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安霸（AMBA）与BuzzFeed, Inc.（BZFD）财务数据对比。点击上方公司名可切换其他公司
安霸的季度营收约是BuzzFeed, Inc.的1.9倍（$108.5M vs $56.5M），安霸净利率更高（-13.9% vs -47.4%，领先33.5%），安霸同比增速更快（31.2% vs 0.6%），安霸自由现金流更多（$31.4M vs $-12.0M），过去两年安霸的营收复合增速更高（45.0% vs 23.6%）
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。
BuzzFeed Inc.是总部位于美国纽约的互联网数字媒体公司，主营新闻与娱乐内容业务，由乔纳·佩雷蒂与约翰·约翰逊三世于2006年创立，最初以追踪 viral 热门传播内容为核心方向，原赫芬顿邮报联合创始人肯尼思·勒勒作为联合创始投资人，现担任公司执行董事长。
AMBA vs BZFD — 直观对比
营收规模更大
AMBA
是对方的1.9倍
$56.5M
营收增速更快
AMBA
高出30.6%
0.6%
净利率更高
AMBA
高出33.5%
-47.4%
自由现金流更多
AMBA
多$43.4M
$-12.0M
两年增速更快
AMBA
近两年复合增速
23.6%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $56.5M |
| 净利润 | $-15.1M | $-26.8M |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | -43.7% |
| 净利率 | -13.9% | -47.4% |
| 营收同比 | 31.2% | 0.6% |
| 净利润同比 | 37.2% | -186.4% |
| 每股收益（稀释后） | $-0.35 | $-0.72 |
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AMBABZFD
| Q4 25 | $108.5M | $56.5M | ||
| Q3 25 | $95.5M | $46.3M | ||
| Q2 25 | $85.9M | $46.4M | ||
| Q1 25 | $84.0M | $36.0M | ||
| Q4 24 | $82.7M | $56.2M | ||
| Q3 24 | $63.7M | $55.6M | ||
| Q2 24 | $54.5M | $41.1M | ||
| Q1 24 | $51.6M | $37.0M |
净利润AMBABZFD
| Q4 25 | $-15.1M | $-26.8M | ||
| Q3 25 | $-20.0M | $-7.4M | ||
| Q2 25 | $-24.3M | $-10.8M | ||
| Q1 25 | $-20.2M | $-12.7M | ||
| Q4 24 | $-24.1M | $31.0M | ||
| Q3 24 | $-34.9M | $2.1M | ||
| Q2 24 | $-37.9M | $-7.5M | ||
| Q1 24 | $-60.6M | $-35.7M |
毛利率AMBABZFD
| 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% | — |
营业利润率AMBABZFD
| Q4 25 | -15.0% | -43.7% | ||
| Q3 25 | -23.0% | -12.9% | ||
| Q2 25 | -30.1% | -7.5% | ||
| Q1 25 | -30.2% | -38.1% | ||
| Q4 24 | -30.9% | 7.0% | ||
| Q3 24 | -56.9% | 2.8% | ||
| Q2 24 | -72.4% | -13.6% | ||
| Q1 24 | -80.8% | -63.4% |
净利率AMBABZFD
| Q4 25 | -13.9% | -47.4% | ||
| Q3 25 | -20.9% | -16.1% | ||
| Q2 25 | -28.3% | -23.3% | ||
| Q1 25 | -24.1% | -35.2% | ||
| Q4 24 | -29.1% | 55.2% | ||
| Q3 24 | -54.8% | 3.8% | ||
| Q2 24 | -69.6% | -18.2% | ||
| Q1 24 | -117.4% | -96.5% |
每股收益（稀释后）AMBABZFD
| Q4 25 | $-0.35 | $-0.72 | ||
| Q3 25 | $-0.47 | $-0.20 | ||
| Q2 25 | $-0.58 | $-0.28 | ||
| Q1 25 | $-0.48 | $-0.33 | ||
| Q4 24 | $-0.58 | $0.86 | ||
| Q3 24 | $-0.85 | $0.05 | ||
| Q2 24 | $-0.93 | $-0.20 | ||
| Q1 24 | $-1.51 | $-0.98 |
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 | $8.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $49.4M |
