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Side-by-side financial comparison of AMBARELLA INC (AMBA) and SITIME Corp (SITM). Click either name above to swap in a different company.
SITIME Corp is the larger business by last-quarter revenue ($113.3M vs $108.5M, roughly 1.0× AMBARELLA INC). SITIME Corp runs the higher net margin — 8.1% vs -13.9%, a 22.0% gap on every dollar of revenue. On growth, SITIME Corp posted the faster year-over-year revenue change (66.3% vs 31.2%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $13.0M). Over the past eight quarters, SITIME Corp's revenue compounded faster (85.2% 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 ...
SiTime Corporation is a publicly traded fabless chipmaker based in Santa Clara, California that develops micro-electromechanical systems (MEMS), used for timing devices in electronics.
AMBA vs SITM — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $113.3M |
| Net Profit | $-15.1M | $9.2M |
| Gross Margin | 59.6% | 56.4% |
| Operating Margin | -15.0% | 1.6% |
| Net Margin | -13.9% | 8.1% |
| Revenue YoY | 31.2% | 66.3% |
| Net Profit YoY | 37.2% | 148.7% |
| EPS (diluted) | $-0.35 | $0.44 |
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 | $113.3M | ||
| Q3 25 | $95.5M | $83.6M | ||
| Q2 25 | $85.9M | $69.5M | ||
| Q1 25 | $84.0M | $60.3M | ||
| Q4 24 | $82.7M | $68.1M | ||
| Q3 24 | $63.7M | $57.7M | ||
| Q2 24 | $54.5M | $43.9M | ||
| Q1 24 | $51.6M | $33.0M |
| Q4 25 | $-15.1M | $9.2M | ||
| Q3 25 | $-20.0M | $-8.0M | ||
| Q2 25 | $-24.3M | $-20.2M | ||
| Q1 25 | $-20.2M | $-23.9M | ||
| Q4 24 | $-24.1M | $-18.8M | ||
| Q3 24 | $-34.9M | $-19.3M | ||
| Q2 24 | $-37.9M | $-26.8M | ||
| Q1 24 | $-60.6M | $-28.7M |
| Q4 25 | 59.6% | 56.4% | ||
| Q3 25 | 58.9% | 53.5% | ||
| Q2 25 | 60.0% | 51.9% | ||
| Q1 25 | 60.0% | 50.3% | ||
| Q4 24 | 60.6% | 52.6% | ||
| Q3 24 | 60.8% | 51.1% | ||
| Q2 24 | 60.9% | 49.1% | ||
| Q1 24 | 59.8% | 53.5% |
| Q4 25 | -15.0% | 1.6% | ||
| Q3 25 | -23.0% | -19.2% | ||
| Q2 25 | -30.1% | -35.4% | ||
| Q1 25 | -30.2% | -46.6% | ||
| Q4 24 | -30.9% | -33.8% | ||
| Q3 24 | -56.9% | -43.1% | ||
| Q2 24 | -72.4% | -73.7% | ||
| Q1 24 | -80.8% | -106.1% |
| Q4 25 | -13.9% | 8.1% | ||
| Q3 25 | -20.9% | -9.6% | ||
| Q2 25 | -28.3% | -29.0% | ||
| Q1 25 | -24.1% | -39.6% | ||
| Q4 24 | -29.1% | -27.6% | ||
| Q3 24 | -54.8% | -33.5% | ||
| Q2 24 | -69.6% | -61.0% | ||
| Q1 24 | -117.4% | -86.9% |
| Q4 25 | $-0.35 | $0.44 | ||
| Q3 25 | $-0.47 | $-0.31 | ||
| Q2 25 | $-0.58 | $-0.84 | ||
| Q1 25 | $-0.48 | $-1.01 | ||
| Q4 24 | $-0.58 | $-0.80 | ||
| Q3 24 | $-0.85 | $-0.83 | ||
| Q2 24 | $-0.93 | $-1.16 | ||
| Q1 24 | $-1.51 | $-1.26 |
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 | — | — |
| Stockholders' EquityBook value | $590.1M | $1.2B |
| Total Assets | $751.9M | $1.3B |
| Debt / EquityLower = less leverage | — | — |
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 | $590.1M | $1.2B | ||
| Q3 25 | $576.5M | $1.1B | ||
| Q2 25 | $572.7M | $1.1B | ||
| Q1 25 | $561.4M | $692.5M | ||
| Q4 24 | $554.3M | $699.7M | ||
| Q3 24 | $547.6M | $696.2M | ||
| Q2 24 | $555.4M | $692.5M | ||
| Q1 24 | $559.9M | $696.2M |
| Q4 25 | $751.9M | $1.3B | ||
| Q3 25 | $706.4M | $1.3B | ||
| Q2 25 | $701.9M | $1.3B | ||
| Q1 25 | $689.0M | $872.1M | ||
| Q4 24 | $670.8M | $885.0M | ||
| Q3 24 | $650.3M | $877.9M | ||
| Q2 24 | $638.7M | $878.6M | ||
| Q1 24 | $657.7M | $942.6M |
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 | $13.0M |
| FCF MarginFCF / Revenue | 29.0% | 11.5% |
| Capex IntensityCapex / Revenue | 2.7% | 10.9% |
| Cash ConversionOCF / Net Profit | — | 2.77× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $35.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $25.4M | ||
| Q3 25 | $5.5M | $31.4M | ||
| Q2 25 | $14.8M | $15.3M | ||
| Q1 25 | $25.4M | $15.0M | ||
| Q4 24 | $6.6M | $13.5M | ||
| Q3 24 | $16.7M | $8.2M | ||
| Q2 24 | $-15.0M | $-181.0K | ||
| Q1 24 | $-4.0M | $1.7M |
| Q4 25 | $31.4M | $13.0M | ||
| Q3 25 | $1.4M | $26.3M | ||
| Q2 25 | $10.2M | $-2.9M | ||
| Q1 25 | $21.2M | $-1.3M | ||
| Q4 24 | $4.1M | $-2.4M | ||
| Q3 24 | $14.2M | $-6.7M | ||
| Q2 24 | $-16.1M | $-2.7M | ||
| Q1 24 | $-6.0M | $-1.2M |
| Q4 25 | 29.0% | 11.5% | ||
| Q3 25 | 1.4% | 31.5% | ||
| Q2 25 | 11.9% | -4.2% | ||
| Q1 25 | 25.3% | -2.1% | ||
| Q4 24 | 5.0% | -3.5% | ||
| Q3 24 | 22.2% | -11.6% | ||
| Q2 24 | -29.5% | -6.3% | ||
| Q1 24 | -11.6% | -3.6% |
| Q4 25 | 2.7% | 10.9% | ||
| Q3 25 | 4.3% | 6.1% | ||
| Q2 25 | 5.3% | 26.2% | ||
| Q1 25 | 5.0% | 27.0% | ||
| Q4 24 | 3.0% | 23.3% | ||
| Q3 24 | 4.0% | 25.7% | ||
| Q2 24 | 2.1% | 5.8% | ||
| Q1 24 | 3.7% | 8.8% |
| Q4 25 | — | 2.77× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| 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% |
SITM
Segment breakdown not available.
