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Side-by-side financial comparison of AMBARELLA INC (AMBA) and SOUTHSIDE BANCSHARES INC (SBSI). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $62.8M, roughly 1.7× SOUTHSIDE BANCSHARES INC). SOUTHSIDE BANCSHARES INC runs the higher net margin — 33.4% vs -13.9%, a 47.3% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs -4.8%). SOUTHSIDE BANCSHARES INC produced more free cash flow last quarter ($73.5M vs $31.4M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs -0.2%).
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 ...
Southside Bancshares Inc. is a U.S.-based bank holding company primarily operating in Texas. It offers a full range of personal and commercial banking services including deposit accounts, mortgage, consumer and commercial loans, and wealth management solutions, serving retail customers, small and medium-sized enterprises and local community groups.
AMBA vs SBSI — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $62.8M |
| Net Profit | $-15.1M | $21.0M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | 39.4% |
| Net Margin | -13.9% | 33.4% |
| Revenue YoY | 31.2% | -4.8% |
| Net Profit YoY | 37.2% | -3.7% |
| EPS (diluted) | $-0.35 | $0.70 |
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 | $62.8M | ||
| Q3 25 | $95.5M | $43.7M | ||
| Q2 25 | $85.9M | $66.4M | ||
| Q1 25 | $84.0M | $64.1M | ||
| Q4 24 | $82.7M | $66.0M | ||
| Q3 24 | $63.7M | $63.6M | ||
| Q2 24 | $54.5M | $65.2M | ||
| Q1 24 | $51.6M | $63.1M |
| Q4 25 | $-15.1M | $21.0M | ||
| Q3 25 | $-20.0M | $4.9M | ||
| Q2 25 | $-24.3M | $21.8M | ||
| Q1 25 | $-20.2M | $21.5M | ||
| Q4 24 | $-24.1M | $21.8M | ||
| Q3 24 | $-34.9M | $20.5M | ||
| Q2 24 | $-37.9M | $24.7M | ||
| Q1 24 | $-60.6M | $21.5M |
| 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% | 39.4% | ||
| Q3 25 | -23.0% | 11.7% | ||
| Q2 25 | -30.1% | 40.0% | ||
| Q1 25 | -30.2% | 40.9% | ||
| Q4 24 | -30.9% | 40.1% | ||
| Q3 24 | -56.9% | 39.2% | ||
| Q2 24 | -72.4% | 45.9% | ||
| Q1 24 | -80.8% | 41.4% |
| Q4 25 | -13.9% | 33.4% | ||
| Q3 25 | -20.9% | 11.2% | ||
| Q2 25 | -28.3% | 32.8% | ||
| Q1 25 | -24.1% | 33.6% | ||
| Q4 24 | -29.1% | 33.0% | ||
| Q3 24 | -54.8% | 32.3% | ||
| Q2 24 | -69.6% | 37.9% | ||
| Q1 24 | -117.4% | 34.1% |
| Q4 25 | $-0.35 | $0.70 | ||
| Q3 25 | $-0.47 | $0.16 | ||
| Q2 25 | $-0.58 | $0.72 | ||
| Q1 25 | $-0.48 | $0.71 | ||
| Q4 24 | $-0.58 | $0.71 | ||
| Q3 24 | $-0.85 | $0.68 | ||
| Q2 24 | $-0.93 | $0.81 | ||
| Q1 24 | $-1.51 | $0.71 |
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 | $389.8M |
| Total DebtLower is stronger | — | $300.0M |
| Stockholders' EquityBook value | $590.1M | $847.6M |
| Total Assets | $751.9M | $8.5B |
