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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and Gogo Inc. (GOGO). Click either name above to swap in a different company.
Gogo Inc. is the larger business by last-quarter revenue ($230.6M vs $141.3M, roughly 1.6× Arlo Technologies, Inc.). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs -4.3%, a 8.4% gap on every dollar of revenue. On growth, Gogo Inc. posted the faster year-over-year revenue change (67.3% vs 16.2%). Over the past eight quarters, Gogo Inc.'s revenue compounded faster (48.7% 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.
Gogo Inc. is an American provider of in-flight broadband Internet service and other connectivity services for business aircraft, headquartered in Broomfield, Colorado. Through its Gogo LLC subsidiary, Gogo previously provided in-flight WiFi to 17 airlines until the Commercial Air business was sold to Intelsat for $400 million in December 2020. According to Gogo, over 2,500 commercial aircraft and 6,600 business aircraft have been equipped with its onboard Wi-Fi services. The company is the de...
ARLO vs GOGO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $230.6M |
| Net Profit | $5.8M | $-10.0M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | 6.2% |
| Net Margin | 4.1% | -4.3% |
| Revenue YoY | 16.2% | 67.3% |
| Net Profit YoY | 218.6% | 64.6% |
| EPS (diluted) | $0.06 | $-0.08 |
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 | $230.6M | ||
| Q3 25 | $139.5M | $223.6M | ||
| Q2 25 | $129.4M | $226.0M | ||
| Q1 25 | $119.1M | $230.3M | ||
| Q4 24 | $121.6M | $137.8M | ||
| Q3 24 | $137.7M | $100.5M | ||
| Q2 24 | $127.4M | $102.1M | ||
| Q1 24 | $124.2M | $104.3M |
| Q4 25 | $5.8M | $-10.0M | ||
| Q3 25 | $6.9M | $-1.9M | ||
| Q2 25 | $3.1M | $12.8M | ||
| Q1 25 | $-835.0K | $12.0M | ||
| Q4 24 | $-4.9M | $-28.2M | ||
| Q3 24 | $-4.4M | $10.6M | ||
| Q2 24 | $-11.6M | $839.0K | ||
| Q1 24 | $-9.6M | $30.5M |
| Q4 25 | 46.4% | — | ||
| Q3 25 | 40.5% | — | ||
| Q2 25 | 44.9% | 87.8% | ||
| Q1 25 | 44.3% | 87.3% | ||
| Q4 24 | 36.9% | — | ||
| Q3 24 | 35.2% | — | ||
| Q2 24 | 36.8% | — | ||
| Q1 24 | 38.1% | — |
| Q4 25 | 3.3% | 6.2% | ||
| Q3 25 | 0.6% | 12.9% | ||
| Q2 25 | 1.5% | 15.9% | ||
| Q1 25 | -1.2% | 15.3% | ||
| Q4 24 | -5.0% | -17.5% | ||
| Q3 24 | -4.0% | 19.0% | ||
| Q2 24 | -10.0% | 21.2% | ||
| Q1 24 | -8.5% | 33.2% |
| Q4 25 | 4.1% | -4.3% | ||
| Q3 25 | 4.9% | -0.9% | ||
| Q2 25 | 2.4% | 5.7% | ||
| Q1 25 | -0.7% | 5.2% | ||
| Q4 24 | -4.0% | -20.5% | ||
| Q3 24 | -3.2% | 10.6% | ||
| Q2 24 | -9.1% | 0.8% | ||
| Q1 24 | -7.8% | 29.2% |
| Q4 25 | $0.06 | $-0.08 | ||
| Q3 25 | $0.06 | $-0.01 | ||
| Q2 25 | $0.03 | $0.09 | ||
