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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and PTC THERAPEUTICS, INC. (PTCT). Click either name above to swap in a different company.
PTC THERAPEUTICS, INC. is the larger business by last-quarter revenue ($164.7M vs $141.3M, roughly 1.2× Arlo Technologies, Inc.). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs -82.0%, a 86.0% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs -22.7%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs -11.5%).
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.
PTC Therapeutics, Inc. is a US pharmaceutical company focused on the development of orally administered small molecule drugs and gene therapy which regulate gene expression by targeting post-transcriptional control (PTC) mechanisms in orphan diseases.
ARLO vs PTCT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $164.7M |
| Net Profit | $5.8M | $-135.0M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | -43.3% |
| Net Margin | 4.1% | -82.0% |
| Revenue YoY | 16.2% | -22.7% |
| Net Profit YoY | 218.6% | -104.8% |
| EPS (diluted) | $0.06 | $-1.63 |
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 | $164.7M | ||
| Q3 25 | $139.5M | $211.0M | ||
| Q2 25 | $129.4M | $178.9M | ||
| Q1 25 | $119.1M | $1.2B | ||
| Q4 24 | $121.6M | $213.2M | ||
| Q3 24 | $137.7M | $196.8M | ||
| Q2 24 | $127.4M | $186.7M | ||
| Q1 24 | $124.2M | $210.1M |
| Q4 25 | $5.8M | $-135.0M | ||
| Q3 25 | $6.9M | $15.9M | ||
| Q2 25 | $3.1M | $-64.8M | ||
| Q1 25 | $-835.0K | $866.6M | ||
| Q4 24 | $-4.9M | $-65.9M | ||
| Q3 24 | $-4.4M | $-106.7M | ||
| Q2 24 | $-11.6M | $-99.2M | ||
| Q1 24 | $-9.6M | $-91.6M |
| Q4 25 | 46.4% | — | ||
| Q3 25 | 40.5% | — | ||
| Q2 25 | 44.9% | — | ||
| Q1 25 | 44.3% | — | ||
| Q4 24 | 36.9% | — | ||
| Q3 24 | 35.2% | — | ||
| Q2 24 | 36.8% | — | ||
| Q1 24 | 38.1% | — |
| Q4 25 | 3.3% | -43.3% | ||
| Q3 25 | 0.6% | 1.4% | ||
| Q2 25 | 1.5% | -19.5% | ||
| Q1 25 | -1.2% | 82.5% | ||
| Q4 24 | -5.0% | -76.2% | ||
| Q3 24 | -4.0% | -27.7% | ||
| Q2 24 | -10.0% | -21.5% | ||
| Q1 24 | -8.5% | -21.6% |
| Q4 25 | 4.1% | -82.0% | ||
| Q3 25 | 4.9% | 7.5% | ||
| Q2 25 | 2.4% | -36.3% | ||
| Q1 25 | -0.7% | 73.7% | ||
| Q4 24 | -4.0% | -30.9% | ||
| Q3 24 | -3.2% | -54.2% | ||
| Q2 24 | -9.1% | -53.1% | ||
| Q1 24 | -7.8% | -43.6% |
| Q4 25 | $0.06 | $-1.63 | ||
| Q3 25 | $0.06 | $0.20 | ||
| Q2 25 | $0.03 | $-0.83 | ||
| Q1 25 | $-0.01 | $10.04 | ||
| Q4 24 | $-0.05 | $-0.85 | ||
| Q3 24 | $-0.04 | $-1.39 | ||
| Q2 24 | $-0.12 | $-1.29 | ||
| Q1 24 | $-0.10 | $-1.20 |
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 | $1.9B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $-205.3M |
| Total Assets | $310.5M | $2.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $1.9B | ||
| Q3 25 | $86.0M | $1.7B | ||
| Q2 25 | $71.2M | $2.0B | ||
| Q1 25 | $84.0M | $2.0B | ||
| Q4 24 | $82.0M | $1.1B | ||
| Q3 24 | $77.0M | $1.0B | ||
| Q2 24 | $62.9M | $1.1B | ||
| Q1 24 | $62.1M | $884.8M |
| Q4 25 | $127.8M | $-205.3M | ||
| Q3 25 | $129.2M | $-155.8M | ||
| Q2 25 | $118.3M | $-206.5M | ||
| Q1 25 | $103.4M | $-185.8M | ||
| Q4 24 | $100.9M | $-1.1B | ||
| Q3 24 | $96.9M | $-1.1B | ||
| Q2 24 | $99.3M | $-980.2M | ||
| Q1 24 | $99.9M | $-893.9M |
| Q4 25 | $310.5M | $2.9B | ||
| Q3 25 | $350.9M | $2.6B | ||
| Q2 25 | $319.7M | $2.6B | ||
| Q1 25 | $296.6M | $2.7B | ||
| Q4 24 | $298.4M | $1.7B | ||
| Q3 24 | $312.4M | $1.8B | ||
| Q2 24 | $295.8M | $1.9B | ||
| Q1 24 | $289.8M | $1.8B |
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 | $-34.3M |
| Free Cash FlowOCF − Capex | — | $-36.6M |
| FCF MarginFCF / Revenue | — | -22.3% |
| Capex IntensityCapex / Revenue | — | 1.4% |
| Cash ConversionOCF / Net Profit | 3.43× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $702.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $-34.3M | ||
| Q3 25 | $19.2M | $-66.3M | ||
| Q2 25 | $8.8M | $-58.3M | ||
| Q1 25 | $30.9M | $870.1M | ||
| Q4 24 | $6.7M | $-30.0M | ||
| Q3 24 | $18.4M | $-77.0M | ||
| Q2 24 | $6.5M | $-71.5M | ||
| Q1 24 | $19.8M | $70.8M |
| Q4 25 | — | $-36.6M | ||
| Q3 25 | — | $-69.7M | ||
| Q2 25 | — | $-59.6M | ||
| Q1 25 | $28.1M | $868.4M | ||
| Q4 24 | $5.6M | $-33.8M | ||
| Q3 24 | $17.4M | $-77.5M | ||
| Q2 24 | $6.2M | $-78.8M | ||
| Q1 24 | $19.4M | $61.2M |
| Q4 25 | — | -22.3% | ||
| Q3 25 | — | -33.1% | ||
| Q2 25 | — | -33.3% | ||
| Q1 25 | 23.6% | 73.8% | ||
| Q4 24 | 4.6% | -15.8% | ||
| Q3 24 | 12.6% | -39.4% | ||
| Q2 24 | 4.8% | -42.2% | ||
| Q1 24 | 15.7% | 29.1% |
| Q4 25 | — | 1.4% | ||
| Q3 25 | — | 1.6% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | 2.4% | 0.1% | ||
| Q4 24 | 0.9% | 1.8% | ||
| Q3 24 | 0.7% | 0.3% | ||
| Q2 24 | 0.2% | 4.0% | ||
| Q1 24 | 0.3% | 4.6% |
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | -4.17× | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | — | 1.00× | ||
| 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% |
PTCT
Segment breakdown not available.
