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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and Sprout Social, Inc. (SPT). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $120.9M, roughly 1.2× Sprout Social, Inc.). On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 12.9%). Over the past eight quarters, Sprout Social, Inc.'s revenue compounded faster (11.8% 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.
Sprout Social, Inc. is a technology company that runs a social media management platform. A public company headquartered in Chicago, it was founded in 2010 by Justyn Howard, Aaron Rankin, Gil Lara, and Peter Soung.
ARLO vs SPT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $120.9M |
| Net Profit | $5.8M | — |
| Gross Margin | 46.4% | 77.6% |
| Operating Margin | 3.3% | -9.0% |
| Net Margin | 4.1% | — |
| Revenue YoY | 16.2% | 12.9% |
| Net Profit YoY | 218.6% | — |
| EPS (diluted) | $0.06 | $-0.18 |
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 | $120.9M | ||
| Q3 25 | $139.5M | $115.6M | ||
| Q2 25 | $129.4M | $111.8M | ||
| Q1 25 | $119.1M | $109.3M | ||
| Q4 24 | $121.6M | $107.1M | ||
| Q3 24 | $137.7M | $102.6M | ||
| Q2 24 | $127.4M | $99.4M | ||
| Q1 24 | $124.2M | $96.8M |
| Q4 25 | $5.8M | — | ||
| Q3 25 | $6.9M | $-9.4M | ||
| Q2 25 | $3.1M | $-12.0M | ||
| Q1 25 | $-835.0K | $-11.2M | ||
| Q4 24 | $-4.9M | — | ||
| Q3 24 | $-4.4M | $-17.1M | ||
| Q2 24 | $-11.6M | $-16.9M | ||
| Q1 24 | $-9.6M | $-13.6M |
| Q4 25 | 46.4% | 77.6% | ||
| Q3 25 | 40.5% | 77.7% | ||
| Q2 25 | 44.9% | 77.7% | ||
| Q1 25 | 44.3% | 77.3% | ||
| Q4 24 | 36.9% | 78.1% | ||
| Q3 24 | 35.2% | 77.4% | ||
| Q2 24 | 36.8% | 77.5% | ||
| Q1 24 | 38.1% | 76.8% |
| Q4 25 | 3.3% | -9.0% | ||
| Q3 25 | 0.6% | -7.9% | ||
| Q2 25 | 1.5% | -11.0% | ||
| Q1 25 | -1.2% | -10.2% | ||
| Q4 24 | -5.0% | -12.8% | ||
| Q3 24 | -4.0% | -16.4% | ||
| Q2 24 | -10.0% | -16.6% | ||
| Q1 24 | -8.5% | -13.7% |
| Q4 25 | 4.1% | — | ||
| Q3 25 | 4.9% | -8.1% | ||
| Q2 25 | 2.4% | -10.7% | ||
| Q1 25 | -0.7% | -10.3% | ||
| Q4 24 | -4.0% | — | ||
| Q3 24 | -3.2% | -16.6% | ||
| Q2 24 | -9.1% | -17.0% | ||
| Q1 24 | -7.8% | -14.0% |
| Q4 25 | $0.06 | $-0.18 | ||
| Q3 25 | $0.06 | $-0.16 | ||
| Q2 25 | $0.03 | $-0.21 | ||
| Q1 25 | $-0.01 | $-0.19 | ||
| Q4 24 | $-0.05 | $-0.25 | ||
| Q3 24 | $-0.04 | $-0.30 | ||
| Q2 24 | $-0.12 | $-0.30 | ||
| Q1 24 | $-0.10 | $-0.24 |
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 | $95.3M |
| Total DebtLower is stronger | — | $40.0M |
| Stockholders' EquityBook value | $127.8M | $203.4M |
| Total Assets | $310.5M | $523.1M |
| Debt / EquityLower = less leverage | — | 0.20× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $95.3M | ||
| Q3 25 | $86.0M | $90.6M | ||
| Q2 25 | $71.2M | $101.5M | ||
| Q1 25 | $84.0M | $100.9M | ||
| Q4 24 | $82.0M | $86.4M | ||
| Q3 24 | $77.0M | $82.9M | ||
| Q2 24 | $62.9M | $80.9M | ||
| Q1 24 | $62.1M | $69.2M |
| Q4 25 | — | $40.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $25.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $127.8M | $203.4M | ||
| Q3 25 | $129.2M | $194.1M | ||
| Q2 25 | $118.3M | $184.6M | ||
| Q1 25 | $103.4M | $175.3M | ||
| Q4 24 | $100.9M | $166.6M | ||
| Q3 24 | $96.9M | $158.1M | ||
| Q2 24 | $99.3M | $152.1M | ||
| Q1 24 | $99.9M | $147.3M |
| Q4 25 | $310.5M | $523.1M | ||
| Q3 25 | $350.9M | $481.4M | ||
| Q2 25 | $319.7M | $422.9M | ||
| Q1 25 | $296.6M | $424.7M | ||
| Q4 24 | $298.4M | $428.3M | ||
| Q3 24 | $312.4M | $388.8M | ||
| Q2 24 | $295.8M | $393.6M | ||
| Q1 24 | $289.8M | $389.9M |
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.15× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $10.9M |
| Free Cash FlowOCF − Capex | — | $9.9M |
| FCF MarginFCF / Revenue | — | 8.2% |
| Capex IntensityCapex / Revenue | — | 0.9% |
| Cash ConversionOCF / Net Profit | 3.43× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $39.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $10.9M | ||
| Q3 25 | $19.2M | $9.3M | ||
| Q2 25 | $8.8M | $5.1M | ||
| Q1 25 | $30.9M | $18.1M | ||
| Q4 24 | $6.7M | $4.1M | ||
| Q3 24 | $18.4M | $9.0M | ||
| Q2 24 | $6.5M | $2.1M | ||
| Q1 24 | $19.8M | $11.2M |
| Q4 25 | — | $9.9M | ||
| Q3 25 | — | $8.5M | ||
| Q2 25 | — | $4.2M | ||
| Q1 25 | $28.1M | $16.7M | ||
| Q4 24 | $5.6M | $3.3M | ||
| Q3 24 | $17.4M | $8.5M | ||
| Q2 24 | $6.2M | $1.6M | ||
| Q1 24 | $19.4M | $10.1M |
| Q4 25 | — | 8.2% | ||
| Q3 25 | — | 7.4% | ||
| Q2 25 | — | 3.7% | ||
| Q1 25 | 23.6% | 15.3% | ||
| Q4 24 | 4.6% | 3.0% | ||
| Q3 24 | 12.6% | 8.3% | ||
| Q2 24 | 4.8% | 1.6% | ||
| Q1 24 | 15.7% | 10.4% |
| Q4 25 | — | 0.9% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 0.8% | ||
| Q1 25 | 2.4% | 1.2% | ||
| Q4 24 | 0.9% | 0.8% | ||
| Q3 24 | 0.7% | 0.5% | ||
| Q2 24 | 0.2% | 0.5% | ||
| Q1 24 | 0.3% | 1.1% |
| 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
| Subscriptions And Services | $89.4M | 63% |
| Products | $51.9M | 37% |
SPT
Segment breakdown not available.
