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Side-by-side financial comparison of Falcon's Beyond Global, Inc. (FBYD) and Navitas Semiconductor Corp (NVTS). Click either name above to swap in a different company.
Navitas Semiconductor Corp is the larger business by last-quarter revenue ($8.6M vs $6.6M, roughly 1.3× Falcon's Beyond Global, Inc.). On growth, Falcon's Beyond Global, Inc. posted the faster year-over-year revenue change (383.5% vs -38.7%). Over the past eight quarters, Falcon's Beyond Global, Inc.'s revenue compounded faster (108.4% CAGR vs -35.2%).
500 Global is an early-stage venture fund and seed accelerator founded in 2010 by Dave McClure and Christine Tsai. The fund admitted a first "class" of twelve startups to its incubator office in Mountain View, California in February 2011. They expanded to a second class of 21 in June 2011 and a third class of 34 in October 2011. 500 Global has $2.3 billion in assets under management (AUM) as of March 2024.
Navitas Semiconductor Corp is a leading global semiconductor firm specializing in gallium nitride (GaN) power integrated circuits. Its high-efficiency, compact power solutions serve consumer electronics, electric vehicles, renewable energy, and industrial sectors, with clients spanning North America, Asia, and Europe.
FBYD vs NVTS — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $6.6M | $8.6M |
| Net Profit | $-296.0K | — |
| Gross Margin | — | 98.6% |
| Operating Margin | -30.9% | -260.6% |
| Net Margin | -4.5% | — |
| Revenue YoY | 383.5% | -38.7% |
| Net Profit YoY | 97.5% | — |
| EPS (diluted) | $-0.01 | — |
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.
| Q1 26 | — | $8.6M | ||
| Q4 25 | $6.6M | $7.3M | ||
| Q3 25 | $4.1M | $10.1M | ||
| Q2 25 | $2.5M | $14.5M | ||
| Q1 25 | $1.7M | $14.0M | ||
| Q4 24 | $1.4M | $18.0M | ||
| Q3 24 | $2.1M | $21.7M | ||
| Q2 24 | $1.8M | $20.5M |
| Q1 26 | — | — | ||
| Q4 25 | $-296.0K | $-31.8M | ||
| Q3 25 | $-10.4M | $-19.2M | ||
| Q2 25 | $25.1M | $-49.1M | ||
| Q1 25 | $-8.1M | $-16.8M | ||
| Q4 24 | $-11.9M | $-39.9M | ||
| Q3 24 | $39.3M | $-18.7M | ||
| Q2 24 | $8.0M | $-22.3M |
| Q1 26 | — | 98.6% | ||
| Q4 25 | — | 38.1% | ||
| Q3 25 | — | 37.9% | ||
| Q2 25 | — | 16.1% | ||
| Q1 25 | — | 37.9% | ||
| Q4 24 | — | 12.4% | ||
| Q3 24 | — | 39.7% | ||
| Q2 24 | — | 39.0% |
| Q1 26 | — | -260.6% | ||
| Q4 25 | -30.9% | -567.3% | ||
| Q3 25 | -90.9% | -192.0% | ||
| Q2 25 | -53.0% | -149.4% | ||
| Q1 25 | -371.1% | -180.5% | ||
| Q4 24 | -335.6% | -216.9% | ||
| Q3 24 | -118.9% | -133.6% | ||
| Q2 24 | -195.9% | -152.1% |
| Q1 26 | — | — | ||
| Q4 25 | -4.5% | -436.1% | ||
| Q3 25 | -256.8% | -190.2% | ||
| Q2 25 | 985.2% | -338.7% | ||
| Q1 25 | -473.8% | -120.1% | ||
| Q4 24 | -871.7% | -221.7% | ||
| Q3 24 | 1899.5% | -86.4% | ||
