Filing Flows › Comparisons › AMBA vs AXTI
Ambarella vs AXT: AMBA and AXTI compared
Ambarella is the larger company: $108M of revenue in its latest quarter (Q2 FY27) against $73.4M for AXT (Q3 2026). AXT is growing faster (+163% against +13% a year earlier). AXT is more profitable, with an operating margin of 38.7% against -7.5%.
Where the money goes: AMBA and AXTI
Ambarella (AMBA) · Q2 FY27
Ambarella, Q2 FY27: revenue $108M (+13% year over year), operating margin -7.5%, net loss $6.7M, operating cash flow −$260K. The chart follows the revenue to costs, profit and cash.
AXT (AXTI) · Q3 2026
AXT, Q3 2026: revenue $73.4M (+163% year over year), operating margin 38.7%, net earnings $25.7M. The chart follows the revenue to costs, profit and cash.
| Ambarella (AMBA) | AXT (AXTI) | |
|---|---|---|
| Latest quarter | Q2 FY27 | Q3 2026 |
| Revenue | $108M | $73.4M |
| Revenue growth, Y/Y | +13% | +163% |
| Gross margin | — | 56.0% |
| Operating margin | -7.5% | 38.7% |
| Net earnings | −$6.7M | $25.7M |
| Net margin | -6.2% | 35.0% |
| Operating cash flow | −$260K | — |
Questions
Which is bigger, Ambarella or AXT?
Ambarella is the larger company: $108M of revenue in its latest quarter (Q2 FY27) against $73.4M for AXT (Q3 2026).
Is Ambarella or AXT growing faster?
AXT is growing faster (+163% against +13% a year earlier).
Which is more profitable, Ambarella or AXT?
AXT is more profitable, with an operating margin of 38.7% against -7.5%.
More: Ambarella earnings · how Ambarella makes money · AXT earnings · how AXT makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Sep 4, 2026; 8-K filed Oct 29, 2026). Fiscal quarters can end on different dates. Not investment advice.