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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and Ascendis Pharma A/S (ASND). Click either name above to swap in a different company.

Ascendis Pharma A/S is the larger business by last-quarter revenue ($267.3M vs $141.3M, roughly 1.9× Arlo Technologies, Inc.). On growth, Ascendis Pharma A/S posted the faster year-over-year revenue change (42.3% vs 16.2%). Over the past eight quarters, Ascendis Pharma A/S's revenue compounded faster (60.7% CAGR vs 6.7%).

Arlo Technologies is an American company that makes wireless surveillance cameras. Prior to an initial public offering (IPO) on the New York Stock Exchange in August 2018, Arlo was a brand of such products by Netgear, which retained majority control after the IPO.

Growth hormone therapy refers to the use of growth hormone (GH) as a prescription medication—it is one form of hormone therapy. Growth hormone is a peptide hormone secreted by the pituitary gland that stimulates growth and cell reproduction. In the past, growth hormone was extracted from human pituitary glands. Growth hormone is now produced by recombinant DNA technology and is prescribed for a variety of reasons. GH therapy has been a focus of social and ethical controversies for 50 years.

ARLO vs ASND — Head-to-Head

Bigger by revenue
ASND
ASND
1.9× larger
ASND
$267.3M
$141.3M
ARLO
Growing faster (revenue YoY)
ASND
ASND
+26.1% gap
ASND
42.3%
16.2%
ARLO
Faster 2-yr revenue CAGR
ASND
ASND
Annualised
ASND
60.7%
6.7%
ARLO

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
ARLO
ARLO
ASND
ASND
Revenue
$141.3M
$267.3M
Net Profit
$5.8M
Gross Margin
46.4%
90.5%
Operating Margin
3.3%
Net Margin
4.1%
Revenue YoY
16.2%
42.3%
Net Profit YoY
218.6%
EPS (diluted)
$0.06

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
ARLO
ARLO
ASND
ASND
Q4 25
$141.3M
$267.3M
Q3 25
$139.5M
$230.7M
Q2 25
$129.4M
$170.7M
Q1 25
$119.1M
$109.0M
Q4 24
$121.6M
$187.8M
Q3 24
$137.7M
$62.5M
Q2 24
$127.4M
$38.9M
Q1 24
$124.2M
$103.6M
Net Profit
ARLO
ARLO
ASND
ASND
Q4 25
$5.8M
Q3 25
$6.9M
$-65.9M
Q2 25
$3.1M
$-42.0M
Q1 25
$-835.0K
$-102.2M
Q4 24
$-4.9M
Q3 24
$-4.4M
$-107.1M
Q2 24
$-11.6M
$-118.1M
Q1 24
$-9.6M
$-141.5M
Gross Margin
ARLO
ARLO
ASND
ASND
Q4 25
46.4%
90.5%
Q3 25
40.5%
89.5%
Q2 25
44.9%
80.1%
Q1 25
44.3%
82.6%
Q4 24
36.9%
91.9%
Q3 24
35.2%
80.6%
Q2 24
36.8%
68.2%
Q1 24
38.1%
92.1%
Operating Margin
ARLO
ARLO
ASND
ASND
Q4 25
3.3%
Q3 25
0.6%
5.1%
Q2 25
1.5%
-33.5%
Q1 25
-1.2%
-103.2%
Q4 24
-5.0%
Q3 24
-4.0%
-167.3%
Q2 24
-10.0%
-370.2%
Q1 24
-8.5%
-51.2%
Net Margin
ARLO
ARLO
ASND
ASND
Q4 25
4.1%
Q3 25
4.9%
-28.5%
Q2 25
2.4%
-24.6%
Q1 25
-0.7%
-93.7%
Q4 24
-4.0%
Q3 24
-3.2%
-171.5%
Q2 24
-9.1%
-303.9%
Q1 24
-7.8%
-136.6%
EPS (diluted)
ARLO
ARLO
ASND
ASND
Q4 25
$0.06
Q3 25
$0.06
Q2 25
$0.03
Q1 25
$-0.01
Q4 24
$-0.05
Q3 24
$-0.04
Q2 24
$-0.12
Q1 24
$-0.10

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
ARLO
ARLO
ASND
ASND
Cash + ST InvestmentsLiquidity on hand
$146.4M
$665.3M
Total DebtLower is stronger
Stockholders' EquityBook value
$127.8M
$-175.8M
Total Assets
$310.5M
$1.4B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
ARLO
ARLO
ASND
ASND
Q4 25
$146.4M
$665.3M
Q3 25
$86.0M
$582.2M
Q2 25
$71.2M
$533.6M
Q1 25
$84.0M
$559.4M
Q4 24
$82.0M
$604.3M
Q3 24
$77.0M
$675.6M
Q2 24
$62.9M
$279.4M
Q1 24
$62.1M
$345.9M
Stockholders' Equity
ARLO
ARLO
ASND
ASND
Q4 25
$127.8M
$-175.8M
Q3 25
$129.2M
$-188.0M
Q2 25
$118.3M
$-202.6M
Q1 25
$103.4M
$-205.0M
Q4 24
$100.9M
$-114.2M
Q3 24
$96.9M
$-105.1M
Q2 24
$99.3M
$-346.8M
Q1 24
$99.9M
$-257.2M
Total Assets
ARLO
ARLO
ASND
ASND
Q4 25
$310.5M
$1.4B
Q3 25
$350.9M
$1.2B
Q2 25
$319.7M
$1.2B
Q1 25
$296.6M
$1.1B
Q4 24
$298.4M
$1.3B
Q3 24
$312.4M
$1.2B
Q2 24
$295.8M
$819.0M
Q1 24
$289.8M
$866.7M

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
ARLO
ARLO
ASND
ASND
Operating Cash FlowLast quarter
$19.8M
$58.2M
Free Cash FlowOCF − Capex
FCF MarginFCF / Revenue
Capex IntensityCapex / Revenue
Cash ConversionOCF / Net Profit
3.43×
TTM Free Cash FlowTrailing 4 quarters

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
ARLO
ARLO
ASND
ASND
Q4 25
$19.8M
$58.2M
Q3 25
$19.2M
Q2 25
$8.8M
Q1 25
$30.9M
$-15.5M
Q4 24
$6.7M
$-330.7M
Q3 24
$18.4M
Q2 24
$6.5M
Q1 24
$19.8M
$-109.7M
Free Cash Flow
ARLO
ARLO
ASND
ASND
Q4 25
Q3 25
Q2 25
Q1 25
$28.1M
Q4 24
$5.6M
Q3 24
$17.4M
Q2 24
$6.2M
Q1 24
$19.4M
FCF Margin
ARLO
ARLO
ASND
ASND
Q4 25
Q3 25
Q2 25
Q1 25
23.6%
Q4 24
4.6%
Q3 24
12.6%
Q2 24
4.8%
Q1 24
15.7%
Capex Intensity
ARLO
ARLO
ASND
ASND
Q4 25
Q3 25
Q2 25
Q1 25
2.4%
Q4 24
0.9%
Q3 24
0.7%
Q2 24
0.2%
Q1 24
0.3%
Cash Conversion
ARLO
ARLO
ASND
ASND
Q4 25
3.43×
Q3 25
2.79×
Q2 25
2.83×
Q1 25
Q4 24
Q3 24
Q2 24
Q1 24

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

ARLO
ARLO

Subscriptions And Services$89.4M63%
Products$51.9M37%

ASND
ASND

Segment breakdown not available.

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