vs
Side-by-side financial comparison of AMBARELLA INC (AMBA) and TSS, Inc. (TSSI). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $60.9M, roughly 1.8× TSS, Inc.). TSS, Inc. runs the higher net margin — 20.0% vs -13.9%, a 33.9% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 21.8%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $15.8M). Over the past eight quarters, TSS, Inc.'s revenue compounded faster (95.8% 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 ...
AMBA vs TSSI — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $60.9M |
| Net Profit | $-15.1M | $12.2M |
| Gross Margin | 59.6% | 17.6% |
| Operating Margin | -15.0% | 1.5% |
| Net Margin | -13.9% | 20.0% |
| Revenue YoY | 31.2% | 21.8% |
| Net Profit YoY | 37.2% | 535.7% |
| 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 | $60.9M | ||
| Q3 25 | $95.5M | $41.9M | ||
| Q2 25 | $85.9M | $44.0M | ||
| Q1 25 | $84.0M | $99.0M | ||
| Q4 24 | $82.7M | $50.0M | ||
| Q3 24 | $63.7M | $70.1M | ||
| Q2 24 | $54.5M | $12.2M | ||
| Q1 24 | $51.6M | $15.9M |
| Q4 25 | $-15.1M | $12.2M | ||
| Q3 25 | $-20.0M | $-1.5M | ||
| Q2 25 | $-24.3M | $1.5M | ||
| Q1 25 | $-20.2M | $3.0M | ||
| Q4 24 | $-24.1M | $1.9M | ||
| Q3 24 | $-34.9M | $2.6M | ||
| Q2 24 | $-37.9M | $1.4M | ||
| Q1 24 | $-60.6M | $15.0K |
| Q4 25 | 59.6% | 17.6% | ||
| Q3 25 | 58.9% | 11.1% | ||
| Q2 25 | 60.0% | 17.8% | ||
| Q1 25 | 60.0% | 9.3% | ||
| Q4 24 | 60.6% | 14.4% | ||
| Q3 24 | 60.8% | 11.3% | ||
| Q2 24 | 60.9% | 37.3% | ||
| Q1 24 | 59.8% | 17.1% |
| Q4 25 | -15.0% | 1.5% | ||
| Q3 25 | -23.0% | -2.2% | ||
| Q2 25 | -30.1% | 5.1% | ||
| Q1 25 | -30.2% | 4.2% | ||
| Q4 24 | -30.9% | 0.0% | ||
| Q3 24 | -56.9% | 5.4% | ||
| Q2 24 | -72.4% | 14.0% | ||
| Q1 24 | -80.8% | 1.6% |
| Q4 25 | -13.9% | 20.0% | ||
| Q3 25 | -20.9% | -3.6% | ||
| Q2 25 | -28.3% | 3.4% | ||
| Q1 25 | -24.1% | 3.0% | ||
| Q4 24 | -29.1% | 3.8% | ||
| Q3 24 | -54.8% | 3.8% | ||
| Q2 24 | -69.6% | 11.5% | ||
| Q1 24 | -117.4% | 0.1% |
| Q4 25 | $-0.35 | $0.44 | ||
| Q3 25 | $-0.47 | $-0.06 | ||
| Q2 25 | $-0.58 | $0.06 | ||
| Q1 25 | $-0.48 | $0.12 | ||
| Q4 24 | $-0.58 | $0.08 | ||
| Q3 24 | $-0.85 | $0.10 | ||
| Q2 24 | $-0.93 | $0.06 | ||
| Q1 24 | $-1.51 | $0.00 |
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 | $85.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $76.6M |
| Total Assets | $751.9M | $184.9M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $85.5M | ||
| Q3 25 | $142.7M | $70.7M | ||
| Q2 25 | $141.3M | — | ||
| Q1 25 | $144.6M | — | ||
| Q4 24 | $127.1M | $23.2M | ||
| Q3 24 | $153.9M | $46.4M | ||
| Q2 24 | $131.8M | $8.3M | ||
| Q1 24 | $144.9M | $14.4M |
| Q4 25 | $590.1M | $76.6M | ||
| Q3 25 | $576.5M | $63.4M | ||
| Q2 25 | $572.7M | $9.5M | ||
| Q1 25 | $561.4M | $9.4M | ||
| Q4 24 | $554.3M | $7.1M | ||
| Q3 24 | $547.6M | $7.7M | ||
| Q2 24 | $555.4M | $5.2M | ||
| Q1 24 | $559.9M | $3.7M |
| Q4 25 | $751.9M | $184.9M | ||
| Q3 25 | $706.4M | $165.4M | ||
| Q2 25 | $701.9M | $139.5M | ||
| Q1 25 | $689.0M | $113.5M | ||
| Q4 24 | $670.8M | $96.6M | ||
| Q3 24 | $650.3M | $67.3M | ||
| Q2 24 | $638.7M | $28.9M | ||
| Q1 24 | $657.7M | $26.8M |
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 | $16.3M |
| Free Cash FlowOCF − Capex | $31.4M | $15.8M |
| FCF MarginFCF / Revenue | 29.0% | 25.9% |
| Capex IntensityCapex / Revenue | 2.7% | 0.9% |
| Cash ConversionOCF / Net Profit | — | 1.34× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $2.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $16.3M | ||
| Q3 25 | $5.5M | $-18.4M | ||
| Q2 25 | $14.8M | $16.3M | ||
| Q1 25 | $25.4M | $20.6M | ||
| Q4 24 | $6.6M | $-21.6M | ||
| Q3 24 | $16.7M | $38.6M | ||
| Q2 24 | $-15.0M | $-4.3M | ||
| Q1 24 | $-4.0M | $2.6M |
| Q4 25 | $31.4M | $15.8M | ||
| Q3 25 | $1.4M | $-24.9M | ||
| Q2 25 | $10.2M | $5.4M | ||
| Q1 25 | $21.2M | $5.8M | ||
| Q4 24 | $4.1M | $-28.4M | ||
| Q3 24 | $14.2M | $38.6M | ||
| Q2 24 | $-16.1M | $-6.0M | ||
| Q1 24 | $-6.0M | $2.6M |
| Q4 25 | 29.0% | 25.9% | ||
| Q3 25 | 1.4% | -59.3% | ||
| Q2 25 | 11.9% | 12.3% | ||
| Q1 25 | 25.3% | 5.8% | ||
| Q4 24 | 5.0% | -56.7% | ||
| Q3 24 | 22.2% | 55.1% | ||
| Q2 24 | -29.5% | -49.4% | ||
| Q1 24 | -11.6% | 16.4% |
| Q4 25 | 2.7% | 0.9% | ||
| Q3 25 | 4.3% | 15.3% | ||
| Q2 25 | 5.3% | 24.8% | ||
| Q1 25 | 5.0% | 15.0% | ||
| Q4 24 | 3.0% | 13.4% | ||
| Q3 24 | 4.0% | 0.1% | ||
| Q2 24 | 2.1% | 13.8% | ||
| Q1 24 | 3.7% | 0.2% |
| Q4 25 | — | 1.34× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 11.02× | ||
| Q1 25 | — | 6.93× | ||
| Q4 24 | — | -11.32× | ||
| Q3 24 | — | 14.60× | ||
| Q2 24 | — | -3.09× | ||
| Q1 24 | — | 176.40× |
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% |
TSSI
| Procurement Revenues Segment | $43.2M | 71% |
| System Integration Services Segment | $14.2M | 23% |
| Facilities Segment | $3.5M | 6% |
