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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and LiveRamp Holdings, Inc. (RAMP). Click either name above to swap in a different company.
LiveRamp Holdings, Inc. is the larger business by last-quarter revenue ($212.2M vs $141.3M, roughly 1.5× Arlo Technologies, Inc.). LiveRamp Holdings, Inc. runs the higher net margin — 18.8% vs 4.1%, a 14.7% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 8.6%). Over the past eight quarters, LiveRamp Holdings, Inc.'s revenue compounded faster (11.1% 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.
LiveRamp Holdings, Inc., is an American SaaS company that offers a data connectivity platform whose services include data onboarding, the transfer of offline data online for marketing purposes.
ARLO vs RAMP — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $212.2M |
| Net Profit | $5.8M | $39.9M |
| Gross Margin | 46.4% | 71.9% |
| Operating Margin | 3.3% | 18.6% |
| Net Margin | 4.1% | 18.8% |
| Revenue YoY | 16.2% | 8.6% |
| Net Profit YoY | 218.6% | 255.7% |
| EPS (diluted) | $0.06 | $0.62 |
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 | $212.2M | ||
| Q3 25 | $139.5M | $199.8M | ||
| Q2 25 | $129.4M | $194.8M | ||
| Q1 25 | $119.1M | $188.7M | ||
| Q4 24 | $121.6M | $195.4M | ||
| Q3 24 | $137.7M | $185.5M | ||
| Q2 24 | $127.4M | $176.0M | ||
| Q1 24 | $124.2M | $171.9M |
| Q4 25 | $5.8M | $39.9M | ||
| Q3 25 | $6.9M | $27.4M | ||
| Q2 25 | $3.1M | $7.7M | ||
| Q1 25 | $-835.0K | $-6.3M | ||
| Q4 24 | $-4.9M | $11.2M | ||
| Q3 24 | $-4.4M | $1.7M | ||
| Q2 24 | $-11.6M | $-7.5M | ||
| Q1 24 | $-9.6M | $-5.4M |
| Q4 25 | 46.4% | 71.9% | ||
| Q3 25 | 40.5% | 70.2% | ||
| Q2 25 | 44.9% | 70.1% | ||
| Q1 25 | 44.3% | 69.3% | ||
| Q4 24 | 36.9% | 71.9% | ||
| Q3 24 | 35.2% | 72.4% | ||
| Q2 24 | 36.8% | 70.6% | ||
| Q1 24 | 38.1% | 72.2% |
| Q4 25 | 3.3% | 18.6% | ||
| Q3 25 | 0.6% | 10.7% | ||
| Q2 25 | 1.5% | 3.7% | ||
| Q1 25 | -1.2% | -6.1% | ||
| Q4 24 | -5.0% | 7.5% | ||
| Q3 24 | -4.0% | 4.0% | ||
| Q2 24 | -10.0% | -3.0% | ||
| Q1 24 | -8.5% | -8.3% |
| Q4 25 | 4.1% | 18.8% | ||
| Q3 25 | 4.9% | 13.7% | ||
| Q2 25 | 2.4% | 4.0% | ||
| Q1 25 | -0.7% | -3.3% | ||
| Q4 24 | -4.0% | 5.7% | ||
| Q3 24 | -3.2% | 0.9% | ||
| Q2 24 | -9.1% | -4.3% | ||
| Q1 24 | -7.8% | -3.1% |
| Q4 25 | $0.06 | $0.62 | ||
| Q3 25 | $0.06 | $0.42 | ||
| Q2 25 | $0.03 | $0.12 | ||
| Q1 25 | $-0.01 | $-0.10 | ||
| Q4 24 | $-0.05 | $0.17 | ||
| Q3 24 | $-0.04 | $0.03 | ||
| Q2 24 | $-0.12 | $-0.11 | ||
| Q1 24 | $-0.10 | $-0.09 |
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 | $403.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $962.3M |
| Total Assets | $310.5M | $1.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $403.4M | ||
| Q3 25 | $86.0M | $376.9M | ||
| Q2 25 | $71.2M | $371.1M | ||
| Q1 25 | $84.0M | $420.8M | ||
| Q4 24 | $82.0M | $384.3M | ||
| Q3 24 | $77.0M | $348.4M | ||
| Q2 24 | $62.9M | $342.7M | ||
| Q1 24 | $62.1M | $368.9M |
| Q4 25 | $127.8M | $962.3M | ||
| Q3 25 | $129.2M | $943.8M | ||
| Q2 25 | $118.3M | $947.8M | ||
| Q1 25 | $103.4M | $948.9M | ||
| Q4 24 | $100.9M | $957.7M | ||
| Q3 24 | $96.9M | $932.1M | ||
| Q2 24 | $99.3M | $951.9M | ||
| Q1 24 | $99.9M | $949.1M |
| Q4 25 | $310.5M | $1.3B | ||
| Q3 25 | $350.9M | $1.2B | ||
| Q2 25 | $319.7M | $1.2B | ||
| Q1 25 | $296.6M | $1.3B | ||
| Q4 24 | $298.4M | $1.3B | ||
| Q3 24 | $312.4M | $1.2B | ||
| Q2 24 | $295.8M | $1.2B | ||
| Q1 24 | $289.8M | $1.2B |
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 | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | 0.1% |
| Cash ConversionOCF / Net Profit | 3.43× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | — | ||
| Q3 25 | $19.2M | $57.4M | ||
| Q2 25 | $8.8M | $-15.8M | ||
| Q1 25 | $30.9M | — | ||
| Q4 24 | $6.7M | $45.1M | ||
| Q3 24 | $18.4M | $55.6M | ||
| Q2 24 | $6.5M | $-9.3M | ||
| Q1 24 | $19.8M | — |
| Q4 25 | — | — | ||
| Q3 25 | — | $56.8M | ||
| Q2 25 | — | $-16.2M | ||
| Q1 25 | $28.1M | — | ||
| Q4 24 | $5.6M | $44.8M | ||
| Q3 24 | $17.4M | $55.4M | ||
| Q2 24 | $6.2M | $-9.6M | ||
| Q1 24 | $19.4M | — |
| Q4 25 | — | — | ||
| Q3 25 | — | 28.4% | ||
| Q2 25 | — | -8.3% | ||
| Q1 25 | 23.6% | — | ||
| Q4 24 | 4.6% | 22.9% | ||
| Q3 24 | 12.6% | 29.8% | ||
| Q2 24 | 4.8% | -5.4% | ||
| Q1 24 | 15.7% | — |
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | 2.4% | 0.2% | ||
| Q4 24 | 0.9% | 0.1% | ||
| Q3 24 | 0.7% | 0.1% | ||
| Q2 24 | 0.2% | 0.1% | ||
| Q1 24 | 0.3% | 1.0% |
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | 2.09× | ||
| Q2 25 | 2.83× | -2.04× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 4.02× | ||
| Q3 24 | — | 32.10× | ||
| 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% |
RAMP
Segment breakdown not available.
