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Side-by-side financial comparison of AMBARELLA INC (AMBA) and Repay Holdings Corp (RPAY). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $78.6M, roughly 1.4× Repay Holdings Corp). AMBARELLA INC runs the higher net margin — -13.9% vs -178.3%, a 164.4% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 0.4%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $23.2M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs -1.3%).
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 ...
Repay Holdings Corp is a leading payment technology provider delivering integrated end-to-end payment processing solutions for businesses across North America. Its offerings include credit/debit card processing, ACH transfer services, POS system integrations and digital payment tools, serving retail, healthcare, automotive and e-commerce segments to help clients streamline transaction workflows and boost operational efficiency.
AMBA vs RPAY — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $78.6M |
| Net Profit | $-15.1M | $-140.1M |
| Gross Margin | 59.6% | 74.2% |
| Operating Margin | -15.0% | -182.2% |
| Net Margin | -13.9% | -178.3% |
| Revenue YoY | 31.2% | 0.4% |
| Net Profit YoY | 37.2% | -3304.1% |
| EPS (diluted) | $-0.35 | $-1.68 |
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 | $78.6M | ||
| Q3 25 | $95.5M | $77.7M | ||
| Q2 25 | $85.9M | $75.6M | ||
| Q1 25 | $84.0M | $77.3M | ||
| Q4 24 | $82.7M | $78.3M | ||
| Q3 24 | $63.7M | $79.1M | ||
| Q2 24 | $54.5M | $74.9M | ||
| Q1 24 | $51.6M | $80.7M |
| Q4 25 | $-15.1M | $-140.1M | ||
| Q3 25 | $-20.0M | $-6.4M | ||
| Q2 25 | $-24.3M | $-102.3M | ||
| Q1 25 | $-20.2M | $-7.9M | ||
| Q4 24 | $-24.1M | $-4.1M | ||
| Q3 24 | $-34.9M | $3.2M | ||
| Q2 24 | $-37.9M | $-4.1M | ||
| Q1 24 | $-60.6M | $-5.2M |
| Q4 25 | 59.6% | 74.2% | ||
| Q3 25 | 58.9% | 74.4% | ||
| Q2 25 | 60.0% | 75.7% | ||
| Q1 25 | 60.0% | 75.9% | ||
| Q4 24 | 60.6% | 76.3% | ||
| Q3 24 | 60.8% | 77.8% | ||
| Q2 24 | 60.9% | 78.2% | ||
| Q1 24 | 59.8% | 76.2% |
| Q4 25 | -15.0% | -182.2% | ||
| Q3 25 | -23.0% | -3.9% | ||
| Q2 25 | -30.1% | -138.7% | ||
| Q1 25 | -30.2% | -4.7% | ||
| Q4 24 | -30.9% | -1.5% | ||
| Q3 24 | -56.9% | -0.9% | ||
| Q2 24 | -72.4% | -4.6% | ||
| Q1 24 | -80.8% | -3.1% |
| Q4 25 | -13.9% | -178.3% | ||
| Q3 25 | -20.9% | -8.3% | ||
| Q2 25 | -28.3% | -135.2% | ||
| Q1 25 | -24.1% | -10.3% | ||
| Q4 24 | -29.1% | -5.3% | ||
| Q3 24 | -54.8% | 4.1% | ||
| Q2 24 | -69.6% | -5.4% | ||
| Q1 24 | -117.4% | -6.5% |
| Q4 25 | $-0.35 | $-1.68 | ||
| Q3 25 | $-0.47 | $-0.08 | ||
| Q2 25 | $-0.58 | $-1.15 | ||
| Q1 25 | $-0.48 | $-0.09 | ||
| Q4 24 | $-0.58 | $-0.04 | ||
| Q3 24 | $-0.85 | $0.03 | ||
| Q2 24 | $-0.93 | $-0.04 | ||
| Q1 24 | $-1.51 | $-0.06 |
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 | $115.7M |
