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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and IMAX CORP (IMAX). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $125.2M, roughly 1.1× IMAX CORP). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs 0.5%, a 3.6% gap on every dollar of revenue. On growth, IMAX CORP posted the faster year-over-year revenue change (35.1% vs 16.2%). Over the past eight quarters, IMAX CORP's revenue compounded faster (25.8% 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.
IMAX Corporation is a Canadian production theatre company which designs and manufactures IMAX cameras and projection systems as well as performing film development, production, post-production and distribution to IMAX-affiliated theatres worldwide. Founded in Montreal in 1967, it has headquarters in the Toronto area, and operations in New York City and Los Angeles.
ARLO vs IMAX — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $125.2M |
| Net Profit | $5.8M | $637.0K |
| Gross Margin | 46.4% | 57.6% |
| Operating Margin | 3.3% | 19.3% |
| Net Margin | 4.1% | 0.5% |
| Revenue YoY | 16.2% | 35.1% |
| Net Profit YoY | 218.6% | -88.0% |
| 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.
| Q4 25 | $141.3M | $125.2M | ||
| Q3 25 | $139.5M | $106.7M | ||
| Q2 25 | $129.4M | $91.7M | ||
| Q1 25 | $119.1M | $86.7M | ||
| Q4 24 | $121.6M | $92.7M | ||
| Q3 24 | $137.7M | $91.5M | ||
| Q2 24 | $127.4M | $89.0M | ||
| Q1 24 | $124.2M | $79.1M |
| Q4 25 | $5.8M | $637.0K | ||
| Q3 25 | $6.9M | $20.7M | ||
| Q2 25 | $3.1M | $11.3M | ||
| Q1 25 | $-835.0K | $2.3M | ||
| Q4 24 | $-4.9M | $5.3M | ||
| Q3 24 | $-4.4M | $13.9M | ||
| Q2 24 | $-11.6M | $3.6M | ||
| Q1 24 | $-9.6M | $3.3M |
| Q4 25 | 46.4% | 57.6% | ||
| Q3 25 | 40.5% | 63.1% | ||
| Q2 25 | 44.9% | 58.5% | ||
| Q1 25 | 44.3% | 61.4% | ||
| Q4 24 | 36.9% | 52.2% | ||
| Q3 24 | 35.2% | 55.8% | ||
| Q2 24 | 36.8% | 49.4% | ||
| Q1 24 | 38.1% | 59.3% |
| Q4 25 | 3.3% | 19.3% | ||
| Q3 25 | 0.6% | 27.2% | ||
| Q2 25 | 1.5% | 15.6% | ||
| Q1 25 | -1.2% | 19.3% | ||
| Q4 24 | -5.0% | 10.3% | ||
| Q3 24 | -4.0% | 21.2% | ||
| Q2 24 | -10.0% | 3.2% | ||
| Q1 24 | -8.5% | 15.3% |
| Q4 25 | 4.1% | 0.5% | ||
| Q3 25 | 4.9% | 19.4% | ||
| Q2 25 | 2.4% | 12.3% | ||
| Q1 25 | -0.7% | 2.7% | ||
| Q4 24 | -4.0% | 5.7% | ||
| Q3 24 | -3.2% | 15.2% | ||
| Q2 24 | -9.1% | 4.0% | ||
| Q1 24 | -7.8% | 4.1% |
| Q4 25 | $0.06 | $0.02 | ||
| Q3 25 | $0.06 | $0.37 | ||
| Q2 25 | $0.03 | $0.20 | ||
| Q1 25 | $-0.01 | $0.04 | ||
| Q4 24 | $-0.05 | $0.09 | ||
| Q3 24 | $-0.04 | $0.26 | ||
| Q2 24 | $-0.12 | $0.07 | ||
| Q1 24 | $-0.10 | $0.06 |
