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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and PUMA BIOTECHNOLOGY, INC. (PBYI). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $75.5M, roughly 1.9× PUMA BIOTECHNOLOGY, INC.). On growth, PUMA BIOTECHNOLOGY, INC. posted the faster year-over-year revenue change (27.7% vs 16.2%). Over the past eight quarters, PUMA BIOTECHNOLOGY, INC.'s revenue compounded faster (31.3% 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.
Puma Biotechnology is a publicly traded biopharmaceutical company headquartered in Los Angeles, CA.
ARLO vs PBYI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $75.5M |
| Net Profit | $5.8M | — |
| Gross Margin | 46.4% | 69.3% |
| Operating Margin | 3.3% | 22.7% |
| Net Margin | 4.1% | — |
| Revenue YoY | 16.2% | 27.7% |
| Net Profit YoY | 218.6% | — |
| EPS (diluted) | $0.06 | $0.26 |
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 | $75.5M | ||
| Q3 25 | $139.5M | $54.5M | ||
| Q2 25 | $129.4M | $52.4M | ||
| Q1 25 | $119.1M | $46.0M | ||
| Q4 24 | $121.6M | $59.1M | ||
| Q3 24 | $137.7M | $80.5M | ||
| Q2 24 | $127.4M | $47.1M | ||
| Q1 24 | $124.2M | $43.8M |
| Q4 25 | $5.8M | — | ||
| Q3 25 | $6.9M | $8.8M | ||
| Q2 25 | $3.1M | $5.9M | ||
| Q1 25 | $-835.0K | $3.0M | ||
| Q4 24 | $-4.9M | — | ||
| Q3 24 | $-4.4M | $20.3M | ||
| Q2 24 | $-11.6M | $-4.5M | ||
| Q1 24 | $-9.6M | $-4.8M |
| Q4 25 | 46.4% | 69.3% | ||
| Q3 25 | 40.5% | 77.7% | ||
| Q2 25 | 44.9% | 76.5% | ||
| Q1 25 | 44.3% | 77.1% | ||
| Q4 24 | 36.9% | 76.4% | ||
| Q3 24 | 35.2% | 63.9% | ||
| Q2 24 | 36.8% | 77.4% | ||
| Q1 24 | 38.1% | 75.5% |
| Q4 25 | 3.3% | 22.7% | ||
| Q3 25 | 0.6% | 17.6% | ||
| Q2 25 | 1.5% | 12.7% | ||
| Q1 25 | -1.2% | 8.7% | ||
| Q4 24 | -5.0% | 22.6% | ||
| Q3 24 | -4.0% | 27.4% | ||
| Q2 24 | -10.0% | -4.6% | ||
| Q1 24 | -8.5% | -5.3% |
| Q4 25 | 4.1% | — | ||
| Q3 25 | 4.9% | 16.2% | ||
| Q2 25 | 2.4% | 11.2% | ||
| Q1 25 | -0.7% | 6.5% | ||
| Q4 24 | -4.0% | — | ||
| Q3 24 | -3.2% | 25.2% | ||
| Q2 24 | -9.1% | -9.6% | ||
| Q1 24 | -7.8% | -11.0% |
| Q4 25 | $0.06 | $0.26 | ||
| Q3 25 | $0.06 | $0.17 | ||
| Q2 25 | $0.03 | $0.12 | ||
| Q1 25 | $-0.01 | $0.06 | ||
| Q4 24 | $-0.05 | $0.40 | ||
| Q3 24 | $-0.04 | $0.41 | ||
| Q2 24 | $-0.12 | $-0.09 | ||
| Q1 24 | $-0.10 | $-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 | $97.5M |
| Total DebtLower is stronger | — | $22.7M |
| Stockholders' EquityBook value | $127.8M | $130.3M |
| Total Assets | $310.5M | $216.3M |
| Debt / EquityLower = less leverage | — | 0.17× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $97.5M | ||