| Q2 24 | 446.5% | -109.1% |
| Q1 26 | — | — | ||
| Q4 25 | $-0.01 | $-0.14 | ||
| Q3 25 | $-0.13 | $-0.09 | ||
| Q2 25 | $0.30 | $-0.25 | ||
| Q1 25 | $-0.13 | $-0.09 | ||
| Q4 24 | $-0.25 | $-0.22 | ||
| Q3 24 | $0.39 | $-0.10 | ||
| Q2 24 | $0.00 | $-0.12 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.9M | $221.0M |
| Total DebtLower is stronger | $15.6M | — |
| Stockholders' EquityBook value | $11.9M | $420.0M |
| Total Assets | $66.7M | $481.4M |
| Debt / EquityLower = less leverage | 1.31× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $221.0M | ||
| Q4 25 | $1.9M | $236.9M | ||
| Q3 25 | $4.3M | $150.6M | ||
| Q2 25 | $26.1M | $161.2M | ||
| Q1 25 | $1.1M | $75.1M | ||
| Q4 24 | $825.0K | $86.7M | ||
| Q3 24 | $828.0K | $98.3M | ||
| Q2 24 | $1.7M | $111.7M |
| Q1 26 | — | — | ||
| Q4 25 | $15.6M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $41.2M | — | ||
| Q3 24 | $10.3M | — | ||
| Q2 24 | $15.7M | — |
| Q1 26 | — | $420.0M | ||
| Q4 25 | $11.9M | $443.7M | ||
| Q3 25 | $9.2M | $371.0M | ||
| Q2 25 | $414.0K | $388.9M | ||
| Q1 25 | $-11.6M | $341.8M | ||
| Q4 24 | $-9.0M | $348.0M | ||
| Q3 24 | $-1.4M | $380.8M | ||
| Q2 24 | $-44.7M | $388.1M |
| Q1 26 | — | $481.4M | ||
| Q4 25 | $66.7M | $500.5M | ||
| Q3 25 | $66.8M | $430.2M | ||
| Q2 25 | $89.2M | $449.4M | ||
| Q1 25 | $56.7M | $370.8M | ||
| Q4 24 | $61.2M | $390.0M | ||
| Q3 24 | $66.5M | $419.4M | ||
| Q2 24 | $65.9M | $439.1M |
| Q1 26 | — | — | ||
| Q4 25 | 1.31× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $-4.3M | — |
| Free Cash FlowOCF − Capex | $-4.3M | — |
| FCF MarginFCF / Revenue | -66.0% | — |
| Capex IntensityCapex / Revenue | 0.3% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-4.3M | $-8.1M | ||
| Q3 25 | $-13.3M | $-10.0M | ||
| Q2 25 | $-7.9M | $-11.2M | ||
| Q1 25 | $945.0K | $-13.5M | ||
| Q4 24 | $-3.8M | $-10.2M | ||
| Q3 24 | $-2.4M | $-13.7M | ||
| Q2 24 | $-2.6M | $-15.1M |
| Q1 26 | — | — | ||
| Q4 25 | $-4.3M | $-8.2M | ||
| Q3 25 | $-13.4M | $-10.7M | ||
| Q2 25 | — | $-11.9M | ||
| Q1 25 | $853.0K | $-13.6M | ||
| Q4 24 | $-3.8M | $-10.8M | ||
| Q3 24 | $-2.4M | $-14.3M | ||
| Q2 24 | $-2.6M | $-17.9M |
| Q1 26 | — | — | ||
| Q4 25 | -66.0% | -111.8% | ||
| Q3 25 | -329.6% | -106.1% | ||
| Q2 25 | — | -82.2% | ||
| Q1 25 | 49.9% | -96.8% | ||
| Q4 24 | -278.7% | -59.8% | ||
| Q3 24 | -114.9% | -65.9% | ||
| Q2 24 | -145.6% | -87.3% |
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 0.7% | ||
| Q3 25 | 1.0% | 7.0% | ||
| Q2 25 | 0.0% | 4.7% | ||
| Q1 25 | 5.4% | 0.3% | ||
| Q4 24 | 0.1% | 3.1% | ||
| Q3 24 | 0.2% | 2.6% | ||
| Q2 24 | 0.1% | 13.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -0.31× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | -0.06× | — | ||
| Q2 24 | -0.33× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
