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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and BLACKLINE, INC. (BL). Click either name above to swap in a different company.
BLACKLINE, INC. is the larger business by last-quarter revenue ($183.2M vs $141.3M, roughly 1.3× Arlo Technologies, Inc.). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs 2.7%, a 1.4% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 8.1%). Over the past eight quarters, BLACKLINE, INC.'s revenue compounded faster (7.9% 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.
BlackLine Systems, Inc., is an American enterprise software company that develops cloud-based services designed to automate and manage the entire financial close process as well as consolidation, invoice-to-cash, and intercompany accounting. The Los Angeles–based company has 17 offices worldwide.
ARLO vs BL — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $183.2M |
| Net Profit | $5.8M | $4.9M |
| Gross Margin | 46.4% | 75.2% |
| Operating Margin | 3.3% | 3.7% |
| Net Margin | 4.1% | 2.7% |
| Revenue YoY | 16.2% | 8.1% |
| Net Profit YoY | 218.6% | -91.3% |
| EPS (diluted) | $0.06 | $0.07 |
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.
| Q4 25 | $141.3M | $183.2M | ||
| Q3 25 | $139.5M | $178.3M | ||
| Q2 25 | $129.4M | $172.0M | ||
| Q1 25 | $119.1M | $166.9M | ||
| Q4 24 | $121.6M | $169.5M | ||
| Q3 24 | $137.7M | $165.9M | ||
| Q2 24 | $127.4M | $160.5M | ||
| Q1 24 | $124.2M | $157.5M |
| Q4 25 | $5.8M | $4.9M | ||
| Q3 25 | $6.9M | $5.3M | ||
| Q2 25 | $3.1M | $8.3M | ||
| Q1 25 | $-835.0K | $6.1M | ||
| Q4 24 | $-4.9M | $56.4M | ||
| Q3 24 | $-4.4M | $17.2M | ||
| Q2 24 | $-11.6M | $76.7M | ||
| Q1 24 | $-9.6M | $10.8M |
| Q4 25 | 46.4% | 75.2% | ||
| Q3 25 | 40.5% | 75.1% | ||
| Q2 25 | 44.9% | 75.2% | ||
| Q1 25 | 44.3% | 75.5% | ||
| Q4 24 | 36.9% | 75.6% | ||
| Q3 24 | 35.2% | 75.2% | ||
| Q2 24 | 36.8% | 74.9% | ||
| Q1 24 | 38.1% | 75.2% |
| Q4 25 | 3.3% | 3.7% | ||
| Q3 25 | 0.6% | 4.3% | ||
| Q2 25 | 1.5% | 4.4% | ||
| Q1 25 | -1.2% | 2.1% | ||
| Q4 24 | -5.0% | 3.7% | ||
| Q3 24 | -4.0% | 5.0% | ||
| Q2 24 | -10.0% | 1.4% | ||
| Q1 24 | -8.5% | 1.1% |
| Q4 25 | 4.1% | 2.7% | ||
| Q3 25 | 4.9% | 3.0% | ||
| Q2 25 | 2.4% | 4.8% | ||
| Q1 25 | -0.7% | 3.6% | ||
| Q4 24 | -4.0% | 33.3% | ||
| Q3 24 | -3.2% | 10.4% | ||
| Q2 24 | -9.1% | 47.8% | ||
| Q1 24 | -7.8% | 6.9% |
| Q4 25 | $0.06 | $0.07 | ||
| Q3 25 | $0.06 | $0.09 | ||
| Q2 25 | $0.03 | $0.13 | ||
| Q1 25 | $-0.01 | $0.10 | ||
| Q4 24 | $-0.05 | $0.79 | ||
| Q3 24 | $-0.04 | $0.27 | ||
| Q2 24 | $-0.12 | $0.22 | ||
