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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and Civeo Corp (CVEO). Click either name above to swap in a different company.
Civeo Corp is the larger business by last-quarter revenue ($161.6M vs $141.3M, roughly 1.1× Arlo Technologies, Inc.). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs -4.0%, a 8.1% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 7.1%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs -1.4%).
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.
The Civeo Corporation is an American accommodation services multinational corporation. It is a spin-off of Oil States International. It is a public company listed on the New York Stock Exchange.
ARLO vs CVEO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $161.6M |
| Net Profit | $5.8M | $-6.5M |
| Gross Margin | 46.4% | 22.7% |
| Operating Margin | 3.3% | -0.1% |
| Net Margin | 4.1% | -4.0% |
| Revenue YoY | 16.2% | 7.1% |
| Net Profit YoY | 218.6% | 58.1% |
| EPS (diluted) | $0.06 | $-0.58 |
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 | $161.6M | ||
| Q3 25 | $139.5M | $170.5M | ||
| Q2 25 | $129.4M | $162.7M | ||
| Q1 25 | $119.1M | $144.0M | ||
| Q4 24 | $121.6M | $151.0M | ||
| Q3 24 | $137.7M | $176.3M | ||
| Q2 24 | $127.4M | $188.7M | ||
| Q1 24 | $124.2M | $166.1M |
| Q4 25 | $5.8M | $-6.5M | ||
| Q3 25 | $6.9M | $-455.0K | ||
| Q2 25 | $3.1M | $-3.3M | ||
| Q1 25 | $-835.0K | $-9.8M | ||
| Q4 24 | $-4.9M | $-15.4M | ||
| Q3 24 | $-4.4M | $-5.1M | ||
| Q2 24 | $-11.6M | $8.2M | ||
| Q1 24 | $-9.6M | $-5.1M |
| Q4 25 | 46.4% | 22.7% | ||
| Q3 25 | 40.5% | 25.7% | ||
| Q2 25 | 44.9% | 25.3% | ||
| Q1 25 | 44.3% | 20.4% | ||
| Q4 24 | 36.9% | 18.6% | ||
| Q3 24 | 35.2% | 21.4% | ||
| Q2 24 | 36.8% | 25.4% | ||
| Q1 24 | 38.1% | 21.5% |
| Q4 25 | 3.3% | -0.1% | ||
| Q3 25 | 0.6% | 4.1% | ||
| Q2 25 | 1.5% | 1.7% | ||
| Q1 25 | -1.2% | -3.8% | ||
| Q4 24 | -5.0% | -6.7% | ||
| Q3 24 | -4.0% | 0.0% | ||
| Q2 24 | -10.0% | 6.9% | ||
| Q1 24 | -8.5% | -1.1% |
| Q4 25 | 4.1% | -4.0% | ||
| Q3 25 | 4.9% | -0.3% | ||
| Q2 25 | 2.4% | -2.0% | ||
| Q1 25 | -0.7% | -6.8% | ||
| Q4 24 | -4.0% | -10.2% | ||
| Q3 24 | -3.2% | -2.9% | ||
| Q2 24 | -9.1% | 4.4% | ||
| Q1 24 | -7.8% | -3.1% |
| Q4 25 | $0.06 | $-0.58 | ||
| Q3 25 | $0.06 | $-0.04 | ||
| Q2 25 | $0.03 | $-0.25 | ||
| Q1 25 | $-0.01 | $-0.72 | ||
| Q4 24 | $-0.05 | $-1.04 | ||
| Q3 24 | $-0.04 | $-0.36 | ||
| Q2 24 | $-0.12 | $0.56 | ||
| Q1 24 | $-0.10 | $-0.35 |
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 | $14.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $174.4M |
| Total Assets | $310.5M | $477.4M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $14.4M | ||
| Q3 25 | $86.0M | $12.0M | ||
| Q2 25 | $71.2M | $14.6M | ||
| Q1 25 | $84.0M | $28.4M | ||
| Q4 24 | $82.0M | $5.2M | ||
| Q3 24 | $77.0M | $17.9M | ||
| Q2 24 | $62.9M | $7.4M | ||
| Q1 24 | $62.1M | $16.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $43.3M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $127.8M | $174.4M | ||
| Q3 25 | $129.2M | $182.5M | ||
| Q2 25 | $118.3M | $209.4M | ||
| Q1 25 | $103.4M | $220.7M | ||
| Q4 24 | $100.9M | $236.4M | ||
| Q3 24 | $96.9M | $282.2M | ||
| Q2 24 | $99.3M | $297.4M | ||
| Q1 24 | $99.9M | $297.4M |
| Q4 25 | $310.5M | $477.4M | ||
| Q3 25 | $350.9M | $491.1M | ||
| Q2 25 | $319.7M | $508.8M | ||
| Q1 25 | $296.6M | $423.8M | ||
| Q4 24 | $298.4M | $405.1M | ||
| Q3 24 | $312.4M | $477.6M | ||
| Q2 24 | $295.8M | $483.2M | ||
| Q1 24 | $289.8M | $513.1M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $19.3M |
| Free Cash FlowOCF − Capex | — | $14.5M |
| FCF MarginFCF / Revenue | — | 8.9% |
| Capex IntensityCapex / Revenue | — | 3.0% |
| Cash ConversionOCF / Net Profit | 3.43× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $2.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $19.3M | ||
| Q3 25 | $19.2M | $13.8M | ||
| Q2 25 | $8.8M | $-2.3M | ||
| Q1 25 | $30.9M | $-8.4M | ||
| Q4 24 | $6.7M | $9.5M | ||
| Q3 24 | $18.4M | $35.7M | ||
| Q2 24 | $6.5M | $32.4M | ||
| Q1 24 | $19.8M | $6.0M |
| Q4 25 | — | $14.5M | ||
| Q3 25 | — | $8.2M | ||
| Q2 25 | — | $-6.8M | ||
| Q1 25 | $28.1M | $-13.7M | ||
| Q4 24 | $5.6M | $1.8M | ||
| Q3 24 | $17.4M | $28.2M | ||
| Q2 24 | $6.2M | $27.0M | ||
| Q1 24 | $19.4M | $372.0K |
| Q4 25 | — | 8.9% | ||
| Q3 25 | — | 4.8% | ||
| Q2 25 | — | -4.2% | ||
| Q1 25 | 23.6% | -9.5% | ||
| Q4 24 | 4.6% | 1.2% | ||
| Q3 24 | 12.6% | 16.0% | ||
| Q2 24 | 4.8% | 14.3% | ||
| Q1 24 | 15.7% | 0.2% |
| Q4 25 | — | 3.0% | ||
| Q3 25 | — | 3.3% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | 2.4% | 3.7% | ||
| Q4 24 | 0.9% | 5.1% | ||
| Q3 24 | 0.7% | 4.2% | ||
| Q2 24 | 0.2% | 2.8% | ||
| Q1 24 | 0.3% | 3.4% |
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | — | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 3.93× | ||
| Q1 24 | — | — |
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% |
CVEO
Segment breakdown not available.
