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Ambarella vs Nlight: AMBA and LASR compared
Ambarella is the larger company: $108M of revenue in its latest quarter (Q2 FY27) against $73.8M for Nlight (Q3 2026). Ambarella is growing faster (+13% against +10% a year earlier). Ambarella is more profitable, with an operating margin of -7.5% against -12.5%.
Where the money goes: AMBA and LASR
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.
Nlight (LASR) · Q3 2026
Nlight, Q3 2026: revenue $73.8M (+10% year over year), operating margin -12.5%, net loss $7.2M, operating cash flow −$13.1M. The chart follows the revenue to costs, profit and cash.
| Ambarella (AMBA) | Nlight (LASR) | |
|---|---|---|
| Latest quarter | Q2 FY27 | Q3 2026 |
| Revenue | $108M | $73.8M |
| Revenue growth, Y/Y | +13% | +10% |
| Operating margin | -7.5% | -12.5% |
| Net earnings | −$6.7M | −$7.2M |
| Net margin | -6.2% | -9.7% |
| Operating cash flow | −$260K | −$13.1M |
Where the revenue comes from
Nlight
- Products: $48.0M (65%)
- Development: $25.7M (35%)
Questions
Which is bigger, Ambarella or Nlight?
Ambarella is the larger company: $108M of revenue in its latest quarter (Q2 FY27) against $73.8M for Nlight (Q3 2026).
Is Ambarella or Nlight growing faster?
Ambarella is growing faster (+13% against +10% a year earlier).
Which is more profitable, Ambarella or Nlight?
Ambarella is more profitable, with an operating margin of -7.5% against -12.5%.
More: Ambarella earnings · how Ambarella makes money · Nlight earnings · how Nlight makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Sep 4, 2026; 10-Q filed Nov 6, 2026). Fiscal quarters can end on different dates. Not investment advice.