| Total DebtLower is stronger | — | $280.1M |
| Stockholders' EquityBook value | $590.1M | $484.4M |
| Total Assets | $751.9M | $1.2B |
| Debt / EquityLower = less leverage | — | 0.58× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $115.7M | ||
| Q3 25 | $142.7M | $95.7M | ||
| Q2 25 | $141.3M | $162.6M | ||
| Q1 25 | $144.6M | $165.5M | ||
| Q4 24 | $127.1M | $189.5M | ||
| Q3 24 | $153.9M | $168.7M | ||
| Q2 24 | $131.8M | $147.1M | ||
| Q1 24 | $144.9M | $128.3M |
| Q4 25 | — | $280.1M | ||
| Q3 25 | — | $279.5M | ||
| Q2 25 | — | $279.0M | ||
| Q1 25 | — | $497.6M | ||
| Q4 24 | — | $496.8M | ||
| Q3 24 | — | $496.2M | ||
| Q2 24 | — | $435.6M | ||
| Q1 24 | — | $434.9M |
| Q4 25 | $590.1M | $484.4M | ||
| Q3 25 | $576.5M | $616.9M | ||
| Q2 25 | $572.7M | $633.7M | ||
| Q1 25 | $561.4M | $755.7M | ||
| Q4 24 | $554.3M | $761.3M | ||
| Q3 24 | $547.6M | $754.7M | ||
| Q2 24 | $555.4M | $815.4M | ||
| Q1 24 | $559.9M | $813.8M |
| Q4 25 | $751.9M | $1.2B | ||
| Q3 25 | $706.4M | $1.3B | ||
| Q2 25 | $701.9M | $1.4B | ||
| Q1 25 | $689.0M | $1.5B | ||
| Q4 24 | $670.8M | $1.6B | ||
| Q3 24 | $650.3M | $1.6B | ||
| Q2 24 | $638.7M | $1.5B | ||
| Q1 24 | $657.7M | $1.5B |
| Q4 25 | — | 0.58× | ||
| Q3 25 | — | 0.45× | ||
| Q2 25 | — | 0.44× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | — | 0.65× | ||
| Q3 24 | — | 0.66× | ||
| Q2 24 | — | 0.53× | ||
| Q1 24 | — | 0.53× |
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 | $23.3M |
| Free Cash FlowOCF − Capex | $31.4M | $23.2M |
| FCF MarginFCF / Revenue | 29.0% | 29.6% |
| Capex IntensityCapex / Revenue | 2.7% | 0.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $90.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $23.3M | ||
| Q3 25 | $5.5M | $32.2M | ||
| Q2 25 | $14.8M | $33.1M | ||
| Q1 25 | $25.4M | $2.5M | ||
| Q4 24 | $6.6M | $34.3M | ||
| Q3 24 | $16.7M | $60.1M | ||
| Q2 24 | $-15.0M | $31.0M | ||
| Q1 24 | $-4.0M | $24.8M |
| Q4 25 | $31.4M | $23.2M | ||
| Q3 25 | $1.4M | $32.1M | ||
| Q2 25 | $10.2M | $33.0M | ||
| Q1 25 | $21.2M | $2.4M | ||
| Q4 24 | $4.1M | $34.0M | ||
| Q3 24 | $14.2M | $59.8M | ||
| Q2 24 | $-16.1M | $30.5M | ||
| Q1 24 | $-6.0M | $24.7M |
| Q4 25 | 29.0% | 29.6% | ||
| Q3 25 | 1.4% | 41.3% | ||
| Q2 25 | 11.9% | 43.6% | ||
| Q1 25 | 25.3% | 3.0% | ||
| Q4 24 | 5.0% | 43.5% | ||
| Q3 24 | 22.2% | 75.6% | ||
| Q2 24 | -29.5% | 40.7% | ||
| Q1 24 | -11.6% | 30.6% |
| Q4 25 | 2.7% | 0.1% | ||
| Q3 25 | 4.3% | 0.2% | ||
| Q2 25 | 5.3% | 0.1% | ||
| Q1 25 | 5.0% | 0.2% | ||
| Q4 24 | 3.0% | 0.3% | ||
| Q3 24 | 4.0% | 0.3% | ||
| Q2 24 | 2.1% | 0.6% | ||
| Q1 24 | 3.7% | 0.1% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 18.52× | ||
| 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% |
RPAY
| Sales Channel Directly To Consumer | $69.4M | 88% |
| Other | $6.8M | 9% |
| Sales Channel Through Intermediary | $2.3M | 3% |
