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Side-by-side financial comparison of AMBARELLA INC (AMBA) and RHYTHM PHARMACEUTICALS, INC. (RYTM). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $57.3M, roughly 1.9× RHYTHM PHARMACEUTICALS, INC.). AMBARELLA INC runs the higher net margin — -13.9% vs -83.0%, a 69.0% gap on every dollar of revenue. On growth, RHYTHM PHARMACEUTICALS, INC. posted the faster year-over-year revenue change (36.9% vs 31.2%). Over the past eight quarters, RHYTHM PHARMACEUTICALS, INC.'s revenue compounded faster (48.5% CAGR vs 45.0%).
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 ...
Rhythm Pharmaceuticals is a biopharmaceutical firm focused on developing and commercializing targeted therapies for rare genetic disorders causing severe unmanageable obesity, including POMC deficiency, LEPR deficiency, and Bardet-Biedl syndrome. It serves patients in North America and Europe who lack effective standard treatments for their chronic life-altering conditions.
AMBA vs RYTM — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $57.3M |
| Net Profit | $-15.1M | $-47.5M |
| Gross Margin | 59.6% | 91.6% |
| Operating Margin | -15.0% | -82.2% |
| Net Margin | -13.9% | -83.0% |
| Revenue YoY | 31.2% | 36.9% |
| Net Profit YoY | 37.2% | -9.6% |
| EPS (diluted) | $-0.35 | $-0.73 |
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 | $57.3M | ||
| Q3 25 | $95.5M | $51.3M | ||
| Q2 25 | $85.9M | $48.5M | ||
| Q1 25 | $84.0M | $32.7M | ||
| Q4 24 | $82.7M | $41.8M | ||
| Q3 24 | $63.7M | $33.3M | ||
| Q2 24 | $54.5M | $29.1M | ||
| Q1 24 | $51.6M | $26.0M |
| Q4 25 | $-15.1M | $-47.5M | ||
| Q3 25 | $-20.0M | $-52.9M | ||
| Q2 25 | $-24.3M | $-46.6M | ||
| Q1 25 | $-20.2M | $-49.5M | ||
| Q4 24 | $-24.1M | $-43.3M | ||
| Q3 24 | $-34.9M | $-43.6M | ||
| Q2 24 | $-37.9M | $-32.3M | ||
| Q1 24 | $-60.6M | $-141.4M |
| Q4 25 | 59.6% | 91.6% | ||
| Q3 25 | 58.9% | 89.3% | ||
| Q2 25 | 60.0% | 88.6% | ||
| Q1 25 | 60.0% | 88.8% | ||
| Q4 24 | 60.6% | 90.9% | ||
| Q3 24 | 60.8% | 88.5% | ||
| Q2 24 | 60.9% | 89.9% | ||
| Q1 24 | 59.8% | 89.2% |
| Q4 25 | -15.0% | -82.2% | ||
| Q3 25 | -23.0% | -102.6% | ||
| Q2 25 | -30.1% | -93.4% | ||
| Q1 25 | -30.2% | -143.7% | ||
| Q4 24 | -30.9% | -98.6% | ||
| Q3 24 | -56.9% | -132.0% | ||
| Q2 24 | -72.4% | -139.2% | ||
| Q1 24 | -80.8% | -538.7% |
| Q4 25 | -13.9% | -83.0% | ||
| Q3 25 | -20.9% | -103.1% | ||
| Q2 25 | -28.3% | -96.1% | ||
| Q1 25 | -24.1% | -151.4% | ||
| Q4 24 | -29.1% | -103.6% | ||
| Q3 24 | -54.8% | -131.2% | ||
| Q2 24 | -69.6% | -110.9% | ||
| Q1 24 | -117.4% | -544.4% |
| Q4 25 | $-0.35 | $-0.73 | ||
| Q3 25 | $-0.47 | $-0.82 | ||
| Q2 25 | $-0.58 | $-0.75 | ||
| Q1 25 | $-0.48 | $-0.81 | ||
| Q4 24 | $-0.58 | $-0.71 | ||
| Q3 24 | $-0.85 | $-0.73 | ||
| Q2 24 | $-0.93 | $-0.55 | ||
| Q1 24 | $-1.51 | $-2.35 |
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 | $388.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $139.1M |
| Total Assets | $751.9M | $480.2M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $388.9M | ||
| Q3 25 | $142.7M | $416.1M | ||
| Q2 25 | $141.3M | $291.0M | ||
| Q1 25 | $144.6M | $314.5M | ||
| Q4 24 | $127.1M | $320.6M | ||
| Q3 24 | $153.9M | $298.4M | ||
| Q2 24 | $131.8M | $319.1M | ||
| Q1 24 | $144.9M | $201.2M |
| Q4 25 | $590.1M | $139.1M | ||
| Q3 25 | $576.5M | $148.8M | ||
| Q2 25 | $572.7M | $-11.9M | ||
| Q1 25 | $561.4M | $18.9M | ||
| Q4 24 | $554.3M | $21.7M | ||
| Q3 24 | $547.6M | $11.2M | ||
| Q2 24 | $555.4M | $39.3M | ||
| Q1 24 | $559.9M | $61.6M |
| Q4 25 | $751.9M | $480.2M | ||
| Q3 25 | $706.4M | $506.9M | ||
| Q2 25 | $701.9M | $372.7M | ||
| Q1 25 | $689.0M | $386.7M | ||
| Q4 24 | $670.8M | $392.3M | ||
| Q3 24 | $650.3M | $363.6M | ||
| Q2 24 | $638.7M | $381.8M | ||
| Q1 24 | $657.7M | $258.7M |
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 | $-25.4M |
| 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.
| Q4 25 | $34.3M | $-25.4M | ||
| Q3 25 | $5.5M | $-26.6M | ||
| Q2 25 | $14.8M | $-23.3M | ||
| Q1 25 | $25.4M | $-40.4M | ||
| Q4 24 | $6.6M | $-18.8M | ||
| Q3 24 | $16.7M | $-25.2M | ||
| Q2 24 | $-15.0M | $-29.1M | ||
| Q1 24 | $-4.0M | $-40.7M |
| 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% | — |
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% |
RYTM
Segment breakdown not available.
