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Side-by-side financial comparison of AMBARELLA INC (AMBA) and BRC Group Holdings, Inc. (RILY). Click either name above to swap in a different company.
BRC Group Holdings, Inc. is the larger business by last-quarter revenue ($188.3M vs $108.5M, roughly 1.7× AMBARELLA INC). BRC Group Holdings, Inc. runs the higher net margin — 47.9% vs -13.9%, a 61.9% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs -21.9%). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs -15.4%).
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 ...
AMBA vs RILY — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $188.3M |
| Net Profit | $-15.1M | $90.3M |
| Gross Margin | 59.6% | 79.5% |
| Operating Margin | -15.0% | 32.3% |
| Net Margin | -13.9% | 47.9% |
| Revenue YoY | 31.2% | -21.9% |
| Net Profit YoY | 37.2% | 1710.8% |
| EPS (diluted) | $-0.35 | $2.78 |
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 | $188.3M | ||
| Q3 25 | $95.5M | $215.3M | ||
| Q2 25 | $85.9M | $188.2M | ||
| Q1 25 | $84.0M | $197.2M | ||
| Q4 24 | $82.7M | $241.0M | ||
| Q3 24 | $63.7M | $225.5M | ||
| Q2 24 | $54.5M | $256.0M | ||
| Q1 24 | $51.6M | $263.4M |
| Q4 25 | $-15.1M | $90.3M | ||
| Q3 25 | $-20.0M | $91.1M | ||
| Q2 25 | $-24.3M | $139.5M | ||
| Q1 25 | $-20.2M | $-10.0M | ||
| Q4 24 | $-24.1M | $-5.6M | ||
| Q3 24 | $-34.9M | $-284.4M | ||
| Q2 24 | $-37.9M | $-433.6M | ||
| Q1 24 | $-60.6M | $-49.2M |
| Q4 25 | 59.6% | 79.5% | ||
| Q3 25 | 58.9% | 83.7% | ||
| Q2 25 | 60.0% | 81.3% | ||
| Q1 25 | 60.0% | 81.4% | ||
| Q4 24 | 60.6% | 79.8% | ||
| Q3 24 | 60.8% | 82.1% | ||
| Q2 24 | 60.9% | 84.5% | ||
| Q1 24 | 59.8% | 85.3% |
| Q4 25 | -15.0% | 32.3% | ||
| Q3 25 | -23.0% | 30.4% | ||
| Q2 25 | -30.1% | 5.7% | ||
| Q1 25 | -30.2% | -31.2% | ||
| Q4 24 | -30.9% | -69.2% | ||
| Q3 24 | -56.9% | -36.4% | ||
| Q2 24 | -72.4% | -90.8% | ||
| Q1 24 | -80.8% | -6.1% |
| Q4 25 | -13.9% | 47.9% | ||
| Q3 25 | -20.9% | 42.3% | ||
| Q2 25 | -28.3% | 74.1% | ||
| Q1 25 | -24.1% | -5.1% | ||
| Q4 24 | -29.1% | -2.3% | ||
| Q3 24 | -54.8% | -126.1% | ||
| Q2 24 | -69.6% | -169.4% | ||
| Q1 24 | -117.4% | -18.7% |
| Q4 25 | $-0.35 | $2.78 | ||
| Q3 25 | $-0.47 | $2.91 | ||
| Q2 25 | $-0.58 | $4.50 | ||
| Q1 25 | $-0.48 | $-0.39 | ||
| Q4 24 | $-0.58 | $-0.01 | ||
| Q3 24 | $-0.85 | $-9.39 | ||
| Q2 24 | $-0.93 | $-14.35 | ||
| Q1 24 | $-1.51 | $-1.71 |
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 | $226.6M |
| Total DebtLower is stronger | — | $1.4B |
| Stockholders' EquityBook value | $590.1M | $-171.5M |
| Total Assets | $751.9M | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $226.6M | ||
| Q3 25 | $142.7M | $184.2M | ||
| Q2 25 | $141.3M | $267.4M | ||
| Q1 25 | $144.6M | $138.3M | ||
| Q4 24 | $127.1M | $146.9M | ||
| Q3 24 | $153.9M | $159.2M | ||
| Q2 24 | $131.8M | $236.9M | ||
| Q1 24 | $144.9M | $190.7M |
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $590.1M | $-171.5M | ||
| Q3 25 | $576.5M | $-260.5M | ||
| Q2 25 | $572.7M | $-351.7M | ||
| Q1 25 | $561.4M | $-496.8M | ||
| Q4 24 | $554.3M | $-488.2M | ||
| Q3 24 | $547.6M | $-497.6M | ||
| Q2 24 | $555.4M | $-218.3M | ||
| Q1 24 | $559.9M | $228.4M |
| Q4 25 | $751.9M | $1.7B | ||
| Q3 25 | $706.4M | $1.7B | ||
| Q2 25 | $701.9M | $1.5B | ||
| Q1 25 | $689.0M | $1.5B | ||
| Q4 24 | $670.8M | $1.8B | ||
| Q3 24 | $650.3M | $2.2B | ||
| Q2 24 | $638.7M | $3.2B | ||
| Q1 24 | $657.7M | $5.0B |
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 | $26.2M |
| Free Cash FlowOCF − Capex | $31.4M | — |
| FCF MarginFCF / Revenue | 29.0% | — |
| Capex IntensityCapex / Revenue | 2.7% | — |
| Cash ConversionOCF / Net Profit | — | 0.29× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $26.2M | ||
| Q3 25 | $5.5M | $-60.6M | ||
| Q2 25 | $14.8M | $-25.6M | ||
| Q1 25 | $25.4M | $184.0K | ||
| Q4 24 | $6.6M | $-2.7M | ||
| Q3 24 | $16.7M | $19.5M | ||
| Q2 24 | $-15.0M | $111.5M | ||
| Q1 24 | $-4.0M | $135.4M |
| Q4 25 | $31.4M | — | ||
| Q3 25 | $1.4M | — | ||
| Q2 25 | $10.2M | — | ||
| Q1 25 | $21.2M | — | ||
| Q4 24 | $4.1M | — | ||
| Q3 24 | $14.2M | — | ||
| Q2 24 | $-16.1M | — | ||
| Q1 24 | $-6.0M | — |
| Q4 25 | 29.0% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 11.9% | — | ||
| Q1 25 | 25.3% | — | ||
| Q4 24 | 5.0% | — | ||
| Q3 24 | 22.2% | — | ||
| Q2 24 | -29.5% | — | ||
| Q1 24 | -11.6% | — |
| Q4 25 | 2.7% | — | ||
| Q3 25 | 4.3% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 5.0% | — | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 4.0% | — | ||
| Q2 24 | 2.1% | — | ||
| Q1 24 | 3.7% | — |
| Q4 25 | — | 0.29× | ||
| Q3 25 | — | -0.66× | ||
| Q2 25 | — | -0.18× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| 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% |
RILY
| Transferred At Point In Time | $101.4M | 54% |
| Wealth Management Segment | $30.7M | 16% |
| Corporate Finance Consulting And Investment Banking Fees | $27.1M | 14% |
| Services And Fees | $24.8M | 13% |
| Commissions Fees And Reimbursed Expenses | $4.8M | 3% |
