AMBA compared with NVDA: revenue, margins and what each company keeps, and the suppliers and customers both name

AMBAAmbarella Inc

Mkt capRevenueRevenue

NVDANvidia Corp

Mkt capRevenueRevenue

Compare

AMBAAmbarella Inc

NVDANvidia Corp

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

Save comparison

Earnings history

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

Desk News Calendar Saved

Earnings history

last 4 reports each · paired by recencyMethod ›

AMBA

3 of 4at or beyond implied

Reportimpliedrealized× implied

Q2 FY27±12.3%▼−0.77%×0.07

Q1 FY27±14.3%▼−21.41%×1.50

Feb 27 '26±11.5%▼−14.89%×1.30

Q3 FY26±12.5%▼−18.78%×1.50

NVDA

2 of 4at or beyond implied

Reportimpliedrealized× implied

Q2 FY27±5.0%▲+8.74%×1.74

Q1 FY27±5.0%▼−1.77%×0.36

= impliedAMBA realized, solidNVDA realized, hatchedOne scale, both sides: full bar = 22%× = |realized| ÷ impliedSource: market data

Q4 FY26

±5.2%

▼−5.46%

×1.06

Q3 FY26±6.1%▼−3.15%×0.51

AMBAAmbarella Inc

55.17▼−9.44%· post 54.90· delayed

Mkt cap$2.4BRevenue$108MQ2 FY27Revenue$285MFY25

NVDANvidia Corp

181.77▼−9.17%· post 181.94· delayed

After hoursNov 5 '26delayed

Mkt cap$4.8TRevenue$96.2BQ2 FY27Revenue$216BFY26

Compare

After hoursNov 5 '26delayed

AMBAAmbarella Inc

NVDANvidia Corp

55.17▼−9.44%post 54.90delayed

Price

181.77▼−9.17%post 181.94delayed

$2.4B

Mkt cap

$4.8T

Q2 FY27$108M

Revenue

$96.2BQ2 FY27

FY25$285M

Revenue

$216BFY26

AMBA55.17▼−9.44%vsNVDA181.77▼−9.17%After hoursNov 5 '26delayed