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Side-by-side financial comparison of AMBARELLA INC (AMBA) and Rimini Street, Inc. (RMNI). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $105.5M, roughly 1.0× Rimini Street, Inc.). Rimini Street, Inc. runs the higher net margin — 1.3% vs -13.9%, a 15.2% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 1.2%). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 1.1%).
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 ...
Rimini Street, Inc. is a global provider of independent third-party support services for enterprise software products including Oracle and SAP platforms. It serves clients across multiple industries worldwide, delivering cost-effective support, maintenance, and consulting solutions that help businesses cut operational expenses while ensuring software performance and security.
AMBA vs RMNI — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $105.5M |
| Net Profit | $-15.1M | $1.4M |
| Gross Margin | 59.6% | 59.0% |
| Operating Margin | -15.0% | 4.6% |
| Net Margin | -13.9% | 1.3% |
| Revenue YoY | 31.2% | 1.2% |
| Net Profit YoY | 37.2% | -59.4% |
| EPS (diluted) | $-0.35 | $0.01 |
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 | — | $105.5M | ||
| Q4 25 | $108.5M | $109.8M | ||
| Q3 25 | $95.5M | $103.4M | ||
| Q2 25 | $85.9M | $104.1M | ||
| Q1 25 | $84.0M | $104.2M | ||
| Q4 24 | $82.7M | $114.2M | ||
| Q3 24 | $63.7M | $104.7M | ||
| Q2 24 | $54.5M | $103.1M |
| Q1 26 | — | $1.4M | ||
| Q4 25 | $-15.1M | $724.0K | ||
| Q3 25 | $-20.0M | $2.8M | ||
| Q2 25 | $-24.3M | $30.3M | ||
| Q1 25 | $-20.2M | $3.4M | ||
| Q4 24 | $-24.1M | $6.7M | ||
| Q3 24 | $-34.9M | $-43.1M | ||
| Q2 24 | $-37.9M | $-1.1M |
| Q1 26 | — | 59.0% | ||
| Q4 25 | 59.6% | 60.4% | ||
| Q3 25 | 58.9% | 59.9% | ||
| Q2 25 | 60.0% | 60.4% | ||
| Q1 25 | 60.0% | 61.0% | ||
| Q4 24 | 60.6% | 63.7% | ||
| Q3 24 | 60.8% | 60.7% | ||
| Q2 24 | 60.9% | 59.1% |
| Q1 26 | — | 4.6% | ||
| Q4 25 | -15.0% | 4.5% | ||
| Q3 25 | -23.0% | 4.2% | ||
| Q2 25 | -30.1% | 39.6% | ||
| Q1 25 | -30.2% | 9.0% | ||
| Q4 24 | -30.9% | 13.0% | ||
| Q3 24 | -56.9% | -47.4% | ||
| Q2 24 | -72.4% | -0.8% |
| Q1 26 | — | 1.3% | ||
| Q4 25 | -13.9% | 0.7% | ||
| Q3 25 | -20.9% | 2.7% | ||
| Q2 25 | -28.3% | 29.1% | ||
| Q1 25 | -24.1% | 3.2% | ||
| Q4 24 | -29.1% | 5.8% | ||
| Q3 24 | -54.8% | -41.2% | ||
| Q2 24 | -69.6% | -1.1% |
| Q1 26 | — | $0.01 | ||
| Q4 25 | $-0.35 | $0.00 | ||
| Q3 25 | $-0.47 | $0.03 | ||
| Q2 25 | $-0.58 | $0.32 | ||
| Q1 25 | $-0.48 | $0.04 | ||
| Q4 24 | $-0.58 | $0.07 | ||
| Q3 24 | $-0.85 | $-0.47 | ||
| Q2 24 | $-0.93 | $-0.01 |
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 | $132.2M |
| Total DebtLower is stronger | — | $56.4M |
| Stockholders' EquityBook value | $590.1M | — |
| Total Assets | $751.9M | $397.1M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $132.2M | ||
| Q4 25 | $174.1M | $120.0M | ||
| Q3 25 | $142.7M | $108.7M | ||
| Q2 25 | $141.3M | $101.3M | ||
| Q1 25 | $144.6M | $122.6M | ||
| Q4 24 | $127.1M | $88.8M | ||
| Q3 24 | $153.9M | $119.5M | ||
| Q2 24 | $131.8M | $134.2M |
| Q1 26 | — | $56.4M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | $590.1M | $-27.0M | ||
| Q3 25 | $576.5M | $-27.3M | ||
| Q2 25 | $572.7M | $-29.0M | ||
| Q1 25 | $561.4M | $-63.7M | ||
| Q4 24 | $554.3M | $-69.4M | ||
| Q3 24 | $547.6M | $-76.8M | ||
| Q2 24 | $555.4M | $-36.1M |
| Q1 26 | — | $397.1M | ||
| Q4 25 | $751.9M | $423.1M | ||
| Q3 25 | $706.4M | $352.9M | ||
| Q2 25 | $701.9M | $397.5M | ||
| Q1 25 | $689.0M | $343.0M | ||
| Q4 24 | $670.8M | $369.1M | ||
| Q3 24 | $650.3M | $343.8M | ||
| Q2 24 | $638.7M | $367.4M |
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 | $19.6M | ||
| Q3 25 | $5.5M | $24.7M | ||
| Q2 25 | $14.8M | $-17.8M | ||
| Q1 25 | $25.4M | $33.7M | ||
| Q4 24 | $6.6M | $-37.7M | ||
| Q3 24 | $16.7M | $-18.5M | ||
| Q2 24 | $-15.0M | $6.3M |
| Q1 26 | — | — | ||
| Q4 25 | $31.4M | $18.9M | ||
| Q3 25 | $1.4M | $23.5M | ||
| Q2 25 | $10.2M | $-19.5M | ||
| Q1 25 | $21.2M | $32.8M | ||
| Q4 24 | $4.1M | $-38.4M | ||
| Q3 24 | $14.2M | $-19.2M | ||
| Q2 24 | $-16.1M | $5.4M |
| Q1 26 | — | — | ||
| Q4 25 | 29.0% | 17.2% | ||
| Q3 25 | 1.4% | 22.7% | ||
| Q2 25 | 11.9% | -18.8% | ||
| Q1 25 | 25.3% | 31.5% | ||
| Q4 24 | 5.0% | -33.6% | ||
| Q3 24 | 22.2% | -18.3% | ||
| Q2 24 | -29.5% | 5.2% |
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 0.6% | ||
| Q3 25 | 4.3% | 1.2% | ||
| Q2 25 | 5.3% | 1.7% | ||
| Q1 25 | 5.0% | 0.9% | ||
| Q4 24 | 3.0% | 0.6% | ||
| Q3 24 | 4.0% | 0.6% | ||
| Q2 24 | 2.1% | 0.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | 27.02× | ||
| Q3 25 | — | 8.94× | ||
| Q2 25 | — | -0.59× | ||
| Q1 25 | — | 10.06× | ||
| Q4 24 | — | -5.66× | ||
| Q3 24 | — | — | ||
| Q2 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% |
RMNI
Segment breakdown not available.
