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Side-by-side financial comparison of AMBARELLA INC (AMBA) and P10, Inc. (PX). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $81.0M, roughly 1.3× P10, Inc.). P10, Inc. runs the higher net margin — 11.7% vs -13.9%, a 25.6% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs -4.7%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $18.1M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 10.7%).
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 ...
P10, Inc. is a global alternative investment management firm that offers a diversified portfolio of investment solutions spanning private equity, private credit, real assets and venture capital. It primarily caters to institutional clients including pension funds, endowments, foundations, and high-net-worth individuals across North America, Europe, and Asia Pacific.
AMBA vs PX — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $81.0M |
| Net Profit | $-15.1M | $9.5M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | 31.9% |
| Net Margin | -13.9% | 11.7% |
| Revenue YoY | 31.2% | -4.7% |
| Net Profit YoY | 37.2% | 79.0% |
| EPS (diluted) | $-0.35 | $0.08 |
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 | $81.0M | ||
| Q3 25 | $95.5M | $75.9M | ||
| Q2 25 | $85.9M | $72.7M | ||
| Q1 25 | $84.0M | $67.7M | ||
| Q4 24 | $82.7M | $85.0M | ||
| Q3 24 | $63.7M | $74.2M | ||
| Q2 24 | $54.5M | $71.1M | ||
| Q1 24 | $51.6M | $66.1M |
| Q4 25 | $-15.1M | $9.5M | ||
| Q3 25 | $-20.0M | $2.1M | ||
| Q2 25 | $-24.3M | $3.4M | ||
| Q1 25 | $-20.2M | $4.5M | ||
| Q4 24 | $-24.1M | $5.3M | ||
| Q3 24 | $-34.9M | $1.4M | ||
| Q2 24 | $-37.9M | $7.0M | ||
| Q1 24 | $-60.6M | $5.0M |
| Q4 25 | 59.6% | — | ||
| Q3 25 | 58.9% | — | ||
| Q2 25 | 60.0% | — | ||
| Q1 25 | 60.0% | — | ||
| Q4 24 | 60.6% | — | ||
| Q3 24 | 60.8% | — | ||
| Q2 24 | 60.9% | — | ||
| Q1 24 | 59.8% | — |
| Q4 25 | -15.0% | 31.9% | ||
| Q3 25 | -23.0% | 14.1% | ||
| Q2 25 | -30.1% | 24.4% | ||
| Q1 25 | -30.2% | 16.6% | ||
| Q4 24 | -30.9% | 26.9% | ||
| Q3 24 | -56.9% | 11.9% | ||
| Q2 24 | -72.4% | 23.7% | ||
| Q1 24 | -80.8% | 18.3% |
| Q4 25 | -13.9% | 11.7% | ||
| Q3 25 | -20.9% | 2.8% | ||
| Q2 25 | -28.3% | 4.7% | ||
| Q1 25 | -24.1% | 6.7% | ||
| Q4 24 | -29.1% | 6.2% | ||
| Q3 24 | -54.8% | 1.9% | ||
| Q2 24 | -69.6% | 9.8% | ||
| Q1 24 | -117.4% | 7.6% |
| Q4 25 | $-0.35 | $0.08 | ||
| Q3 25 | $-0.47 | $0.02 | ||
| Q2 25 | $-0.58 | $0.03 | ||
| Q1 25 | $-0.48 | $0.04 | ||
| Q4 24 | $-0.58 | $0.05 | ||
| Q3 24 | $-0.85 | $0.01 | ||
| Q2 24 | $-0.93 | $0.06 | ||
| Q1 24 | $-1.51 | $0.04 |
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 | $28.2M |
| Total DebtLower is stronger | — | $373.2M |
| Stockholders' EquityBook value | $590.1M | $403.5M |
| Total Assets | $751.9M | $928.3M |
