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Ambiq Micro, Inc.（AMBQ）与Ceribell, Inc.（CBLL）财务数据对比。点击上方公司名可切换其他公司
Ceribell, Inc.的季度营收约是Ambiq Micro, Inc.的1.4倍（$24.8M vs $18.2M），Ambiq Micro, Inc.净利率更高（-49.6% vs -54.6%，领先5.0%）
Ambiq Micro, Inc.是一家专注于低功耗微控制器与片上系统的美国半导体企业，产品应用于智能手表、医疗设备、传感器等多个领域。公司由密歇根大学研究人员于2010年创立，总部位于得克萨斯州奥斯汀。其产品采用亚阈值功率优化技术（SPOT）降低能耗，可支持设备端边缘人工智能运算。
Ceribell, Inc.是一家专注于神经诊断领域的医疗科技企业，主打便携式快速脑电图检测设备，可为急症、重症护理场景提供便捷的癫痫发作监测解决方案，核心市场覆盖北美地区，目前正逐步推进全球化业务布局。
AMBQ vs CBLL — 直观对比
营收规模更大
CBLL
是对方的1.4倍
$18.2M
净利率更高
AMBQ
高出5.0%
-54.6%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $18.2M | $24.8M |
| 净利润 | $-9.0M | $-13.5M |
| 毛利率 | 42.3% | 87.3% |
| 营业利润率 | -55.3% | -58.9% |
| 净利率 | -49.6% | -54.6% |
| 营收同比 | — | — |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $-0.72 | $-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AMBQCBLL
| Q4 25 | — | $24.8M | ||
| Q3 25 | $18.2M | $22.6M | ||
| Q2 25 | $17.9M | $21.2M | ||
| Q1 25 | — | $20.5M | ||
| Q3 24 | — | $17.2M |
净利润AMBQCBLL
| Q4 25 | — | $-13.5M | ||
| Q3 25 | $-9.0M | $-13.5M | ||
| Q2 25 | $-8.5M | $-13.6M | ||
| Q1 25 | — | $-12.8M | ||
| Q3 24 | — | $-10.4M |
毛利率AMBQCBLL
| Q4 25 | — | 87.3% | ||
| Q3 25 | 42.3% | 88.3% | ||
| Q2 25 | 40.1% | 88.1% | ||
| Q1 25 | — | 87.9% | ||
| Q3 24 | — | 87.3% |
营业利润率AMBQCBLL
| Q4 25 | — | -58.9% | ||
| Q3 25 | -55.3% | -64.8% | ||
| Q2 25 | -49.2% | -70.5% | ||
| Q1 25 | — | -69.3% | ||
| Q3 24 | — | -57.8% |
净利率AMBQCBLL
| Q4 25 | — | -54.6% | ||
| Q3 25 | -49.6% | -59.6% | ||
| Q2 25 | -47.5% | -64.4% | ||
| Q1 25 | — | -62.4% | ||
| Q3 24 | — | -60.6% |
每股收益（稀释后）AMBQCBLL
| Q4 25 | — | $-0.35 | ||
| Q3 25 | $-0.72 | $-0.37 | ||
| Q2 25 | $-18.89 | $-0.38 | ||
| Q1 25 | — | $-0.36 | ||
| Q3 24 | — | $-1.85 |
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 | $146.5M | $159.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $169.8M | $155.3M |
| 总资产 | $186.7M | $195.8M |
| 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AMBQCBLL
| Q4 25 | — | $159.3M | ||
| Q3 25 | $146.5M | $168.5M | ||
| Q2 25 | $47.5M | $177.4M | ||
| Q1 25 | — | $182.7M | ||
| Q3 24 | — | $14.1M |
股东权益AMBQCBLL
| Q4 25 | — | $155.3M | ||
| Q3 25 | $169.8M | $164.1M | ||
| Q2 25 | $-307.3M | $172.2M | ||
| Q1 25 | — | $180.9M | ||
| Q3 24 | — | $-136.0M |
总资产AMBQCBLL
| Q4 25 | — | $195.8M | ||
| Q3 25 | $186.7M | $199.5M | ||
| Q2 25 | $89.2M | $207.7M | ||
| Q1 25 | — | $213.5M | ||
| Q3 24 | — | $47.1M |
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 | $-5.0M | $-10.8M |
| 自由现金流经营现金流 - 资本支出 | — | $-11.0M |
| 自由现金流率自由现金流/营收 | — | -44.2% |
| 资本支出强度资本支出/营收 | — | 0.7% |
| 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 | — | $-41.6M |
8季度趋势，按日历期对齐
经营现金流AMBQCBLL
| Q4 25 | — | $-10.8M | ||
| Q3 25 | $-5.0M | $-11.1M | ||
| Q2 25 | $-10.5M | $-7.5M | ||
| Q1 25 | — | $-11.4M | ||
| Q3 24 | — | — |
自由现金流AMBQCBLL
| Q4 25 | — | $-11.0M | ||
| Q3 25 | — | $-11.5M | ||
| Q2 25 | — | $-7.6M | ||
| Q1 25 | — | $-11.6M | ||
| Q3 24 | — | — |
自由现金流率AMBQCBLL
| Q4 25 | — | -44.2% | ||
| Q3 25 | — | -50.8% | ||
| Q2 25 | — | -35.9% | ||
| Q1 25 | — | -56.4% | ||
| Q3 24 | — | — |
资本支出强度AMBQCBLL
| Q4 25 | — | 0.7% | ||
| Q3 25 | — | 1.6% | ||
| Q2 25 | — | 0.3% | ||
| Q1 25 | — | 0.7% | ||
| Q3 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
AMBQ
| Customer Concentration Risk | $16.2M | 89% |
| Other | $2.0M | 11% |
CBLL
| Products | $18.8M | 76% |
| Subscription | $6.0M | 24% |
