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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and Purple Innovation, Inc. (PRPL). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $140.7M, roughly 1.0× Purple Innovation, Inc.). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs -2.3%, a 6.4% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 9.1%). Over the past eight quarters, Purple Innovation, Inc.'s revenue compounded faster (8.3% 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.
Purple Carrot is a Needham, Massachusetts-based, and 100% plant-based meal kit company. Founded by Andy Levitt, it offers both prepared meals as well as meal kits to subscribers weekly. As stated in a 2022 article in Cosmopolitan, “each Purple Carrot meal kit results in 72% less carbon being released into the atmosphere as compared to the standard American meal.”
ARLO vs PRPL — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $140.7M |
| Net Profit | $5.8M | $-3.2M |
| Gross Margin | 46.4% | 41.9% |
| Operating Margin | 3.3% | -1.6% |
| Net Margin | 4.1% | -2.3% |
| Revenue YoY | 16.2% | 9.1% |
| Net Profit YoY | 218.6% | 62.1% |
| EPS (diluted) | $0.06 | $0.03 |
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 | $140.7M | ||
| Q3 25 | $139.5M | $118.8M | ||
| Q2 25 | $129.4M | $105.1M | ||
| Q1 25 | $119.1M | $104.2M | ||
| Q4 24 | $121.6M | $129.0M | ||
| Q3 24 | $137.7M | $118.6M | ||
| Q2 24 | $127.4M | $120.3M | ||
| Q1 24 | $124.2M | $120.0M |
| Q4 25 | $5.8M | $-3.2M | ||
| Q3 25 | $6.9M | $-11.7M | ||
| Q2 25 | $3.1M | $-17.3M | ||
| Q1 25 | $-835.0K | $-19.1M | ||
| Q4 24 | $-4.9M | $-8.5M | ||
| Q3 24 | $-4.4M | $-39.2M | ||
| Q2 24 | $-11.6M | $27.0K | ||
| Q1 24 | $-9.6M | $-50.2M |
| Q4 25 | 46.4% | 41.9% | ||
| Q3 25 | 40.5% | 42.8% | ||
| Q2 25 | 44.9% | 35.9% | ||
| Q1 25 | 44.3% | 39.4% | ||
| Q4 24 | 36.9% | 42.9% | ||
| Q3 24 | 35.2% | 29.7% | ||
| Q2 24 | 36.8% | 40.7% | ||
| Q1 24 | 38.1% | 34.8% |
| Q4 25 | 3.3% | -1.6% | ||
| Q3 25 | 0.6% | -10.2% | ||
| Q2 25 | 1.5% | -13.5% | ||
| Q1 25 | -1.2% | -13.9% | ||
| Q4 24 | -5.0% | -6.0% | ||
| Q3 24 | -4.0% | -39.5% | ||
| Q2 24 | -10.0% | -12.1% | ||
| Q1 24 | -8.5% | -19.3% |
| Q4 25 | 4.1% | -2.3% | ||
| Q3 25 | 4.9% | -9.9% | ||
| Q2 25 | 2.4% | -16.5% | ||
| Q1 25 | -0.7% | -18.4% | ||
| Q4 24 | -4.0% | -6.6% | ||
| Q3 24 | -3.2% | -33.1% | ||
| Q2 24 | -9.1% | 0.0% | ||
| Q1 24 | -7.8% | -41.8% |
| Q4 25 | $0.06 | $0.03 | ||
| Q3 25 | $0.06 | $0.11 | ||
| Q2 25 | $0.03 | $0.16 | ||
| Q1 25 | $-0.01 | $0.18 | ||
| Q4 24 | $-0.05 | $0.08 | ||
| Q3 24 | $-0.04 | $0.36 | ||
| Q2 24 | $-0.12 | $0.00 | ||
| Q1 24 | $-0.10 | $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 | $24.3M |
| Total DebtLower is stronger | — | $126.7M |
| Stockholders' EquityBook value | $127.8M | $-29.7M |
| Total Assets | $310.5M | $296.3M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $24.3M | ||
| Q3 25 | $86.0M | $32.4M | ||
| Q2 25 | $71.2M | $34.2M | ||
| Q1 25 | $84.0M | $21.6M | ||
| Q4 24 | $82.0M | $29.0M | ||
| Q3 24 | $77.0M | $23.4M | ||
| Q2 24 | $62.9M | $23.4M | ||
| Q1 24 | $62.1M | $34.5M |
| Q4 25 | — | $126.7M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $70.7M | ||
| Q3 24 | — | $50.8M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $127.8M | $-29.7M | ||
| Q3 25 | $129.2M | $-26.9M | ||
| Q2 25 | $118.3M | $-15.6M | ||
| Q1 25 | $103.4M | $1.3M | ||
| Q4 24 | $100.9M | $20.2M | ||
| Q3 24 | $96.9M | $28.0M | ||
| Q2 24 | $99.3M | $66.4M | ||
| Q1 24 | $99.9M | $65.5M |
| Q4 25 | $310.5M | $296.3M | ||
| Q3 25 | $350.9M | $302.1M | ||
| Q2 25 | $319.7M | $303.8M | ||
| Q1 25 | $296.6M | $293.8M | ||
| Q4 24 | $298.4M | $307.8M | ||
| Q3 24 | $312.4M | $309.3M | ||
| Q2 24 | $295.8M | $362.1M | ||
| Q1 24 | $289.8M | $382.1M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 3.50× | ||
| Q3 24 | — | 1.82× | ||
| Q2 24 | — | — | ||
| Q1 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 | $-5.8M |
| Free Cash FlowOCF − Capex | — | $-7.8M |
| FCF MarginFCF / Revenue | — | -5.5% |
| Capex IntensityCapex / Revenue | — | 1.4% |
| Cash ConversionOCF / Net Profit | 3.43× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-41.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $-5.8M | ||
| Q3 25 | $19.2M | $-968.0K | ||
| Q2 25 | $8.8M | $-4.0M | ||
| Q1 25 | $30.9M | $-23.1M | ||
| Q4 24 | $6.7M | $6.8M | ||
| Q3 24 | $18.4M | $1.1M | ||
| Q2 24 | $6.5M | $-8.9M | ||
| Q1 24 | $19.8M | $-16.8M |
| Q4 25 | — | $-7.8M | ||
| Q3 25 | — | $-1.8M | ||
| Q2 25 | — | $-7.0M | ||
| Q1 25 | $28.1M | $-25.3M | ||
| Q4 24 | $5.6M | $5.7M | ||
| Q3 24 | $17.4M | $101.0K | ||
| Q2 24 | $6.2M | $-11.0M | ||
| Q1 24 | $19.4M | $-19.9M |
| Q4 25 | — | -5.5% | ||
| Q3 25 | — | -1.5% | ||
| Q2 25 | — | -6.6% | ||
| Q1 25 | 23.6% | -24.3% | ||
| Q4 24 | 4.6% | 4.4% | ||
| Q3 24 | 12.6% | 0.1% | ||
| Q2 24 | 4.8% | -9.2% | ||
| Q1 24 | 15.7% | -16.5% |
| Q4 25 | — | 1.4% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | 2.4% | 2.2% | ||
| Q4 24 | 0.9% | 0.8% | ||
| Q3 24 | 0.7% | 0.9% | ||
| Q2 24 | 0.2% | 1.7% | ||
| Q1 24 | 0.3% | 2.5% |
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | — | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -330.22× | ||
| 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% |
PRPL
| Cost Of Revenues | $81.7M | 58% |
| Other | $59.0M | 42% |