| Debt / EquityLower = less leverage | — | 0.93× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $28.2M | ||
| Q3 25 | $142.7M | $40.0M | ||
| Q2 25 | $141.3M | $33.4M | ||
| Q1 25 | $144.6M | $74.4M | ||
| Q4 24 | $127.1M | $67.5M | ||
| Q3 24 | $153.9M | $61.5M | ||
| Q2 24 | $131.8M | $31.2M | ||
| Q1 24 | $144.9M | $29.0M |
| Q4 25 | — | $373.2M | ||
| Q3 25 | — | $393.4M | ||
| Q2 25 | — | $373.0M | ||
| Q1 25 | — | $357.2M | ||
| Q4 24 | — | $319.8M | ||
| Q3 24 | — | $319.4M | ||
| Q2 24 | — | $300.6M | ||
| Q1 24 | — | $314.0M |
| Q4 25 | $590.1M | $403.5M | ||
| Q3 25 | $576.5M | $396.8M | ||
| Q2 25 | $572.7M | $388.9M | ||
| Q1 25 | $561.4M | $374.3M | ||
| Q4 24 | $554.3M | $386.9M | ||
| Q3 24 | $547.6M | $394.1M | ||
| Q2 24 | $555.4M | $396.9M | ||
| Q1 24 | $559.9M | $400.1M |
| Q4 25 | $751.9M | $928.3M | ||
| Q3 25 | $706.4M | $936.0M | ||
| Q2 25 | $701.9M | $932.2M | ||
| Q1 25 | $689.0M | $877.4M | ||
| Q4 24 | $670.8M | $869.3M | ||
| Q3 24 | $650.3M | $857.0M | ||
| Q2 24 | $638.7M | $823.2M | ||
| Q1 24 | $657.7M | $832.8M |
| Q4 25 | — | 0.93× | ||
| Q3 25 | — | 0.99× | ||
| Q2 25 | — | 0.96× | ||
| Q1 25 | — | 0.95× | ||
| Q4 24 | — | 0.83× | ||
| Q3 24 | — | 0.81× | ||
| Q2 24 | — | 0.76× | ||
| Q1 24 | — | 0.78× |
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 | $23.0M |
| Free Cash FlowOCF − Capex | $31.4M | $18.1M |
| FCF MarginFCF / Revenue | 29.0% | 22.3% |
| Capex IntensityCapex / Revenue | 2.7% | 6.0% |
| Cash ConversionOCF / Net Profit | — | 2.43× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $14.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $23.0M | ||
| Q3 25 | $5.5M | $-8.6M | ||
| Q2 25 | $14.8M | $13.4M | ||
| Q1 25 | $25.4M | $-4.7M | ||
| Q4 24 | $6.6M | $101.0M | ||
| Q3 24 | $16.7M | $27.5M | ||
| Q2 24 | $-15.0M | $34.8M | ||
| Q1 24 | $-4.0M | $11.0M |
| Q4 25 | $31.4M | $18.1M | ||
| Q3 25 | $1.4M | $-9.5M | ||
| Q2 25 | $10.2M | $11.6M | ||
| Q1 25 | $21.2M | $-6.0M | ||
| Q4 24 | $4.1M | $96.6M | ||
| Q3 24 | $14.2M | $25.2M | ||
| Q2 24 | $-16.1M | $33.9M | ||
| Q1 24 | $-6.0M | $10.7M |
| Q4 25 | 29.0% | 22.3% | ||
| Q3 25 | 1.4% | -12.6% | ||
| Q2 25 | 11.9% | 15.9% | ||
| Q1 25 | 25.3% | -8.9% | ||
| Q4 24 | 5.0% | 113.6% | ||
| Q3 24 | 22.2% | 34.0% | ||
| Q2 24 | -29.5% | 47.7% | ||
| Q1 24 | -11.6% | 16.2% |
| Q4 25 | 2.7% | 6.0% | ||
| Q3 25 | 4.3% | 1.2% | ||
| Q2 25 | 5.3% | 2.5% | ||
| Q1 25 | 5.0% | 1.9% | ||
| Q4 24 | 3.0% | 5.2% | ||
| Q3 24 | 4.0% | 3.0% | ||
| Q2 24 | 2.1% | 1.3% | ||
| Q1 24 | 3.7% | 0.4% |
| Q4 25 | — | 2.43× | ||
| Q3 25 | — | -4.01× | ||
| Q2 25 | — | 3.96× | ||
| Q1 25 | — | -1.05× | ||
| Q4 24 | — | 19.12× | ||
| Q3 24 | — | 19.54× | ||
| Q2 24 | — | 4.98× | ||
| Q1 24 | — | 2.18× |
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% |
PX
| Management Fees | $78.1M | 96% |
| Advisory Fees | $1.8M | 2% |
