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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and OneStream, Inc. (OS). Click either name above to swap in a different company.
OneStream, Inc. is the larger business by last-quarter revenue ($163.7M vs $141.3M, roughly 1.2× Arlo Technologies, Inc.). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs 0.6%, a 3.5% gap on every dollar of revenue. On growth, OneStream, Inc. posted the faster year-over-year revenue change (23.6% vs 16.2%). Over the past eight quarters, OneStream, Inc.'s revenue compounded faster (21.8% 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.
Blue Stream provides cable television, cable telephone, DVR, and up to 1 GIG Internet speed broadband services to customers in the Florida communities of Coral Springs and Weston.
ARLO vs OS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $163.7M |
| Net Profit | $5.8M | $999.0K |
| Gross Margin | 46.4% | 69.8% |
| Operating Margin | 3.3% | -3.2% |
| Net Margin | 4.1% | 0.6% |
| Revenue YoY | 16.2% | 23.6% |
| Net Profit YoY | 218.6% | — |
| EPS (diluted) | $0.06 | — |
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 | $163.7M | ||
| Q3 25 | $139.5M | $154.3M | ||
| Q2 25 | $129.4M | $147.6M | ||
| Q1 25 | $119.1M | $136.3M | ||
| Q4 24 | $121.6M | $132.5M | ||
| Q3 24 | $137.7M | $129.1M | ||
| Q2 24 | $127.4M | $117.5M | ||
| Q1 24 | $124.2M | $110.3M |
| Q4 25 | $5.8M | $999.0K | ||
| Q3 25 | $6.9M | $-8.8M | ||
| Q2 25 | $3.1M | $-18.4M | ||
| Q1 25 | $-835.0K | $-24.0M | ||
| Q4 24 | $-4.9M | — | ||
| Q3 24 | $-4.4M | $-171.9M | ||
| Q2 24 | $-11.6M | $-7.8M | ||
| Q1 24 | $-9.6M | $-5.0M |
| Q4 25 | 46.4% | 69.8% | ||
| Q3 25 | 40.5% | 68.1% | ||
| Q2 25 | 44.9% | 68.6% | ||
| Q1 25 | 44.3% | 68.0% | ||
| Q4 24 | 36.9% | 66.8% | ||
| Q3 24 | 35.2% | 50.1% | ||
| Q2 24 | 36.8% | 68.5% | ||
| Q1 24 | 38.1% | 69.1% |
| Q4 25 | 3.3% | -3.2% | ||
| Q3 25 | 0.6% | -11.3% | ||
| Q2 25 | 1.5% | -21.8% | ||
| Q1 25 | -1.2% | -29.3% | ||
| Q4 24 | -5.0% | -35.8% | ||
| Q3 24 | -4.0% | -197.6% | ||
| Q2 24 | -10.0% | -9.8% | ||
| Q1 24 | -8.5% | -4.9% |
| Q4 25 | 4.1% | 0.6% | ||
| Q3 25 | 4.9% | -5.7% | ||
| Q2 25 | 2.4% | -12.5% | ||
| Q1 25 | -0.7% | -17.6% | ||
| Q4 24 | -4.0% | — | ||
| Q3 24 | -3.2% | -133.1% | ||
| Q2 24 | -9.1% | -6.7% | ||
| Q1 24 | -7.8% | -4.5% |
| Q4 25 | $0.06 | — | ||
| Q3 25 | $0.06 | — | ||
| Q2 25 | $0.03 | — | ||
| Q1 25 | $-0.01 | — | ||
| Q4 24 | $-0.05 | — | ||
| Q3 24 | $-0.04 | $-1.06 | ||
| Q2 24 | $-0.12 | — | ||
| Q1 24 | $-0.10 | — |
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 | $693.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $504.7M |
| Total Assets | $310.5M | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $693.6M | ||
| Q3 25 | $86.0M | $653.9M | ||
| Q2 25 | $71.2M | $652.1M | ||
| Q1 25 | $84.0M | $593.9M | ||
| Q4 24 | $82.0M | $544.2M | ||
| Q3 24 | $77.0M | $495.5M | ||
| Q2 24 | $62.9M | $140.5M | ||
| Q1 24 | $62.1M | — |
| Q4 25 | $127.8M | $504.7M | ||
| Q3 25 | $129.2M | $472.1M | ||
| Q2 25 | $118.3M | $458.2M | ||
| Q1 25 | $103.4M | $412.9M | ||
| Q4 24 | $100.9M | $386.2M | ||
| Q3 24 | $96.9M | $458.2M | ||
| Q2 24 | $99.3M | $97.5M | ||
| Q1 24 | $99.9M | $102.5M |
| Q4 25 | $310.5M | $1.0B | ||
| Q3 25 | $350.9M | $949.4M | ||
| Q2 25 | $319.7M | $910.5M | ||
| Q1 25 | $296.6M | $867.3M | ||
| Q4 24 | $298.4M | $823.2M | ||
| Q3 24 | $312.4M | $750.1M | ||
| Q2 24 | $295.8M | $379.7M | ||
| Q1 24 | $289.8M | — |
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 | $25.8M |
| Free Cash FlowOCF − Capex | — | $25.6M |
| FCF MarginFCF / Revenue | — | 15.7% |
| Capex IntensityCapex / Revenue | — | 0.1% |
| Cash ConversionOCF / Net Profit | 3.43× | 25.79× |
| TTM Free Cash FlowTrailing 4 quarters | — | $95.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $25.8M | ||
| Q3 25 | $19.2M | $5.0M | ||
| Q2 25 | $8.8M | $29.7M | ||
| Q1 25 | $30.9M | $36.2M | ||
| Q4 24 | $6.7M | — | ||
| Q3 24 | $18.4M | $2.4M | ||
| Q2 24 | $6.5M | $8.1M | ||
| Q1 24 | $19.8M | $25.5M |
| Q4 25 | — | $25.6M | ||
| Q3 25 | — | $4.8M | ||
| Q2 25 | — | $29.4M | ||
| Q1 25 | $28.1M | $35.8M | ||
| Q4 24 | $5.6M | — | ||
| Q3 24 | $17.4M | $1.3M | ||
| Q2 24 | $6.2M | $7.7M | ||
| Q1 24 | $19.4M | $24.9M |
| Q4 25 | — | 15.7% | ||
| Q3 25 | — | 3.1% | ||
| Q2 25 | — | 19.9% | ||
| Q1 25 | 23.6% | 26.3% | ||
| Q4 24 | 4.6% | — | ||
| Q3 24 | 12.6% | 1.0% | ||
| Q2 24 | 4.8% | 6.6% | ||
| Q1 24 | 15.7% | 22.5% |
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | 2.4% | 0.3% | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 0.7% | 0.8% | ||
| Q2 24 | 0.2% | 0.3% | ||
| Q1 24 | 0.3% | 0.6% |
| Q4 25 | 3.43× | 25.79× | ||
| Q3 25 | 2.79× | — | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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% |
OS
| Subscription And Circulation | $150.3M | 92% |
| Professional Services And Other | $9.4M | 6% |
| License | $4.0M | 2% |
