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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and PagerDuty, Inc. (PD). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $124.5M, roughly 1.1× PagerDuty, Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs 4.1%, a 125.7% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 4.7%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs 5.9%).
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.
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
ARLO vs PD — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $124.5M |
| Net Profit | $5.8M | $161.6M |
| Gross Margin | 46.4% | 85.3% |
| Operating Margin | 3.3% | 6.5% |
| Net Margin | 4.1% | 129.7% |
| Revenue YoY | 16.2% | 4.7% |
| Net Profit YoY | 218.6% | 2827.7% |
| EPS (diluted) | $0.06 | $1.69 |
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 | $124.5M | ||
| Q3 25 | $139.5M | $123.4M | ||
| Q2 25 | $129.4M | $119.8M | ||
| Q1 25 | $119.1M | $121.4M | ||
| Q4 24 | $121.6M | $118.9M | ||
| Q3 24 | $137.7M | $115.9M | ||
| Q2 24 | $127.4M | $111.2M | ||
| Q1 24 | $124.2M | $111.1M |
| Q4 25 | $5.8M | $161.6M | ||
| Q3 25 | $6.9M | $9.6M | ||
| Q2 25 | $3.1M | $-7.2M | ||
| Q1 25 | $-835.0K | $-8.8M | ||
| Q4 24 | $-4.9M | $-5.9M | ||
| Q3 24 | $-4.4M | $-10.9M | ||
| Q2 24 | $-11.6M | $-17.1M | ||
| Q1 24 | $-9.6M | $-28.2M |
| Q4 25 | 46.4% | 85.3% | ||
| Q3 25 | 40.5% | 84.6% | ||
| Q2 25 | 44.9% | 84.0% | ||
| Q1 25 | 44.3% | 83.6% | ||
| Q4 24 | 36.9% | 83.0% | ||
| Q3 24 | 35.2% | 82.7% | ||
| Q2 24 | 36.8% | 82.6% | ||
| Q1 24 | 38.1% | 81.7% |
| Q4 25 | 3.3% | 6.5% | ||
| Q3 25 | 0.6% | 2.9% | ||
| Q2 25 | 1.5% | -8.6% | ||
| Q1 25 | -1.2% | -9.6% | ||
| Q4 24 | -5.0% | -8.7% | ||
| Q3 24 | -4.0% | -13.8% | ||
| Q2 24 | -10.0% | -19.5% | ||
| Q1 24 | -8.5% | -30.1% |
| Q4 25 | 4.1% | 129.7% | ||
| Q3 25 | 4.9% | 7.8% | ||
| Q2 25 | 2.4% | -6.0% | ||
| Q1 25 | -0.7% | -7.2% | ||
| Q4 24 | -4.0% | -5.0% | ||
| Q3 24 | -3.2% | -9.4% | ||
| Q2 24 | -9.1% | -15.4% | ||
| Q1 24 | -7.8% | -25.3% |
| Q4 25 | $0.06 | $1.69 | ||
| Q3 25 | $0.06 | $0.10 | ||
| Q2 25 | $0.03 | $-0.07 | ||
| Q1 25 | $-0.01 | $-0.12 | ||
| Q4 24 | $-0.05 | $-0.07 | ||
| Q3 24 | $-0.04 | $-0.14 | ||
| Q2 24 | $-0.12 | $-0.26 | ||
| Q1 24 | $-0.10 | $-0.34 |
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 | $547.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $320.5M |
| Total Assets | $310.5M | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $547.8M | ||
| Q3 25 | $86.0M | $567.9M | ||
| Q2 25 | $71.2M | $597.1M | ||
| Q1 25 | $84.0M | $570.8M | ||
| Q4 24 | $82.0M | $542.2M | ||
| Q3 24 | $77.0M | $599.3M | ||
| Q2 24 | $62.9M | $592.8M | ||
| Q1 24 | $62.1M | $571.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $484.5M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $489.5M |
| Q4 25 | $127.8M | $320.5M | ||
| Q3 25 | $129.2M | $180.7M | ||
| Q2 25 | $118.3M | $145.7M | ||
| Q1 25 | $103.4M | $129.8M | ||
| Q4 24 | $100.9M | $111.6M | ||
| Q3 24 | $96.9M | $164.7M | ||
| Q2 24 | $99.3M | $174.0M | ||
| Q1 24 | $99.9M | $171.6M |
| Q4 25 | $310.5M | $1.0B | ||
| Q3 25 | $350.9M | $891.5M | ||
| Q2 25 | $319.7M | $926.8M | ||
| Q1 25 | $296.6M | $927.3M | ||
| Q4 24 | $298.4M | $866.8M | ||
| Q3 24 | $312.4M | $916.0M | ||
| Q2 24 | $295.8M | $924.0M | ||
| Q1 24 | $289.8M | $925.3M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 3.73× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 2.85× |
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 | $24.8M |
| Free Cash FlowOCF − Capex | — | $24.1M |
| FCF MarginFCF / Revenue | — | 19.3% |
| Capex IntensityCapex / Revenue | — | 0.6% |
| Cash ConversionOCF / Net Profit | 3.43× | 0.15× |
| TTM Free Cash FlowTrailing 4 quarters | — | $117.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $24.8M | ||
| Q3 25 | $19.2M | $34.0M | ||
| Q2 25 | $8.8M | $30.7M | ||
| Q1 25 | $30.9M | $31.4M | ||
| Q4 24 | $6.7M | $22.1M | ||
| Q3 24 | $18.4M | $35.8M | ||
| Q2 24 | $6.5M | $28.6M | ||
| Q1 24 | $19.8M | $22.2M |
| Q4 25 | — | $24.1M | ||
| Q3 25 | — | $33.1M | ||
| Q2 25 | — | $30.2M | ||
| Q1 25 | $28.1M | $30.3M | ||
| Q4 24 | $5.6M | $21.5M | ||
| Q3 24 | $17.4M | $35.1M | ||
| Q2 24 | $6.2M | $28.2M | ||
| Q1 24 | $19.4M | $21.2M |
| Q4 25 | — | 19.3% | ||
| Q3 25 | — | 26.8% | ||
| Q2 25 | — | 25.2% | ||
| Q1 25 | 23.6% | 24.9% | ||
| Q4 24 | 4.6% | 18.1% | ||
| Q3 24 | 12.6% | 30.3% | ||
| Q2 24 | 4.8% | 25.4% | ||
| Q1 24 | 15.7% | 19.1% |
| Q4 25 | — | 0.6% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 0.4% | ||
| Q1 25 | 2.4% | 0.9% | ||
| Q4 24 | 0.9% | 0.5% | ||
| Q3 24 | 0.7% | 0.5% | ||
| Q2 24 | 0.2% | 0.4% | ||
| Q1 24 | 0.3% | 0.9% |
| Q4 25 | 3.43× | 0.15× | ||
| Q3 25 | 2.79× | 3.55× | ||
| 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% |
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
