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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and MAXLINEAR, INC (MXL). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $137.2M, roughly 1.0× MAXLINEAR, INC). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs -32.9%, a 37.0% gap on every dollar of revenue. On growth, MAXLINEAR, INC posted the faster year-over-year revenue change (43.0% vs 16.2%). Over the past eight quarters, MAXLINEAR, INC's revenue compounded faster (22.1% 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.
MaxLinear, Inc. is an American electronic hardware company. Founded in 2003, it provides highly integrated radio-frequency (RF) analog and mixed-signal semiconductor products for broadband communications applications. It is a New York Stock Exchange-traded company.
ARLO vs MXL — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $137.2M |
| Net Profit | $5.8M | $-45.1M |
| Gross Margin | 46.4% | 57.5% |
| Operating Margin | 3.3% | 30.0% |
| Net Margin | 4.1% | -32.9% |
| Revenue YoY | 16.2% | 43.0% |
| Net Profit YoY | 218.6% | -203.0% |
| EPS (diluted) | $0.06 | $-0.52 |
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.
| Q1 26 | — | $137.2M | ||
| Q4 25 | $141.3M | $136.4M | ||
| Q3 25 | $139.5M | $126.5M | ||
| Q2 25 | $129.4M | $108.8M | ||
| Q1 25 | $119.1M | $95.9M | ||
| Q4 24 | $121.6M | $92.2M | ||
| Q3 24 | $137.7M | $81.1M | ||
| Q2 24 | $127.4M | $92.0M |
| Q1 26 | — | $-45.1M | ||
| Q4 25 | $5.8M | $-14.9M | ||
| Q3 25 | $6.9M | $-45.5M | ||
| Q2 25 | $3.1M | $-26.6M | ||
| Q1 25 | $-835.0K | $-49.7M | ||
| Q4 24 | $-4.9M | $-57.8M | ||
| Q3 24 | $-4.4M | $-75.8M | ||
| Q2 24 | $-11.6M | $-39.3M |
| Q1 26 | — | 57.5% | ||
| Q4 25 | 46.4% | 57.6% | ||
| Q3 25 | 40.5% | 56.9% | ||
| Q2 25 | 44.9% | 56.5% | ||
| Q1 25 | 44.3% | 56.1% | ||
| Q4 24 | 36.9% | 55.6% | ||
| Q3 24 | 35.2% | 54.4% | ||
| Q2 24 | 36.8% | 54.6% |
| Q1 26 | — | 30.0% | ||
| Q4 25 | 3.3% | -10.9% | ||
| Q3 25 | 0.6% | -32.7% | ||
| Q2 25 | 1.5% | -22.6% | ||
| Q1 25 | -1.2% | -48.0% | ||
| Q4 24 | -5.0% | -44.7% | ||
| Q3 24 | -4.0% | -82.3% | ||
| Q2 24 | -10.0% | -44.4% |
| Q1 26 | — | -32.9% | ||
| Q4 25 | 4.1% | -10.9% | ||
| Q3 25 | 4.9% | -36.0% | ||
| Q2 25 | 2.4% | -24.4% | ||
| Q1 25 | -0.7% | -51.8% | ||
| Q4 24 | -4.0% | -62.8% | ||
| Q3 24 | -3.2% | -93.4% | ||
| Q2 24 | -9.1% | -42.7% |
| Q1 26 | — | $-0.52 | ||
| Q4 25 | $0.06 | $-0.17 | ||
| Q3 25 | $0.06 | $-0.52 | ||
| Q2 25 | $0.03 | $-0.31 | ||
| Q1 25 | $-0.01 | $-0.58 | ||
| Q4 24 | $-0.05 | $-0.68 | ||
| Q3 24 | $-0.04 | $-0.90 | ||
| Q2 24 | $-0.12 | $-0.47 |
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 | $61.1M |
| Total DebtLower is stronger | — | $123.8M |
| Stockholders' EquityBook value | $127.8M | $454.2M |
| Total Assets | $310.5M | $771.3M |
| Debt / EquityLower = less leverage | — | 0.27× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $61.1M | ||
| Q4 25 | $146.4M | $72.8M | ||
| Q3 25 | $86.0M | $111.9M | ||
| Q2 25 | $71.2M | $108.6M | ||
| Q1 25 | $84.0M | $102.8M | ||
| Q4 24 | $82.0M | $118.6M | ||
| Q3 24 | $77.0M | $148.5M | ||
| Q2 24 | $62.9M | $185.1M |
| Q1 26 | — | $123.8M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $454.2M | ||
| Q4 25 | $127.8M | $451.9M | ||
| Q3 25 | $129.2M | $464.7M | ||
| Q2 25 | $118.3M | $488.3M | ||
| Q1 25 | $103.4M | $493.2M | ||
| Q4 24 | $100.9M | $516.3M | ||
| Q3 24 | $96.9M | $556.9M | ||
| Q2 24 | $99.3M | $617.3M |
| Q1 26 | — | $771.3M | ||
| Q4 25 | $310.5M | $796.4M | ||
| Q3 25 | $350.9M | $808.1M | ||
| Q2 25 | $319.7M | $863.7M | ||
| Q1 25 | $296.6M | $855.3M | ||
| Q4 24 | $298.4M | $864.6M | ||
| Q3 24 | $312.4M | $895.3M | ||
| Q2 24 | $295.8M | $973.2M |
| Q1 26 | — | 0.27× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — |
| 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.
| Q1 26 | — | — | ||
| Q4 25 | $19.8M | $10.4M | ||
| Q3 25 | $19.2M | $10.1M | ||
| Q2 25 | $8.8M | $10.5M | ||
| Q1 25 | $30.9M | $-11.4M | ||
| Q4 24 | $6.7M | $-27.8M | ||
| Q3 24 | $18.4M | $-30.7M | ||
| Q2 24 | $6.5M | $-2.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | $6.7M | ||
| Q3 25 | — | $4.4M | ||
| Q2 25 | — | $9.3M | ||
| Q1 25 | $28.1M | $-13.4M | ||
| Q4 24 | $5.6M | $-30.0M | ||
| Q3 24 | $17.4M | $-34.9M | ||
| Q2 24 | $6.2M | $-5.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.9% | ||
| Q3 25 | — | 3.5% | ||
| Q2 25 | — | 8.6% | ||
| Q1 25 | 23.6% | -14.0% | ||
| Q4 24 | 4.6% | -32.6% | ||
| Q3 24 | 12.6% | -43.0% | ||
| Q2 24 | 4.8% | -6.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.7% | ||
| Q3 25 | — | 4.5% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | 2.4% | 2.1% | ||
| Q4 24 | 0.9% | 2.4% | ||
| Q3 24 | 0.7% | 5.1% | ||
| Q2 24 | 0.2% | 3.3% |
| Q1 26 | — | — | ||
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | — | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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% |
MXL
Segment breakdown not available.
