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Side-by-side financial comparison of AMBARELLA INC (AMBA) and Vericel Corp (VCEL). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $92.9M, roughly 1.2× Vericel Corp). Vericel Corp runs the higher net margin — 25.0% vs -13.9%, a 38.9% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 23.3%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $12.8M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 34.6%).
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 ...
Vericel Corporation is a publicly traded American biopharmaceutical company which was known prior to October 2014 as Aastrom Bio. Aastrom Bio was formed in 1989 in Ann Arbor, Michigan.
AMBA vs VCEL — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $92.9M |
| Net Profit | $-15.1M | $23.2M |
| Gross Margin | 59.6% | 78.7% |
| Operating Margin | -15.0% | 24.1% |
| Net Margin | -13.9% | 25.0% |
| Revenue YoY | 31.2% | 23.3% |
| Net Profit YoY | 37.2% | 17.3% |
| EPS (diluted) | $-0.35 | $0.46 |
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 | $92.9M | ||
| Q3 25 | $95.5M | $67.5M | ||
| Q2 25 | $85.9M | $63.2M | ||
| Q1 25 | $84.0M | $52.6M | ||
| Q4 24 | $82.7M | $75.4M | ||
| Q3 24 | $63.7M | $57.9M | ||
| Q2 24 | $54.5M | $52.7M | ||
| Q1 24 | $51.6M | $51.3M |
| Q4 25 | $-15.1M | $23.2M | ||
| Q3 25 | $-20.0M | $5.1M | ||
| Q2 25 | $-24.3M | $-553.0K | ||
| Q1 25 | $-20.2M | $-11.2M | ||
| Q4 24 | $-24.1M | $19.8M | ||
| Q3 24 | $-34.9M | $-901.0K | ||
| Q2 24 | $-37.9M | $-4.7M | ||
| Q1 24 | $-60.6M | $-3.9M |
| Q4 25 | 59.6% | 78.7% | ||
| Q3 25 | 58.9% | 73.5% | ||
| Q2 25 | 60.0% | 73.7% | ||
| Q1 25 | 60.0% | 69.0% | ||
| Q4 24 | 60.6% | 77.6% | ||
| Q3 24 | 60.8% | 71.9% | ||
| Q2 24 | 60.9% | 69.5% | ||
| Q1 24 | 59.8% | 68.9% |
| Q4 25 | -15.0% | 24.1% | ||
| Q3 25 | -23.0% | 5.1% | ||
| Q2 25 | -30.1% | -3.2% | ||
| Q1 25 | -30.2% | -24.3% | ||
| Q4 24 | -30.9% | 24.5% | ||
| Q3 24 | -56.9% | -4.3% | ||
| Q2 24 | -72.4% | -11.5% | ||
| Q1 24 | -80.8% | -10.7% |
| Q4 25 | -13.9% | 25.0% | ||
| Q3 25 | -20.9% | 7.5% | ||
| Q2 25 | -28.3% | -0.9% | ||
| Q1 25 | -24.1% | -21.4% | ||
| Q4 24 | -29.1% | 26.3% | ||
| Q3 24 | -54.8% | -1.6% | ||
| Q2 24 | -69.6% | -8.9% | ||
| Q1 24 | -117.4% | -7.5% |
| Q4 25 | $-0.35 | $0.46 | ||
| Q3 25 | $-0.47 | $0.10 | ||
| Q2 25 | $-0.58 | $-0.01 | ||
| Q1 25 | $-0.48 | $-0.23 | ||
| Q4 24 | $-0.58 | $0.40 | ||
| Q3 24 | $-0.85 | $-0.02 | ||
| Q2 24 | $-0.93 | $-0.10 | ||
| Q1 24 | $-1.51 | $-0.08 |
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 | $137.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $354.6M |
| Total Assets | $751.9M | $488.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $137.5M | ||
| Q3 25 | $142.7M | $135.4M | ||
| Q2 25 | $141.3M | $116.9M | ||
| Q1 25 | $144.6M | $112.9M | ||
| Q4 24 | $127.1M | $116.2M | ||
| Q3 24 | $153.9M | $101.7M | ||
| Q2 24 | $131.8M | $102.5M | ||
| Q1 24 | $144.9M | $110.6M |
| Q4 25 | $590.1M | $354.6M | ||
| Q3 25 | $576.5M | $321.9M | ||
| Q2 25 | $572.7M | $306.8M | ||
| Q1 25 | $561.4M | $295.5M | ||
| Q4 24 | $554.3M | $292.0M | ||
| Q3 24 | $547.6M | $257.5M | ||
| Q2 24 | $555.4M | $243.0M | ||
| Q1 24 | $559.9M | $233.9M |
| Q4 25 | $751.9M | $488.0M | ||
| Q3 25 | $706.4M | $453.3M | ||
| Q2 25 | $701.9M | $435.6M | ||
| Q1 25 | $689.0M | $424.6M | ||
| Q4 24 | $670.8M | $432.7M | ||
| Q3 24 | $650.3M | $390.4M | ||
| Q2 24 | $638.7M | $376.8M | ||
| Q1 24 | $657.7M | $356.7M |
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 | $15.0M |
| Free Cash FlowOCF − Capex | $31.4M | $12.8M |
| FCF MarginFCF / Revenue | 29.0% | 13.8% |
| Capex IntensityCapex / Revenue | 2.7% | 2.4% |
| Cash ConversionOCF / Net Profit | — | 0.65× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $24.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $15.0M | ||
| Q3 25 | $5.5M | $22.1M | ||
| Q2 25 | $14.8M | $8.2M | ||
| Q1 25 | $25.4M | $6.6M | ||
| Q4 24 | $6.6M | $22.2M | ||
| Q3 24 | $16.7M | $10.2M | ||
| Q2 24 | $-15.0M | $18.5M | ||
| Q1 24 | $-4.0M | $7.2M |
| Q4 25 | $31.4M | $12.8M | ||
| Q3 25 | $1.4M | $19.5M | ||
| Q2 25 | $10.2M | $81.0K | ||
| Q1 25 | $21.2M | $-7.6M | ||
| Q4 24 | $4.1M | $8.5M | ||
| Q3 24 | $14.2M | $-9.2M | ||
| Q2 24 | $-16.1M | $1.8M | ||
| Q1 24 | $-6.0M | $-6.8M |
| Q4 25 | 29.0% | 13.8% | ||
| Q3 25 | 1.4% | 28.8% | ||
| Q2 25 | 11.9% | 0.1% | ||
| Q1 25 | 25.3% | -14.5% | ||
| Q4 24 | 5.0% | 11.2% | ||
| Q3 24 | 22.2% | -15.9% | ||
| Q2 24 | -29.5% | 3.4% | ||
| Q1 24 | -11.6% | -13.3% |
| Q4 25 | 2.7% | 2.4% | ||
| Q3 25 | 4.3% | 3.9% | ||
| Q2 25 | 5.3% | 12.9% | ||
| Q1 25 | 5.0% | 27.0% | ||
| Q4 24 | 3.0% | 18.3% | ||
| Q3 24 | 4.0% | 33.5% | ||
| Q2 24 | 2.1% | 31.8% | ||
| Q1 24 | 3.7% | 27.3% |
| Q4 25 | — | 0.65× | ||
| Q3 25 | — | 4.35× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.12× | ||
| 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% |
VCEL
| MACI Implants And Kits | $84.1M | 90% |
| Other | $8.8M | 10% |
