vs
Side-by-side financial comparison of AMBARELLA INC (AMBA) and PUMA BIOTECHNOLOGY, INC. (PBYI). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $75.5M, roughly 1.4× PUMA BIOTECHNOLOGY, INC.). On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 27.7%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $14.4M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 31.3%).
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 ...
Puma Biotechnology is a publicly traded biopharmaceutical company headquartered in Los Angeles, CA.
AMBA vs PBYI — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $75.5M |
| Net Profit | $-15.1M | — |
| Gross Margin | 59.6% | 69.3% |
| Operating Margin | -15.0% | 22.7% |
| Net Margin | -13.9% | — |
| Revenue YoY | 31.2% | 27.7% |
| Net Profit YoY | 37.2% | — |
| EPS (diluted) | $-0.35 | $0.26 |
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 | $75.5M | ||
| Q3 25 | $95.5M | $54.5M | ||
| Q2 25 | $85.9M | $52.4M | ||
| Q1 25 | $84.0M | $46.0M | ||
| Q4 24 | $82.7M | $59.1M | ||
| Q3 24 | $63.7M | $80.5M | ||
| Q2 24 | $54.5M | $47.1M | ||
| Q1 24 | $51.6M | $43.8M |
| Q4 25 | $-15.1M | — | ||
| Q3 25 | $-20.0M | $8.8M | ||
| Q2 25 | $-24.3M | $5.9M | ||
| Q1 25 | $-20.2M | $3.0M | ||
| Q4 24 | $-24.1M | — | ||
| Q3 24 | $-34.9M | $20.3M | ||
| Q2 24 | $-37.9M | $-4.5M | ||
| Q1 24 | $-60.6M | $-4.8M |
| Q4 25 | 59.6% | 69.3% | ||
| Q3 25 | 58.9% | 77.7% | ||
| Q2 25 | 60.0% | 76.5% | ||
| Q1 25 | 60.0% | 77.1% | ||
| Q4 24 | 60.6% | 76.4% | ||
| Q3 24 | 60.8% | 63.9% | ||
| Q2 24 | 60.9% | 77.4% | ||
| Q1 24 | 59.8% | 75.5% |
| Q4 25 | -15.0% | 22.7% | ||
| Q3 25 | -23.0% | 17.6% | ||
| Q2 25 | -30.1% | 12.7% | ||
| Q1 25 | -30.2% | 8.7% | ||
| Q4 24 | -30.9% | 22.6% | ||
| Q3 24 | -56.9% | 27.4% | ||
| Q2 24 | -72.4% | -4.6% | ||
| Q1 24 | -80.8% | -5.3% |
| Q4 25 | -13.9% | — | ||
| Q3 25 | -20.9% | 16.2% | ||
| Q2 25 | -28.3% | 11.2% | ||
| Q1 25 | -24.1% | 6.5% | ||
| Q4 24 | -29.1% | — | ||
| Q3 24 | -54.8% | 25.2% | ||
| Q2 24 | -69.6% | -9.6% | ||
| Q1 24 | -117.4% | -11.0% |
| Q4 25 | $-0.35 | $0.26 | ||
| Q3 25 | $-0.47 | $0.17 | ||
| Q2 25 | $-0.58 | $0.12 | ||
| Q1 25 | $-0.48 | $0.06 | ||
| Q4 24 | $-0.58 | $0.40 | ||
| Q3 24 | $-0.85 | $0.41 | ||
| Q2 24 | $-0.93 | $-0.09 | ||
| Q1 24 | $-1.51 | $-0.10 |
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 | $97.5M |
| Total DebtLower is stronger | — | $22.7M |
| Stockholders' EquityBook value | $590.1M | $130.3M |
| Total Assets | $751.9M | $216.3M |
| Debt / EquityLower = less leverage | — | 0.17× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $97.5M | ||
