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Side-by-side financial comparison of AMBARELLA INC (AMBA) and Ouster, Inc. (OUST). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $62.2M, roughly 1.7× Ouster, Inc.). On growth, Ouster, Inc. posted the faster year-over-year revenue change (106.6% vs 31.2%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $-37.2M). Over the past eight quarters, Ouster, Inc.'s revenue compounded faster (54.8% CAGR vs 45.0%).
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 ...
Ouster, Inc. is an American lidar technology company headquartered in San Francisco, California. It builds high-resolution, digital 3D lidar sensors for use in autonomous vehicles, industrial, robotics, drones, mapping, defense, and security systems.
AMBA vs OUST — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $62.2M |
| Net Profit | $-15.1M | — |
| Gross Margin | 59.6% | 60.2% |
| Operating Margin | -15.0% | 1.5% |
| Net Margin | -13.9% | — |
| Revenue YoY | 31.2% | 106.6% |
| Net Profit YoY | 37.2% | — |
| EPS (diluted) | $-0.35 | $0.10 |
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 | $62.2M | ||
| Q3 25 | $95.5M | $39.5M | ||
| Q2 25 | $85.9M | $35.0M | ||
| Q1 25 | $84.0M | $32.6M | ||
| Q4 24 | $82.7M | $30.1M | ||
| Q3 24 | $63.7M | $28.1M | ||
| Q2 24 | $54.5M | $27.0M | ||
| Q1 24 | $51.6M | $25.9M |
| Q4 25 | $-15.1M | — | ||
| Q3 25 | $-20.0M | $-21.7M | ||
| Q2 25 | $-24.3M | $-20.6M | ||
| Q1 25 | $-20.2M | $-22.0M | ||
| Q4 24 | $-24.1M | — | ||
| Q3 24 | $-34.9M | $-25.6M | ||
| Q2 24 | $-37.9M | $-23.9M | ||
| Q1 24 | $-60.6M | $-23.8M |
| Q4 25 | 59.6% | 60.2% | ||
| Q3 25 | 58.9% | 42.1% | ||
| Q2 25 | 60.0% | 45.2% | ||
| Q1 25 | 60.0% | 41.3% | ||
| Q4 24 | 60.6% | 43.8% | ||
| Q3 24 | 60.8% | 38.3% | ||
| Q2 24 | 60.9% | 33.7% | ||
| Q1 24 | 59.8% | 28.6% |
| Q4 25 | -15.0% | 1.5% | ||
| Q3 25 | -23.0% | -61.4% | ||
| Q2 25 | -30.1% | -76.5% | ||
| Q1 25 | -30.2% | -73.0% | ||
| Q4 24 | -30.9% | -85.1% | ||
| Q3 24 | -56.9% | -98.0% | ||
| Q2 24 | -72.4% | -93.6% | ||
| Q1 24 | -80.8% | -99.5% |
| Q4 25 | -13.9% | — | ||
| Q3 25 | -20.9% | -55.0% | ||
| Q2 25 | -28.3% | -58.8% | ||
| Q1 25 | -24.1% | -67.5% | ||
| Q4 24 | -29.1% | — | ||
| Q3 24 | -54.8% | -91.1% | ||
| Q2 24 | -69.6% | -88.4% | ||
| Q1 24 | -117.4% | -91.9% |
| Q4 25 | $-0.35 | $0.10 | ||
| Q3 25 | $-0.47 | $-0.37 | ||
| Q2 25 | $-0.58 | $-0.38 | ||
| Q1 25 | $-0.48 | $-0.42 | ||
| Q4 24 | $-0.58 | $-0.46 | ||
| Q3 24 | $-0.85 | $-0.54 | ||
| Q2 24 | $-0.93 | $-0.53 | ||
| Q1 24 | $-1.51 | $-0.55 |
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 | $208.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $261.7M |
| Total Assets | $751.9M | $349.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $208.6M | ||
| Q3 25 | $142.7M | $244.5M | ||
| Q2 25 | $141.3M | $226.5M | ||
| Q1 25 | $144.6M | $168.2M | ||
| Q4 24 | $127.1M | $172.0M | ||
| Q3 24 | $153.9M | $151.4M | ||
| Q2 24 | $131.8M | $184.2M | ||
| Q1 24 | $144.9M | $187.8M |
| Q4 25 | $590.1M | $261.7M | ||
| Q3 25 | $576.5M | $247.4M | ||
| Q2 25 | $572.7M | $221.0M | ||
| Q1 25 | $561.4M | $167.9M | ||
| Q4 24 | $554.3M | $180.9M | ||
| Q3 24 | $547.6M | $171.7M | ||
| Q2 24 | $555.4M | $170.6M | ||
| Q1 24 | $559.9M | $167.2M |
| Q4 25 | $751.9M | $349.5M | ||
| Q3 25 | $706.4M | $353.8M | ||
| Q2 25 | $701.9M | $321.8M | ||
| Q1 25 | $689.0M | $268.6M | ||
| Q4 24 | $670.8M | $276.1M | ||
| Q3 24 | $650.3M | $255.2M | ||
| Q2 24 | $638.7M | $309.9M | ||
| Q1 24 | $657.7M | $317.7M |
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 | $-15.4M |
| Free Cash FlowOCF − Capex | $31.4M | $-37.2M |
| FCF MarginFCF / Revenue | 29.0% | -59.8% |
| Capex IntensityCapex / Revenue | 2.7% | 35.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $-64.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $-15.4M | ||
| Q3 25 | $5.5M | $-18.3M | ||
| Q2 25 | $14.8M | $-1.3M | ||
| Q1 25 | $25.4M | $-4.9M | ||
| Q4 24 | $6.6M | $-2.6M | ||
| Q3 24 | $16.7M | $-3.8M | ||
| Q2 24 | $-15.0M | $-21.6M | ||
| Q1 24 | $-4.0M | $-5.7M |
| Q4 25 | $31.4M | $-37.2M | ||
| Q3 25 | $1.4M | $-20.0M | ||
| Q2 25 | $10.2M | $-2.2M | ||
| Q1 25 | $21.2M | $-5.4M | ||
| Q4 24 | $4.1M | $-4.0M | ||
| Q3 24 | $14.2M | $-4.3M | ||
| Q2 24 | $-16.1M | $-22.0M | ||
| Q1 24 | $-6.0M | $-7.1M |
| Q4 25 | 29.0% | -59.8% | ||
| Q3 25 | 1.4% | -50.7% | ||
| Q2 25 | 11.9% | -6.3% | ||
| Q1 25 | 25.3% | -16.6% | ||
| Q4 24 | 5.0% | -13.3% | ||
| Q3 24 | 22.2% | -15.4% | ||
| Q2 24 | -29.5% | -81.5% | ||
| Q1 24 | -11.6% | -27.4% |
| Q4 25 | 2.7% | 35.0% | ||
| Q3 25 | 4.3% | 4.3% | ||
| Q2 25 | 5.3% | 2.5% | ||
| Q1 25 | 5.0% | 1.7% | ||
| Q4 24 | 3.0% | 4.8% | ||
| Q3 24 | 4.0% | 2.0% | ||
| Q2 24 | 2.1% | 1.3% | ||
| Q1 24 | 3.7% | 5.3% |
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% |
OUST
Segment breakdown not available.
