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安霸（AMBA）与Talkspace, Inc.（TALK）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Talkspace, Inc.的1.7倍（$108.5M vs $63.0M），Talkspace, Inc.净利率更高（7.6% vs -13.9%，领先21.5%），安霸同比增速更快（31.2% vs 29.3%），过去两年安霸的营收复合增速更高（45.0% vs 17.8%）
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。
Talkspace, Inc.是一家提供线上与移动端心理咨询服务的美国企业，由奥伦·弗兰克与罗尼·弗兰克创立于2012年，总部位于纽约。公司依托网页与移动端平台，帮助用户对接具备执业资质的心理咨询师与精神科医师，支持文字、音频、视频消息沟通，部分场景还可提供实时视频咨询服务。
AMBA vs TALK — 直观对比
营收规模更大
AMBA
是对方的1.7倍
$63.0M
营收增速更快
AMBA
高出1.9%
29.3%
净利率更高
TALK
高出21.5%
-13.9%
两年增速更快
AMBA
近两年复合增速
17.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $63.0M |
| 净利润 | $-15.1M | $4.8M |
| 毛利率 | 59.6% | — |
| 营业利润率 | -15.0% | 6.1% |
| 净利率 | -13.9% | 7.6% |
| 营收同比 | 31.2% | 29.3% |
| 净利润同比 | 37.2% | 292.5% |
| 每股收益（稀释后） | $-0.35 | — |
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AMBATALK
| Q4 25 | $108.5M | $63.0M | ||
| Q3 25 | $95.5M | $59.4M | ||
| Q2 25 | $85.9M | $54.3M | ||
| Q1 25 | $84.0M | $52.2M | ||
| Q4 24 | $82.7M | $48.7M | ||
| Q3 24 | $63.7M | $47.4M | ||
| Q2 24 | $54.5M | $46.1M | ||
| Q1 24 | $51.6M | $45.4M |
净利润AMBATALK
| Q4 25 | $-15.1M | $4.8M | ||
| Q3 25 | $-20.0M | $3.3M | ||
| Q2 25 | $-24.3M | $-541.0K | ||
| Q1 25 | $-20.2M | $318.0K | ||
| Q4 24 | $-24.1M | $1.2M | ||
| Q3 24 | $-34.9M | $1.9M | ||
| Q2 24 | $-37.9M | $-474.0K | ||
| Q1 24 | $-60.6M | $-1.5M |
毛利率AMBATALK
| Q4 25 | 59.6% | — | ||
| Q3 25 | 58.9% | — | ||
| Q2 25 | 60.0% | — | ||
| Q1 25 | 60.0% | 44.6% | ||
| Q4 24 | 60.6% | 44.2% | ||
| Q3 24 | 60.8% | 45.6% | ||
| Q2 24 | 60.9% | 45.5% | ||
| Q1 24 | 59.8% | 47.8% |
营业利润率AMBATALK
| Q4 25 | -15.0% | 6.1% | ||
| Q3 25 | -23.0% | 3.7% | ||
| Q2 25 | -30.1% | -3.3% | ||
| Q1 25 | -30.2% | -2.1% | ||
| Q4 24 | -30.9% | 1.2% | ||
| Q3 24 | -56.9% | 0.2% | ||
| Q2 24 | -72.4% | -7.6% | ||
| Q1 24 | -80.8% | -3.7% |
净利率AMBATALK
| Q4 25 | -13.9% | 7.6% | ||
| Q3 25 | -20.9% | 5.5% | ||
| Q2 25 | -28.3% | -1.0% | ||
| Q1 25 | -24.1% | 0.6% | ||
| Q4 24 | -29.1% | 2.5% | ||
| Q3 24 | -54.8% | 4.0% | ||
| Q2 24 | -69.6% | -1.0% | ||
| Q1 24 | -117.4% | -3.2% |
每股收益（稀释后）AMBATALK
| Q4 25 | $-0.35 | — | ||
| Q3 25 | $-0.47 | $0.02 | ||
| Q2 25 | $-0.58 | — | ||
| Q1 25 | $-0.48 | $0.00 | ||
| Q4 24 | $-0.58 | $0.01 | ||
| Q3 24 | $-0.85 | $0.01 | ||
| Q2 24 | $-0.93 | $0.00 | ||
| Q1 24 | $-1.51 | $-0.01 |
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 | $37.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $590.1M | $117.0M |
| 总资产 | $751.9M | $134.9M |
| 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AMBATALK
| Q4 25 | $174.1M | $37.4M | ||
| Q3 25 | $142.7M | $39.5M | ||
| Q2 25 | $141.3M | $54.3M | ||
| Q1 25 | $144.6M | $60.1M | ||
| Q4 24 | $127.1M | $76.7M | ||
| Q3 24 | $153.9M | $119.0M | ||
| Q2 24 | $131.8M | $114.9M | ||
| Q1 24 | $144.9M | $120.3M |
股东权益AMBATALK
| Q4 25 | $590.1M | $117.0M | ||
| Q3 25 | $576.5M | $109.1M | ||
| Q2 25 | $572.7M | $112.9M | ||
| Q1 25 | $561.4M | $113.4M | ||
| Q4 24 | $554.3M | $117.4M | ||
| Q3 24 | $547.6M | $117.6M | ||
| Q2 24 | $555.4M | $114.0M | ||
| Q1 24 | $559.9M | $119.6M |
总资产AMBATALK
| Q4 25 | $751.9M | $134.9M | ||
| Q3 25 | $706.4M | $129.1M | ||
| Q2 25 | $701.9M | $132.8M | ||
| Q1 25 | $689.0M | $134.2M | ||
| Q4 24 | $670.8M | $138.7M | ||
| Q3 24 | $650.3M | $138.2M | ||
| Q2 24 | $638.7M | $133.8M | ||
| Q1 24 | $657.7M | $138.3M |
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 | $5.4M |
| 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 | — | 1.13× |
| 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AMBATALK
| Q4 25 | $34.3M | $5.4M | ||
| Q3 25 | $5.5M | $4.7M | ||
| Q2 25 | $14.8M | $-351.0K | ||
| Q1 25 | $25.4M | $-1.2M | ||
| Q4 24 | $6.6M | $3.7M | ||
| Q3 24 | $16.7M | $6.2M | ||
| Q2 24 | $-15.0M | $4.8M | ||
| Q1 24 | $-4.0M | $-3.4M |
自由现金流AMBATALK
| 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 | $4.5M | ||
| Q1 24 | $-6.0M | $-3.8M |
自由现金流率AMBATALK
| 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% | 9.7% | ||
| Q1 24 | -11.6% | -8.3% |
资本支出强度AMBATALK
| 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% | 0.7% | ||
| Q1 24 | 3.7% | 0.8% |
现金转化率AMBATALK
| Q4 25 | — | 1.13× | ||
| Q3 25 | — | 1.46× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -3.90× | ||
| Q4 24 | — | 3.02× | ||
| Q3 24 | — | 3.31× | ||
| 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% |
TALK
| Payor Revenue | $47.7M | 76% |
| Dte Revenue | $11.6M | 18% |
| Consumer | $3.7M | 6% |
