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安霸（AMBA）与Digital Turbine, Inc.（APPS）财务数据对比。点击上方公司名可切换其他公司
Digital Turbine, Inc.的季度营收约是安霸的1.4倍（$151.4M vs $108.5M），Digital Turbine, Inc.净利率更高（3.4% vs -13.9%，领先17.3%），安霸同比增速更快（31.2% vs 12.4%），过去两年安霸的营收复合增速更高（45.0% vs 16.2%）
安霸是美国无晶圆厂半导体设计企业，专注于低功耗高清、超高清视频压缩、图像处理及计算机视觉处理器研发。其芯片产品广泛应用于视频安防、高级驾驶辅助系统、电子后视镜、行车记录仪、驾驶舱内监测、自动驾驶、机器人等多元人机视觉场景。
Digital Turbine是一家全球移动广告科技企业，为移动运营商、设备厂商及应用开发者提供端到端的应用变现、用户获取和定向广告解决方案，业务覆盖北美、欧洲、亚太地区，服务电信、移动科技、消费应用等多个核心领域。
AMBA vs APPS — 直观对比
营收规模更大
APPS
是对方的1.4倍
$108.5M
营收增速更快
AMBA
高出18.8%
12.4%
净利率更高
APPS
高出17.3%
-13.9%
两年增速更快
AMBA
近两年复合增速
16.2%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $151.4M |
| 净利润 | $-15.1M | $5.1M |
| 毛利率 | 59.6% | 57.4% |
| 营业利润率 | -15.0% | 14.3% |
| 净利率 | -13.9% | 3.4% |
| 营收同比 | 31.2% | 12.4% |
| 净利润同比 | 37.2% | 122.1% |
| 每股收益（稀释后） | $-0.35 | $0.03 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收AMBAAPPS
| Q4 25 | $108.5M | $151.4M | ||
| Q3 25 | $95.5M | $140.4M | ||
| Q2 25 | $85.9M | $130.9M | ||
| Q1 25 | $84.0M | $119.2M | ||
| Q4 24 | $82.7M | $134.6M | ||
| Q3 24 | $63.7M | $118.7M | ||
| Q2 24 | $54.5M | $118.0M | ||
| Q1 24 | $51.6M | $112.2M |
净利润AMBAAPPS
| Q4 25 | $-15.1M | $5.1M | ||
| Q3 25 | $-20.0M | $-21.4M | ||
| Q2 25 | $-24.3M | $-14.1M | ||
| Q1 25 | $-20.2M | $-18.8M | ||
| Q4 24 | $-24.1M | $-23.1M | ||
| Q3 24 | $-34.9M | $-25.0M | ||
| Q2 24 | $-37.9M | $-25.2M | ||
| Q1 24 | $-60.6M | $-236.5M |
毛利率AMBAAPPS
| Q4 25 | 59.6% | 57.4% | ||
| Q3 25 | 58.9% | 55.1% | ||
| Q2 25 | 60.0% | 55.6% | ||
| Q1 25 | 60.0% | 55.4% | ||
| Q4 24 | 60.6% | 48.0% | ||
| Q3 24 | 60.8% | 52.6% | ||
| Q2 24 | 60.9% | 52.7% | ||
| Q1 24 | 59.8% | 52.3% |
营业利润率AMBAAPPS
| Q4 25 | -15.0% | 14.3% | ||
| Q3 25 | -23.0% | 4.7% | ||
| Q2 25 | -30.1% | -3.6% | ||
| Q1 25 | -30.2% | -9.8% | ||
| Q4 24 | -30.9% | -9.5% | ||
| Q3 24 | -56.9% | -11.4% | ||
| Q2 24 | -72.4% | -13.6% | ||
| Q1 24 | -80.8% | -185.2% |
净利率AMBAAPPS
| Q4 25 | -13.9% | 3.4% | ||
| Q3 25 | -20.9% | -15.2% | ||
| Q2 25 | -28.3% | -10.8% | ||
| Q1 25 | -24.1% | -15.8% | ||
| Q4 24 | -29.1% | -17.2% | ||
| Q3 24 | -54.8% | -21.0% | ||
| Q2 24 | -69.6% | -21.3% | ||
| Q1 24 | -117.4% | -210.7% |
每股收益（稀释后）AMBAAPPS
| Q4 25 | $-0.35 | $0.03 | ||
| Q3 25 | $-0.47 | $-0.20 | ||
| Q2 25 | $-0.58 | $-0.13 | ||
| Q1 25 | $-0.48 | $-0.18 | ||
| Q4 24 | $-0.58 | $-0.22 | ||
| Q3 24 | $-0.85 | $-0.24 | ||
| Q2 24 | $-0.93 | $-0.25 | ||
| Q1 24 | $-1.51 | $-2.33 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $174.1M | $40.2M |
| 总债务越低越好 | — | $355.0M |
| 股东权益账面价值 | $590.1M | $194.6M |
| 总资产 | $751.9M | $858.2M |
| 负债/权益比越低杠杆越低 | — | 1.82× |
8季度趋势，按日历期对齐
