vs
Side-by-side financial comparison of AMBARELLA INC (AMBA) and PROCEPT BioRobotics Corp (PRCT). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $83.1M, roughly 1.3× PROCEPT BioRobotics Corp). AMBARELLA INC runs the higher net margin — -13.9% vs -38.1%, a 24.1% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 20.2%). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 24.8%).
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 ...
PROCEPT BioRobotics Corp is a medical tech firm developing and commercializing robotic surgical solutions for urological care. Its flagship AquaBeam system provides image-guided minimally invasive therapy for benign prostatic hyperplasia, serving providers and patients across North America, Europe and global markets.
AMBA vs PRCT — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $83.1M |
| Net Profit | $-15.1M | $-31.6M |
| Gross Margin | 59.6% | 64.9% |
| Operating Margin | -15.0% | -4.1% |
| Net Margin | -13.9% | -38.1% |
| Revenue YoY | 31.2% | 20.2% |
| Net Profit YoY | 37.2% | -27.9% |
| EPS (diluted) | $-0.35 | $-0.56 |
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 | — | $83.1M | ||
| Q4 25 | $108.5M | $76.4M | ||
| Q3 25 | $95.5M | $83.3M | ||
| Q2 25 | $85.9M | $79.2M | ||
| Q1 25 | $84.0M | $69.2M | ||
| Q4 24 | $82.7M | $68.2M | ||
| Q3 24 | $63.7M | $58.4M | ||
| Q2 24 | $54.5M | $53.4M |
| Q1 26 | — | $-31.6M | ||
| Q4 25 | $-15.1M | $-29.8M | ||
| Q3 25 | $-20.0M | $-21.4M | ||
| Q2 25 | $-24.3M | $-19.6M | ||
| Q1 25 | $-20.2M | $-24.7M | ||
| Q4 24 | $-24.1M | $-18.9M | ||
| Q3 24 | $-34.9M | $-21.0M | ||
| Q2 24 | $-37.9M | $-25.6M |
| Q1 26 | — | 64.9% | ||
| Q4 25 | 59.6% | 60.6% | ||
| Q3 25 | 58.9% | 64.8% | ||
| Q2 25 | 60.0% | 65.4% | ||
| Q1 25 | 60.0% | 63.9% | ||
| Q4 24 | 60.6% | 64.0% | ||
| Q3 24 | 60.8% | 63.2% | ||
| Q2 24 | 60.9% | 59.0% |
| Q1 26 | — | -4.1% | ||
| Q4 25 | -15.0% | -40.6% | ||
| Q3 25 | -23.0% | -27.8% | ||
| Q2 25 | -30.1% | -28.0% | ||
| Q1 25 | -30.2% | -39.7% | ||
| Q4 24 | -30.9% | -28.9% | ||
| Q3 24 | -56.9% | -38.4% | ||
| Q2 24 | -72.4% | -50.3% |
| Q1 26 | — | -38.1% | ||
| Q4 25 | -13.9% | -39.1% | ||
| Q3 25 | -20.9% | -25.7% | ||
| Q2 25 | -28.3% | -24.7% | ||
| Q1 25 | -24.1% | -35.8% | ||
| Q4 24 | -29.1% | -27.6% | ||
| Q3 24 | -54.8% | -35.9% | ||
| Q2 24 | -69.6% | -48.0% |
| Q1 26 | — | $-0.56 | ||
| Q4 25 | $-0.35 | $-0.54 | ||
| Q3 25 | $-0.47 | $-0.38 | ||
| Q2 25 | $-0.58 | $-0.35 | ||
| Q1 25 | $-0.48 | $-0.45 | ||
| Q4 24 | $-0.58 | $-0.34 | ||
| Q3 24 | $-0.85 | $-0.40 | ||
| Q2 24 | $-0.93 | $-0.50 |
