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Side-by-side financial comparison of AMBARELLA INC (AMBA) and OPKO HEALTH, INC. (OPK). Click either name above to swap in a different company.
OPKO HEALTH, INC. is the larger business by last-quarter revenue ($148.5M vs $108.5M, roughly 1.4× AMBARELLA INC). AMBARELLA INC runs the higher net margin — -13.9% vs -21.1%, a 7.1% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs -19.2%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $-28.6M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs -7.5%).
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 ...
OPKO Health, Inc. is a medical test and medication company focused on diagnostics and pharmaceuticals. The company is a publicly traded company on NASDAQ and TASE under the symbol "OPK".
AMBA vs OPK — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $148.5M |
| Net Profit | $-15.1M | $-31.3M |
| Gross Margin | 59.6% | 43.1% |
| Operating Margin | -15.0% | -25.8% |
| Net Margin | -13.9% | -21.1% |
| Revenue YoY | 31.2% | -19.2% |
| Net Profit YoY | 37.2% | -322.8% |
| EPS (diluted) | $-0.35 | $-0.04 |
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.
| Q4 25 | $108.5M | $148.5M | ||
| Q3 25 | $95.5M | $151.7M | ||
| Q2 25 | $85.9M | $156.8M | ||
| Q1 25 | $84.0M | $150.0M | ||
| Q4 24 | $82.7M | $183.6M | ||
| Q3 24 | $63.7M | $173.6M | ||
| Q2 24 | $54.5M | $182.2M | ||
| Q1 24 | $51.6M | $173.7M |
| Q4 25 | $-15.1M | $-31.3M | ||
| Q3 25 | $-20.0M | $21.6M | ||
| Q2 25 | $-24.3M | $-148.4M | ||
| Q1 25 | $-20.2M | $-67.6M | ||
| Q4 24 | $-24.1M | $14.0M | ||
| Q3 24 | $-34.9M | $24.9M | ||
| Q2 24 | $-37.9M | $-10.3M | ||
| Q1 24 | $-60.6M | $-81.8M |
| Q4 25 | 59.6% | 43.1% | ||
| Q3 25 | 58.9% | 32.9% | ||
| Q2 25 | 60.0% | 31.5% | ||
| Q1 25 | 60.0% | 28.4% | ||
| Q4 24 | 60.6% | 46.1% | ||
| Q3 24 | 60.8% | 23.1% | ||
| Q2 24 | 60.9% | 28.4% | ||
| Q1 24 | 59.8% | 24.2% |
| Q4 25 | -15.0% | -25.8% | ||
| Q3 25 | -23.0% | 31.7% | ||
| Q2 25 | -30.1% | -38.3% | ||
| Q1 25 | -30.2% | -44.8% | ||
| Q4 24 | -30.9% | -18.0% | ||
| Q3 24 | -56.9% | 8.2% | ||
| Q2 24 | -72.4% | -33.9% | ||
| Q1 24 | -80.8% | -41.2% |
| Q4 25 | -13.9% | -21.1% | ||
| Q3 25 | -20.9% | 14.3% | ||
| Q2 25 | -28.3% | -94.7% | ||
| Q1 25 | -24.1% | -45.1% | ||
| Q4 24 | -29.1% | 7.6% | ||
| Q3 24 | -54.8% | 14.3% | ||
| Q2 24 | -69.6% | -5.7% | ||
| Q1 24 | -117.4% | -47.1% |
| Q4 25 | $-0.35 | $-0.04 | ||
| Q3 25 | $-0.47 | $0.03 | ||
| Q2 25 | $-0.58 | $-0.19 | ||
| Q1 25 | $-0.48 | $-0.10 | ||
| Q4 24 | $-0.58 | $0.02 | ||
| Q3 24 | $-0.85 | $0.03 | ||
| Q2 24 | $-0.93 | $-0.01 | ||
| Q1 24 | $-1.51 | $-0.12 |
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 | $364.4M |
| Total DebtLower is stronger | — | $344.0M |
| Stockholders' EquityBook value | $590.1M | $1.3B |
| Total Assets | $751.9M | $1.9B |
