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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and SunCar Technology Group Inc. (SDA). Click either name above to swap in a different company.

Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $119.7M, roughly 1.2× SunCar Technology Group Inc.). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs -1.6%, a 5.7% gap on every dollar of revenue.

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.

SunCar Technology Group Inc. is a professional automotive digital service provider mainly operating in the Chinese market. It delivers connected car solutions, automotive big data services, and intelligent mobility operation support to automobile manufacturers, fleet operators, and end vehicle users, focusing on improving smart driving experience and automotive digital operation efficiency.

ARLO vs SDA — Head-to-Head

Bigger by revenue
ARLO
ARLO
1.2× larger
ARLO
$141.3M
$119.7M
SDA
Higher net margin
ARLO
ARLO
5.7% more per $
ARLO
4.1%
-1.6%
SDA

Income Statement — Q4 FY2025 vs Q2 FY2025

Metric
ARLO
ARLO
SDA
SDA
Revenue
$141.3M
$119.7M
Net Profit
$5.8M
$-1.9M
Gross Margin
46.4%
Operating Margin
3.3%
1.5%
Net Margin
4.1%
-1.6%
Revenue YoY
16.2%
Net Profit YoY
218.6%
EPS (diluted)
$0.06

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.

Revenue
ARLO
ARLO
SDA
SDA
Q4 25
$141.3M
Q3 25
$139.5M
Q2 25
$129.4M
$119.7M
Q1 25
$119.1M
$102.6M
Q4 24
$121.6M
Q3 24
$137.7M
$109.6M
Q2 24
$127.4M
Q1 24
$124.2M
Net Profit
ARLO
ARLO
SDA
SDA
Q4 25
$5.8M
Q3 25
$6.9M
Q2 25
$3.1M
$-1.9M
Q1 25
$-835.0K
$-3.6M
Q4 24
$-4.9M
Q3 24
$-4.4M
$-2.2M
Q2 24
$-11.6M
Q1 24
$-9.6M
Gross Margin
ARLO
ARLO
SDA
SDA
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%
Operating Margin
ARLO
ARLO
SDA
SDA
Q4 25
3.3%
Q3 25
0.6%
Q2 25
1.5%
1.5%
Q1 25
-1.2%
-2.9%
Q4 24
-5.0%
Q3 24
-4.0%
0.2%
Q2 24
-10.0%
Q1 24
-8.5%
Net Margin
ARLO
ARLO
SDA
SDA
Q4 25
4.1%
Q3 25
4.9%
Q2 25
2.4%
-1.6%
Q1 25
-0.7%
-3.6%
Q4 24
-4.0%
Q3 24
-3.2%
-2.0%
Q2 24
-9.1%
Q1 24
-7.8%
EPS (diluted)
ARLO
ARLO
SDA
SDA
Q4 25
$0.06
Q3 25
$0.06
Q2 25
$0.03
Q1 25
$-0.01
$-0.03
Q4 24
$-0.05
Q3 24
$-0.04
$-0.01
Q2 24
$-0.12
Q1 24
$-0.10

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
ARLO
ARLO
SDA
SDA
Cash + ST InvestmentsLiquidity on hand
$146.4M
$45.7M
Total DebtLower is stronger
Stockholders' EquityBook value
$127.8M
$29.4M
Total Assets
$310.5M
$277.5M
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
ARLO
ARLO
SDA
SDA
Q4 25
$146.4M
Q3 25
$86.0M
Q2 25
$71.2M
$45.7M
Q1 25
$84.0M
$60.5M
Q4 24
$82.0M
Q3 24
$77.0M
$42.0M
Q2 24
$62.9M
Q1 24
$62.1M
Stockholders' Equity
ARLO
ARLO
SDA
SDA
Q4 25
$127.8M
Q3 25
$129.2M
Q2 25
$118.3M
$29.4M
Q1 25
$103.4M
$34.8M
Q4 24
$100.9M
Q3 24
$96.9M
$17.7M
Q2 24
$99.3M
Q1 24
$99.9M
Total Assets
ARLO
ARLO
SDA
SDA
Q4 25
$310.5M
Q3 25
$350.9M
Q2 25
$319.7M
$277.5M
Q1 25
$296.6M
$276.7M
Q4 24
$298.4M
Q3 24
$312.4M
$252.1M
Q2 24
$295.8M
Q1 24
$289.8M

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
ARLO
ARLO
SDA
SDA
Operating Cash FlowLast quarter
$19.8M
$9.0K
Free Cash FlowOCF − Capex
$3.0K
FCF MarginFCF / Revenue
0.0%
Capex IntensityCapex / Revenue
0.0%
Cash ConversionOCF / Net Profit
3.43×
TTM Free Cash FlowTrailing 4 quarters

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
ARLO
ARLO
SDA
SDA
Q4 25
$19.8M
Q3 25
$19.2M
Q2 25
$8.8M
$9.0K
Q1 25
$30.9M
$-9.3M
Q4 24
$6.7M
Q3 24
$18.4M
$3.8M
Q2 24
$6.5M
Q1 24
$19.8M
Free Cash Flow
ARLO
ARLO
SDA
SDA
Q4 25
Q3 25
Q2 25
$3.0K
Q1 25
$28.1M
$-9.3M
Q4 24
$5.6M
Q3 24
$17.4M
$3.5M
Q2 24
$6.2M
Q1 24
$19.4M
FCF Margin
ARLO
ARLO
SDA
SDA
Q4 25
Q3 25
Q2 25
0.0%
Q1 25
23.6%
-9.0%
Q4 24
4.6%
Q3 24
12.6%
3.2%
Q2 24
4.8%
Q1 24
15.7%
Capex Intensity
ARLO
ARLO
SDA
SDA
Q4 25
Q3 25
Q2 25
0.0%
Q1 25
2.4%
0.0%
Q4 24
0.9%
Q3 24
0.7%
0.3%
Q2 24
0.2%
Q1 24
0.3%
Cash Conversion
ARLO
ARLO
SDA
SDA
Q4 25
3.43×
Q3 25
2.79×
Q2 25
2.83×
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
ARLO

Subscriptions And Services$89.4M63%
Products$51.9M37%

SDA
SDA

Segment breakdown not available.

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