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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and HEALTHSTREAM INC (HSTM). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $79.7M, roughly 1.8× HEALTHSTREAM INC). On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 7.4%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs 4.7%).
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.
HealthStream Inc is a leading U.S.-based provider of workforce development, compliance, and training solutions tailored for the healthcare industry. It offers cloud-based platforms covering clinical skill training, talent management, patient safety education, and regulatory adherence tools, serving over 4,000 healthcare organizations including hospitals, clinics, and long-term care facilities nationwide.
ARLO vs HSTM — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $79.7M |
| Net Profit | $5.8M | — |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | 3.0% |
| Net Margin | 4.1% | — |
| Revenue YoY | 16.2% | 7.4% |
| Net Profit YoY | 218.6% | — |
| EPS (diluted) | $0.06 | $0.09 |
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 | $79.7M | ||
| Q3 25 | $139.5M | $76.5M | ||
| Q2 25 | $129.4M | $74.4M | ||
| Q1 25 | $119.1M | $73.5M | ||
| Q4 24 | $121.6M | $74.2M | ||
| Q3 24 | $137.7M | $73.1M | ||
| Q2 24 | $127.4M | $71.6M | ||
| Q1 24 | $124.2M | $72.8M |
| Q4 25 | $5.8M | — | ||
| Q3 25 | $6.9M | $6.1M | ||
| Q2 25 | $3.1M | $5.4M | ||
| Q1 25 | $-835.0K | $4.3M | ||
| Q4 24 | $-4.9M | — | ||
| Q3 24 | $-4.4M | $5.7M | ||
| Q2 24 | $-11.6M | $4.2M | ||
| Q1 24 | $-9.6M | $5.2M |
| 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% | 3.0% | ||
| Q3 25 | 0.6% | 9.9% | ||
| Q2 25 | 1.5% | 7.9% | ||
| Q1 25 | -1.2% | 6.0% | ||
| Q4 24 | -5.0% | 6.3% | ||
| Q3 24 | -4.0% | 8.9% | ||
| Q2 24 | -10.0% | 6.2% | ||
| Q1 24 | -8.5% | 7.8% |
| Q4 25 | 4.1% | — | ||
| Q3 25 | 4.9% | 8.0% | ||
| Q2 25 | 2.4% | 7.2% | ||
| Q1 25 | -0.7% | 5.9% | ||
| Q4 24 | -4.0% | — | ||
| Q3 24 | -3.2% | 7.8% | ||
| Q2 24 | -9.1% | 5.8% | ||
| Q1 24 | -7.8% | 7.2% |
| Q4 25 | $0.06 | $0.09 | ||
| Q3 25 | $0.06 | $0.20 | ||
| Q2 25 | $0.03 | $0.18 | ||
| Q1 25 | $-0.01 | $0.14 | ||
| Q4 24 | $-0.05 | $0.16 | ||
| Q3 24 | $-0.04 | $0.19 | ||
| Q2 24 | $-0.12 | $0.14 | ||
| Q1 24 | $-0.10 | $0.17 |
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 | $36.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $354.0M |
| Total Assets | $310.5M | $520.4M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $36.2M | ||
| Q3 25 | $86.0M | $53.5M | ||
| Q2 25 | $71.2M | $52.1M | ||
| Q1 25 | $84.0M | $77.3M | ||
| Q4 24 | $82.0M | $59.5M | ||
| Q3 24 | $77.0M | $57.5M | ||
| Q2 24 | $62.9M | $46.1M | ||
| Q1 24 | $62.1M | $52.4M |
| Q4 25 | $127.8M | $354.0M | ||
| Q3 25 | $129.2M | $349.2M | ||
| Q2 25 | $118.3M | $350.6M | ||
| Q1 25 | $103.4M | $362.8M | ||
| Q4 24 | $100.9M | $359.4M | ||
| Q3 24 | $96.9M | $355.5M | ||
| Q2 24 | $99.3M | $349.2M | ||
| Q1 24 | $99.9M | $344.9M |
| Q4 25 | $310.5M | $520.4M | ||
| Q3 25 | $350.9M | $499.9M | ||
| Q2 25 | $319.7M | $500.1M | ||
| Q1 25 | $296.6M | $524.0M | ||
| Q4 24 | $298.4M | $510.8M | ||
| Q3 24 | $312.4M | $502.8M | ||
| Q2 24 | $295.8M | $499.6M | ||
| Q1 24 | $289.8M | $511.6M |
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 | $13.2M |
| Free Cash FlowOCF − Capex | — | $13.0M |
| FCF MarginFCF / Revenue | — | 16.3% |
| Capex IntensityCapex / Revenue | — | 0.3% |
| Cash ConversionOCF / Net Profit | 3.43× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $59.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $13.2M | ||
| Q3 25 | $19.2M | $18.0M | ||
| Q2 25 | $8.8M | $5.0M | ||
| Q1 25 | $30.9M | $27.1M | ||
| Q4 24 | $6.7M | $11.2M | ||
| Q3 24 | $18.4M | $19.1M | ||
| Q2 24 | $6.5M | $6.5M | ||
| Q1 24 | $19.8M | $20.9M |
| Q4 25 | — | $13.0M | ||
| Q3 25 | — | $17.9M | ||
| Q2 25 | — | $2.7M | ||
| Q1 25 | $28.1M | $26.0M | ||
| Q4 24 | $5.6M | $11.0M | ||
| Q3 24 | $17.4M | $18.8M | ||
| Q2 24 | $6.2M | $6.3M | ||
| Q1 24 | $19.4M | $20.2M |
| Q4 25 | — | 16.3% | ||
| Q3 25 | — | 23.4% | ||
| Q2 25 | — | 3.6% | ||
| Q1 25 | 23.6% | 35.4% | ||
| Q4 24 | 4.6% | 14.8% | ||
| Q3 24 | 12.6% | 25.8% | ||
| Q2 24 | 4.8% | 8.8% | ||
| Q1 24 | 15.7% | 27.8% |
| Q4 25 | — | 0.3% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 3.1% | ||
| Q1 25 | 2.4% | 1.4% | ||
| Q4 24 | 0.9% | 0.3% | ||
| Q3 24 | 0.7% | 0.4% | ||
| Q2 24 | 0.2% | 0.2% | ||
| Q1 24 | 0.3% | 1.0% |
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | 2.96× | ||
| Q2 25 | 2.83× | 0.93× | ||
| Q1 25 | — | 6.25× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.34× | ||
| Q2 24 | — | 1.55× | ||
| Q1 24 | — | 4.01× |
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% |
HSTM
| Subscription Services | $77.0M | 97% |
| Professional Services | $2.7M | 3% |
