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Side-by-side financial comparison of AMBARELLA INC (AMBA) and Xometry, Inc. (XMTR). Click either name above to swap in a different company.
Xometry, Inc. is the larger business by last-quarter revenue ($192.4M vs $108.5M, roughly 1.8× AMBARELLA INC). Xometry, Inc. runs the higher net margin — -4.5% vs -13.9%, a 9.4% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 29.5%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $-5.9M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 25.2%).
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 ...
Xometry is an online marketplace for sourcing on-demand manufactured parts for prototyping and large-scale production.
AMBA vs XMTR — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $192.4M |
| Net Profit | $-15.1M | $-8.6M |
| Gross Margin | 59.6% | 39.1% |
| Operating Margin | -15.0% | -4.6% |
| Net Margin | -13.9% | -4.5% |
| Revenue YoY | 31.2% | 29.5% |
| Net Profit YoY | 37.2% | 12.7% |
| EPS (diluted) | $-0.35 | — |
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 | $192.4M | ||
| Q3 25 | $95.5M | $180.7M | ||
| Q2 25 | $85.9M | $162.5M | ||
| Q1 25 | $84.0M | $151.0M | ||
| Q4 24 | $82.7M | $148.5M | ||
| Q3 24 | $63.7M | $141.7M | ||
| Q2 24 | $54.5M | $132.6M | ||
| Q1 24 | $51.6M | $122.7M |
| Q4 25 | $-15.1M | $-8.6M | ||
| Q3 25 | $-20.0M | $-11.6M | ||
| Q2 25 | $-24.3M | $-26.4M | ||
| Q1 25 | $-20.2M | $-15.1M | ||
| Q4 24 | $-24.1M | $-9.9M | ||
| Q3 24 | $-34.9M | $-10.2M | ||
| Q2 24 | $-37.9M | $-13.7M | ||
| Q1 24 | $-60.6M | $-16.6M |
| Q4 25 | 59.6% | 39.1% | ||
| Q3 25 | 58.9% | 39.9% | ||
| Q2 25 | 60.0% | 40.1% | ||
| Q1 25 | 60.0% | 37.3% | ||
| Q4 24 | 60.6% | 39.7% | ||
| Q3 24 | 60.8% | 39.4% | ||
| Q2 24 | 60.9% | 39.9% | ||
| Q1 24 | 59.8% | 39.0% |
| Q4 25 | -15.0% | -4.6% | ||
| Q3 25 | -23.0% | -6.1% | ||
| Q2 25 | -30.1% | -6.3% | ||
| Q1 25 | -30.2% | -10.2% | ||
| Q4 24 | -30.9% | -7.8% | ||
| Q3 24 | -56.9% | -8.1% | ||
| Q2 24 | -72.4% | -11.5% | ||
| Q1 24 | -80.8% | -14.6% |
| Q4 25 | -13.9% | -4.5% | ||
| Q3 25 | -20.9% | -6.4% | ||
| Q2 25 | -28.3% | -16.3% | ||
| Q1 25 | -24.1% | -10.0% | ||
| Q4 24 | -29.1% | -6.7% | ||
| Q3 24 | -54.8% | -7.2% | ||
| Q2 24 | -69.6% | -10.3% | ||
| Q1 24 | -117.4% | -13.5% |
| Q4 25 | $-0.35 | — | ||
| Q3 25 | $-0.47 | — | ||
| Q2 25 | $-0.58 | — | ||
| Q1 25 | $-0.48 | — | ||
| Q4 24 | $-0.58 | — | ||
| Q3 24 | $-0.85 | — | ||
| Q2 24 | $-0.93 | — | ||
| Q1 24 | $-1.51 | — |
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 | $219.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $275.6M |
| Total Assets | $751.9M | $703.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $219.1M | ||
| Q3 25 | $142.7M | $224.5M | ||
| Q2 25 | $141.3M | $225.8M | ||
| Q1 25 | $144.6M | $231.4M | ||
| Q4 24 | $127.1M | $239.8M | ||
| Q3 24 | $153.9M | $234.0M | ||
| Q2 24 | $131.8M | $240.9M | ||
| Q1 24 | $144.9M | $253.8M |
| Q4 25 | $590.1M | $275.6M | ||
| Q3 25 | $576.5M | $272.0M | ||
| Q2 25 | $572.7M | $270.4M | ||
| Q1 25 | $561.4M | $309.9M | ||
| Q4 24 | $554.3M | $314.5M | ||
| Q3 24 | $547.6M | $315.2M | ||
| Q2 24 | $555.4M | $315.8M | ||
| Q1 24 | $559.9M | $320.4M |
| Q4 25 | $751.9M | $703.7M | ||
| Q3 25 | $706.4M | $698.9M | ||
| Q2 25 | $701.9M | $687.0M | ||
| Q1 25 | $689.0M | $690.1M | ||
| Q4 24 | $670.8M | $680.1M | ||
| Q3 24 | $650.3M | $678.2M | ||
| Q2 24 | $638.7M | $678.6M | ||
| Q1 24 | $657.7M | $692.5M |
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 | $4.4M |
| Free Cash FlowOCF − Capex | $31.4M | $-5.9M |
| FCF MarginFCF / Revenue | 29.0% | -3.0% |
| Capex IntensityCapex / Revenue | 2.7% | 5.3% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $-24.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $4.4M | ||
| Q3 25 | $5.5M | $5.8M | ||
| Q2 25 | $14.8M | $-427.0K | ||
| Q1 25 | $25.4M | $-3.7M | ||
| Q4 24 | $6.6M | $9.1M | ||
| Q3 24 | $16.7M | $-3.6M | ||
| Q2 24 | $-15.0M | $-9.1M | ||
| Q1 24 | $-4.0M | $-11.7M |
| Q4 25 | $31.4M | $-5.9M | ||
| Q3 25 | $1.4M | $-1.7M | ||
| Q2 25 | $10.2M | $-7.4M | ||
| Q1 25 | $21.2M | $-9.2M | ||
| Q4 24 | $4.1M | $4.5M | ||
| Q3 24 | $14.2M | $-8.4M | ||
| Q2 24 | $-16.1M | $-13.5M | ||
| Q1 24 | $-6.0M | $-16.1M |
| Q4 25 | 29.0% | -3.0% | ||
| Q3 25 | 1.4% | -0.9% | ||
| Q2 25 | 11.9% | -4.5% | ||
| Q1 25 | 25.3% | -6.1% | ||
| Q4 24 | 5.0% | 3.1% | ||
| Q3 24 | 22.2% | -6.0% | ||
| Q2 24 | -29.5% | -10.2% | ||
| Q1 24 | -11.6% | -13.1% |
| Q4 25 | 2.7% | 5.3% | ||
| Q3 25 | 4.3% | 4.1% | ||
| Q2 25 | 5.3% | 4.3% | ||
| Q1 25 | 5.0% | 3.6% | ||
| Q4 24 | 3.0% | 3.1% | ||
| Q3 24 | 4.0% | 3.4% | ||
| Q2 24 | 2.1% | 3.3% | ||
| Q1 24 | 3.7% | 3.5% |
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% |
XMTR
| US | $159.1M | 83% |
| Non Us | $33.3M | 17% |