| Debt / EquityLower = less leverage | — | 0.27× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $364.4M | ||
| Q3 25 | $142.7M | $412.0M | ||
| Q2 25 | $141.3M | $267.3M | ||
| Q1 25 | $144.6M | $428.8M | ||
| Q4 24 | $127.1M | $426.6M | ||
| Q3 24 | $153.9M | $400.1M | ||
| Q2 24 | $131.8M | $40.6M | ||
| Q1 24 | $144.9M | $75.6M |
| Q4 25 | — | $344.0M | ||
| Q3 25 | — | $344.2M | ||
| Q2 25 | — | $343.3M | ||
| Q1 25 | — | $439.2M | ||
| Q4 24 | — | $437.2M | ||
| Q3 24 | — | $441.0M | ||
| Q2 24 | — | $201.9M | ||
| Q1 24 | — | $350.1M |
| Q4 25 | $590.1M | $1.3B | ||
| Q3 25 | $576.5M | $1.3B | ||
| Q2 25 | $572.7M | $1.3B | ||
| Q1 25 | $561.4M | $1.3B | ||
| Q4 24 | $554.3M | $1.4B | ||
| Q3 24 | $547.6M | $1.4B | ||
| Q2 24 | $555.4M | $1.4B | ||
| Q1 24 | $559.9M | $1.3B |
| Q4 25 | $751.9M | $1.9B | ||
| Q3 25 | $706.4M | $2.0B | ||
| Q2 25 | $701.9M | $2.0B | ||
| Q1 25 | $689.0M | $2.1B | ||
| Q4 24 | $670.8M | $2.2B | ||
| Q3 24 | $650.3M | $2.3B | ||
| Q2 24 | $638.7M | $2.0B | ||
| Q1 24 | $657.7M | $2.0B |
| Q4 25 | — | 0.27× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.33× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.31× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.28× |
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 | $-25.9M |
| Free Cash FlowOCF − Capex | $31.4M | $-28.6M |
| FCF MarginFCF / Revenue | 29.0% | -19.3% |
| Capex IntensityCapex / Revenue | 2.7% | 1.8% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $-190.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $-25.9M | ||
| Q3 25 | $5.5M | $-34.6M | ||
| Q2 25 | $14.8M | $-83.4M | ||
| Q1 25 | $25.4M | $-34.6M | ||
| Q4 24 | $6.6M | $-44.4M | ||
| Q3 24 | $16.7M | $-77.1M | ||
| Q2 24 | $-15.0M | $-26.4M | ||
| Q1 24 | $-4.0M | $-35.6M |
| Q4 25 | $31.4M | $-28.6M | ||
| Q3 25 | $1.4M | $-37.8M | ||
| Q2 25 | $10.2M | $-86.7M | ||
| Q1 25 | $21.2M | $-37.7M | ||
| Q4 24 | $4.1M | $-49.8M | ||
| Q3 24 | $14.2M | $-85.0M | ||
| Q2 24 | $-16.1M | $-33.7M | ||
| Q1 24 | $-6.0M | $-40.0M |
| Q4 25 | 29.0% | -19.3% | ||
| Q3 25 | 1.4% | -24.9% | ||
| Q2 25 | 11.9% | -55.3% | ||
| Q1 25 | 25.3% | -25.2% | ||
| Q4 24 | 5.0% | -27.1% | ||
| Q3 24 | 22.2% | -49.0% | ||
| Q2 24 | -29.5% | -18.5% | ||
| Q1 24 | -11.6% | -23.0% |
| Q4 25 | 2.7% | 1.8% | ||
| Q3 25 | 4.3% | 2.1% | ||
| Q2 25 | 5.3% | 2.1% | ||
| Q1 25 | 5.0% | 2.1% | ||
| Q4 24 | 3.0% | 2.9% | ||
| Q3 24 | 4.0% | 4.6% | ||
| Q2 24 | 2.1% | 4.0% | ||
| Q1 24 | 3.7% | 2.6% |
| Q4 25 | — | — | ||
| Q3 25 | — | -1.60× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -3.17× | ||
| Q3 24 | — | -3.10× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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% |
OPK
| Services | $71.1M | 48% |
| Transfer Of Intellectual Property And Other | $33.7M | 23% |
| IE | $22.1M | 15% |
| Rayaldee | $8.8M | 6% |
| Barda Agreement | $6.8M | 5% |
| MX | $6.3M | 4% |
