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Side-by-side financial comparison of AMBARELLA INC (AMBA) and BRAND HOUSE COLLECTIVE, INC. (TBHC). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $103.5M, roughly 1.0× BRAND HOUSE COLLECTIVE, INC.). BRAND HOUSE COLLECTIVE, INC. runs the higher net margin — -3.6% vs -13.9%, a 10.3% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs -9.6%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $-26.8M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs -21.0%).
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 ...
Soho House is an international private members’ club with a focus on the media, arts and fashion industries.
AMBA vs TBHC — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $103.5M |
| Net Profit | $-15.1M | $-3.7M |
| Gross Margin | 59.6% | 20.4% |
| Operating Margin | -15.0% | -1.9% |
| Net Margin | -13.9% | -3.6% |
| Revenue YoY | 31.2% | -9.6% |
| Net Profit YoY | 37.2% | 51.8% |
| EPS (diluted) | $-0.35 | $-0.16 |
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 | $103.5M | ||
| Q3 25 | $95.5M | $75.8M | ||
| Q2 25 | $85.9M | $81.5M | ||
| Q1 25 | $84.0M | $148.9M | ||
| Q4 24 | $82.7M | $114.4M | ||
| Q3 24 | $63.7M | $86.3M | ||
| Q2 24 | $54.5M | $91.8M | ||
| Q1 24 | $51.6M | $165.9M |
| Q4 25 | $-15.1M | $-3.7M | ||
| Q3 25 | $-20.0M | $-20.2M | ||
| Q2 25 | $-24.3M | $-11.8M | ||
| Q1 25 | $-20.2M | $7.9M | ||
| Q4 24 | $-24.1M | $-7.7M | ||
| Q3 24 | $-34.9M | $-14.5M | ||
| Q2 24 | $-37.9M | $-8.8M | ||
| Q1 24 | $-60.6M | $10.1M |
| Q4 25 | 59.6% | 20.4% | ||
| Q3 25 | 58.9% | 16.3% | ||
| Q2 25 | 60.0% | 24.9% | ||
| Q1 25 | 60.0% | 30.3% | ||
| Q4 24 | 60.6% | 28.1% | ||
| Q3 24 | 60.8% | 20.5% | ||
| Q2 24 | 60.9% | 29.5% | ||
| Q1 24 | 59.8% | 32.0% |
| Q4 25 | -15.0% | -1.9% | ||
| Q3 25 | -23.0% | -24.7% | ||
| Q2 25 | -30.1% | -12.9% | ||
| Q1 25 | -30.2% | 6.2% | ||
| Q4 24 | -30.9% | -2.1% | ||
| Q3 24 | -56.9% | -15.4% | ||
| Q2 24 | -72.4% | -8.2% | ||
| Q1 24 | -80.8% | 6.4% |
| Q4 25 | -13.9% | -3.6% | ||
| Q3 25 | -20.9% | -26.6% | ||
| Q2 25 | -28.3% | -14.5% | ||
| Q1 25 | -24.1% | 5.3% | ||
| Q4 24 | -29.1% | -6.7% | ||
| Q3 24 | -54.8% | -16.8% | ||
| Q2 24 | -69.6% | -9.6% | ||
| Q1 24 | -117.4% | 6.1% |
| Q4 25 | $-0.35 | $-0.16 | ||
| Q3 25 | $-0.47 | $-0.90 | ||
| Q2 25 | $-0.58 | $-0.54 | ||
| Q1 25 | $-0.48 | $0.61 | ||
| Q4 24 | $-0.58 | $-0.59 | ||
| Q3 24 | $-0.85 | $-1.11 | ||
| Q2 24 | $-0.93 | $-0.68 | ||
| Q1 24 | $-1.51 | $0.80 |
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 | $6.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $-44.0M |
| Total Assets | $751.9M | $229.2M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $6.5M | ||
| Q3 25 | $142.7M | $3.6M | ||
| Q2 25 | $141.3M | $3.5M | ||
| Q1 25 | $144.6M | $3.8M | ||
| Q4 24 | $127.1M | $6.8M | ||
| Q3 24 | $153.9M | $4.5M | ||
| Q2 24 | $131.8M | $3.8M | ||
| Q1 24 | $144.9M | $3.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $64.0M | ||
| Q4 24 | — | $85.8M | ||
| Q3 24 | — | $61.4M | ||
| Q2 24 | — | $47.5M | ||
| Q1 24 | — | $34.0M |
| Q4 25 | $590.1M | $-44.0M | ||
| Q3 25 | $576.5M | $-35.2M | ||
| Q2 25 | $572.7M | $-16.2M | ||
| Q1 25 | $561.4M | $-19.0M | ||
| Q4 24 | $554.3M | $-27.1M | ||
| Q3 24 | $547.6M | $-19.7M | ||
| Q2 24 | $555.4M | $-5.5M | ||
| Q1 24 | $559.9M | $3.1M |
| Q4 25 | $751.9M | $229.2M | ||
| Q3 25 | $706.4M | $221.9M | ||
| Q2 25 | $701.9M | $225.4M | ||
| Q1 25 | $689.0M | $242.2M | ||
| Q4 24 | $670.8M | $279.8M | ||
| Q3 24 | $650.3M | $266.2M | ||
| Q2 24 | $638.7M | $242.6M | ||
| Q1 24 | $657.7M | $250.6M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 10.88× |
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 | $-25.9M |
| Free Cash FlowOCF − Capex | $31.4M | $-26.8M |
| FCF MarginFCF / Revenue | 29.0% | -25.9% |
| Capex IntensityCapex / Revenue | 2.7% | 0.9% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $-18.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $-25.9M | ||
| Q3 25 | $5.5M | $-7.0M | ||
| Q2 25 | $14.8M | $-3.1M | ||
| Q1 25 | $25.4M | $19.8M | ||
| Q4 24 | $6.6M | $-12.6M | ||
| Q3 24 | $16.7M | $-12.7M | ||
| Q2 24 | $-15.0M | $-13.7M | ||
| Q1 24 | $-4.0M | $28.2M |
| Q4 25 | $31.4M | $-26.8M | ||
| Q3 25 | $1.4M | $-7.4M | ||
| Q2 25 | $10.2M | $-3.6M | ||
| Q1 25 | $21.2M | $19.0M | ||
| Q4 24 | $4.1M | $-13.1M | ||
| Q3 24 | $14.2M | $-13.2M | ||
| Q2 24 | $-16.1M | $-14.4M | ||
| Q1 24 | $-6.0M | $26.7M |
| Q4 25 | 29.0% | -25.9% | ||
| Q3 25 | 1.4% | -9.8% | ||
| Q2 25 | 11.9% | -4.5% | ||
| Q1 25 | 25.3% | 12.8% | ||
| Q4 24 | 5.0% | -11.5% | ||
| Q3 24 | 22.2% | -15.2% | ||
| Q2 24 | -29.5% | -15.7% | ||
| Q1 24 | -11.6% | 16.1% |
| Q4 25 | 2.7% | 0.9% | ||
| Q3 25 | 4.3% | 0.6% | ||
| Q2 25 | 5.3% | 0.7% | ||
| Q1 25 | 5.0% | 0.5% | ||
| Q4 24 | 3.0% | 0.4% | ||
| Q3 24 | 4.0% | 0.5% | ||
| Q2 24 | 2.1% | 0.8% | ||
| Q1 24 | 3.7% | 0.9% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 2.51× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 2.79× |
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% |
TBHC
Segment breakdown not available.
