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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and JFrog Ltd (FROG). Click either name above to swap in a different company.
JFrog Ltd is the larger business by last-quarter revenue ($145.3M vs $141.3M, roughly 1.0× Arlo Technologies, Inc.). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs -10.5%, a 14.5% gap on every dollar of revenue. On growth, JFrog Ltd posted the faster year-over-year revenue change (25.2% vs 16.2%). Over the past eight quarters, JFrog Ltd's revenue compounded faster (20.4% 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.
JFrog Ltd is a global DevOps technology provider that delivers end-to-end software release, artifact management, and security solutions. It serves clients across tech, finance, retail, and manufacturing sectors, helping teams streamline development and delivery workflows for cloud, on-premises, and hybrid infrastructure.
ARLO vs FROG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $145.3M |
| Net Profit | $5.8M | $-15.2M |
| Gross Margin | 46.4% | 77.9% |
| Operating Margin | 3.3% | -14.7% |
| Net Margin | 4.1% | -10.5% |
| Revenue YoY | 16.2% | 25.2% |
| Net Profit YoY | 218.6% | 34.4% |
| EPS (diluted) | $0.06 | $-0.13 |
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 | $145.3M | ||
| Q3 25 | $139.5M | $136.9M | ||
| Q2 25 | $129.4M | $127.2M | ||
| Q1 25 | $119.1M | $122.4M | ||
| Q4 24 | $121.6M | $116.1M | ||
| Q3 24 | $137.7M | $109.1M | ||
| Q2 24 | $127.4M | $103.0M | ||
| Q1 24 | $124.2M | $100.3M |
| Q4 25 | $5.8M | $-15.2M | ||
| Q3 25 | $6.9M | $-16.4M | ||
| Q2 25 | $3.1M | $-21.7M | ||
| Q1 25 | $-835.0K | $-18.5M | ||
| Q4 24 | $-4.9M | $-23.2M | ||
| Q3 24 | $-4.4M | $-22.9M | ||
| Q2 24 | $-11.6M | $-14.3M | ||
| Q1 24 | $-9.6M | $-8.8M |
| Q4 25 | 46.4% | 77.9% | ||
| Q3 25 | 40.5% | 77.4% | ||
| Q2 25 | 44.9% | 76.3% | ||
| Q1 25 | 44.3% | 75.3% | ||
| Q4 24 | 36.9% | 75.4% | ||
| Q3 24 | 35.2% | 75.0% | ||
| Q2 24 | 36.8% | 78.8% | ||
| Q1 24 | 38.1% | 79.5% |
| Q4 25 | 3.3% | -14.7% | ||
| Q3 25 | 0.6% | -15.8% | ||
| Q2 25 | 1.5% | -20.4% | ||
| Q1 25 | -1.2% | -18.8% | ||
| Q4 24 | -5.0% | -21.9% | ||
| Q3 24 | -4.0% | -27.4% | ||
| Q2 24 | -10.0% | -18.6% | ||
| Q1 24 | -8.5% | -16.6% |
| Q4 25 | 4.1% | -10.5% | ||
| Q3 25 | 4.9% | -12.0% | ||
| Q2 25 | 2.4% | -17.0% | ||
| Q1 25 | -0.7% | -15.1% | ||
| Q4 24 | -4.0% | -20.0% | ||
| Q3 24 | -3.2% | -21.0% | ||
| Q2 24 | -9.1% | -13.9% | ||
| Q1 24 | -7.8% | -8.8% |
| Q4 25 | $0.06 | $-0.13 | ||
| Q3 25 | $0.06 | $-0.14 | ||
| Q2 25 | $0.03 | $-0.19 | ||
| Q1 25 | $-0.01 | $-0.16 | ||
| Q4 24 | $-0.05 | $-0.21 | ||
| Q3 24 | $-0.04 | $-0.21 | ||
| Q2 24 | $-0.12 | $-0.13 | ||
| Q1 24 | $-0.10 | $-0.08 |
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 | $704.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $887.4M |
| Total Assets | $310.5M | $1.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $704.4M | ||
| Q3 25 | $86.0M | $651.1M | ||
| Q2 25 | $71.2M | $611.7M | ||
| Q1 25 | $84.0M | $563.5M | ||
| Q4 24 | $82.0M | $522.0M | ||
| Q3 24 | $77.0M | $467.8M | ||
| Q2 24 | $62.9M | $591.3M | ||
| Q1 24 | $62.1M | $579.6M |
| Q4 25 | $127.8M | $887.4M | ||
| Q3 25 | $129.2M | $859.4M | ||
| Q2 25 | $118.3M | $826.5M | ||
| Q1 25 | $103.4M | $800.0M | ||
| Q4 24 | $100.9M | $773.5M | ||
| Q3 24 | $96.9M | $756.2M | ||
| Q2 24 | $99.3M | $721.4M | ||
| Q1 24 | $99.9M | $707.8M |
| Q4 25 | $310.5M | $1.3B | ||
| Q3 25 | $350.9M | $1.3B | ||
| Q2 25 | $319.7M | $1.2B | ||
| Q1 25 | $296.6M | $1.2B | ||
| Q4 24 | $298.4M | $1.1B | ||
| Q3 24 | $312.4M | $1.1B | ||
| Q2 24 | $295.8M | $1.0B | ||
| Q1 24 | $289.8M | $997.1M |
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 | $50.7M |
| Free Cash FlowOCF − Capex | — | $49.9M |
| FCF MarginFCF / Revenue | — | 34.3% |
| Capex IntensityCapex / Revenue | — | 0.6% |
| Cash ConversionOCF / Net Profit | 3.43× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $142.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $50.7M | ||
| Q3 25 | $19.2M | $30.2M | ||
| Q2 25 | $8.8M | $36.1M | ||
| Q1 25 | $30.9M | $28.8M | ||
| Q4 24 | $6.7M | $49.1M | ||
| Q3 24 | $18.4M | $27.6M | ||
| Q2 24 | $6.5M | $16.7M | ||
| Q1 24 | $19.8M | $17.5M |
| Q4 25 | — | $49.9M | ||
| Q3 25 | — | $28.8M | ||
| Q2 25 | — | $35.5M | ||
| Q1 25 | $28.1M | $28.1M | ||
| Q4 24 | $5.6M | $48.5M | ||
| Q3 24 | $17.4M | $26.7M | ||
| Q2 24 | $6.2M | $16.0M | ||
| Q1 24 | $19.4M | $16.6M |
| Q4 25 | — | 34.3% | ||
| Q3 25 | — | 21.0% | ||
| Q2 25 | — | 27.9% | ||
| Q1 25 | 23.6% | 23.0% | ||
| Q4 24 | 4.6% | 41.8% | ||
| Q3 24 | 12.6% | 24.5% | ||
| Q2 24 | 4.8% | 15.5% | ||
| Q1 24 | 15.7% | 16.6% |
| Q4 25 | — | 0.6% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | 0.5% | ||
| Q1 25 | 2.4% | 0.5% | ||
| Q4 24 | 0.9% | 0.5% | ||
| Q3 24 | 0.7% | 0.9% | ||
| Q2 24 | 0.2% | 0.7% | ||
| Q1 24 | 0.3% | 0.8% |
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | — | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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% |
FROG
Segment breakdown not available.