| 总资产 | $751.9M | $188.1M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AMBABZFD
| Q4 25 | $174.1M | $8.5M | ||
| Q3 25 | $142.7M | $34.3M | ||
| Q2 25 | $141.3M | $29.7M | ||
| Q1 25 | $144.6M | $34.3M | ||
| Q4 24 | $127.1M | $22.4M | ||
| Q3 24 | $153.9M | $53.7M | ||
| Q2 24 | $131.8M | $45.5M | ||
| Q1 24 | $144.9M | $44.5M |
股东权益AMBABZFD
| Q4 25 | $590.1M | $49.4M | ||
| Q3 25 | $576.5M | $75.9M | ||
| Q2 25 | $572.7M | $81.1M | ||
| Q1 25 | $561.4M | $93.8M | ||
| Q4 24 | $554.3M | $104.8M | ||
| Q3 24 | $547.6M | $71.7M | ||
| Q2 24 | $555.4M | $67.2M | ||
| Q1 24 | $559.9M | $73.7M |
总资产AMBABZFD
| Q4 25 | $751.9M | $188.1M | ||
| Q3 25 | $706.4M | $211.2M | ||
| Q2 25 | $701.9M | $210.4M | ||
| Q1 25 | $689.0M | $203.2M | ||
| Q4 24 | $670.8M | $221.4M | ||
| Q3 24 | $650.3M | $276.5M | ||
| Q2 24 | $638.7M | $272.9M | ||
| Q1 24 | $657.7M | $299.0M |
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 | $-11.7M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $-12.0M |
| 自由现金流率自由现金流/营收 | 29.0% | -21.2% |
| 资本支出强度资本支出/营收 | 2.7% | 0.5% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $64.3M | $-20.7M |
8季度趋势，按日历期对齐
经营现金流AMBABZFD
| Q4 25 | $34.3M | $-11.7M | ||
| Q3 25 | $5.5M | $1.7M | ||
| Q2 25 | $14.8M | $-10.1M | ||
| Q1 25 | $25.4M | $1.3M | ||
| Q4 24 | $6.6M | $-4.6M | ||
| Q3 24 | $16.7M | $9.6M | ||
| Q2 24 | $-15.0M | $-12.4M | ||
| Q1 24 | $-4.0M | $-13.3M |
自由现金流AMBABZFD
| Q4 25 | $31.4M | $-12.0M | ||
| Q3 25 | $1.4M | $892.0K | ||
| Q2 25 | $10.2M | $-10.5M | ||
| Q1 25 | $21.2M | $956.0K | ||
| Q4 24 | $4.1M | $-4.7M | ||
| Q3 24 | $14.2M | $9.3M | ||
| Q2 24 | $-16.1M | $-12.5M | ||
| Q1 24 | $-6.0M | $-13.4M |
自由现金流率AMBABZFD
| Q4 25 | 29.0% | -21.2% | ||
| Q3 25 | 1.4% | 1.9% | ||
| Q2 25 | 11.9% | -22.7% | ||
| Q1 25 | 25.3% | 2.7% | ||
| Q4 24 | 5.0% | -8.4% | ||
| Q3 24 | 22.2% | 16.7% | ||
| Q2 24 | -29.5% | -30.5% | ||
| Q1 24 | -11.6% | -36.2% |
资本支出强度AMBABZFD
| Q4 25 | 2.7% | 0.5% | ||
| Q3 25 | 4.3% | 1.8% | ||
| Q2 25 | 5.3% | 1.0% | ||
| Q1 25 | 5.0% | 1.1% | ||
| Q4 24 | 3.0% | 0.3% | ||
| Q3 24 | 4.0% | 0.5% | ||
| Q2 24 | 2.1% | 0.3% | ||
| Q1 24 | 3.7% | 0.2% |
现金转化率AMBABZFD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -0.15× | ||
| Q3 24 | — | 4.59× | ||
| 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% |
BZFD
| Advertising | $25.6M | 45% |
| Commerce And Other | $16.3M | 29% |
| Content | $14.7M | 26% |
