Ambarella vs Xperi
Ambarella and Xperi are similar in size: $391m and $448m of revenue in their latest fiscal years. Ambarella grew faster (37.2% against -9.2%). Xperi kept more of each dollar of sales as profit: a net margin of -12.6% against -19.4%.
| Latest fiscal year | AmbarellaAMBA, 2026 | XperiXPER, 2025 |
|---|---|---|
| Revenue | $391m | $448m |
| Revenue growth | 37.2% | -9.2% |
| Net income | −$75.9m | −$56.3m |
| Operating margin | -21.1% | -9.8% |
| Net margin | -19.4% | -12.6% |
| Return on equity | -13.1% | -13.4% |
| Free cash flow | $58.0m | −$5.9m |
| Cash | $191m | $96.8m |
| Total debt | — | $40.0m |
| Debt to equity | — | 9.7% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $1.0m | $0 |
| Employees | 959 | 1,460 |
| Market value | $2.75bn | $262m |
| Price vs our value range | — | — |
| Moat score | 65 (Moderate) | — |
| Insider trades, 12 months | 0 buys, 44 sales | 0 buys, 0 sales |