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Side-by-side financial comparison of AMBARELLA INC (AMBA) and Pacira BioSciences, Inc. (PCRX). Click either name above to swap in a different company.
Pacira BioSciences, Inc. is the larger business by last-quarter revenue ($177.4M vs $108.5M, roughly 1.6× AMBARELLA INC). Pacira BioSciences, Inc. runs the higher net margin — 1.6% vs -13.9%, a 15.6% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 5.0%). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs -0.2%).
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 ...
Pacira BioSciences, Inc. is a specialty pharmaceutical company focused on developing and commercializing non-opioid pain management solutions. Its core product line targets post-surgical pain relief for patients, serving hospitals, ambulatory surgery centers and other healthcare providers primarily in the U.S., with ongoing expansion efforts in select international markets.
AMBA vs PCRX — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $177.4M |
| Net Profit | $-15.1M | $2.9M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | 3.9% |
| Net Margin | -13.9% | 1.6% |
| Revenue YoY | 31.2% | 5.0% |
| Net Profit YoY | 37.2% | — |
| EPS (diluted) | $-0.35 | $0.07 |
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 | — | $177.4M | ||
| Q4 25 | $108.5M | $196.9M | ||
| Q3 25 | $95.5M | $179.5M | ||
| Q2 25 | $85.9M | $181.1M | ||
| Q1 25 | $84.0M | $168.9M | ||
| Q4 24 | $82.7M | $187.3M | ||
| Q3 24 | $63.7M | $168.6M | ||
| Q2 24 | $54.5M | $178.0M |
| Q1 26 | — | $2.9M | ||
| Q4 25 | $-15.1M | — | ||
| Q3 25 | $-20.0M | $5.4M | ||
| Q2 25 | $-24.3M | $-4.8M | ||
| Q1 25 | $-20.2M | $4.8M | ||
| Q4 24 | $-24.1M | — | ||
| Q3 24 | $-34.9M | $-143.5M | ||
| Q2 24 | $-37.9M | $18.9M |
| Q1 26 | — | — | ||
| Q4 25 | 59.6% | 79.5% | ||
| Q3 25 | 58.9% | 80.9% | ||
| Q2 25 | 60.0% | 77.4% | ||
| Q1 25 | 60.0% | 79.7% | ||
| Q4 24 | 60.6% | 78.7% | ||
| Q3 24 | 60.8% | 76.9% | ||
| Q2 24 | 60.9% | 75.1% |
| Q1 26 | — | 3.9% | ||
| Q4 25 | -15.0% | 1.2% | ||
| Q3 25 | -23.0% | 3.5% | ||
| Q2 25 | -30.1% | 4.7% | ||
| Q1 25 | -30.2% | 1.2% | ||
| Q4 24 | -30.9% | 13.2% | ||
| Q3 24 | -56.9% | -82.8% | ||
| Q2 24 | -72.4% | 15.9% |
| Q1 26 | — | 1.6% | ||
| Q4 25 | -13.9% | — | ||
| Q3 25 | -20.9% | 3.0% | ||
| Q2 25 | -28.3% | -2.7% | ||
| Q1 25 | -24.1% | 2.8% | ||
| Q4 24 | -29.1% | — | ||
| Q3 24 | -54.8% | -85.1% | ||
| Q2 24 | -69.6% | 10.6% |
| Q1 26 | — | $0.07 | ||
| Q4 25 | $-0.35 | $0.05 | ||
| Q3 25 | $-0.47 | $0.12 | ||
| Q2 25 | $-0.58 | $-0.11 | ||
| Q1 25 | $-0.48 | $0.10 | ||
| Q4 24 | $-0.58 | $0.38 | ||
| Q3 24 | $-0.85 | $-3.11 | ||
| Q2 24 | $-0.93 | $0.39 |
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 | $144.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $653.9M |
| Total Assets | $751.9M | $1.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $144.3M | ||
| Q4 25 | $174.1M | $238.4M | ||
| Q3 25 | $142.7M | $246.3M | ||
| Q2 25 | $141.3M | $445.9M | ||
| Q1 25 | $144.6M | $493.6M | ||
| Q4 24 | $127.1M | $484.6M | ||
| Q3 24 | $153.9M | $453.8M | ||
| Q2 24 | $131.8M | $404.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $372.2M | ||
| Q3 25 | — | $376.7M | ||
| Q2 25 | — | $580.5M | ||
| Q1 25 | — | $583.4M | ||
| Q4 24 | — | $585.3M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $653.9M | ||
| Q4 25 | $590.1M | $693.1M | ||
| Q3 25 | $576.5M | $727.2M | ||
| Q2 25 | $572.7M | $757.8M | ||
| Q1 25 | $561.4M | $798.5M | ||
| Q4 24 | $554.3M | $778.3M | ||
| Q3 24 | $547.6M | $749.6M | ||
| Q2 24 | $555.4M | $879.3M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $751.9M | $1.3B | ||
| Q3 25 | $706.4M | $1.3B | ||
| Q2 25 | $701.9M | $1.5B | ||
| Q1 25 | $689.0M | $1.6B | ||
| Q4 24 | $670.8M | $1.6B | ||
| Q3 24 | $650.3M | $1.5B | ||
| Q2 24 | $638.7M | $1.6B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.54× | ||
| Q3 25 | — | 0.52× | ||
| Q2 25 | — | 0.77× | ||
| Q1 25 | — | 0.73× | ||
| Q4 24 | — | 0.75× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — |
| Free Cash FlowOCF − Capex | $31.4M | — |
| FCF MarginFCF / Revenue | 29.0% | — |
| Capex IntensityCapex / Revenue | 2.7% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $34.3M | $43.7M | ||
| Q3 25 | $5.5M | $60.8M | ||
| Q2 25 | $14.8M | $12.0M | ||
| Q1 25 | $25.4M | $35.5M | ||
| Q4 24 | $6.6M | $33.1M | ||
| Q3 24 | $16.7M | $53.9M | ||
| Q2 24 | $-15.0M | $53.2M |
| Q1 26 | — | — | ||
| Q4 25 | $31.4M | $43.5M | ||
| Q3 25 | $1.4M | $57.0M | ||
| Q2 25 | $10.2M | $9.3M | ||
| Q1 25 | $21.2M | $26.9M | ||
| Q4 24 | $4.1M | $31.0M | ||
| Q3 24 | $14.2M | $49.8M | ||
| Q2 24 | $-16.1M | $51.6M |
| Q1 26 | — | — | ||
| Q4 25 | 29.0% | 22.1% | ||
| Q3 25 | 1.4% | 31.7% | ||
| Q2 25 | 11.9% | 5.1% | ||
| Q1 25 | 25.3% | 15.9% | ||
| Q4 24 | 5.0% | 16.6% | ||
| Q3 24 | 22.2% | 29.6% | ||
| Q2 24 | -29.5% | 29.0% |
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 0.1% | ||
| Q3 25 | 4.3% | 2.2% | ||
| Q2 25 | 5.3% | 1.5% | ||
| Q1 25 | 5.0% | 5.1% | ||
| Q4 24 | 3.0% | 1.1% | ||
| Q3 24 | 4.0% | 2.4% | ||
| Q2 24 | 2.1% | 0.9% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 11.20× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 7.37× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 2.82× |
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% |
PCRX
| EXPAREL | $143.3M | 81% |
| ZILRETTA | $26.8M | 15% |
| iovera° | $6.2M | 3% |
| Bupivacaine liposome injectable suspension | $1.2M | 1% |
