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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and DocGo Inc. (DCGO). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $74.9M, roughly 1.9× DocGo Inc.). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs -190.0%, a 194.0% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs -38.0%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs -37.5%).
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.
DocGo Inc. is a U.S.-headquartered mobile healthcare and on-demand medical service provider. It offers a range of solutions including in-home urgent care, diagnostic testing, telehealth consultations, and corporate wellness programs, serving individual patients, health systems, enterprise clients, and public sector organizations across North America.
ARLO vs DCGO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $74.9M |
| Net Profit | $5.8M | $-142.3M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | -139.6% |
| Net Margin | 4.1% | -190.0% |
| Revenue YoY | 16.2% | -38.0% |
| Net Profit YoY | 218.6% | -1761.4% |
| EPS (diluted) | $0.06 | $-1.36 |
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 | $74.9M | ||
| Q3 25 | $139.5M | $70.8M | ||
| Q2 25 | $129.4M | $80.4M | ||
| Q1 25 | $119.1M | $96.0M | ||
| Q4 24 | $121.6M | $120.8M | ||
| Q3 24 | $137.7M | $138.7M | ||
| Q2 24 | $127.4M | $164.9M | ||
| Q1 24 | $124.2M | $192.1M |
| Q4 25 | $5.8M | $-142.3M | ||
| Q3 25 | $6.9M | $-27.8M | ||
| Q2 25 | $3.1M | $-11.2M | ||
| Q1 25 | $-835.0K | $-9.4M | ||
| Q4 24 | $-4.9M | $-7.6M | ||
| Q3 24 | $-4.4M | $5.5M | ||
| Q2 24 | $-11.6M | $6.5M | ||
| Q1 24 | $-9.6M | $11.2M |
| Q4 25 | 46.4% | — | ||
| Q3 25 | 40.5% | — | ||
| Q2 25 | 44.9% | — | ||
| Q1 25 | 44.3% | — | ||
| Q4 24 | 36.9% | — | ||
| Q3 24 | 35.2% | — | ||
| Q2 24 | 36.8% | — | ||
| Q1 24 | 38.1% | — |
| Q4 25 | 3.3% | -139.6% | ||
| Q3 25 | 0.6% | -59.3% | ||
| Q2 25 | 1.5% | -21.7% | ||
| Q1 25 | -1.2% | -14.6% | ||
| Q4 24 | -5.0% | -6.2% | ||
| Q3 24 | -4.0% | 7.3% | ||
| Q2 24 | -10.0% | 6.2% | ||
| Q1 24 | -8.5% | 8.3% |
| Q4 25 | 4.1% | -190.0% | ||
| Q3 25 | 4.9% | -39.2% | ||
| Q2 25 | 2.4% | -13.9% | ||
| Q1 25 | -0.7% | -9.8% | ||
| Q4 24 | -4.0% | -6.3% | ||
| Q3 24 | -3.2% | 4.0% | ||
| Q2 24 | -9.1% | 4.0% | ||
| Q1 24 | -7.8% | 5.8% |
| Q4 25 | $0.06 | $-1.36 | ||
| Q3 25 | $0.06 | $-0.28 | ||
| Q2 25 | $0.03 | $-0.11 | ||
| Q1 25 | $-0.01 | $-0.09 | ||
| Q4 24 | $-0.05 | $-0.03 | ||
| Q3 24 | $-0.04 | $0.05 | ||
| Q2 24 | $-0.12 | $0.06 | ||
| Q1 24 | $-0.10 | $0.10 |
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 | $51.0M |
| Total DebtLower is stronger | — | $235.6K |
| Stockholders' EquityBook value | $127.8M | $144.0M |
| Total Assets | $310.5M | $217.1M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $51.0M | ||
| Q3 25 | $86.0M | $73.4M | ||
| Q2 25 | $71.2M | $104.2M | ||
| Q1 25 | $84.0M | $79.0M | ||
| Q4 24 | $82.0M | $89.2M | ||
| Q3 24 | $77.0M | $89.5M | ||
| Q2 24 | $62.9M | $66.1M | ||
| Q1 24 | $62.1M | $41.2M |
| Q4 25 | — | $235.6K | ||
| Q3 25 | — | $249.9K | ||
| Q2 25 | — | $12.6K | ||
| Q1 25 | — | $15.1K | ||
| Q4 24 | — | $17.7K | ||
| Q3 24 | — | $47.7K | ||
| Q2 24 | — | $52.8K | ||
| Q1 24 | — | $60.1K |
| Q4 25 | $127.8M | $144.0M | ||
| Q3 25 | $129.2M | $270.5M | ||
| Q2 25 | $118.3M | $297.3M | ||
| Q1 25 | $103.4M | $309.3M | ||
| Q4 24 | $100.9M | $320.9M | ||
| Q3 24 | $96.9M | $325.2M | ||
| Q2 24 | $99.3M | $315.2M | ||
| Q1 24 | $99.9M | $311.3M |
| Q4 25 | $310.5M | $217.1M | ||
| Q3 25 | $350.9M | $353.8M | ||
| Q2 25 | $319.7M | $408.3M | ||
| Q1 25 | $296.6M | $430.8M | ||
| Q4 24 | $298.4M | $455.6M | ||
| Q3 24 | $312.4M | $493.9M | ||
| Q2 24 | $295.8M | $488.2M | ||
| Q1 24 | $289.8M | $490.7M |
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.00× |
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 | $-10.5M |
| Free Cash FlowOCF − Capex | — | $-12.0M |
| FCF MarginFCF / Revenue | — | -16.0% |
| Capex IntensityCapex / Revenue | — | 2.0% |
| Cash ConversionOCF / Net Profit | 3.43× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $29.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $-10.5M | ||
| Q3 25 | $19.2M | $1.7M | ||
| Q2 25 | $8.8M | $33.6M | ||
| Q1 25 | $30.9M | $9.7M | ||
| Q4 24 | $6.7M | $12.7M | ||
| Q3 24 | $18.4M | $31.1M | ||
| Q2 24 | $6.5M | $36.9M | ||
| Q1 24 | $19.8M | $-10.6M |
| Q4 25 | — | $-12.0M | ||
| Q3 25 | — | $782.6K | ||
| Q2 25 | — | $32.9M | ||
| Q1 25 | $28.1M | $8.2M | ||
| Q4 24 | $5.6M | $12.0M | ||
| Q3 24 | $17.4M | $30.2M | ||
| Q2 24 | $6.2M | $35.9M | ||
| Q1 24 | $19.4M | $-11.6M |
| Q4 25 | — | -16.0% | ||
| Q3 25 | — | 1.1% | ||
| Q2 25 | — | 40.9% | ||
| Q1 25 | 23.6% | 8.5% | ||
| Q4 24 | 4.6% | 9.9% | ||
| Q3 24 | 12.6% | 21.8% | ||
| Q2 24 | 4.8% | 21.7% | ||
| Q1 24 | 15.7% | -6.0% |
| Q4 25 | — | 2.0% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | — | 0.9% | ||
| Q1 25 | 2.4% | 1.5% | ||
| Q4 24 | 0.9% | 0.6% | ||
| Q3 24 | 0.7% | 0.7% | ||
| Q2 24 | 0.2% | 0.6% | ||
| Q1 24 | 0.3% | 0.5% |
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | — | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 5.67× | ||
| Q2 24 | — | 5.65× | ||
| Q1 24 | — | -0.95× |
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% |
DCGO
| Transportation Services Segment | $50.2M | 67% |
| Mobile Health Services Segment | $24.8M | 33% |
