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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and Core Scientific, Inc. (CORZ). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $79.8M, roughly 1.8× Core Scientific, Inc.). Core Scientific, Inc. runs the higher net margin — 268.5% vs 4.1%, a 264.4% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs -16.0%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs -33.3%).
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.
Core Scientific is a leading digital asset and high-performance computing infrastructure provider. It operates large energy-efficient data centers across North America, offering cryptocurrency mining services, colocation hosting for blockchain and AI clients, and custom high-performance computing solutions for enterprise tech segments.
ARLO vs CORZ — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $79.8M |
| Net Profit | $5.8M | $214.2M |
| Gross Margin | 46.4% | 26.0% |
| Operating Margin | 3.3% | -149.5% |
| Net Margin | 4.1% | 268.5% |
| Revenue YoY | 16.2% | -16.0% |
| Net Profit YoY | 218.6% | 180.6% |
| EPS (diluted) | $0.06 | $-1.63 |
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 | $79.8M | ||
| Q3 25 | $139.5M | $81.1M | ||
| Q2 25 | $129.4M | $78.6M | ||
| Q1 25 | $119.1M | $79.5M | ||
| Q4 24 | $121.6M | $94.9M | ||
| Q3 24 | $137.7M | $95.4M | ||
| Q2 24 | $127.4M | $141.1M | ||
| Q1 24 | $124.2M | $179.3M |
| Q4 25 | $5.8M | $214.2M | ||
| Q3 25 | $6.9M | $-144.0M | ||
| Q2 25 | $3.1M | $-936.8M | ||
| Q1 25 | $-835.0K | $576.3M | ||
| Q4 24 | $-4.9M | $-265.5M | ||
| Q3 24 | $-4.4M | $-455.3M | ||
| Q2 24 | $-11.6M | $-902.2M | ||
| Q1 24 | $-9.6M | $210.7M |
| Q4 25 | 46.4% | 26.0% | ||
| Q3 25 | 40.5% | 4.8% | ||
| Q2 25 | 44.9% | 6.4% | ||
| Q1 25 | 44.3% | 10.3% | ||
| Q4 24 | 36.9% | 5.0% | ||
| Q3 24 | 35.2% | -0.2% | ||
| Q2 24 | 36.8% | 27.5% | ||
| Q1 24 | 38.1% | 43.3% |
| Q4 25 | 3.3% | -149.5% | ||
| Q3 25 | 0.6% | -67.6% | ||
| Q2 25 | 1.5% | -33.4% | ||
| Q1 25 | -1.2% | -59.1% | ||
| Q4 24 | -5.0% | -41.9% | ||
| Q3 24 | -4.0% | -43.2% | ||
| Q2 24 | -10.0% | -64.3% | ||
| Q1 24 | -8.5% | 30.8% |
| Q4 25 | 4.1% | 268.5% | ||
| Q3 25 | 4.9% | -177.6% | ||
| Q2 25 | 2.4% | -1191.4% | ||
| Q1 25 | -0.7% | 724.6% | ||
| Q4 24 | -4.0% | -279.7% | ||
| Q3 24 | -3.2% | -477.4% | ||
| Q2 24 | -9.1% | -639.4% | ||
| Q1 24 | -7.8% | 117.5% |
| Q4 25 | $0.06 | $-1.63 | ||
| Q3 25 | $0.06 | $-0.45 | ||
| Q2 25 | $0.03 | $-0.04 | ||
| Q1 25 | $-0.01 | $1.24 | ||
| Q4 24 | $-0.05 | $0.51 | ||
| Q3 24 | $-0.04 | $-1.17 | ||
| Q2 24 | $-0.12 | $-5.05 | ||
| Q1 24 | $-0.10 | $0.78 |
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 | $311.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $-962.7M |
| Total Assets | $310.5M | $2.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $311.4M | ||
| Q3 25 | $86.0M | $453.4M | ||
| Q2 25 | $71.2M | $581.3M | ||
| Q1 25 | $84.0M | $697.9M | ||
| Q4 24 | $82.0M | $836.2M | ||
| Q3 24 | $77.0M | $253.0M | ||
| Q2 24 | $62.9M | $96.1M | ||
| Q1 24 | $62.1M | $98.1M |
| Q4 25 | $127.8M | $-962.7M | ||
| Q3 25 | $129.2M | $-1.3B | ||
| Q2 25 | $118.3M | $-1.2B | ||
| Q1 25 | $103.4M | $-308.8M | ||
| Q4 24 | $100.9M | $-943.0M | ||
| Q3 24 | $96.9M | $-826.7M | ||
| Q2 24 | $99.3M | $-1.2B | ||
| Q1 24 | $99.9M | $-318.5M |
| Q4 25 | $310.5M | $2.3B | ||
| Q3 25 | $350.9M | $2.2B | ||
| Q2 25 | $319.7M | $1.9B | ||
| Q1 25 | $296.6M | $1.5B | ||
| Q4 24 | $298.4M | $1.5B | ||
| Q3 24 | $312.4M | $824.6M | ||
| Q2 24 | $295.8M | $664.2M | ||
| Q1 24 | $289.8M | $814.0M |
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 | $278.3M |
| Free Cash FlowOCF − Capex | — | $-450.8M |
| FCF MarginFCF / Revenue | — | -565.1% |
| Capex IntensityCapex / Revenue | — | 914.0% |
| Cash ConversionOCF / Net Profit | 3.43× | 1.30× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-779.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $278.3M | ||
| Q3 25 | $19.2M | $131.8M | ||
| Q2 25 | $8.8M | $34.0M | ||
| Q1 25 | $30.9M | $-45.0M | ||
| Q4 24 | $6.7M | $42.9M | ||
| Q3 24 | $18.4M | $5.7M | ||
| Q2 24 | $6.5M | $1.2M | ||
| Q1 24 | $19.8M | $22.2M |
| Q4 25 | — | $-450.8M | ||
| Q3 25 | — | $-112.7M | ||
| Q2 25 | — | $-87.3M | ||
| Q1 25 | $28.1M | $-129.0M | ||
| Q4 24 | $5.6M | $-52.1M | ||
| Q3 24 | $17.4M | $-25.5M | ||
| Q2 24 | $6.2M | $-1.9M | ||
| Q1 24 | $19.4M | $-9.7M |
| Q4 25 | — | -565.1% | ||
| Q3 25 | — | -139.0% | ||
| Q2 25 | — | -111.0% | ||
| Q1 25 | 23.6% | -162.2% | ||
| Q4 24 | 4.6% | -54.8% | ||
| Q3 24 | 12.6% | -26.7% | ||
| Q2 24 | 4.8% | -1.4% | ||
| Q1 24 | 15.7% | -5.4% |
| Q4 25 | — | 914.0% | ||
| Q3 25 | — | 301.5% | ||
| Q2 25 | — | 154.2% | ||
| Q1 25 | 2.4% | 105.6% | ||
| Q4 24 | 0.9% | 100.0% | ||
| Q3 24 | 0.7% | 32.7% | ||
| Q2 24 | 0.2% | 2.2% | ||
| Q1 24 | 0.3% | 17.8% |
| Q4 25 | 3.43× | 1.30× | ||
| Q3 25 | 2.79× | — | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | — | -0.08× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.11× |
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% |
CORZ
| Other | $36.3M | 46% |
| Digital Asset Self Mining Service | $31.8M | 40% |
| Colocation Service | $11.6M | 15% |