| Debt / EquityLower = less leverage | — | 0.35× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $389.8M | ||
| Q3 25 | $142.7M | $466.9M | ||
| Q2 25 | $141.3M | $390.1M | ||
| Q1 25 | $144.6M | $431.0M | ||
| Q4 24 | $127.1M | $426.2M | ||
| Q3 24 | $153.9M | $486.3M | ||
| Q2 24 | $131.8M | $452.0M | ||
| Q1 24 | $144.9M | $469.4M |
| Q4 25 | — | $300.0M | ||
| Q3 25 | — | $299.9M | ||
| Q2 25 | — | $152.4M | ||
| Q1 25 | — | $152.4M | ||
| Q4 24 | — | $152.3M | ||
| Q3 24 | — | $152.3M | ||
| Q2 24 | — | $152.2M | ||
| Q1 24 | — | $154.2M |
| Q4 25 | $590.1M | $847.6M | ||
| Q3 25 | $576.5M | $834.9M | ||
| Q2 25 | $572.7M | $807.2M | ||
| Q1 25 | $561.4M | $816.6M | ||
| Q4 24 | $554.3M | $811.9M | ||
| Q3 24 | $547.6M | $805.3M | ||
| Q2 24 | $555.4M | $801.0M | ||
| Q1 24 | $559.9M | $787.9M |
| Q4 25 | $751.9M | $8.5B | ||
| Q3 25 | $706.4M | $8.4B | ||
| Q2 25 | $701.9M | $8.3B | ||
| Q1 25 | $689.0M | $8.3B | ||
| Q4 24 | $670.8M | $8.5B | ||
| Q3 24 | $650.3M | $8.4B | ||
| Q2 24 | $638.7M | $8.4B | ||
| Q1 24 | $657.7M | $8.4B |
| Q4 25 | — | 0.35× | ||
| Q3 25 | — | 0.36× | ||
| Q2 25 | — | 0.19× | ||
| Q1 25 | — | 0.19× | ||
| Q4 24 | — | 0.19× | ||
| Q3 24 | — | 0.19× | ||
| Q2 24 | — | 0.19× | ||
| Q1 24 | — | 0.20× |
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 | $93.8M |
| Free Cash FlowOCF − Capex | $31.4M | $73.5M |
| FCF MarginFCF / Revenue | 29.0% | 117.0% |
| Capex IntensityCapex / Revenue | 2.7% | 32.4% |
| Cash ConversionOCF / Net Profit | — | 4.47× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $130.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $93.8M | ||
| Q3 25 | $5.5M | $40.2M | ||
| Q2 25 | $14.8M | $5.9M | ||
| Q1 25 | $25.4M | $23.9M | ||
| Q4 24 | $6.6M | $101.8M | ||
| Q3 24 | $16.7M | $-11.7M | ||
| Q2 24 | $-15.0M | $16.5M | ||
| Q1 24 | $-4.0M | $58.3M |
| Q4 25 | $31.4M | $73.5M | ||
| Q3 25 | $1.4M | $37.4M | ||
| Q2 25 | $10.2M | $-2.0M | ||
| Q1 25 | $21.2M | $21.5M | ||
| Q4 24 | $4.1M | $90.7M | ||
| Q3 24 | $14.2M | $-14.2M | ||
| Q2 24 | $-16.1M | $15.4M | ||
| Q1 24 | $-6.0M | $55.7M |
| Q4 25 | 29.0% | 117.0% | ||
| Q3 25 | 1.4% | 85.5% | ||
| Q2 25 | 11.9% | -3.0% | ||
| Q1 25 | 25.3% | 33.6% | ||
| Q4 24 | 5.0% | 137.4% | ||
| Q3 24 | 22.2% | -22.3% | ||
| Q2 24 | -29.5% | 23.6% | ||
| Q1 24 | -11.6% | 88.4% |
| Q4 25 | 2.7% | 32.4% | ||
| Q3 25 | 4.3% | 6.5% | ||
| Q2 25 | 5.3% | 12.0% | ||
| Q1 25 | 5.0% | 3.8% | ||
| Q4 24 | 3.0% | 16.9% | ||
| Q3 24 | 4.0% | 3.8% | ||
| Q2 24 | 2.1% | 1.7% | ||
| Q1 24 | 3.7% | 4.1% |
| Q4 25 | — | 4.47× | ||
| Q3 25 | — | 8.18× | ||
| Q2 25 | — | 0.27× | ||
| Q1 25 | — | 1.11× | ||
| Q4 24 | — | 4.67× | ||
| Q3 24 | — | -0.57× | ||
| Q2 24 | — | 0.67× | ||
| Q1 24 | — | 2.71× |
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% |
SBSI
Segment breakdown not available.
