vs
安霸（AMBA）与ServiceNow（NOW）财务数据对比。点击上方公司名可切换其他公司
ServiceNow的季度营收约是安霸的34.8倍（$3.8B vs $108.5M），ServiceNow净利率更高（12.4% vs -13.9%，领先26.4%），安霸同比增速更快（31.2% vs 2.8%），ServiceNow自由现金流更多（$1.7B vs $31.4M），过去两年安霸的营收复合增速更高（45.0% vs 19.8%）
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。
ServiceNow是2003年由弗雷德·卢迪在美国加利福尼亚州圣克拉拉创立的软件企业，主打云计算平台产品，可支持企业搭建及管理自动化业务工作流。公司于纽交所上市，现为标普100及标普500指数成分股。
AMBA vs NOW — 直观对比
营收规模更大
NOW
是对方的34.8倍
$108.5M
营收增速更快
AMBA
高出28.4%
2.8%
净利率更高
NOW
高出26.4%
-13.9%
自由现金流更多
NOW
多$1.6B
$31.4M
两年增速更快
AMBA
近两年复合增速
19.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $3.8B |
| 净利润 | $-15.1M | $469.0M |
| 毛利率 | 59.6% | 75.1% |
| 营业利润率 | -15.0% | 13.3% |
| 净利率 | -13.9% | 12.4% |
| 营收同比 | 31.2% | 2.8% |
| 净利润同比 | 37.2% | -53.7% |
| 每股收益（稀释后） | $-0.35 | $1.04 |
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AMBANOW
| Q1 26 | — | $3.8B | ||
| Q4 25 | $108.5M | $3.6B | ||
| Q3 25 | $95.5M | $3.4B | ||
| Q2 25 | $85.9M | $3.2B | ||
| Q1 25 | $84.0M | $3.1B | ||
| Q4 24 | $82.7M | $3.0B | ||
| Q3 24 | $63.7M | $2.8B | ||
| Q2 24 | $54.5M | $2.6B |
净利润AMBANOW
| Q1 26 | — | $469.0M | ||
| Q4 25 | $-15.1M | $401.0M | ||
| Q3 25 | $-20.0M | $502.0M | ||
| Q2 25 | $-24.3M | $385.0M | ||
| Q1 25 | $-20.2M | $460.0M | ||
| Q4 24 | $-24.1M | $384.0M | ||
| Q3 24 | $-34.9M | $432.0M | ||
| Q2 24 | $-37.9M | $262.0M |
毛利率AMBANOW
| Q1 26 | — | 75.1% | ||
| Q4 25 | 59.6% | 76.6% | ||
| Q3 25 | 58.9% | 77.3% | ||
| Q2 25 | 60.0% | 77.5% | ||
| Q1 25 | 60.0% | 78.9% | ||
| Q4 24 | 60.6% | 78.7% | ||
| Q3 24 | 60.8% | 79.1% | ||
| Q2 24 | 60.9% | 79.0% |
营业利润率AMBANOW
| Q1 26 | — | 13.3% | ||
| Q4 25 | -15.0% | 12.4% | ||
| Q3 25 | -23.0% | 16.8% | ||
| Q2 25 | -30.1% | 11.1% | ||
| Q1 25 | -30.2% | 14.6% | ||
| Q4 24 | -30.9% | 12.6% | ||
| Q3 24 | -56.9% | 14.9% | ||
| Q2 24 | -72.4% | 9.1% |
净利率AMBANOW
| Q1 26 | — | 12.4% | ||
| Q4 25 | -13.9% | 11.2% | ||
| Q3 25 | -20.9% | 14.7% | ||
| Q2 25 | -28.3% | 12.0% | ||
| Q1 25 | -24.1% | 14.9% | ||
| Q4 24 | -29.1% | 13.0% | ||
| Q3 24 | -54.8% | 15.4% | ||
| Q2 24 | -69.6% | 10.0% |
每股收益（稀释后）AMBANOW
| Q1 26 | — | $1.04 | ||
| Q4 25 | $-0.35 | $-4.77 | ||
| Q3 25 | $-0.47 | $2.40 | ||
| Q2 25 | $-0.58 | $1.84 | ||
| Q1 25 | $-0.48 | $2.20 | ||
| Q4 24 | $-0.58 | $1.84 | ||
| Q3 24 | $-0.85 | $2.07 | ||
| Q2 24 | $-0.93 | $1.26 |
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 | $2.7B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $11.7B |