| Q3 25 | $142.7M | $94.4M | ||
| Q2 25 | $141.3M | $96.0M | ||
| Q1 25 | $144.6M | $93.2M | ||
| Q4 24 | $127.1M | $101.0M | ||
| Q3 24 | $153.9M | $96.7M | ||
| Q2 24 | $131.8M | $96.8M | ||
| Q1 24 | $144.9M | $107.2M |
| Q4 25 | — | $22.7M | ||
| Q3 25 | — | $34.0M | ||
| Q2 25 | — | $45.3M | ||
| Q1 25 | — | $56.7M | ||
| Q4 24 | — | $68.0M | ||
| Q3 24 | — | $79.3M | ||
| Q2 24 | — | $90.7M | ||
| Q1 24 | — | $102.0M |
| Q4 25 | $590.1M | $130.3M | ||
| Q3 25 | $576.5M | $115.3M | ||
| Q2 25 | $572.7M | $104.7M | ||
| Q1 25 | $561.4M | $97.1M | ||
| Q4 24 | $554.3M | $92.1M | ||
| Q3 24 | $547.6M | $71.1M | ||
| Q2 24 | $555.4M | $48.5M | ||
| Q1 24 | $559.9M | $51.0M |
| Q4 25 | $751.9M | $216.3M | ||
| Q3 25 | $706.4M | $202.9M | ||
| Q2 25 | $701.9M | $194.9M | ||
| Q1 25 | $689.0M | $196.2M | ||
| Q4 24 | $670.8M | $213.3M | ||
| Q3 24 | $650.3M | $220.7M | ||
| Q2 24 | $638.7M | $205.0M | ||
| Q1 24 | $657.7M | $214.1M |
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.43× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 1.12× | ||
| Q2 24 | — | 1.87× | ||
| Q1 24 | — | 2.00× |
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 | $14.4M |
| Free Cash FlowOCF − Capex | $31.4M | $14.4M |
| FCF MarginFCF / Revenue | 29.0% | 19.1% |
| Capex IntensityCapex / Revenue | 2.7% | 0.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $41.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $14.4M | ||
| Q3 25 | $5.5M | $9.7M | ||
| Q2 25 | $14.8M | $14.1M | ||
| Q1 25 | $25.4M | $3.6M | ||
| Q4 24 | $6.6M | $15.6M | ||
| Q3 24 | $16.7M | $11.0M | ||
| Q2 24 | $-15.0M | $1.0M | ||
| Q1 24 | $-4.0M | $11.2M |
| Q4 25 | $31.4M | $14.4M | ||
| Q3 25 | $1.4M | $9.7M | ||
| Q2 25 | $10.2M | $14.1M | ||
| Q1 25 | $21.2M | $3.6M | ||
| Q4 24 | $4.1M | $15.6M | ||
| Q3 24 | $14.2M | $11.0M | ||
| Q2 24 | $-16.1M | $1.0M | ||
| Q1 24 | $-6.0M | — |
| Q4 25 | 29.0% | 19.1% | ||
| Q3 25 | 1.4% | 17.7% | ||
| Q2 25 | 11.9% | 26.8% | ||
| Q1 25 | 25.3% | 7.7% | ||
| Q4 24 | 5.0% | 26.4% | ||
| Q3 24 | 22.2% | 13.7% | ||
| Q2 24 | -29.5% | 2.1% | ||
| Q1 24 | -11.6% | — |
| Q4 25 | 2.7% | 0.0% | ||
| Q3 25 | 4.3% | 0.0% | ||
| Q2 25 | 5.3% | 0.0% | ||
| Q1 25 | 5.0% | 0.1% | ||
| Q4 24 | 3.0% | 0.0% | ||
| Q3 24 | 4.0% | 0.0% | ||
| Q2 24 | 2.1% | 0.0% | ||
| Q1 24 | 3.7% | 0.0% |
| Q4 25 | — | — | ||
| Q3 25 | — | 1.10× | ||
| Q2 25 | — | 2.41× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.54× | ||
| 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% |
PBYI
Segment breakdown not available.