现金及短期投资AMBAAPPS
| Q4 25 | $174.1M | $40.2M | ||
| Q3 25 | $142.7M | $38.8M | ||
| Q2 25 | $141.3M | $33.4M | ||
| Q1 25 | $144.6M | $39.4M | ||
| Q4 24 | $127.1M | $34.6M | ||
| Q3 24 | $153.9M | $32.1M | ||
| Q2 24 | $131.8M | $35.0M | ||
| Q1 24 | $144.9M | $32.9M |
总债务AMBAAPPS
| Q4 25 | — | $355.0M | ||
| Q3 25 | — | $396.4M | ||
| Q2 25 | — | $400.5M | ||
| Q1 25 | — | $408.7M | ||
| Q4 24 | — | $408.2M | ||
| Q3 24 | — | $407.6M | ||
| Q2 24 | — | $393.8M | ||
| Q1 24 | — | $383.5M |
股东权益AMBAAPPS
| Q4 25 | $590.1M | $194.6M | ||
| Q3 25 | $576.5M | $148.1M | ||
| Q2 25 | $572.7M | $152.3M | ||
| Q1 25 | $561.4M | $154.0M | ||
| Q4 24 | $554.3M | $163.6M | ||
| Q3 24 | $547.6M | $182.4M | ||
| Q2 24 | $555.4M | $196.0M | ||
| Q1 24 | $559.9M | $213.9M |
总资产AMBAAPPS
| Q4 25 | $751.9M | $858.2M | ||
| Q3 25 | $706.4M | $818.7M | ||
| Q2 25 | $701.9M | $818.4M | ||
| Q1 25 | $689.0M | $812.9M | ||
| Q4 24 | $670.8M | $839.7M | ||
| Q3 24 | $650.3M | $844.5M | ||
| Q2 24 | $638.7M | $860.2M | ||
| Q1 24 | $657.7M | $865.5M |
负债/权益比AMBAAPPS
| Q4 25 | — | 1.82× | ||
| Q3 25 | — | 2.68× | ||
| Q2 25 | — | 2.63× | ||
| Q1 25 | — | 2.65× | ||
| Q4 24 | — | 2.50× | ||
| Q3 24 | — | 2.24× | ||
| Q2 24 | — | 2.01× | ||
| Q1 24 | — | 1.79× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $34.3M | $14.2M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | — |
| 自由现金流率自由现金流/营收 | 29.0% | — |
| 资本支出强度资本支出/营收 | 2.7% | — |
| 现金转化率经营现金流/净利润 | — | 2.78× |
| 过去12个月自由现金流最近4个季度 | $64.3M | — |
8季度趋势，按日历期对齐
经营现金流AMBAAPPS
| Q4 25 | $34.3M | $14.2M | ||
| Q3 25 | $5.5M | $14.5M | ||
| Q2 25 | $14.8M | $8.8M | ||
| Q1 25 | $25.4M | $11.9M | ||
| Q4 24 | $6.6M | $10.4M | ||
| Q3 24 | $16.7M | $-8.7M | ||
| Q2 24 | $-15.0M | $-1.4M | ||
| Q1 24 | $-4.0M | $28.7M |
自由现金流AMBAAPPS
| Q4 25 | $31.4M | — | ||
| Q3 25 | $1.4M | — | ||
| Q2 25 | $10.2M | — | ||
| Q1 25 | $21.2M | — | ||
| Q4 24 | $4.1M | — | ||
| Q3 24 | $14.2M | — | ||
| Q2 24 | $-16.1M | — | ||
| Q1 24 | $-6.0M | — |
自由现金流率AMBAAPPS
| Q4 25 | 29.0% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 11.9% | — | ||
| Q1 25 | 25.3% | — | ||
| Q4 24 | 5.0% | — | ||
| Q3 24 | 22.2% | — | ||
| Q2 24 | -29.5% | — | ||
| Q1 24 | -11.6% | — |
资本支出强度AMBAAPPS
| Q4 25 | 2.7% | — | ||
| Q3 25 | 4.3% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 5.0% | — | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 4.0% | — | ||
| Q2 24 | 2.1% | — | ||
| Q1 24 | 3.7% | — |
现金转化率AMBAAPPS
| Q4 25 | — | 2.78× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
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% |
APPS
| On Device Solutions | $99.6M | 66% |
| App Growth Platform | $52.6M | 35% |
