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Side-by-side financial comparison of AMBARELLA INC (AMBA) and Vanda Pharmaceuticals Inc. (VNDA). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $57.2M, roughly 1.9× Vanda Pharmaceuticals Inc.). AMBARELLA INC runs the higher net margin — -13.9% vs -246.8%, a 232.8% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 7.6%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $-29.5M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 9.8%).
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 ...
Vanda Pharmaceuticals Inc. is a biopharmaceutical company focused on developing and commercializing innovative therapies for central nervous system disorders. Its key marketed products cover indications including sleep-wake cycle disturbances and schizophrenia, with core operations and primary sales markets concentrated in North America, catering to patient groups with significant unmet medical needs.
AMBA vs VNDA — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $57.2M |
| Net Profit | $-15.1M | $-141.2M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | -70.5% |
| Net Margin | -13.9% | -246.8% |
| Revenue YoY | 31.2% | 7.6% |
| Net Profit YoY | 37.2% | -2774.3% |
| EPS (diluted) | $-0.35 | $-2.40 |
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 | $57.2M | ||
| Q3 25 | $95.5M | $56.3M | ||
| Q2 25 | $85.9M | $52.6M | ||
| Q1 25 | $84.0M | $50.0M | ||
| Q4 24 | $82.7M | $53.2M | ||
| Q3 24 | $63.7M | $47.7M | ||
| Q2 24 | $54.5M | $50.5M | ||
| Q1 24 | $51.6M | $47.5M |
| Q4 25 | $-15.1M | $-141.2M | ||
| Q3 25 | $-20.0M | $-22.6M | ||
| Q2 25 | $-24.3M | $-27.2M | ||
| Q1 25 | $-20.2M | $-29.5M | ||
| Q4 24 | $-24.1M | $-4.9M | ||
| Q3 24 | $-34.9M | $-5.3M | ||
| Q2 24 | $-37.9M | $-4.5M | ||
| Q1 24 | $-60.6M | $-4.1M |
| Q4 25 | 59.6% | — | ||
| Q3 25 | 58.9% | — | ||
| Q2 25 | 60.0% | — | ||
| Q1 25 | 60.0% | — | ||
| Q4 24 | 60.6% | — | ||
| Q3 24 | 60.8% | — | ||
| Q2 24 | 60.9% | — | ||
| Q1 24 | 59.8% | — |
| Q4 25 | -15.0% | -70.5% | ||
| Q3 25 | -23.0% | -55.6% | ||
| Q2 25 | -30.1% | -73.2% | ||
| Q1 25 | -30.2% | -82.0% | ||
| Q4 24 | -30.9% | -19.3% | ||
| Q3 24 | -56.9% | -23.1% | ||
| Q2 24 | -72.4% | -20.1% | ||
| Q1 24 | -80.8% | -19.5% |
| Q4 25 | -13.9% | -246.8% | ||
| Q3 25 | -20.9% | -40.1% | ||
| Q2 25 | -28.3% | -51.7% | ||
| Q1 25 | -24.1% | -58.9% | ||
| Q4 24 | -29.1% | -9.2% | ||
| Q3 24 | -54.8% | -11.2% | ||
| Q2 24 | -69.6% | -9.0% | ||
| Q1 24 | -117.4% | -8.7% |
| Q4 25 | $-0.35 | $-2.40 | ||
| Q3 25 | $-0.47 | $-0.38 | ||
| Q2 25 | $-0.58 | $-0.46 | ||
| Q1 25 | $-0.48 | $-0.50 | ||
| Q4 24 | $-0.58 | $-0.09 | ||
| Q3 24 | $-0.85 | $-0.09 | ||
| Q2 24 | $-0.93 | $-0.08 | ||
| Q1 24 | $-1.51 | $-0.07 |
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 | $84.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $327.2M |
| Total Assets | $751.9M | $488.9M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $84.9M | ||
| Q3 25 | $142.7M | $70.0M | ||
| Q2 25 | $141.3M | $81.0M | ||
| Q1 25 | $144.6M | $111.8M | ||
| Q4 24 | $127.1M | $102.3M | ||
| Q3 24 | $153.9M | $100.5M | ||
| Q2 24 | $131.8M | $103.0M | ||
| Q1 24 | $144.9M | $125.2M |
| Q4 25 | $590.1M | $327.2M | ||
| Q3 25 | $576.5M | $466.0M | ||
| Q2 25 | $572.7M | $486.3M | ||
| Q1 25 | $561.4M | $511.4M | ||
| Q4 24 | $554.3M | $538.5M | ||
| Q3 24 | $547.6M | $541.2M | ||
| Q2 24 | $555.4M | $542.5M | ||
| Q1 24 | $559.9M | $544.0M |
| Q4 25 | $751.9M | $488.9M | ||
| Q3 25 | $706.4M | $601.1M | ||
| Q2 25 | $701.9M | $624.7M | ||
| Q1 25 | $689.0M | $631.9M | ||
| Q4 24 | $670.8M | $656.2M | ||
| Q3 24 | $650.3M | $645.1M | ||
| Q2 24 | $638.7M | $651.4M | ||
| Q1 24 | $657.7M | $652.7M |
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 | $-29.4M |
| Free Cash FlowOCF − Capex | $31.4M | $-29.5M |
| FCF MarginFCF / Revenue | 29.0% | -51.6% |
| Capex IntensityCapex / Revenue | 2.7% | 0.2% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $-110.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $-29.4M | ||
| Q3 25 | $5.5M | $-31.6M | ||
| Q2 25 | $14.8M | $-15.3M | ||
| Q1 25 | $25.4M | $-33.1M | ||
| Q4 24 | $6.6M | $-1.8M | ||
| Q3 24 | $16.7M | $-14.6M | ||
| Q2 24 | $-15.0M | $-6.9M | ||
| Q1 24 | $-4.0M | $7.6M |
| Q4 25 | $31.4M | $-29.5M | ||
| Q3 25 | $1.4M | $-31.8M | ||
| Q2 25 | $10.2M | $-15.6M | ||
| Q1 25 | $21.2M | $-33.6M | ||
| Q4 24 | $4.1M | $-2.0M | ||
| Q3 24 | $14.2M | $-14.7M | ||
| Q2 24 | $-16.1M | $-7.0M | ||
| Q1 24 | $-6.0M | $7.6M |
| Q4 25 | 29.0% | -51.6% | ||
| Q3 25 | 1.4% | -56.5% | ||
| Q2 25 | 11.9% | -29.6% | ||
| Q1 25 | 25.3% | -67.1% | ||
| Q4 24 | 5.0% | -3.8% | ||
| Q3 24 | 22.2% | -30.9% | ||
| Q2 24 | -29.5% | -13.9% | ||
| Q1 24 | -11.6% | 15.9% |
| Q4 25 | 2.7% | 0.2% | ||
| Q3 25 | 4.3% | 0.3% | ||
| Q2 25 | 5.3% | 0.6% | ||
| Q1 25 | 5.0% | 0.9% | ||
| Q4 24 | 3.0% | 0.4% | ||
| Q3 24 | 4.0% | 0.3% | ||
| Q2 24 | 2.1% | 0.2% | ||
| Q1 24 | 3.7% | 0.0% |
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% |
VNDA
| Fanapt | $33.2M | 58% |
| Hetlioz | $16.4M | 29% |
| PONVORY | $7.6M | 13% |
