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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and Safehold Inc. (SAFE). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $97.9M, roughly 1.4× Safehold Inc.). Safehold Inc. runs the higher net margin — 28.5% vs 4.1%, a 24.4% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 6.5%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs 2.5%).
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.
SAFE Investment Company Limited is a Chinese sovereign wealth fund based in Hong Kong.
ARLO vs SAFE — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $97.9M |
| Net Profit | $5.8M | $27.9M |
| Gross Margin | 46.4% | 98.6% |
| Operating Margin | 3.3% | 27.4% |
| Net Margin | 4.1% | 28.5% |
| Revenue YoY | 16.2% | 6.5% |
| Net Profit YoY | 218.6% | 7.1% |
| EPS (diluted) | $0.06 | $0.38 |
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 | $97.9M | ||
| Q3 25 | $139.5M | $96.2M | ||
| Q2 25 | $129.4M | $93.8M | ||
| Q1 25 | $119.1M | $97.7M | ||
| Q4 24 | $121.6M | $91.9M | ||
| Q3 24 | $137.7M | $90.7M | ||
| Q2 24 | $127.4M | $89.9M | ||
| Q1 24 | $124.2M | $93.2M |
| Q4 25 | $5.8M | $27.9M | ||
| Q3 25 | $6.9M | $29.3M | ||
| Q2 25 | $3.1M | $27.9M | ||
| Q1 25 | $-835.0K | $29.4M | ||
| Q4 24 | $-4.9M | $26.0M | ||
| Q3 24 | $-4.4M | $19.3M | ||
| Q2 24 | $-11.6M | $29.7M | ||
| Q1 24 | $-9.6M | $30.7M |
| Q4 25 | 46.4% | 98.6% | ||
| Q3 25 | 40.5% | 98.5% | ||
| Q2 25 | 44.9% | 99.1% | ||
| Q1 25 | 44.3% | 98.8% | ||
| Q4 24 | 36.9% | 98.8% | ||
| Q3 24 | 35.2% | 98.8% | ||
| Q2 24 | 36.8% | 98.8% | ||
| Q1 24 | 38.1% | 98.8% |
| Q4 25 | 3.3% | 27.4% | ||
| Q3 25 | 0.6% | 25.9% | ||
| Q2 25 | 1.5% | 25.5% | ||
| Q1 25 | -1.2% | 25.9% | ||
| Q4 24 | -5.0% | 24.6% | ||
| Q3 24 | -4.0% | 17.5% | ||
| Q2 24 | -10.0% | 26.7% | ||
| Q1 24 | -8.5% | 26.4% |
| Q4 25 | 4.1% | 28.5% | ||
| Q3 25 | 4.9% | 30.5% | ||
| Q2 25 | 2.4% | 29.8% | ||
| Q1 25 | -0.7% | 30.1% | ||
| Q4 24 | -4.0% | 28.3% | ||
| Q3 24 | -3.2% | 21.3% | ||
| Q2 24 | -9.1% | 33.0% | ||
| Q1 24 | -7.8% | 33.0% |
| Q4 25 | $0.06 | $0.38 | ||
| Q3 25 | $0.06 | $0.41 | ||
| Q2 25 | $0.03 | $0.39 | ||
| Q1 25 | $-0.01 | $0.41 | ||
| Q4 24 | $-0.05 | $0.36 | ||
| Q3 24 | $-0.04 | $0.27 | ||
| Q2 24 | $-0.12 | $0.42 | ||
| Q1 24 | $-0.10 | $0.43 |
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 | $21.7M |
| Total DebtLower is stronger | — | $4.6B |
| Stockholders' EquityBook value | $127.8M | $2.4B |
| Total Assets | $310.5M | $7.2B |
| Debt / EquityLower = less leverage | — | 1.90× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $21.7M | ||
| Q3 25 | $86.0M | $12.1M | ||
| Q2 25 | $71.2M | $13.9M | ||
| Q1 25 | $84.0M | $17.3M | ||
| Q4 24 | $82.0M | $8.3M | ||
| Q3 24 | $77.0M | $15.6M | ||
| Q2 24 | $62.9M | $13.4M | ||
| Q1 24 | $62.1M | $11.3M |
| Q4 25 | — | $4.6B | ||
| Q3 25 | — | $4.5B | ||
| Q2 25 | — | $4.4B | ||
| Q1 25 | — | $4.3B | ||
| Q4 24 | — | $4.3B | ||
| Q3 24 | — | $4.3B | ||
| Q2 24 | — | $4.2B | ||
| Q1 24 | — | $4.1B |
| Q4 25 | $127.8M | $2.4B | ||
| Q3 25 | $129.2M | $2.4B | ||
| Q2 25 | $118.3M | $2.4B | ||
| Q1 25 | $103.4M | $2.4B | ||
| Q4 24 | $100.9M | $2.3B | ||
| Q3 24 | $96.9M | $2.3B | ||
| Q2 24 | $99.3M | $2.3B | ||
| Q1 24 | $99.9M | $2.3B |
| Q4 25 | $310.5M | $7.2B | ||
| Q3 25 | $350.9M | $7.1B | ||
| Q2 25 | $319.7M | $7.1B | ||
| Q1 25 | $296.6M | $6.9B | ||
| Q4 24 | $298.4M | $6.9B | ||
| Q3 24 | $312.4M | $6.8B | ||
| Q2 24 | $295.8M | $6.8B | ||
| Q1 24 | $289.8M | $6.7B |
| Q4 25 | — | 1.90× | ||
| Q3 25 | — | 1.89× | ||
| Q2 25 | — | 1.87× | ||
| Q1 25 | — | 1.85× | ||
| Q4 24 | — | 1.84× | ||
| Q3 24 | — | 1.88× | ||
| Q2 24 | — | 1.81× | ||
| Q1 24 | — | 1.81× |
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 | $47.8M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 3.43× | 1.72× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $47.8M | ||
| Q3 25 | $19.2M | $-1.4M | ||
| Q2 25 | $8.8M | $28.0M | ||
| Q1 25 | $30.9M | $8.9M | ||
| Q4 24 | $6.7M | $37.9M | ||
| Q3 24 | $18.4M | $8.3M | ||
| Q2 24 | $6.5M | $24.8M | ||
| Q1 24 | $19.8M | $-3.1M |
| 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× | 1.72× | ||
| Q3 25 | 2.79× | -0.05× | ||
| Q2 25 | 2.83× | 1.00× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | — | 0.43× | ||
| Q2 24 | — | 0.83× | ||
| Q1 24 | — | -0.10× |
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% |
SAFE
| Equity Method Investment Nonconsolidated Investee Or Group Of Investees | $60.3M | 62% |
| Other | $33.7M | 34% |
| Stabilized Properties | $3.8M | 4% |
