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Side-by-side financial comparison of AMBARELLA INC (AMBA) and SIMMONS FIRST NATIONAL CORP (SFNC). Click either name above to swap in a different company.
SIMMONS FIRST NATIONAL CORP is the larger business by last-quarter revenue ($197.3M vs $108.5M, roughly 1.8× AMBARELLA INC). On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 19.6%). SIMMONS FIRST NATIONAL CORP produced more free cash flow last quarter ($411.4M vs $31.4M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 0.6%).
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 ...
Simmons Bank is a bank with operations in Arkansas, Kansas, Missouri, Oklahoma, Tennessee, and Texas. It is the primary subsidiary of Simmons First National Corporation, a bank holding company.
AMBA vs SFNC — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $197.3M |
| Net Profit | $-15.1M | — |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | — |
| Net Margin | -13.9% | — |
| Revenue YoY | 31.2% | 19.6% |
| Net Profit YoY | 37.2% | — |
| EPS (diluted) | $-0.35 | $0.36 |
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 | $197.3M | ||
| Q3 25 | $95.5M | $186.7M | ||
| Q2 25 | $85.9M | $214.2M | ||
| Q1 25 | $84.0M | $209.6M | ||
| Q4 24 | $82.7M | $208.5M | ||
| Q3 24 | $63.7M | $174.8M | ||
| Q2 24 | $54.5M | $197.2M | ||
| Q1 24 | $51.6M | $195.1M |
| Q4 25 | $-15.1M | — | ||
| Q3 25 | $-20.0M | $-562.8M | ||
| Q2 25 | $-24.3M | $54.8M | ||
| Q1 25 | $-20.2M | $32.4M | ||
| Q4 24 | $-24.1M | — | ||
| Q3 24 | $-34.9M | $24.7M | ||
| Q2 24 | $-37.9M | $40.8M | ||
| Q1 24 | $-60.6M | $38.9M |
| 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% | — | ||
| Q3 25 | -23.0% | — | ||
| Q2 25 | -30.1% | — | ||
| Q1 25 | -30.2% | — | ||
| Q4 24 | -30.9% | — | ||
| Q3 24 | -56.9% | — | ||
| Q2 24 | -72.4% | — | ||
| Q1 24 | -80.8% | — |
| Q4 25 | -13.9% | — | ||
| Q3 25 | -20.9% | -301.5% | ||
| Q2 25 | -28.3% | 25.6% | ||
| Q1 25 | -24.1% | 15.5% | ||
| Q4 24 | -29.1% | — | ||
| Q3 24 | -54.8% | 14.1% | ||
| Q2 24 | -69.6% | 20.7% | ||
| Q1 24 | -117.4% | 19.9% |
| Q4 25 | $-0.35 | $0.36 | ||
| Q3 25 | $-0.47 | $-4.00 | ||
| Q2 25 | $-0.58 | $0.43 | ||
| Q1 25 | $-0.48 | $0.26 | ||
| Q4 24 | $-0.58 | $0.38 | ||
| Q3 24 | $-0.85 | $0.20 | ||
| Q2 24 | $-0.93 | $0.32 | ||
| Q1 24 | $-1.51 | $0.31 |
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 | — |
| Total DebtLower is stronger | — | $620.0M |
| Stockholders' EquityBook value | $590.1M | $3.4B |
| Total Assets | $751.9M | $24.5B |
| Debt / EquityLower = less leverage | — | 0.18× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | — | ||
| Q3 25 | $142.7M | — | ||
| Q2 25 | $141.3M | — | ||
| Q1 25 | $144.6M | — | ||
| Q4 24 | $127.1M | — | ||
| Q3 24 | $153.9M | — | ||
| Q2 24 | $131.8M | — | ||
| Q1 24 | $144.9M | — |
| Q4 25 | — | $620.0M | ||
| Q3 25 | — | $667.8M | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.7B | ||
| Q1 24 | — | $1.2B |
| Q4 25 | $590.1M | $3.4B | ||
| Q3 25 | $576.5M | $3.4B | ||
| Q2 25 | $572.7M | $3.5B | ||
| Q1 25 | $561.4M | $3.5B | ||
| Q4 24 | $554.3M | $3.5B | ||
| Q3 24 | $547.6M | $3.5B | ||
| Q2 24 | $555.4M | $3.5B | ||
| Q1 24 | $559.9M | $3.4B |
| Q4 25 | $751.9M | $24.5B | ||
| Q3 25 | $706.4M | $24.2B | ||
| Q2 25 | $701.9M | $26.7B | ||
| Q1 25 | $689.0M | $26.8B | ||
| Q4 24 | $670.8M | $26.9B | ||
| Q3 24 | $650.3M | $27.3B | ||
| Q2 24 | $638.7M | $27.4B | ||
| Q1 24 | $657.7M | $27.4B |
| Q4 25 | — | 0.18× | ||
| Q3 25 | — | 0.20× | ||
| Q2 25 | — | 0.28× | ||
| Q1 25 | — | 0.35× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.40× | ||
| Q2 24 | — | 0.50× | ||
| Q1 24 | — | 0.36× |
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 | $449.5M |
| Free Cash FlowOCF − Capex | $31.4M | $411.4M |
| FCF MarginFCF / Revenue | 29.0% | 208.5% |
| Capex IntensityCapex / Revenue | 2.7% | 19.3% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $717.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $449.5M | ||
| Q3 25 | $5.5M | $223.4M | ||
| Q2 25 | $14.8M | $77.6M | ||
| Q1 25 | $25.4M | $32.8M | ||
| Q4 24 | $6.6M | $425.9M | ||
| Q3 24 | $16.7M | $199.4M | ||
| Q2 24 | $-15.0M | $86.1M | ||
| Q1 24 | $-4.0M | $57.6M |
| Q4 25 | $31.4M | $411.4M | ||
| Q3 25 | $1.4M | $216.7M | ||
| Q2 25 | $10.2M | $66.3M | ||
| Q1 25 | $21.2M | $22.6M | ||
| Q4 24 | $4.1M | $380.4M | ||
| Q3 24 | $14.2M | $187.7M | ||
| Q2 24 | $-16.1M | $72.7M | ||
| Q1 24 | $-6.0M | $47.7M |
| Q4 25 | 29.0% | 208.5% | ||
| Q3 25 | 1.4% | 116.1% | ||
| Q2 25 | 11.9% | 31.0% | ||
| Q1 25 | 25.3% | 10.8% | ||
| Q4 24 | 5.0% | 182.5% | ||
| Q3 24 | 22.2% | 107.4% | ||
| Q2 24 | -29.5% | 36.9% | ||
| Q1 24 | -11.6% | 24.5% |
| Q4 25 | 2.7% | 19.3% | ||
| Q3 25 | 4.3% | 3.6% | ||
| Q2 25 | 5.3% | 5.3% | ||
| Q1 25 | 5.0% | 4.8% | ||
| Q4 24 | 3.0% | 21.8% | ||
| Q3 24 | 4.0% | 6.7% | ||
| Q2 24 | 2.1% | 6.8% | ||
| Q1 24 | 3.7% | 5.0% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.42× | ||
| Q1 25 | — | 1.01× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 8.06× | ||
| Q2 24 | — | 2.11× | ||
| Q1 24 | — | 1.48× |
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% |
SFNC
Segment breakdown not available.
