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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and GRID DYNAMICS HOLDINGS, INC. (GDYN). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $104.1M, roughly 1.4× GRID DYNAMICS HOLDINGS, INC.). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs -1.4%, a 5.5% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 3.7%). Over the past eight quarters, GRID DYNAMICS HOLDINGS, INC.'s revenue compounded faster (12.0% 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.
Escape Dynamics, Inc. was a Colorado-based technology company that operated 2010–2015 focused on bringing to market single-stage-to-orbit reusable electromagnetically powered spaceplanes.
ARLO vs GDYN — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $104.1M |
| Net Profit | $5.8M | $-1.5M |
| Gross Margin | 46.4% | 34.8% |
| Operating Margin | 3.3% | 61.7% |
| Net Margin | 4.1% | -1.4% |
| Revenue YoY | 16.2% | 3.7% |
| Net Profit YoY | 218.6% | -150.6% |
| EPS (diluted) | $0.06 | $-0.02 |
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.
| Q1 26 | — | $104.1M | ||
| Q4 25 | $141.3M | $106.2M | ||
| Q3 25 | $139.5M | $104.2M | ||
| Q2 25 | $129.4M | $101.1M | ||
| Q1 25 | $119.1M | $100.4M | ||
| Q4 24 | $121.6M | $100.3M | ||
| Q3 24 | $137.7M | $87.4M | ||
| Q2 24 | $127.4M | $83.0M |
| Q1 26 | — | $-1.5M | ||
| Q4 25 | $5.8M | $306.0K | ||
| Q3 25 | $6.9M | $1.2M | ||
| Q2 25 | $3.1M | $5.3M | ||
| Q1 25 | $-835.0K | $2.9M | ||
| Q4 24 | $-4.9M | $4.5M | ||
| Q3 24 | $-4.4M | $4.3M | ||
| Q2 24 | $-11.6M | $-817.0K |
| Q1 26 | — | 34.8% | ||
| Q4 25 | 46.4% | 34.0% | ||
| Q3 25 | 40.5% | 33.3% | ||
| Q2 25 | 44.9% | 34.1% | ||
| Q1 25 | 44.3% | 36.8% | ||
| Q4 24 | 36.9% | 36.9% | ||
| Q3 24 | 35.2% | 37.4% | ||
| Q2 24 | 36.8% | 35.6% |
| Q1 26 | — | 61.7% | ||
| Q4 25 | 3.3% | 0.5% | ||
| Q3 25 | 0.6% | -0.2% | ||
| Q2 25 | 1.5% | -0.1% | ||
| Q1 25 | -1.2% | -2.0% | ||
| Q4 24 | -5.0% | 1.3% | ||
| Q3 24 | -4.0% | 2.4% | ||
| Q2 24 | -10.0% | 0.0% |
| Q1 26 | — | -1.4% | ||
| Q4 25 | 4.1% | 0.3% | ||
| Q3 25 | 4.9% | 1.1% | ||
| Q2 25 | 2.4% | 5.2% | ||
| Q1 25 | -0.7% | 2.9% | ||
| Q4 24 | -4.0% | 4.5% | ||
| Q3 24 | -3.2% | 4.9% | ||
| Q2 24 | -9.1% | -1.0% |
| Q1 26 | — | $-0.02 | ||
| Q4 25 | $0.06 | $0.01 | ||
| Q3 25 | $0.06 | $0.01 | ||
| Q2 25 | $0.03 | $0.06 | ||
| Q1 25 | $-0.01 | $0.03 | ||
| Q4 24 | $-0.05 | $0.06 | ||
| Q3 24 | $-0.04 | $0.05 | ||
| Q2 24 | $-0.12 | $-0.01 |
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 | $327.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $530.1M |
| Total Assets | $310.5M | $605.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $327.5M | ||
| Q4 25 | $146.4M | $342.1M | ||
| Q3 25 | $86.0M | $338.6M | ||
| Q2 25 | $71.2M | $336.8M | ||
| Q1 25 | $84.0M | $325.5M | ||
| Q4 24 | $82.0M | $334.7M | ||
| Q3 24 | $77.0M | $231.3M | ||
| Q2 24 | $62.9M | $256.0M |
| Q1 26 | — | $530.1M | ||
| Q4 25 | $127.8M | $542.1M | ||
| Q3 25 | $129.2M | $537.7M | ||
| Q2 25 | $118.3M | $532.2M | ||
| Q1 25 | $103.4M | $517.4M | ||
| Q4 24 | $100.9M | $517.8M | ||
| Q3 24 | $96.9M | $400.2M | ||
| Q2 24 | $99.3M | $388.4M |
| Q1 26 | — | $605.0M | ||
| Q4 25 | $310.5M | $612.9M | ||
| Q3 25 | $350.9M | $613.2M | ||
| Q2 25 | $319.7M | $608.9M | ||
| Q1 25 | $296.6M | $590.9M | ||
| Q4 24 | $298.4M | $592.2M | ||
| Q3 24 | $312.4M | $477.3M | ||
| Q2 24 | $295.8M | $443.6M |
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 | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 3.43× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $19.8M | $9.9M | ||
| Q3 25 | $19.2M | $7.0M | ||
| Q2 25 | $8.8M | $14.4M | ||
| Q1 25 | $30.9M | $9.4M | ||
| Q4 24 | $6.7M | $7.1M | ||
| Q3 24 | $18.4M | $9.2M | ||
| Q2 24 | $6.5M | $10.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | $6.1M | ||
| Q3 25 | — | $2.9M | ||
| Q2 25 | — | $10.2M | ||
| Q1 25 | $28.1M | $6.0M | ||
| Q4 24 | $5.6M | $4.4M | ||
| Q3 24 | $17.4M | $5.9M | ||
| Q2 24 | $6.2M | $8.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 5.7% | ||
| Q3 25 | — | 2.8% | ||
| Q2 25 | — | 10.1% | ||
| Q1 25 | 23.6% | 6.0% | ||
| Q4 24 | 4.6% | 4.4% | ||
| Q3 24 | 12.6% | 6.8% | ||
| Q2 24 | 4.8% | 9.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | 3.6% | ||
| Q3 25 | — | 3.9% | ||
| Q2 25 | — | 4.1% | ||
| Q1 25 | 2.4% | 3.3% | ||
| Q4 24 | 0.9% | 2.6% | ||
| Q3 24 | 0.7% | 3.7% | ||
| Q2 24 | 0.2% | 3.2% |
| Q1 26 | — | — | ||
| Q4 25 | 3.43× | 32.34× | ||
| Q3 25 | 2.79× | 5.92× | ||
| Q2 25 | 2.83× | 2.73× | ||
| Q1 25 | — | 3.21× | ||
| Q4 24 | — | 1.56× | ||
| Q3 24 | — | 2.15× | ||
| Q2 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% |
GDYN
Segment breakdown not available.