| Q1 24 | $-0.10 | $0.17 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $146.4M | $390.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $332.3M |
| Total Assets | $310.5M | $1.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $390.0M | ||
| Q3 25 | $86.0M | $419.9M | ||
| Q2 25 | $71.2M | $459.1M | ||
| Q1 25 | $84.0M | $479.5M | ||
| Q4 24 | $82.0M | $885.9M | ||
| Q3 24 | $77.0M | $725.3M | ||
| Q2 24 | $62.9M | $616.6M | ||
| Q1 24 | $62.1M | $331.4M |
| Q4 25 | $127.8M | $332.3M | ||
| Q3 25 | $129.2M | $328.3M | ||
| Q2 25 | $118.3M | $414.0M | ||
| Q1 25 | $103.4M | $417.9M | ||
| Q4 24 | $100.9M | $446.7M | ||
| Q3 24 | $96.9M | $367.9M | ||
| Q2 24 | $99.3M | $325.8M | ||
| Q1 24 | $99.9M | $279.8M |
| Q4 25 | $310.5M | $1.8B | ||
| Q3 25 | $350.9M | $1.7B | ||
| Q2 25 | $319.7M | $1.8B | ||
| Q1 25 | $296.6M | $1.8B | ||
| Q4 24 | $298.4M | $1.8B | ||
| Q3 24 | $312.4M | $1.7B | ||
| Q2 24 | $295.8M | $1.9B | ||
| Q1 24 | $289.8M | $2.1B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $19.8M | $26.7M |
| Free Cash FlowOCF − Capex | — | $26.1M |
| FCF MarginFCF / Revenue | — | 14.2% |
| Capex IntensityCapex / Revenue | — | 0.3% |
| Cash ConversionOCF / Net Profit | 3.43× | 5.46× |
| TTM Free Cash FlowTrailing 4 quarters | — | $161.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $26.7M | ||
| Q3 25 | $19.2M | $63.8M | ||
| Q2 25 | $8.8M | $32.3M | ||
| Q1 25 | $30.9M | $46.7M | ||
| Q4 24 | $6.7M | $43.8M | ||
| Q3 24 | $18.4M | $55.9M | ||
| Q2 24 | $6.5M | $40.7M | ||
| Q1 24 | $19.8M | $50.4M |
| Q4 25 | — | $26.1M | ||
| Q3 25 | — | $63.3M | ||
| Q2 25 | — | $31.4M | ||
| Q1 25 | $28.1M | $40.8M | ||
| Q4 24 | $5.6M | $43.0M | ||
| Q3 24 | $17.4M | $55.5M | ||
| Q2 24 | $6.2M | $40.0M | ||
| Q1 24 | $19.4M | $50.1M |
| Q4 25 | — | 14.2% | ||
| Q3 25 | — | 35.5% | ||
| Q2 25 | — | 18.2% | ||
| Q1 25 | 23.6% | 24.4% | ||
| Q4 24 | 4.6% | 25.4% | ||
| Q3 24 | 12.6% | 33.5% | ||
| Q2 24 | 4.8% | 24.9% | ||
| Q1 24 | 15.7% | 31.8% |
| Q4 25 | — | 0.3% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | 2.4% | 3.6% | ||
| Q4 24 | 0.9% | 0.4% | ||
| Q3 24 | 0.7% | 0.2% | ||
| Q2 24 | 0.2% | 0.4% | ||
| Q1 24 | 0.3% | 0.2% |
| Q4 25 | 3.43× | 5.46× | ||
| Q3 25 | 2.79× | 12.07× | ||
| Q2 25 | 2.83× | 3.90× | ||
| Q1 25 | — | 7.72× | ||
| Q4 24 | — | 0.78× | ||
| Q3 24 | — | 3.24× | ||
| Q2 24 | — | 0.53× | ||
| Q1 24 | — | 4.66× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARLO
| Subscriptions And Services | $89.4M | 63% |
| Products | $51.9M | 37% |
BL
| Subscription And Circulation | $173.2M | 95% |
| Technology Service | $10.0M | 5% |
