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Side-by-side financial comparison of AMBARELLA INC (AMBA) and SHENANDOAH TELECOMMUNICATIONS CO (SHEN). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $91.6M, roughly 1.2× SHENANDOAH TELECOMMUNICATIONS CO). SHENANDOAH TELECOMMUNICATIONS CO runs the higher net margin — -5.9% vs -13.9%, a 8.1% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 7.2%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $-78.6M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 15.0%).
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 ...
Shenandoah Telecommunications Co is a U.S. regional telecom provider offering broadband internet, wireless voice/data services, digital cable TV, and fiber-optic solutions. It serves residential, small business and enterprise clients across Mid-Atlantic states, focusing on underserved rural and suburban markets in Virginia, West Virginia, Maryland and Pennsylvania.
AMBA vs SHEN — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $91.6M |
| Net Profit | $-15.1M | $-5.4M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | -1.0% |
| Net Margin | -13.9% | -5.9% |
| Revenue YoY | 31.2% | 7.2% |
| Net Profit YoY | 37.2% | -95.8% |
| EPS (diluted) | $-0.35 | $-0.13 |
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 | $91.6M | ||
| Q3 25 | $95.5M | $89.8M | ||
| Q2 25 | $85.9M | $88.6M | ||
| Q1 25 | $84.0M | $87.9M | ||
| Q4 24 | $82.7M | $85.4M | ||
| Q3 24 | $63.7M | $87.6M | ||
| Q2 24 | $54.5M | $85.8M | ||
| Q1 24 | $51.6M | $69.2M |
| Q4 25 | $-15.1M | $-5.4M | ||
| Q3 25 | $-20.0M | $-9.4M | ||
| Q2 25 | $-24.3M | $-9.0M | ||
| Q1 25 | $-20.2M | $-9.1M | ||
| Q4 24 | $-24.1M | $-2.7M | ||
| Q3 24 | $-34.9M | $-5.3M | ||
| Q2 24 | $-37.9M | $-12.9M | ||
| Q1 24 | $-60.6M | $214.7M |
| 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% | -1.0% | ||
| Q3 25 | -23.0% | -8.0% | ||
| Q2 25 | -30.1% | -10.3% | ||
| Q1 25 | -30.2% | -6.9% | ||
| Q4 24 | -30.9% | -6.7% | ||
| Q3 24 | -56.9% | -4.8% | ||
| Q2 24 | -72.4% | -18.5% | ||
| Q1 24 | -80.8% | -4.0% |
| Q4 25 | -13.9% | -5.9% | ||
| Q3 25 | -20.9% | -10.5% | ||
| Q2 25 | -28.3% | -10.2% | ||
| Q1 25 | -24.1% | -10.4% | ||
| Q4 24 | -29.1% | -3.2% | ||
| Q3 24 | -54.8% | -6.0% | ||
| Q2 24 | -69.6% | -15.0% | ||
| Q1 24 | -117.4% | 310.0% |
| Q4 25 | $-0.35 | $-0.13 | ||
| Q3 25 | $-0.47 | $-0.20 | ||
| Q2 25 | $-0.58 | $-0.19 | ||
| Q1 25 | $-0.48 | $-0.19 | ||
| Q4 24 | $-0.58 | $-0.34 | ||
| Q3 24 | $-0.85 | $-0.13 | ||
| Q2 24 | $-0.93 | $-0.24 | ||
| Q1 24 | $-1.51 | $4.25 |
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 | $27.3M |
| Total DebtLower is stronger | — | $642.4M |
| Stockholders' EquityBook value | $590.1M | $880.8M |
| Total Assets | $751.9M | $1.9B |
