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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and Globalstar, Inc. (GSAT). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $72.0M, roughly 2.0× Globalstar, Inc.). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs -16.1%, a 20.2% gap on every dollar of revenue. On growth, Globalstar, Inc. posted the faster year-over-year revenue change (17.6% vs 16.2%). Over the past eight quarters, Globalstar, Inc.'s revenue compounded faster (12.9% 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.
Globalstar, Inc. is an American telecommunications company that operates a satellite constellation in low Earth orbit (LEO) for satellite phone, low-speed data transmission and Earth observation. The Globalstar second-generation constellation consists of 25 satellites.
ARLO vs GSAT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $72.0M |
| Net Profit | $5.8M | $-11.6M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | -0.5% |
| Net Margin | 4.1% | -16.1% |
| Revenue YoY | 16.2% | 17.6% |
| Net Profit YoY | 218.6% | 76.9% |
| EPS (diluted) | $0.06 | $-0.11 |
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 | $72.0M | ||
| Q3 25 | $139.5M | $73.8M | ||
| Q2 25 | $129.4M | $67.1M | ||
| Q1 25 | $119.1M | $60.0M | ||
| Q4 24 | $121.6M | $61.2M | ||
| Q3 24 | $137.7M | $72.3M | ||
| Q2 24 | $127.4M | $60.4M | ||
| Q1 24 | $124.2M | $56.5M |
| Q4 25 | $5.8M | $-11.6M | ||
| Q3 25 | $6.9M | $1.1M | ||
| Q2 25 | $3.1M | $19.2M | ||
| Q1 25 | $-835.0K | $-17.3M | ||
| Q4 24 | $-4.9M | $-50.2M | ||
| Q3 24 | $-4.4M | $9.9M | ||
| Q2 24 | $-11.6M | $-9.7M | ||
| Q1 24 | $-9.6M | $-13.2M |
| 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% | -0.5% | ||
| Q3 25 | 0.6% | 13.8% | ||
| Q2 25 | 1.5% | 9.2% | ||
| Q1 25 | -1.2% | -14.2% | ||
| Q4 24 | -5.0% | -6.9% | ||
| Q3 24 | -4.0% | 13.0% | ||
| Q2 24 | -10.0% | -2.4% | ||
| Q1 24 | -8.5% | -8.3% |
| Q4 25 | 4.1% | -16.1% | ||
| Q3 25 | 4.9% | 1.5% | ||
| Q2 25 | 2.4% | 28.6% | ||
| Q1 25 | -0.7% | -28.9% | ||
| Q4 24 | -4.0% | -82.1% | ||
| Q3 24 | -3.2% | 13.7% | ||
| Q2 24 | -9.1% | -16.0% | ||
| Q1 24 | -7.8% | -23.4% |
| Q4 25 | $0.06 | $-0.11 | ||
| Q3 25 | $0.06 | $-0.01 | ||
| Q2 25 | $0.03 | $0.13 | ||
| Q1 25 | $-0.01 | $-0.16 | ||
| Q4 24 | $-0.05 | $-0.57 | ||
| Q3 24 | $-0.04 | $0.00 | ||
| Q2 24 | $-0.12 | $-0.01 | ||
| Q1 24 | $-0.10 | $-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 | $447.5M |
| Total DebtLower is stronger | — | $483.8M |
| Stockholders' EquityBook value | $127.8M | $355.7M |
| Total Assets | $310.5M | $2.3B |
| Debt / EquityLower = less leverage | — | 1.36× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $447.5M | ||
| Q3 25 | $86.0M | $346.3M | ||
| Q2 25 | $71.2M | $308.2M | ||
| Q1 25 | $84.0M | $241.4M | ||
| Q4 24 | $82.0M | $391.2M | ||
| Q3 24 | $77.0M | $51.9M | ||
| Q2 24 | $62.9M | $64.3M | ||
| Q1 24 | $62.1M | $59.3M |
| Q4 25 | — | $483.8M | ||
| Q3 25 | — | $508.6M | ||
| Q2 25 | — | $491.5M | ||
| Q1 25 | — | $502.7M | ||
| Q4 24 | — | $511.4M | ||
| Q3 24 | — | $394.4M | ||
| Q2 24 | — | $393.1M | ||
| Q1 24 | — | $398.7M |
| Q4 25 | $127.8M | $355.7M | ||
| Q3 25 | $129.2M | $364.8M | ||
| Q2 25 | $118.3M | $360.9M | ||
| Q1 25 | $103.4M | $344.3M | ||
| Q4 24 | $100.9M | $358.9M | ||
| Q3 24 | $96.9M | $394.1M | ||
| Q2 24 | $99.3M | $383.0M | ||
| Q1 24 | $99.9M | $377.1M |
| Q4 25 | $310.5M | $2.3B | ||
| Q3 25 | $350.9M | $2.2B | ||
| Q2 25 | $319.7M | $1.9B | ||
| Q1 25 | $296.6M | $1.7B | ||
| Q4 24 | $298.4M | $1.7B | ||
| Q3 24 | $312.4M | $917.6M | ||
| Q2 24 | $295.8M | $926.2M | ||
| Q1 24 | $289.8M | $917.0M |
| Q4 25 | — | 1.36× | ||
| Q3 25 | — | 1.39× | ||
| Q2 25 | — | 1.36× | ||
| Q1 25 | — | 1.46× | ||
| Q4 24 | — | 1.43× | ||
| Q3 24 | — | 1.00× | ||
| Q2 24 | — | 1.03× | ||
| Q1 24 | — | 1.06× |
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 | $175.9M |
| 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.
| Q4 25 | $19.8M | $175.9M | ||
| Q3 25 | $19.2M | $236.0M | ||
| Q2 25 | $8.8M | $157.9M | ||
| Q1 25 | $30.9M | $51.9M | ||
| Q4 24 | $6.7M | $340.7M | ||
| Q3 24 | $18.4M | $32.0M | ||
| Q2 24 | $6.5M | $36.7M | ||
| Q1 24 | $19.8M | $29.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| 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 | — | — | ||
| 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 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 2.4% | — | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 0.7% | — | ||
| Q2 24 | 0.2% | — | ||
| Q1 24 | 0.3% | — |
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | 216.53× | ||
| Q2 25 | 2.83× | 8.22× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.23× | ||
| 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% |
GSAT
| Services | $67.4M | 94% |
| Products | $4.6M | 6% |
