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Side-by-side financial comparison of AMBARELLA INC (AMBA) and Wheels Up Experience Inc. (UP). Click either name above to swap in a different company.
Wheels Up Experience Inc. is the larger business by last-quarter revenue ($183.8M vs $108.5M, roughly 1.7× AMBARELLA INC). AMBARELLA INC runs the higher net margin — -13.9% vs -15.7%, a 1.8% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs -10.2%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $-58.3M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs -3.4%).
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 ...
Wheels Up is a provider of "on demand" private aviation in the United States and one of the largest private aviation companies in the world. It was founded in 2013 by Kenny Dichter, using a membership/on-demand business model. Wheels Up members can book private aircraft from the company fleet and third-party operators using a mobile application.
AMBA vs UP — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $183.8M |
| Net Profit | $-15.1M | $-28.9M |
| Gross Margin | 59.6% | 14.3% |
| Operating Margin | -15.0% | -0.9% |
| Net Margin | -13.9% | -15.7% |
| Revenue YoY | 31.2% | -10.2% |
| Net Profit YoY | 37.2% | 67.0% |
| EPS (diluted) | $-0.35 | $-0.04 |
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 | $183.8M | ||
| Q3 25 | $95.5M | $185.5M | ||
| Q2 25 | $85.9M | $189.6M | ||
| Q1 25 | $84.0M | $177.5M | ||
| Q4 24 | $82.7M | $204.8M | ||
| Q3 24 | $63.7M | $193.9M | ||
| Q2 24 | $54.5M | $196.3M | ||
| Q1 24 | $51.6M | $197.1M |
| Q4 25 | $-15.1M | $-28.9M | ||
| Q3 25 | $-20.0M | $-83.7M | ||
| Q2 25 | $-24.3M | $-82.3M | ||
| Q1 25 | $-20.2M | $-99.3M | ||
| Q4 24 | $-24.1M | $-87.5M | ||
| Q3 24 | $-34.9M | $-57.7M | ||
| Q2 24 | $-37.9M | $-97.0M | ||
| Q1 24 | $-60.6M | $-97.4M |
| Q4 25 | 59.6% | 14.3% | ||
| Q3 25 | 58.9% | 6.8% | ||
| Q2 25 | 60.0% | 8.3% | ||
| Q1 25 | 60.0% | 10.8% | ||
| Q4 24 | 60.6% | 13.9% | ||
| Q3 24 | 60.8% | 13.9% | ||
| Q2 24 | 60.9% | 2.3% | ||
| Q1 24 | 59.8% | -0.6% |
| Q4 25 | -15.0% | -0.9% | ||
| Q3 25 | -23.0% | -33.1% | ||
| Q2 25 | -30.1% | -31.4% | ||
| Q1 25 | -30.2% | -45.5% | ||
| Q4 24 | -30.9% | -26.0% | ||
| Q3 24 | -56.9% | -21.6% | ||
| Q2 24 | -72.4% | -40.3% | ||
| Q1 24 | -80.8% | -42.9% |
| Q4 25 | -13.9% | -15.7% | ||
| Q3 25 | -20.9% | -45.1% | ||
| Q2 25 | -28.3% | -43.4% | ||
| Q1 25 | -24.1% | -55.9% | ||
| Q4 24 | -29.1% | -42.7% | ||
| Q3 24 | -54.8% | -29.8% | ||
| Q2 24 | -69.6% | -49.4% | ||
| Q1 24 | -117.4% | -49.4% |
| Q4 25 | $-0.35 | $-0.04 | ||
| Q3 25 | $-0.47 | $-0.12 | ||
| Q2 25 | $-0.58 | $-0.12 | ||
| Q1 25 | $-0.48 | $-0.14 | ||
| Q4 24 | $-0.58 | $-0.13 | ||