| 总资产 | $751.9M | $24.4B |
| 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AMBANOW
| Q1 26 | — | $2.7B | ||
| Q4 25 | $174.1M | $3.7B | ||
| Q3 25 | $142.7M | $2.7B | ||
| Q2 25 | $141.3M | $3.1B | ||
| Q1 25 | $144.6M | $3.4B | ||
| Q4 24 | $127.1M | $2.3B | ||
| Q3 24 | $153.9M | $1.9B | ||
| Q2 24 | $131.8M | $2.2B |
股东权益AMBANOW
| Q1 26 | — | $11.7B | ||
| Q4 25 | $590.1M | $13.0B | ||
| Q3 25 | $576.5M | $11.3B | ||
| Q2 25 | $572.7M | $10.9B | ||
| Q1 25 | $561.4M | $10.1B | ||
| Q4 24 | $554.3M | $9.6B | ||
| Q3 24 | $547.6M | $9.3B | ||
| Q2 24 | $555.4M | $8.7B |
总资产AMBANOW
| Q1 26 | — | $24.4B | ||
| Q4 25 | $751.9M | $26.0B | ||
| Q3 25 | $706.4M | $21.8B | ||
| Q2 25 | $701.9M | $22.1B | ||
| Q1 25 | $689.0M | $21.0B | ||
| Q4 24 | $670.8M | $20.4B | ||
| Q3 24 | $650.3M | $18.4B | ||
| Q2 24 | $638.7M | $18.2B |
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 | $1.7B |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $1.7B |
| 自由现金流率自由现金流/营收 | 29.0% | 44.2% |
| 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 | — | 3.56× |
| 过去12个月自由现金流最近4个季度 | $64.3M | $4.8B |
8季度趋势，按日历期对齐
经营现金流AMBANOW
| Q1 26 | — | $1.7B | ||
| Q4 25 | $34.3M | $2.2B | ||
| Q3 25 | $5.5M | $813.0M | ||
| Q2 25 | $14.8M | $716.0M | ||
| Q1 25 | $25.4M | $1.7B | ||
| Q4 24 | $6.6M | $1.6B | ||
| Q3 24 | $16.7M | $671.0M | ||
| Q2 24 | $-15.0M | $620.0M |
自由现金流AMBANOW
| Q1 26 | — | $1.7B | ||
| Q4 25 | $31.4M | $2.0B | ||
| Q3 25 | $1.4M | $578.0M | ||
| Q2 25 | $10.2M | $526.0M | ||
| Q1 25 | $21.2M | $1.5B | ||
| Q4 24 | $4.1M | $1.4B | ||
| Q3 24 | $14.2M | $469.0M | ||
| Q2 24 | $-16.1M | $358.0M |
自由现金流率AMBANOW
| Q1 26 | — | 44.2% | ||
| Q4 25 | 29.0% | 56.1% | ||
| Q3 25 | 1.4% | 17.0% | ||
| Q2 25 | 11.9% | 16.4% | ||
| Q1 25 | 25.3% | 47.7% | ||
| Q4 24 | 5.0% | 46.7% | ||
| Q3 24 | 22.2% | 16.8% | ||
| Q2 24 | -29.5% | 13.6% |
资本支出强度AMBANOW
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 6.7% | ||
| Q3 25 | 4.3% | 6.9% | ||
| Q2 25 | 5.3% | 5.9% | ||
| Q1 25 | 5.0% | 6.6% | ||
| Q4 24 | 3.0% | 8.6% | ||
| Q3 24 | 4.0% | 7.2% | ||
| Q2 24 | 2.1% | 10.0% |
现金转化率AMBANOW
| Q1 26 | — | 3.56× | ||
| Q4 25 | — | 5.58× | ||
| Q3 25 | — | 1.62× | ||
| Q2 25 | — | 1.86× | ||
| Q1 25 | — | 3.65× | ||
| Q4 24 | — | 4.26× | ||
| Q3 24 | — | 1.55× | ||
| Q2 24 | — | 2.37× |
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% |
NOW
| Subscription revenues | $3.7B | 97% |
| Other | $99.0M | 3% |