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 | $245.6M |
| Total DebtLower is stronger | — | $51.7M |
| Stockholders' EquityBook value | $590.1M | $347.7M |
| Total Assets | $751.9M | $487.1M |
| Debt / EquityLower = less leverage | — | 0.15× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $245.6M | ||
| Q4 25 | $174.1M | $286.5M | ||
| Q3 25 | $142.7M | $294.3M | ||
| Q2 25 | $141.3M | $302.7M | ||
| Q1 25 | $144.6M | $316.2M | ||
| Q4 24 | $127.1M | $333.7M | ||
| Q3 24 | $153.9M | $196.8M | ||
| Q2 24 | $131.8M | $214.1M |
| Q1 26 | — | $51.7M | ||
| Q4 25 | — | $51.6M | ||
| Q3 25 | — | $51.6M | ||
| Q2 25 | — | $51.5M | ||
| Q1 25 | — | $51.5M | ||
| Q4 24 | — | $51.5M | ||
| Q3 24 | — | $51.4M | ||
| Q2 24 | — | $51.4M |
| Q1 26 | — | $347.7M | ||
| Q4 25 | $590.1M | $365.9M | ||
| Q3 25 | $576.5M | $380.3M | ||
| Q2 25 | $572.7M | $385.8M | ||
| Q1 25 | $561.4M | $389.2M | ||
| Q4 24 | $554.3M | $402.2M | ||
| Q3 24 | $547.6M | $241.2M | ||
| Q2 24 | $555.4M | $251.8M |
| Q1 26 | — | $487.1M | ||
| Q4 25 | $751.9M | $508.1M | ||
| Q3 25 | $706.4M | $511.5M | ||
| Q2 25 | $701.9M | $513.1M | ||
| Q1 25 | $689.0M | $519.4M | ||
| Q4 24 | $670.8M | $534.0M | ||
| Q3 24 | $650.3M | $374.1M | ||
| Q2 24 | $638.7M | $374.4M |
| Q1 26 | — | 0.15× | ||
| Q4 25 | — | 0.14× | ||
| Q3 25 | — | 0.14× | ||
| Q2 25 | — | 0.13× | ||
| Q1 25 | — | 0.13× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.20× |
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 | $-10.3M | ||
| Q3 25 | $5.5M | $-6.6M | ||
| Q2 25 | $14.8M | $-15.0M | ||
| Q1 25 | $25.4M | $-17.0M | ||
| Q4 24 | $6.6M | $-32.4M | ||
| Q3 24 | $16.7M | $-18.8M | ||
| Q2 24 | $-15.0M | $-15.7M |
| Q1 26 | — | — | ||
| Q4 25 | $31.4M | $-12.2M | ||
| Q3 25 | $1.4M | $-9.5M | ||
| Q2 25 | $10.2M | $-17.8M | ||
| Q1 25 | $21.2M | $-18.8M | ||
| Q4 24 | $4.1M | $-33.6M | ||
| Q3 24 | $14.2M | $-19.0M | ||
| Q2 24 | $-16.1M | $-16.8M |
| Q1 26 | — | — | ||
| Q4 25 | 29.0% | -15.9% | ||
| Q3 25 | 1.4% | -11.4% | ||
| Q2 25 | 11.9% | -22.5% | ||
| Q1 25 | 25.3% | -27.2% | ||
| Q4 24 | 5.0% | -49.2% | ||
| Q3 24 | 22.2% | -32.6% | ||
| Q2 24 | -29.5% | -31.4% |
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 2.4% | ||
| Q3 25 | 4.3% | 3.4% | ||
| Q2 25 | 5.3% | 3.5% | ||
| Q1 25 | 5.0% | 2.7% | ||
| Q4 24 | 3.0% | 1.7% | ||
| Q3 24 | 4.0% | 0.4% | ||
| Q2 24 | 2.1% | 2.0% |
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% |
PRCT
| Handpieces and other consumables | $43.0M | 52% |
| System sales and rentals | $23.4M | 28% |
| Other | $11.1M | 13% |
| Service | $5.6M | 7% |
