vs
Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and DENNY'S Corp (DENN). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $113.2M, roughly 1.2× DENNY'S Corp). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs 0.6%, a 3.5% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 1.3%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs -0.9%).
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.
Denny's is an American table service diner-style restaurant chain. It operates over 1,400 restaurants in the United States, Canada, México, Puerto Rico, and several other international locations.
ARLO vs DENN — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $113.2M |
| Net Profit | $5.8M | $632.0K |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | 9.2% |
| Net Margin | 4.1% | 0.6% |
| Revenue YoY | 16.2% | 1.3% |
| Net Profit YoY | 218.6% | -90.3% |
| EPS (diluted) | $0.06 | $0.01 |
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 | — | ||
| Q3 25 | $139.5M | $113.2M | ||
| Q2 25 | $129.4M | $117.7M | ||
| Q1 25 | $119.1M | $111.6M | ||
| Q4 24 | $121.6M | $114.7M | ||
| Q3 24 | $137.7M | $111.8M | ||
| Q2 24 | $127.4M | $115.9M | ||
| Q1 24 | $124.2M | $110.0M |
| Q4 25 | $5.8M | — | ||
| Q3 25 | $6.9M | $632.0K | ||
| Q2 25 | $3.1M | $2.5M | ||
| Q1 25 | $-835.0K | $326.0K | ||
| Q4 24 | $-4.9M | $6.8M | ||
| Q3 24 | $-4.4M | $6.5M | ||
| Q2 24 | $-11.6M | $3.6M | ||
| Q1 24 | $-9.6M | $4.7M |
| 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% | — | ||
| Q3 25 | 0.6% | 9.2% | ||
| Q2 25 | 1.5% | 7.3% | ||
| Q1 25 | -1.2% | 4.7% | ||
| Q4 24 | -5.0% | 12.6% | ||
| Q3 24 | -4.0% | 10.5% | ||
| Q2 24 | -10.0% | 7.9% | ||
| Q1 24 | -8.5% | 9.1% |
| Q4 25 | 4.1% | — | ||
| Q3 25 | 4.9% | 0.6% | ||
| Q2 25 | 2.4% | 2.1% | ||
| Q1 25 | -0.7% | 0.3% | ||
| Q4 24 | -4.0% | 5.9% | ||
| Q3 24 | -3.2% | 5.8% | ||
| Q2 24 | -9.1% | 3.1% | ||
| Q1 24 | -7.8% | 4.3% |
| Q4 25 | $0.06 | — | ||
| Q3 25 | $0.06 | $0.01 | ||
| Q2 25 | $0.03 | $0.05 | ||
| Q1 25 | $-0.01 | $0.01 | ||
| Q4 24 | $-0.05 | $0.13 | ||
| Q3 24 | $-0.04 | $0.12 | ||
| Q2 24 | $-0.12 | $0.07 | ||
| Q1 24 | $-0.10 | $0.09 |
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 | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $-32.7M |
| Total Assets | $310.5M | $502.9M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | — | ||
| Q3 25 | $86.0M | — | ||
| Q2 25 | $71.2M | — | ||
| Q1 25 | $84.0M | $1.1M | ||
| Q4 24 | $82.0M | $100.0K | ||
| Q3 24 | $77.0M | $2.9M | ||
| Q2 24 | $62.9M | $2.8M | ||
| Q1 24 | $62.1M | $2.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $270.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $127.8M | — | ||
| Q3 25 | $129.2M | $-32.7M | ||
| Q2 25 | $118.3M | $-34.6M | ||
| Q1 25 | $103.4M | $-36.4M | ||
| Q4 24 | $100.9M | $-34.0M | ||
| Q3 24 | $96.9M | $-54.5M | ||
| Q2 24 | $99.3M | $-53.2M | ||
| Q1 24 | $99.9M | $-55.7M |
| Q4 25 | $310.5M | — | ||
| Q3 25 | $350.9M | $502.9M | ||
| Q2 25 | $319.7M | $491.1M | ||
| Q1 25 | $296.6M | $488.1M | ||
| Q4 24 | $298.4M | $496.3M | ||
| Q3 24 | $312.4M | $461.6M | ||
| Q2 24 | $295.8M | $459.9M | ||
| Q1 24 | $289.8M | $460.4M |
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 | $16.0M |
| Free Cash FlowOCF − Capex | — | $16.0M |
| FCF MarginFCF / Revenue | — | 14.1% |
| Capex IntensityCapex / Revenue | — | 0.0% |
| Cash ConversionOCF / Net Profit | 3.43× | 25.28× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | — | ||
| Q3 25 | $19.2M | $16.0M | ||
| Q2 25 | $8.8M | $9.4M | ||
| Q1 25 | $30.9M | $5.0M | ||
| Q4 24 | $6.7M | $8.5M | ||
| Q3 24 | $18.4M | $6.6M | ||
| Q2 24 | $6.5M | $14.2M | ||
| Q1 24 | $19.8M | $215.0K |
| Q4 25 | — | — | ||
| Q3 25 | — | $16.0M | ||
| Q2 25 | — | — | ||
| Q1 25 | $28.1M | — | ||
| Q4 24 | $5.6M | — | ||
| Q3 24 | $17.4M | — | ||
| Q2 24 | $6.2M | — | ||
| Q1 24 | $19.4M | — |
| Q4 25 | — | — | ||
| Q3 25 | — | 14.1% | ||
| Q2 25 | — | — | ||
| Q1 25 | 23.6% | — | ||
| Q4 24 | 4.6% | — | ||
| Q3 24 | 12.6% | — | ||
| Q2 24 | 4.8% | — | ||
| Q1 24 | 15.7% | — |
| Q4 25 | — | — | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | — | ||
| Q1 25 | 2.4% | — | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 0.7% | 0.0% | ||
| Q2 24 | 0.2% | — | ||
| Q1 24 | 0.3% | — |
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | 25.28× | ||
| Q2 25 | 2.83× | 3.79× | ||
| Q1 25 | — | 15.38× | ||
| Q4 24 | — | 1.26× | ||
| Q3 24 | — | 1.01× | ||
| Q2 24 | — | 3.97× | ||
| Q1 24 | — | 0.05× |
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% |
DENN
| Franchisor Owned Outlet | $57.4M | 51% |
| Royalty | $27.7M | 25% |
| Advertising | $18.6M | 16% |
| Occupancy | $7.7M | 7% |
| Initial And Other Fees | $1.7M | 1% |