| Q3 24 | $-0.85 | $-0.08 | ||
| Q2 24 | $-0.93 | $-0.14 | ||
| Q1 24 | $-1.51 | $-0.14 |
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 | $133.9M |
| Total DebtLower is stronger | — | $671.3M |
| Stockholders' EquityBook value | $590.1M | $-392.1M |
| Total Assets | $751.9M | $968.8M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $133.9M | ||
| Q3 25 | $142.7M | $125.3M | ||
| Q2 25 | $141.3M | $107.0M | ||
| Q1 25 | $144.6M | $171.8M | ||
| Q4 24 | $127.1M | $216.4M | ||
| Q3 24 | $153.9M | $115.9M | ||
| Q2 24 | $131.8M | $141.5M | ||
| Q1 24 | $144.9M | $180.9M |
| Q4 25 | — | $671.3M | ||
| Q3 25 | — | $766.5M | ||
| Q2 25 | — | $770.5M | ||
| Q1 25 | — | $765.8M | ||
| Q4 24 | — | $761.3M | ||
| Q3 24 | — | $596.9M | ||
| Q2 24 | — | $597.4M | ||
| Q1 24 | — | $603.2M |
| Q4 25 | $590.1M | $-392.1M | ||
| Q3 25 | $576.5M | $-374.5M | ||
| Q2 25 | $572.7M | $-347.8M | ||
| Q1 25 | $561.4M | $-288.1M | ||
| Q4 24 | $554.3M | $-202.1M | ||
| Q3 24 | $547.6M | $-117.7M | ||
| Q2 24 | $555.4M | $-72.2M | ||
| Q1 24 | $559.9M | $936.0K |
| Q4 25 | $751.9M | $968.8M | ||
| Q3 25 | $706.4M | $973.0M | ||
| Q2 25 | $701.9M | $1.0B | ||
| Q1 25 | $689.0M | $1.1B | ||
| Q4 24 | $670.8M | $1.2B | ||
| Q3 24 | $650.3M | $1.0B | ||
| Q2 24 | $638.7M | $1.1B | ||
| Q1 24 | $657.7M | $1.2B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 644.43× |
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 | $-18.4M |
| Free Cash FlowOCF − Capex | $31.4M | $-58.3M |
| FCF MarginFCF / Revenue | 29.0% | -31.7% |
| Capex IntensityCapex / Revenue | 2.7% | 21.7% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $-259.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $-18.4M | ||
| Q3 25 | $5.5M | $-37.1M | ||
| Q2 25 | $14.8M | $-62.9M | ||
| Q1 25 | $25.4M | $-47.9M | ||
| Q4 24 | $6.6M | $37.9M | ||
| Q3 24 | $16.7M | $-16.9M | ||
| Q2 24 | $-15.0M | $-25.2M | ||
| Q1 24 | $-4.0M | $-73.8M |
| Q4 25 | $31.4M | $-58.3M | ||
| Q3 25 | $1.4M | $-60.4M | ||
| Q2 25 | $10.2M | $-78.6M | ||
| Q1 25 | $21.2M | $-62.6M | ||
| Q4 24 | $4.1M | $-70.2M | ||
| Q3 24 | $14.2M | $-21.9M | ||
| Q2 24 | $-16.1M | $-30.8M | ||
| Q1 24 | $-6.0M | $-77.8M |
| Q4 25 | 29.0% | -31.7% | ||
| Q3 25 | 1.4% | -32.6% | ||
| Q2 25 | 11.9% | -41.5% | ||
| Q1 25 | 25.3% | -35.3% | ||
| Q4 24 | 5.0% | -34.3% | ||
| Q3 24 | 22.2% | -11.3% | ||
| Q2 24 | -29.5% | -15.7% | ||
| Q1 24 | -11.6% | -39.5% |
| Q4 25 | 2.7% | 21.7% | ||
| Q3 25 | 4.3% | 12.5% | ||
| Q2 25 | 5.3% | 8.3% | ||
| Q1 25 | 5.0% | 8.3% | ||
| Q4 24 | 3.0% | 52.8% | ||
| Q3 24 | 4.0% | 2.6% | ||
| Q2 24 | 2.1% | 2.9% | ||
| Q1 24 | 3.7% | 2.0% |
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% |
UP
Segment breakdown not available.
