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Side-by-side financial comparison of AMBARELLA INC (AMBA) and Riot Platforms, Inc. (RIOT). Click either name above to swap in a different company.
Riot Platforms, Inc. is the larger business by last-quarter revenue ($152.8M vs $108.5M, roughly 1.4× AMBARELLA INC). AMBARELLA INC runs the higher net margin — -13.9% vs -452.0%, a 438.0% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 7.2%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $-774.3M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 38.8%).
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 ...
Riot Platforms, Inc. is a leading U.S.-based enterprise focused on Bitcoin mining, operating multiple large-scale, energy-efficient data centers across North America. It also invests in blockchain infrastructure development and holds Bitcoin as a core long-term reserve asset, centering its business strategy around the digital asset ecosystem.
AMBA vs RIOT — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $152.8M |
| Net Profit | $-15.1M | $-690.7M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | -447.9% |
| Net Margin | -13.9% | -452.0% |
| Revenue YoY | 31.2% | 7.2% |
| Net Profit YoY | 37.2% | -606.3% |
| EPS (diluted) | $-0.35 | $-1.89 |
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 | $152.8M | ||
| Q3 25 | $95.5M | $180.2M | ||
| Q2 25 | $85.9M | $153.0M | ||
| Q1 25 | $84.0M | $161.4M | ||
| Q4 24 | $82.7M | $142.6M | ||
| Q3 24 | $63.7M | $84.8M | ||
| Q2 24 | $54.5M | $70.0M | ||
| Q1 24 | $51.6M | $79.3M |
| Q4 25 | $-15.1M | $-690.7M | ||
| Q3 25 | $-20.0M | $104.5M | ||
| Q2 25 | $-24.3M | $219.5M | ||
| Q1 25 | $-20.2M | $-296.4M | ||
| Q4 24 | $-24.1M | $136.4M | ||
| Q3 24 | $-34.9M | $-154.4M | ||
| Q2 24 | $-37.9M | $-84.4M | ||
| Q1 24 | $-60.6M | $211.8M |
| 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% | -447.9% | ||
| Q3 25 | -23.0% | 44.4% | ||
| Q2 25 | -30.1% | — | ||
| Q1 25 | -30.2% | -144.9% | ||
| Q4 24 | -30.9% | — | ||
| Q3 24 | -56.9% | -143.3% | ||
| Q2 24 | -72.4% | -167.2% | ||
| Q1 24 | -80.8% | — |
| Q4 25 | -13.9% | -452.0% | ||
| Q3 25 | -20.9% | 58.0% | ||
| Q2 25 | -28.3% | 143.4% | ||
| Q1 25 | -24.1% | -183.6% | ||
| Q4 24 | -29.1% | 95.7% | ||
| Q3 24 | -54.8% | -182.1% | ||
| Q2 24 | -69.6% | -120.6% | ||
| Q1 24 | -117.4% | 267.1% |
| Q4 25 | $-0.35 | $-1.89 | ||
| Q3 25 | $-0.47 | $0.26 | ||
| Q2 25 | $-0.58 | $0.58 | ||
| Q1 25 | $-0.48 | $-0.90 | ||
| Q4 24 | $-0.58 | $0.39 | ||
| Q3 24 | $-0.85 | $-0.54 | ||
| Q2 24 | $-0.93 | $-0.32 | ||
| Q1 24 | $-1.51 | $0.51 |
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 | $233.5M |
| Total DebtLower is stronger | — | $840.8M |
| Stockholders' EquityBook value | $590.1M | $2.9B |
| Total Assets | $751.9M | $3.9B |
| Debt / EquityLower = less leverage | — | 0.29× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $233.5M | ||
| Q3 25 | $142.7M | $330.7M | ||
| Q2 25 | $141.3M | $255.4M | ||
| Q1 25 | $144.6M | $163.7M | ||
| Q4 24 | $127.1M | $277.9M | ||
| Q3 24 | $153.9M | $355.7M | ||
| Q2 24 | $131.8M | $481.2M | ||
| Q1 24 | $144.9M | $688.5M |
| Q4 25 | — | $840.8M | ||
| Q3 25 | — | $5.3M | ||
| Q2 25 | — | $5.3M | ||
| Q1 25 | — | $5.3M | ||
| Q4 24 | — | $584.6M | ||
| Q3 24 | — | $5.7M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $590.1M | $2.9B | ||
| Q3 25 | $576.5M | $3.5B | ||
| Q2 25 | $572.7M | $3.3B | ||
| Q1 25 | $561.4M | $2.9B | ||
| Q4 24 | $554.3M | $3.1B | ||
| Q3 24 | $547.6M | $2.7B | ||
| Q2 24 | $555.4M | $2.6B | ||
| Q1 24 | $559.9M | $2.5B |
| Q4 25 | $751.9M | $3.9B | ||
| Q3 25 | $706.4M | $4.5B | ||
| Q2 25 | $701.9M | $4.3B | ||
| Q1 25 | $689.0M | $3.7B | ||
| Q4 24 | $670.8M | $3.9B | ||
| Q3 24 | $650.3M | $2.9B | ||
| Q2 24 | $638.7M | $2.7B | ||
| Q1 24 | $657.7M | $2.6B |
| Q4 25 | — | 0.29× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.19× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | — | ||
| Q1 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 | $-572.9M |
| Free Cash FlowOCF − Capex | $31.4M | $-774.3M |
| FCF MarginFCF / Revenue | 29.0% | -506.6% |
| Capex IntensityCapex / Revenue | 2.7% | 131.8% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $-1.4B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $-572.9M | ||
| Q3 25 | $5.5M | $-114.0M | ||
| Q2 25 | $14.8M | $-231.3M | ||
| Q1 25 | $25.4M | $-122.1M | ||
| Q4 24 | $6.6M | $-255.1M | ||
| Q3 24 | $16.7M | $-56.3M | ||
| Q2 24 | $-15.0M | $-42.5M | ||
| Q1 24 | $-4.0M | $-57.9M |
| Q4 25 | $31.4M | $-774.3M | ||
| Q3 25 | $1.4M | $-139.7M | ||
| Q2 25 | $10.2M | $-291.7M | ||
| Q1 25 | $21.2M | $-154.9M | ||
| Q4 24 | $4.1M | $-495.4M | ||
| Q3 24 | $14.2M | $-127.6M | ||
| Q2 24 | $-16.1M | $-96.1M | ||
| Q1 24 | $-6.0M | $-115.2M |
| Q4 25 | 29.0% | -506.6% | ||
| Q3 25 | 1.4% | -77.5% | ||
| Q2 25 | 11.9% | -190.7% | ||
| Q1 25 | 25.3% | -96.0% | ||
| Q4 24 | 5.0% | -347.5% | ||
| Q3 24 | 22.2% | -150.5% | ||
| Q2 24 | -29.5% | -137.2% | ||
| Q1 24 | -11.6% | -145.2% |
| Q4 25 | 2.7% | 131.8% | ||
| Q3 25 | 4.3% | 14.3% | ||
| Q2 25 | 5.3% | 39.5% | ||
| Q1 25 | 5.0% | 20.4% | ||
| Q4 24 | 3.0% | 168.6% | ||
| Q3 24 | 4.0% | 84.1% | ||
| Q2 24 | 2.1% | 76.5% | ||
| Q1 24 | 3.7% | 72.3% |
| Q4 25 | — | — | ||
| Q3 25 | — | -1.09× | ||
| Q2 25 | — | -1.05× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -1.87× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -0.27× |
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% |
RIOT
| Bitcoin Mining Segment | $131.7M | 86% |
| Engineering Segment | $21.1M | 14% |
