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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and ServisFirst Bancshares, Inc. (SFBS). Click either name above to swap in a different company.
ServisFirst Bancshares, Inc. is the larger business by last-quarter revenue ($159.0M vs $141.3M, roughly 1.1× Arlo Technologies, Inc.). ServisFirst Bancshares, Inc. runs the higher net margin — 52.2% vs 4.1%, a 48.1% gap on every dollar of revenue. Over the past eight quarters, ServisFirst Bancshares, Inc.'s revenue compounded faster (17.7% 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.
ServisFirst Bancshares, Inc. is a U.S.-based bank holding company operating full-service banking locations primarily across the Southeastern United States. It offers a full suite of commercial banking, consumer banking, wealth management, and mortgage lending services to small and medium-sized businesses, professional clients, and individual consumers.
ARLO vs SFBS — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $159.0M |
| Net Profit | $5.8M | $83.0M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | — |
| Net Margin | 4.1% | 52.2% |
| Revenue YoY | 16.2% | — |
| Net Profit YoY | 218.6% | 31.2% |
| EPS (diluted) | $0.06 | $1.52 |
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.
| Q1 26 | — | $159.0M | ||
| Q4 25 | $141.3M | $162.2M | ||
| Q3 25 | $139.5M | $136.3M | ||
| Q2 25 | $129.4M | $132.1M | ||
| Q1 25 | $119.1M | $131.8M | ||
| Q4 24 | $121.6M | $131.9M | ||
| Q3 24 | $137.7M | $123.7M | ||
| Q2 24 | $127.4M | $114.8M |
| Q1 26 | — | $83.0M | ||
| Q4 25 | $5.8M | $86.4M | ||
| Q3 25 | $6.9M | $65.6M | ||
| Q2 25 | $3.1M | $61.4M | ||
| Q1 25 | $-835.0K | $63.2M | ||
| Q4 24 | $-4.9M | $65.2M | ||
| Q3 24 | $-4.4M | $59.9M | ||
| Q2 24 | $-11.6M | $52.1M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 3.3% | 66.3% | ||
| Q3 25 | 0.6% | 57.8% | ||
| Q2 25 | 1.5% | 58.0% | ||
| Q1 25 | -1.2% | 60.0% | ||
| Q4 24 | -5.0% | 60.2% | ||
| Q3 24 | -4.0% | 58.5% | ||
| Q2 24 | -10.0% | 58.0% |
| Q1 26 | — | 52.2% | ||
| Q4 25 | 4.1% | 59.0% | ||
| Q3 25 | 4.9% | 48.1% | ||
| Q2 25 | 2.4% | 46.5% | ||
| Q1 25 | -0.7% | 48.0% | ||
| Q4 24 | -4.0% | 52.9% | ||
| Q3 24 | -3.2% | 48.4% | ||
| Q2 24 | -9.1% | 45.4% |
| Q1 26 | — | $1.52 | ||
| Q4 25 | $0.06 | $1.58 | ||
| Q3 25 | $0.06 | $1.20 | ||
| Q2 25 | $0.03 | $1.12 | ||
| Q1 25 | $-0.01 | $1.16 | ||
| Q4 24 | $-0.05 | $1.19 | ||
| Q3 24 | $-0.04 | $1.10 | ||
| Q2 24 | $-0.12 | $0.95 |
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 | $1.8B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $1.9B |
| Total Assets | $310.5M | $18.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.8B | ||
| Q4 25 | $146.4M | — | ||
| Q3 25 | $86.0M | — | ||
| Q2 25 | $71.2M | — | ||
| Q1 25 | $84.0M | — | ||
| Q4 24 | $82.0M | — | ||
| Q3 24 | $77.0M | — | ||
| Q2 24 | $62.9M | — |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $127.8M | $1.8B | ||
| Q3 25 | $129.2M | $1.8B | ||
| Q2 25 | $118.3M | $1.7B | ||
| Q1 25 | $103.4M | $1.7B | ||
| Q4 24 | $100.9M | $1.6B | ||
| Q3 24 | $96.9M | $1.6B | ||
| Q2 24 | $99.3M | $1.5B |
| Q1 26 | — | $18.2B | ||
| Q4 25 | $310.5M | $17.7B | ||
| Q3 25 | $350.9M | $17.6B | ||
| Q2 25 | $319.7M | $17.4B | ||
| Q1 25 | $296.6M | $18.6B | ||
| Q4 24 | $298.4M | $17.4B | ||
| Q3 24 | $312.4M | $16.4B | ||
| Q2 24 | $295.8M | $16.0B |
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 | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 3.43× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $19.8M | $355.2M | ||
| Q3 25 | $19.2M | $140.9M | ||
| Q2 25 | $8.8M | $67.6M | ||
| Q1 25 | $30.9M | $48.0M | ||
| Q4 24 | $6.7M | $252.9M | ||
| Q3 24 | $18.4M | $84.0M | ||
| Q2 24 | $6.5M | $48.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $28.1M | — | ||
| Q4 24 | $5.6M | — | ||
| Q3 24 | $17.4M | — | ||
| Q2 24 | $6.2M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 23.6% | — | ||
| Q4 24 | 4.6% | — | ||
| Q3 24 | 12.6% | — | ||
| Q2 24 | 4.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 2.4% | — | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 0.7% | — | ||
| Q2 24 | 0.2% | — |
| Q1 26 | — | — | ||
| Q4 25 | 3.43× | 4.11× | ||
| Q3 25 | 2.79× | 2.15× | ||
| Q2 25 | 2.83× | 1.10× | ||
| Q1 25 | — | 0.76× | ||
| Q4 24 | — | 3.88× | ||
| Q3 24 | — | 1.40× | ||
| Q2 24 | — | 0.93× |
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% |
SFBS
| Net Interest Income | $148.1M | 93% |
| Noninterest Income | $10.8M | 7% |
