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Wolfspeed vs Ambarella: WOLF and AMBA compared
Wolfspeed is the larger company: $155M of revenue in its latest quarter (Q1 FY27) against $108M for Ambarella (Q2 FY27). Ambarella is growing faster (+13% against -21% a year earlier). Ambarella is more profitable, with an operating margin of -7.5% against -72.8%.
Where the money goes: WOLF and AMBA
Wolfspeed (WOLF) · Q1 FY27
Wolfspeed, Q1 FY27: revenue $155M (-21% year over year), operating margin -72.8%, net loss $144M, operating cash flow −$84.2M. The chart follows the revenue to costs, profit and cash.
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.
| Wolfspeed (WOLF) | Ambarella (AMBA) | |
|---|---|---|
| Latest quarter | Q1 FY27 | Q2 FY27 |
| Revenue | $155M | $108M |
| Revenue growth, Y/Y | -21% | +13% |
| Operating margin | -72.8% | -7.5% |
| Net earnings | −$144M | −$6.7M |
| Net margin | -92.8% | -6.2% |
| Operating cash flow | −$84.2M | −$260K |
Where the revenue comes from
Wolfspeed
- Power Products: $117M (75%)
- Materials Products: $38.2M (25%)
Questions
Which is bigger, Wolfspeed or Ambarella?
Wolfspeed is the larger company: $155M of revenue in its latest quarter (Q1 FY27) against $108M for Ambarella (Q2 FY27).
Is Wolfspeed or Ambarella growing faster?
Ambarella is growing faster (+13% against -21% a year earlier).
Which is more profitable, Wolfspeed or Ambarella?
Ambarella is more profitable, with an operating margin of -7.5% against -72.8%.
More: Wolfspeed earnings · how Wolfspeed makes money · Ambarella earnings · how Ambarella makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 5, 2026; 10-Q filed Sep 4, 2026). Fiscal quarters can end on different dates. Not investment advice.