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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and Hippo Holdings Inc. (HIPO). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $120.4M, roughly 1.2× Hippo Holdings Inc.). Hippo Holdings Inc. runs the higher net margin — 5.0% vs 4.1%, a 0.9% gap on every dollar of revenue. On growth, Hippo Holdings Inc. posted the faster year-over-year revenue change (18.2% vs 16.2%). Over the past eight quarters, Hippo Holdings Inc.'s revenue compounded faster (18.9% 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.
Hippo Valley Estate is a sugar estate found near the town of Chiredzi in Chiredzi District of southeastern Zimbabwe, on the Runde River near the border with Mozambique.
ARLO vs HIPO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $120.4M |
| Net Profit | $5.8M | $6.0M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | 5.6% |
| Net Margin | 4.1% | 5.0% |
| Revenue YoY | 16.2% | 18.2% |
| Net Profit YoY | 218.6% | -86.4% |
| EPS (diluted) | $0.06 | $0.31 |
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 | $120.4M | ||
| Q3 25 | $139.5M | $120.6M | ||
| Q2 25 | $129.4M | $117.3M | ||
| Q1 25 | $119.1M | $110.3M | ||
| Q4 24 | $121.6M | $101.9M | ||
| Q3 24 | $137.7M | $95.5M | ||
| Q2 24 | $127.4M | $89.6M | ||
| Q1 24 | $124.2M | $85.1M |
| Q4 25 | $5.8M | $6.0M | ||
| Q3 25 | $6.9M | $98.1M | ||
| Q2 25 | $3.1M | $1.3M | ||
| Q1 25 | $-835.0K | $-47.7M | ||
| Q4 24 | $-4.9M | $44.2M | ||
| Q3 24 | $-4.4M | $-8.5M | ||
| Q2 24 | $-11.6M | $-40.5M | ||
| Q1 24 | $-9.6M | $-35.7M |
| 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% | 5.6% | ||
| Q3 25 | 0.6% | 81.3% | ||
| Q2 25 | 1.5% | 3.4% | ||
| Q1 25 | -1.2% | -41.3% | ||
| Q4 24 | -5.0% | 46.3% | ||
| Q3 24 | -4.0% | -5.4% | ||
| Q2 24 | -10.0% | -40.7% | ||
| Q1 24 | -8.5% | -38.7% |
| Q4 25 | 4.1% | 5.0% | ||
| Q3 25 | 4.9% | 81.3% | ||
| Q2 25 | 2.4% | 1.1% | ||
| Q1 25 | -0.7% | -43.2% | ||
| Q4 24 | -4.0% | 43.4% | ||
| Q3 24 | -3.2% | -8.9% | ||
| Q2 24 | -9.1% | -45.2% | ||
| Q1 24 | -7.8% | -42.0% |
| Q4 25 | $0.06 | $0.31 | ||
| Q3 25 | $0.06 | $3.77 | ||
| Q2 25 | $0.03 | $0.05 | ||
| Q1 25 | $-0.01 | $-1.91 | ||
| Q4 24 | $-0.05 | $1.81 | ||
| Q3 24 | $-0.04 | $-0.34 | ||
| Q2 24 | $-0.12 | $-1.64 | ||
| Q1 24 | $-0.10 | $-1.47 |
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 | $218.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $436.1M |
| Total Assets | $310.5M | $1.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $218.3M | ||
| Q3 25 | $86.0M | $247.7M | ||
| Q2 25 | $71.2M | $198.9M | ||
| Q1 25 | $84.0M | $140.9M | ||
| Q4 24 | $82.0M | $197.6M | ||
| Q3 24 | $77.0M | $191.2M | ||
| Q2 24 | $62.9M | $175.9M | ||
| Q1 24 | $62.1M | $223.4M |
| Q4 25 | $127.8M | $436.1M | ||
| Q3 25 | $129.2M | $421.5M | ||
| Q2 25 | $118.3M | $332.5M | ||
| Q1 25 | $103.4M | $322.8M | ||
| Q4 24 | $100.9M | $362.1M | ||
| Q3 24 | $96.9M | $326.4M | ||
| Q2 24 | $99.3M | $322.6M | ||
| Q1 24 | $99.9M | $351.2M |
| Q4 25 | $310.5M | $1.9B | ||
| Q3 25 | $350.9M | $1.9B | ||
| Q2 25 | $319.7M | $1.7B | ||
| Q1 25 | $296.6M | $1.5B | ||
| Q4 24 | $298.4M | $1.5B | ||
| Q3 24 | $312.4M | $1.5B | ||
| Q2 24 | $295.8M | $1.5B | ||
| Q1 24 | $289.8M | $1.5B |
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 | $9.2M |
| Free Cash FlowOCF − Capex | — | $9.1M |
| FCF MarginFCF / Revenue | — | 7.6% |
| Capex IntensityCapex / Revenue | — | 0.1% |
| Cash ConversionOCF / Net Profit | 3.43× | 1.53× |
| TTM Free Cash FlowTrailing 4 quarters | — | $14.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $9.2M | ||
| Q3 25 | $19.2M | $16.9M | ||
| Q2 25 | $8.8M | $24.7M | ||
| Q1 25 | $30.9M | $-35.6M | ||
| Q4 24 | $6.7M | $47.5M | ||
| Q3 24 | $18.4M | $46.8M | ||
| Q2 24 | $6.5M | $-10.6M | ||
| Q1 24 | $19.8M | $17.7M |
| Q4 25 | — | $9.1M | ||
| Q3 25 | — | $16.8M | ||
| Q2 25 | — | $24.6M | ||
| Q1 25 | $28.1M | $-35.7M | ||
| Q4 24 | $5.6M | $47.2M | ||
| Q3 24 | $17.4M | — | ||
| Q2 24 | $6.2M | $-10.7M | ||
| Q1 24 | $19.4M | $17.6M |
| Q4 25 | — | 7.6% | ||
| Q3 25 | — | 13.9% | ||
| Q2 25 | — | 21.0% | ||
| Q1 25 | 23.6% | -32.4% | ||
| Q4 24 | 4.6% | 46.3% | ||
| Q3 24 | 12.6% | — | ||
| Q2 24 | 4.8% | -11.9% | ||
| Q1 24 | 15.7% | 20.7% |
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | 2.4% | 0.1% | ||
| Q4 24 | 0.9% | 0.3% | ||
| Q3 24 | 0.7% | 0.0% | ||
| Q2 24 | 0.2% | 0.1% | ||
| Q1 24 | 0.3% | 0.1% |
| Q4 25 | 3.43× | 1.53× | ||
| Q3 25 | 2.79× | 0.17× | ||
| Q2 25 | 2.83× | 19.00× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.07× | ||
| 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% |
HIPO
Segment breakdown not available.