| Q1 25 | $-0.01 | $0.09 | ||
| Q4 24 | $-0.05 | $-0.22 | ||
| Q3 24 | $-0.04 | $0.08 | ||
| Q2 24 | $-0.12 | $0.01 | ||
| Q1 24 | $-0.10 | $0.23 |
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 | $125.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $101.1M |
| Total Assets | $310.5M | $1.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $125.2M | ||
| Q3 25 | $86.0M | $133.6M | ||
| Q2 25 | $71.2M | $102.1M | ||
| Q1 25 | $84.0M | $70.3M | ||
| Q4 24 | $82.0M | $41.8M | ||
| Q3 24 | $77.0M | $176.7M | ||
| Q2 24 | $62.9M | $161.6M | ||
| Q1 24 | $62.1M | $152.8M |
| Q4 25 | $127.8M | $101.1M | ||
| Q3 25 | $129.2M | $107.0M | ||
| Q2 25 | $118.3M | $102.8M | ||
| Q1 25 | $103.4M | $82.9M | ||
| Q4 24 | $100.9M | $69.3M | ||
| Q3 24 | $96.9M | $52.7M | ||
| Q2 24 | $99.3M | $52.0M | ||
| Q1 24 | $99.9M | $62.4M |
| Q4 25 | $310.5M | $1.3B | ||
| Q3 25 | $350.9M | $1.3B | ||
| Q2 25 | $319.7M | $1.3B | ||
| Q1 25 | $296.6M | $1.2B | ||
| Q4 24 | $298.4M | $1.2B | ||
| Q3 24 | $312.4M | $810.7M | ||
| Q2 24 | $295.8M | $802.7M | ||
| Q1 24 | $289.8M | $809.0M |
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 | $8.5M |
| Free Cash FlowOCF − Capex | — | $-25.4M |
| FCF MarginFCF / Revenue | — | -11.0% |
| Capex IntensityCapex / Revenue | — | 14.7% |
| Cash ConversionOCF / Net Profit | 3.43× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $65.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $8.5M | ||
| Q3 25 | $19.2M | $46.8M | ||
| Q2 25 | $8.8M | $36.7M | ||
| Q1 25 | $30.9M | $32.5M | ||
| Q4 24 | $6.7M | $-38.3M | ||
| Q3 24 | $18.4M | $25.1M | ||
| Q2 24 | $6.5M | $24.9M | ||
| Q1 24 | $19.8M | $29.7M |
| Q4 25 | — | $-25.4M | ||
| Q3 25 | — | $27.3M | ||
| Q2 25 | — | $33.5M | ||
| Q1 25 | $28.1M | $29.7M | ||
| Q4 24 | $5.6M | $-42.6M | ||
| Q3 24 | $17.4M | $20.7M | ||
| Q2 24 | $6.2M | $21.6M | ||
| Q1 24 | $19.4M | $28.2M |
| Q4 25 | — | -11.0% | ||
| Q3 25 | — | 12.2% | ||
| Q2 25 | — | 14.8% | ||
| Q1 25 | 23.6% | 12.9% | ||
| Q4 24 | 4.6% | -30.9% | ||
| Q3 24 | 12.6% | 20.6% | ||
| Q2 24 | 4.8% | 21.1% | ||
| Q1 24 | 15.7% | 27.0% |
| Q4 25 | — | 14.7% | ||
| Q3 25 | — | 8.7% | ||
| Q2 25 | — | 1.4% | ||
| Q1 25 | 2.4% | 1.2% | ||
| Q4 24 | 0.9% | 3.1% | ||
| Q3 24 | 0.7% | 4.4% | ||
| Q2 24 | 0.2% | 3.3% | ||
| Q1 24 | 0.3% | 1.4% |
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | — | ||
| Q2 25 | 2.83× | 2.87× | ||
| Q1 25 | — | 2.70× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.36× | ||
| Q2 24 | — | 29.74× | ||
| Q1 24 | — | 0.97× |
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% |
GOGO
| Services | $191.9M | 83% |
| Products | $38.7M | 17% |
| Fcc Reimbursement Program | $2.0M | 1% |
