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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and Life360, Inc. (LIF). Click either name above to swap in a different company.
Life360, Inc. is the larger business by last-quarter revenue ($146.0M vs $141.3M, roughly 1.0× Arlo Technologies, Inc.). Life360, Inc. runs the higher net margin — 88.8% vs 4.1%, a 84.7% gap on every dollar of revenue. On growth, Life360, Inc. posted the faster year-over-year revenue change (26.4% vs 16.2%). Over the past eight quarters, Life360, Inc.'s revenue compounded faster (36.6% 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.
Life360, Inc. develops family-focused safety and connectivity platforms. Core offerings include real-time location sharing, emergency alerts, driving behavior analysis tools and identity theft protection. It serves consumer markets across North America, Europe and Asia-Pacific, with most revenue from tiered premium subscription plans.
ARLO vs LIF — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $146.0M |
| Net Profit | $5.8M | $129.7M |
| Gross Margin | 46.4% | 75.1% |
| Operating Margin | 3.3% | 6.1% |
| Net Margin | 4.1% | 88.8% |
| Revenue YoY | 16.2% | 26.4% |
| Net Profit YoY | 218.6% | 1425.9% |
| EPS (diluted) | $0.06 | $1.53 |
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 | $146.0M | ||
| Q3 25 | $139.5M | $124.5M | ||
| Q2 25 | $129.4M | $115.4M | ||
| Q1 25 | $119.1M | $103.6M | ||
| Q4 24 | $121.6M | $115.5M | ||
| Q3 24 | $137.7M | $92.9M | ||
| Q2 24 | $127.4M | $84.9M | ||
| Q1 24 | $124.2M | $78.2M |
| Q4 25 | $5.8M | $129.7M | ||
| Q3 25 | $6.9M | $9.8M | ||
| Q2 25 | $3.1M | $7.0M | ||
| Q1 25 | $-835.0K | $4.4M | ||
| Q4 24 | $-4.9M | $8.5M | ||
| Q3 24 | $-4.4M | $7.7M | ||
| Q2 24 | $-11.6M | $-11.0M | ||
| Q1 24 | $-9.6M | $-9.8M |
| Q4 25 | 46.4% | 75.1% | ||
| Q3 25 | 40.5% | 78.0% | ||
| Q2 25 | 44.9% | 78.4% | ||
| Q1 25 | 44.3% | 80.6% | ||
| Q4 24 | 36.9% | 74.0% | ||
| Q3 24 | 35.2% | 75.4% | ||
| Q2 24 | 36.8% | 75.0% | ||
| Q1 24 | 38.1% | 76.7% |
| Q4 25 | 3.3% | 6.1% | ||
| Q3 25 | 0.6% | 4.6% | ||
| Q2 25 | 1.5% | 1.7% | ||
| Q1 25 | -1.2% | 2.1% | ||
| Q4 24 | -5.0% | 4.9% | ||
| Q3 24 | -4.0% | -5.3% | ||
| Q2 24 | -10.0% | -2.8% | ||
| Q1 24 | -8.5% | -8.2% |
| Q4 25 | 4.1% | 88.8% | ||
| Q3 25 | 4.9% | 7.9% | ||
| Q2 25 | 2.4% | 6.1% | ||
| Q1 25 | -0.7% | 4.2% | ||
| Q4 24 | -4.0% | 7.4% | ||
| Q3 24 | -3.2% | 8.3% | ||
| Q2 24 | -9.1% | -12.9% | ||
| Q1 24 | -7.8% | -12.5% |
| Q4 25 | $0.06 | $1.53 | ||
| Q3 25 | $0.06 | $0.11 | ||
| Q2 25 | $0.03 | $0.08 | ||
| Q1 25 | $-0.01 | $0.05 | ||
| Q4 24 | $-0.05 | $0.14 | ||
| Q3 24 | $-0.04 | $0.09 | ||
| Q2 24 | $-0.12 | $-0.15 | ||
| Q1 24 | $-0.10 | $-0.14 |
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 | $494.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $548.2M |
| Total Assets | $310.5M | $959.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $494.3M | ||
| Q3 25 | $86.0M | $455.7M | ||
| Q2 25 | $71.2M | $432.7M | ||
| Q1 25 | $84.0M | $168.9M | ||
| Q4 24 | $82.0M | $159.2M | ||
| Q3 24 | $77.0M | $159.0M | ||
| Q2 24 | $62.9M | $160.8M | ||
| Q1 24 | $62.1M | $73.4M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $5.2M |
| Q4 25 | $127.8M | $548.2M | ||
| Q3 25 | $129.2M | $391.4M | ||
| Q2 25 | $118.3M | $366.7M | ||
| Q1 25 | $103.4M | $376.3M | ||
| Q4 24 | $100.9M | $358.5M | ||
| Q3 24 | $96.9M | $339.7M | ||
| Q2 24 | $99.3M | $326.7M | ||
| Q1 24 | $99.9M | $239.8M |
| Q4 25 | $310.5M | $959.7M | ||
| Q3 25 | $350.9M | $787.5M | ||
| Q2 25 | $319.7M | $753.6M | ||
| Q1 25 | $296.6M | $455.4M | ||
| Q4 24 | $298.4M | $441.6M | ||
| Q3 24 | $312.4M | $427.4M | ||
| Q2 24 | $295.8M | $405.9M | ||
| Q1 24 | $289.8M | $318.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.02× |
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 | $36.8M |
| Free Cash FlowOCF − Capex | — | $36.6M |
| FCF MarginFCF / Revenue | — | 25.1% |
| Capex IntensityCapex / Revenue | — | 0.2% |
| Cash ConversionOCF / Net Profit | 3.43× | 0.28× |
| TTM Free Cash FlowTrailing 4 quarters | — | $86.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $36.8M | ||
| Q3 25 | $19.2M | $26.4M | ||
| Q2 25 | $8.8M | $13.3M | ||
| Q1 25 | $30.9M | $12.1M | ||
| Q4 24 | $6.7M | $12.3M | ||
| Q3 24 | $18.4M | $6.3M | ||
| Q2 24 | $6.5M | $3.3M | ||
| Q1 24 | $19.8M | $10.7M |
| Q4 25 | — | $36.6M | ||
| Q3 25 | — | $25.6M | ||
| Q2 25 | — | $12.7M | ||
| Q1 25 | $28.1M | $11.9M | ||
| Q4 24 | $5.6M | $11.2M | ||
| Q3 24 | $17.4M | $6.3M | ||
| Q2 24 | $6.2M | $3.2M | ||
| Q1 24 | $19.4M | — |
| Q4 25 | — | 25.1% | ||
| Q3 25 | — | 20.6% | ||
| Q2 25 | — | 11.0% | ||
| Q1 25 | 23.6% | 11.5% | ||
| Q4 24 | 4.6% | 9.7% | ||
| Q3 24 | 12.6% | 6.8% | ||
| Q2 24 | 4.8% | 3.8% | ||
| Q1 24 | 15.7% | — |
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | 2.4% | 0.1% | ||
| Q4 24 | 0.9% | 1.0% | ||
| Q3 24 | 0.7% | 0.0% | ||
| Q2 24 | 0.2% | 0.1% | ||
| Q1 24 | 0.3% | 0.0% |
| Q4 25 | 3.43× | 0.28× | ||
| Q3 25 | 2.79× | 2.70× | ||
| Q2 25 | 2.83× | 1.90× | ||
| Q1 25 | — | 2.75× | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | — | 0.83× | ||
| 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% |
LIF
Segment breakdown not available.
