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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and BRC Group Holdings, Inc. (RILY). Click either name above to swap in a different company.
BRC Group Holdings, Inc. is the larger business by last-quarter revenue ($188.3M vs $141.3M, roughly 1.3× Arlo Technologies, Inc.). BRC Group Holdings, Inc. runs the higher net margin — 47.9% vs 4.1%, a 43.9% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs -21.9%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs -15.4%).
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.
ARLO vs RILY — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $188.3M |
| Net Profit | $5.8M | $90.3M |
| Gross Margin | 46.4% | 79.5% |
| Operating Margin | 3.3% | 32.3% |
| Net Margin | 4.1% | 47.9% |
| Revenue YoY | 16.2% | -21.9% |
| Net Profit YoY | 218.6% | 1710.8% |
| EPS (diluted) | $0.06 | $2.78 |
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 | $188.3M | ||
| Q3 25 | $139.5M | $215.3M | ||
| Q2 25 | $129.4M | $188.2M | ||
| Q1 25 | $119.1M | $197.2M | ||
| Q4 24 | $121.6M | $241.0M | ||
| Q3 24 | $137.7M | $225.5M | ||
| Q2 24 | $127.4M | $256.0M | ||
| Q1 24 | $124.2M | $263.4M |
| Q4 25 | $5.8M | $90.3M | ||
| Q3 25 | $6.9M | $91.1M | ||
| Q2 25 | $3.1M | $139.5M | ||
| Q1 25 | $-835.0K | $-10.0M | ||
| Q4 24 | $-4.9M | $-5.6M | ||
| Q3 24 | $-4.4M | $-284.4M | ||
| Q2 24 | $-11.6M | $-433.6M | ||
| Q1 24 | $-9.6M | $-49.2M |
| Q4 25 | 46.4% | 79.5% | ||
| Q3 25 | 40.5% | 83.7% | ||
| Q2 25 | 44.9% | 81.3% | ||
| Q1 25 | 44.3% | 81.4% | ||
| Q4 24 | 36.9% | 79.8% | ||
| Q3 24 | 35.2% | 82.1% | ||
| Q2 24 | 36.8% | 84.5% | ||
| Q1 24 | 38.1% | 85.3% |
| Q4 25 | 3.3% | 32.3% | ||
| Q3 25 | 0.6% | 30.4% | ||
| Q2 25 | 1.5% | 5.7% | ||
| Q1 25 | -1.2% | -31.2% | ||
| Q4 24 | -5.0% | -69.2% | ||
| Q3 24 | -4.0% | -36.4% | ||
| Q2 24 | -10.0% | -90.8% | ||
| Q1 24 | -8.5% | -6.1% |
| Q4 25 | 4.1% | 47.9% | ||
| Q3 25 | 4.9% | 42.3% | ||
| Q2 25 | 2.4% | 74.1% | ||
| Q1 25 | -0.7% | -5.1% | ||
| Q4 24 | -4.0% | -2.3% | ||
| Q3 24 | -3.2% | -126.1% | ||
| Q2 24 | -9.1% | -169.4% | ||
| Q1 24 | -7.8% | -18.7% |
| Q4 25 | $0.06 | $2.78 | ||
| Q3 25 | $0.06 | $2.91 | ||
| Q2 25 | $0.03 | $4.50 | ||
| Q1 25 | $-0.01 | $-0.39 | ||
| Q4 24 | $-0.05 | $-0.01 | ||
| Q3 24 | $-0.04 | $-9.39 | ||
| Q2 24 | $-0.12 | $-14.35 | ||
| Q1 24 | $-0.10 | $-1.71 |
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 | $226.6M |
| Total DebtLower is stronger | — | $1.4B |
| Stockholders' EquityBook value | $127.8M | $-171.5M |
| Total Assets | $310.5M | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $226.6M | ||
| Q3 25 | $86.0M | $184.2M | ||
| Q2 25 | $71.2M | $267.4M | ||
| Q1 25 | $84.0M | $138.3M | ||
| Q4 24 | $82.0M | $146.9M | ||
| Q3 24 | $77.0M | $159.2M | ||
| Q2 24 | $62.9M | $236.9M | ||
| Q1 24 | $62.1M | $190.7M |
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $127.8M | $-171.5M | ||
| Q3 25 | $129.2M | $-260.5M | ||
| Q2 25 | $118.3M | $-351.7M | ||
| Q1 25 | $103.4M | $-496.8M | ||
| Q4 24 | $100.9M | $-488.2M | ||
| Q3 24 | $96.9M | $-497.6M | ||
| Q2 24 | $99.3M | $-218.3M | ||
| Q1 24 | $99.9M | $228.4M |
| Q4 25 | $310.5M | $1.7B | ||
| Q3 25 | $350.9M | $1.7B | ||
| Q2 25 | $319.7M | $1.5B | ||
| Q1 25 | $296.6M | $1.5B | ||
| Q4 24 | $298.4M | $1.8B | ||
| Q3 24 | $312.4M | $2.2B | ||
| Q2 24 | $295.8M | $3.2B | ||
| Q1 24 | $289.8M | $5.0B |
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 | $26.2M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 3.43× | 0.29× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $26.2M | ||
| Q3 25 | $19.2M | $-60.6M | ||
| Q2 25 | $8.8M | $-25.6M | ||
| Q1 25 | $30.9M | $184.0K | ||
| Q4 24 | $6.7M | $-2.7M | ||
| Q3 24 | $18.4M | $19.5M | ||
| Q2 24 | $6.5M | $111.5M | ||
| Q1 24 | $19.8M | $135.4M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $28.1M | — | ||
| Q4 24 | $5.6M | — | ||
| Q3 24 | $17.4M | — | ||
| Q2 24 | $6.2M | — | ||
| Q1 24 | $19.4M | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 23.6% | — | ||
| Q4 24 | 4.6% | — | ||
| Q3 24 | 12.6% | — | ||
| Q2 24 | 4.8% | — | ||
| Q1 24 | 15.7% | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 2.4% | — | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 0.7% | — | ||
| Q2 24 | 0.2% | — | ||
| Q1 24 | 0.3% | — |
| Q4 25 | 3.43× | 0.29× | ||
| Q3 25 | 2.79× | -0.66× | ||
| Q2 25 | 2.83× | -0.18× | ||
| 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% |
RILY
| Transferred At Point In Time | $101.4M | 54% |
| Wealth Management Segment | $30.7M | 16% |
| Corporate Finance Consulting And Investment Banking Fees | $27.1M | 14% |
| Services And Fees | $24.8M | 13% |
| Commissions Fees And Reimbursed Expenses | $4.8M | 3% |