| Debt / EquityLower = less leverage | — | 0.73× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $27.3M | ||
| Q3 25 | $142.7M | $22.6M | ||
| Q2 25 | $141.3M | $29.1M | ||
| Q1 25 | $144.6M | $87.5M | ||
| Q4 24 | $127.1M | $46.3M | ||
| Q3 24 | $153.9M | $43.1M | ||
| Q2 24 | $131.8M | $43.8M | ||
| Q1 24 | $144.9M | $389.7M |
| Q4 25 | — | $642.4M | ||
| Q3 25 | — | $535.4M | ||
| Q2 25 | — | $513.1M | ||
| Q1 25 | — | $515.8M | ||
| Q4 24 | — | $418.0M | ||
| Q3 24 | — | $345.2M | ||
| Q2 24 | — | $297.4M | ||
| Q1 24 | — | $298.7M |
| Q4 25 | $590.1M | $880.8M | ||
| Q3 25 | $576.5M | $892.7M | ||
| Q2 25 | $572.7M | $902.0M | ||
| Q1 25 | $561.4M | $910.5M | ||
| Q4 24 | $554.3M | $918.6M | ||
| Q3 24 | $547.6M | $925.4M | ||
| Q2 24 | $555.4M | $933.1M | ||
| Q1 24 | $559.9M | $871.6M |
| Q4 25 | $751.9M | $1.9B | ||
| Q3 25 | $706.4M | $1.9B | ||
| Q2 25 | $701.9M | $1.8B | ||
| Q1 25 | $689.0M | $1.8B | ||
| Q4 24 | $670.8M | $1.7B | ||
| Q3 24 | $650.3M | $1.7B | ||
| Q2 24 | $638.7M | $1.7B | ||
| Q1 24 | $657.7M | $1.4B |
| Q4 25 | — | 0.73× | ||
| Q3 25 | — | 0.60× | ||
| Q2 25 | — | 0.57× | ||
| Q1 25 | — | 0.57× | ||
| Q4 24 | — | 0.46× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.32× | ||
| Q1 24 | — | 0.34× |
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 | $28.8M |
| Free Cash FlowOCF − Capex | $31.4M | $-78.6M |
| FCF MarginFCF / Revenue | 29.0% | -85.8% |
| Capex IntensityCapex / Revenue | 2.7% | 117.2% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $-257.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $28.8M | ||
| Q3 25 | $5.5M | $30.7M | ||
| Q2 25 | $14.8M | $20.9M | ||
| Q1 25 | $25.4M | $20.5M | ||
| Q4 24 | $6.6M | $20.6M | ||
| Q3 24 | $16.7M | $24.3M | ||
| Q2 24 | $-15.0M | $2.5M | ||
| Q1 24 | $-4.0M | $15.2M |
| Q4 25 | $31.4M | $-78.6M | ||
| Q3 25 | $1.4M | $-51.4M | ||
| Q2 25 | $10.2M | $-65.3M | ||
| Q1 25 | $21.2M | $-62.7M | ||
| Q4 24 | $4.1M | $-72.0M | ||
| Q3 24 | $14.2M | $-51.3M | ||
| Q2 24 | $-16.1M | $-78.3M | ||
| Q1 24 | $-6.0M | $-54.9M |
| Q4 25 | 29.0% | -85.8% | ||
| Q3 25 | 1.4% | -57.2% | ||
| Q2 25 | 11.9% | -73.7% | ||
| Q1 25 | 25.3% | -71.3% | ||
| Q4 24 | 5.0% | -84.3% | ||
| Q3 24 | 22.2% | -58.5% | ||
| Q2 24 | -29.5% | -91.3% | ||
| Q1 24 | -11.6% | -79.3% |
| Q4 25 | 2.7% | 117.2% | ||
| Q3 25 | 4.3% | 91.4% | ||
| Q2 25 | 5.3% | 97.3% | ||
| Q1 25 | 5.0% | 94.7% | ||
| Q4 24 | 3.0% | 108.4% | ||
| Q3 24 | 4.0% | 86.2% | ||
| Q2 24 | 2.1% | 94.2% | ||
| Q1 24 | 3.7% | 101.2% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.07× |
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% |
SHEN
| Residential And SMB Incumbent Broadband | $41.5M | 45% |
| Residential And SMB Glo Fiber Expansion Markets | $23.0M | 25% |
| Commercial Fiber | $20.3M | 22% |
| RLEC Other | $6.8M | 7% |