| Q3 25 | $86.0M | $94.4M | ||
| Q2 25 | $71.2M | $96.0M | ||
| Q1 25 | $84.0M | $93.2M | ||
| Q4 24 | $82.0M | $101.0M | ||
| Q3 24 | $77.0M | $96.7M | ||
| Q2 24 | $62.9M | $96.8M | ||
| Q1 24 | $62.1M | $107.2M |
| Q4 25 | — | $22.7M | ||
| Q3 25 | — | $34.0M | ||
| Q2 25 | — | $45.3M | ||
| Q1 25 | — | $56.7M | ||
| Q4 24 | — | $68.0M | ||
| Q3 24 | — | $79.3M | ||
| Q2 24 | — | $90.7M | ||
| Q1 24 | — | $102.0M |
| Q4 25 | $127.8M | $130.3M | ||
| Q3 25 | $129.2M | $115.3M | ||
| Q2 25 | $118.3M | $104.7M | ||
| Q1 25 | $103.4M | $97.1M | ||
| Q4 24 | $100.9M | $92.1M | ||
| Q3 24 | $96.9M | $71.1M | ||
| Q2 24 | $99.3M | $48.5M | ||
| Q1 24 | $99.9M | $51.0M |
| Q4 25 | $310.5M | $216.3M | ||
| Q3 25 | $350.9M | $202.9M | ||
| Q2 25 | $319.7M | $194.9M | ||
| Q1 25 | $296.6M | $196.2M | ||
| Q4 24 | $298.4M | $213.3M | ||
| Q3 24 | $312.4M | $220.7M | ||
| Q2 24 | $295.8M | $205.0M | ||
| Q1 24 | $289.8M | $214.1M |
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.43× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 1.12× | ||
| Q2 24 | — | 1.87× | ||
| Q1 24 | — | 2.00× |
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 | $14.4M |
| Free Cash FlowOCF − Capex | — | $14.4M |
| FCF MarginFCF / Revenue | — | 19.1% |
| Capex IntensityCapex / Revenue | — | 0.0% |
| Cash ConversionOCF / Net Profit | 3.43× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $41.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $14.4M | ||
| Q3 25 | $19.2M | $9.7M | ||
| Q2 25 | $8.8M | $14.1M | ||
| Q1 25 | $30.9M | $3.6M | ||
| Q4 24 | $6.7M | $15.6M | ||
| Q3 24 | $18.4M | $11.0M | ||
| Q2 24 | $6.5M | $1.0M | ||
| Q1 24 | $19.8M | $11.2M |
| Q4 25 | — | $14.4M | ||
| Q3 25 | — | $9.7M | ||
| Q2 25 | — | $14.1M | ||
| Q1 25 | $28.1M | $3.6M | ||
| Q4 24 | $5.6M | $15.6M | ||
| Q3 24 | $17.4M | $11.0M | ||
| Q2 24 | $6.2M | $1.0M | ||
| Q1 24 | $19.4M | — |
| Q4 25 | — | 19.1% | ||
| Q3 25 | — | 17.7% | ||
| Q2 25 | — | 26.8% | ||
| Q1 25 | 23.6% | 7.7% | ||
| Q4 24 | 4.6% | 26.4% | ||
| Q3 24 | 12.6% | 13.7% | ||
| Q2 24 | 4.8% | 2.1% | ||
| Q1 24 | 15.7% | — |
| Q4 25 | — | 0.0% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | 0.0% | ||
| Q1 25 | 2.4% | 0.1% | ||
| Q4 24 | 0.9% | 0.0% | ||
| Q3 24 | 0.7% | 0.0% | ||
| Q2 24 | 0.2% | 0.0% | ||
| Q1 24 | 0.3% | 0.0% |
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | 1.10× | ||
| Q2 25 | 2.83× | 2.41× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.54× | ||
| 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% |
PBYI
Segment breakdown not available.