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 | $151.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $337.9M |
| Total Assets | $310.5M | $894.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $151.2M | ||
| Q3 25 | $86.0M | $143.1M | ||
| Q2 25 | $71.2M | $109.3M | ||
| Q1 25 | $84.0M | $97.1M | ||
| Q4 24 | $82.0M | $100.6M | ||
| Q3 24 | $77.0M | $104.5M | ||
| Q2 24 | $62.9M | $91.6M | ||
| Q1 24 | $62.1M | $81.0M |
| Q4 25 | $127.8M | $337.9M | ||
| Q3 25 | $129.2M | $349.5M | ||
| Q2 25 | $118.3M | $320.4M | ||
| Q1 25 | $103.4M | $299.5M | ||
| Q4 24 | $100.9M | $299.5M | ||
| Q3 24 | $96.9M | $289.4M | ||
| Q2 24 | $99.3M | $267.2M | ||
| Q1 24 | $99.9M | $258.8M |
| Q4 25 | $310.5M | $894.0M | ||
| Q3 25 | $350.9M | $889.6M | ||
| Q2 25 | $319.7M | $868.6M | ||
| Q1 25 | $296.6M | $848.3M | ||
| Q4 24 | $298.4M | $830.4M | ||
| Q3 24 | $312.4M | $847.6M | ||
| Q2 24 | $295.8M | $827.4M | ||
| Q1 24 | $289.8M | $824.1M |
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 | $29.4M |
| Free Cash FlowOCF − Capex | — | $28.0M |
| FCF MarginFCF / Revenue | — | 22.3% |
| Capex IntensityCapex / Revenue | — | 1.1% |
| Cash ConversionOCF / Net Profit | 3.43× | 46.11× |
| TTM Free Cash FlowTrailing 4 quarters | — | $118.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $29.4M | ||
| Q3 25 | $19.2M | $67.5M | ||
| Q2 25 | $8.8M | $23.2M | ||
| Q1 25 | $30.9M | $7.0M | ||
| Q4 24 | $6.7M | $11.5M | ||
| Q3 24 | $18.4M | $35.3M | ||
| Q2 24 | $6.5M | $35.0M | ||
| Q1 24 | $19.8M | $-11.0M |
| Q4 25 | — | $28.0M | ||
| Q3 25 | — | $64.8M | ||
| Q2 25 | — | $20.9M | ||
| Q1 25 | $28.1M | $5.3M | ||
| Q4 24 | $5.6M | $6.9M | ||
| Q3 24 | $17.4M | $34.2M | ||
| Q2 24 | $6.2M | $33.5M | ||
| Q1 24 | $19.4M | $-12.1M |
| Q4 25 | — | 22.3% | ||
| Q3 25 | — | 60.7% | ||
| Q2 25 | — | 22.8% | ||
| Q1 25 | 23.6% | 6.1% | ||
| Q4 24 | 4.6% | 7.4% | ||
| Q3 24 | 12.6% | 37.3% | ||
| Q2 24 | 4.8% | 37.6% | ||
| Q1 24 | 15.7% | -15.3% |
| Q4 25 | — | 1.1% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | — | 2.6% | ||
| Q1 25 | 2.4% | 1.9% | ||
| Q4 24 | 0.9% | 5.0% | ||
| Q3 24 | 0.7% | 1.2% | ||
| Q2 24 | 0.2% | 1.8% | ||
| Q1 24 | 0.3% | 1.4% |
| Q4 25 | 3.43× | 46.11× | ||
| Q3 25 | 2.79× | 3.27× | ||
| Q2 25 | 2.83× | 2.06× | ||
| Q1 25 | — | 2.99× | ||
| Q4 24 | — | 2.16× | ||
| Q3 24 | — | 2.54× | ||
| Q2 24 | — | 9.78× | ||
| Q1 24 | — | -3.35× |
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% |
IMAX
| Technology Sales | $46.6M | 37% |
| Image Enhancement And Maintenance Services | $38.1M | 30% |
| Joint Revenue Sharing Arrangement | $20.4M | 16% |
| Maintenance | $16.3M | 13% |
| Finance Income | $2.8M | 2% |
| Other Content Solutions | $1.6M | 1% |
