | ||
| Q4 24 | -29.1% | -8.7% | ||
| Q3 24 | -54.8% | 12.4% | ||
| Q2 24 | -69.6% | 5.6% | ||
| Q1 24 | -117.4% | 7.8% |
| Q4 25 | $-0.35 | $-0.02 | ||
| Q3 25 | $-0.47 | $0.02 | ||
| Q2 25 | $-0.58 | $-0.01 | ||
| Q1 25 | $-0.48 | $0.00 | ||
| Q4 24 | $-0.58 | $-0.01 | ||
| Q3 24 | $-0.85 | $0.02 | ||
| Q2 24 | $-0.93 | $0.01 | ||
| Q1 24 | $-1.51 | $0.01 |
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 | $318.7M |
| Total DebtLower is stronger | — | $352.3M |
| Stockholders' EquityBook value | $590.1M | $879.4M |
| Total Assets | $751.9M | $1.5B |
| Debt / EquityLower = less leverage | — | 0.40× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $318.7M | ||
| Q3 25 | $142.7M | $286.4M | ||
| Q2 25 | $141.3M | $289.3M | ||
| Q1 25 | $144.6M | $580.9M | ||
| Q4 24 | $127.1M | $586.0M | ||
| Q3 24 | $153.9M | $538.8M | ||
| Q2 24 | $131.8M | $507.9M | ||
| Q1 24 | $144.9M | $507.5M |
| Q4 25 | — | $352.3M | ||
| Q3 25 | — | $352.1M | ||
| Q2 25 | — | $351.9M | ||
| Q1 25 | — | $649.1M | ||
| Q4 24 | — | $650.5M | ||
| Q3 24 | — | $651.8M | ||
| Q2 24 | — | $653.1M | ||
| Q1 24 | — | $654.4M |
| Q4 25 | $590.1M | $879.4M | ||
| Q3 25 | $576.5M | $888.7M | ||
| Q2 25 | $572.7M | $874.2M | ||
| Q1 25 | $561.4M | $878.3M | ||
| Q4 24 | $554.3M | $874.4M | ||
| Q3 24 | $547.6M | $879.7M | ||
| Q2 24 | $555.4M | $863.3M | ||
| Q1 24 | $559.9M | $855.7M |
| Q4 25 | $751.9M | $1.5B | ||
| Q3 25 | $706.4M | $1.5B | ||
| Q2 25 | $701.9M | $1.5B | ||
| Q1 25 | $689.0M | $1.8B | ||
| Q4 24 | $670.8M | $1.8B | ||
| Q3 24 | $650.3M | $1.8B | ||
| Q2 24 | $638.7M | $1.8B | ||
| Q1 24 | $657.7M | $1.8B |
| Q4 25 | — | 0.40× | ||
| Q3 25 | — | 0.40× | ||
| Q2 25 | — | 0.40× | ||
| Q1 25 | — | 0.74× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.74× | ||
| Q2 24 | — | 0.76× | ||
| Q1 24 | — | 0.76× |
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 | $32.7M |
| Free Cash FlowOCF − Capex | $31.4M | $32.6M |
| FCF MarginFCF / Revenue | 29.0% | 31.0% |
| Capex IntensityCapex / Revenue | 2.7% | 0.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $58.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $32.7M | ||
| Q3 25 | $5.5M | $8.0M | ||
| Q2 25 | $14.8M | $20.9M | ||
| Q1 25 | $25.4M | $-2.9M | ||
| Q4 24 | $6.6M | $49.7M | ||
| Q3 24 | $16.7M | $33.5M | ||
| Q2 24 | $-15.0M | $16.2M | ||
| Q1 24 | $-4.0M | $43.7M |
| Q4 25 | $31.4M | $32.6M | ||
| Q3 25 | $1.4M | $7.9M | ||
| Q2 25 | $10.2M | $20.8M | ||
| Q1 25 | $21.2M | $-3.0M | ||
| Q4 24 | $4.1M | $49.2M | ||
| Q3 24 | $14.2M | $33.3M | ||
| Q2 24 | $-16.1M | $16.1M | ||
| Q1 24 | $-6.0M | $43.3M |
| Q4 25 | 29.0% | 31.0% | ||
| Q3 25 | 1.4% | 6.9% | ||
| Q2 25 | 11.9% | 19.6% | ||
| Q1 25 | 25.3% | -3.1% | ||
| Q4 24 | 5.0% | 48.9% | ||
| Q3 24 | 22.2% | 28.0% | ||
| Q2 24 | -29.5% | 15.5% | ||
| Q1 24 | -11.6% | 43.7% |
| Q4 25 | 2.7% | 0.1% | ||
| Q3 25 | 4.3% | 0.1% | ||
| Q2 25 | 5.3% | 0.1% | ||
| Q1 25 | 5.0% | 0.0% | ||
| Q4 24 | 3.0% | 0.4% | ||
| Q3 24 | 4.0% | 0.1% | ||
| Q2 24 | 2.1% | 0.1% | ||
| Q1 24 | 3.7% | 0.5% |
| Q4 25 | — | — | ||
| Q3 25 | — | 0.72× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -6.27× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.26× | ||
| Q2 24 | — | 2.81× | ||
| Q1 24 | — | 5.64× |
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% |
OLPX
| Sales Channel Directly To Consumer | $43.6M | 42% |
| Sales Channel Through Intermediary Professional | $36.8M | 35% |
| Sales Channel Through Intermediary Specialty Retail | $24.7M | 23% |
