vs
Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and Shutterstock, Inc. (SSTK). Click either name above to swap in a different company.
Shutterstock, Inc. is the larger business by last-quarter revenue ($220.2M vs $141.3M, roughly 1.6× Arlo Technologies, Inc.). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs -7.3%, a 11.4% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs -12.0%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs 1.4%).
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.
Shutterstock, Inc. is an American provider of stock photography, stock footage, stock music, and editing tools; it is headquartered in New York. Founded in 2002 by programmer and photographer Jon Oringer, Shutterstock maintains a library of around 200 million royalty-free stock photos, vector graphics, and illustrations, with around 10 million video clips and music tracks available for licensing. Originally a subscription site only, Shutterstock expanded beyond subscriptions into à la carte p...
ARLO vs SSTK — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $220.2M |
| Net Profit | $5.8M | $-16.0M |
| Gross Margin | 46.4% | 55.8% |
| Operating Margin | 3.3% | -1.1% |
| Net Margin | 4.1% | -7.3% |
| Revenue YoY | 16.2% | -12.0% |
| Net Profit YoY | 218.6% | -1021.0% |
| EPS (diluted) | $0.06 | $-0.47 |
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 | $220.2M | ||
| Q3 25 | $139.5M | $260.1M | ||
| Q2 25 | $129.4M | $267.0M | ||
| Q1 25 | $119.1M | $242.6M | ||
| Q4 24 | $121.6M | $250.3M | ||
| Q3 24 | $137.7M | $250.6M | ||
| Q2 24 | $127.4M | $220.1M | ||
| Q1 24 | $124.2M | $214.3M |
| Q4 25 | $5.8M | $-16.0M | ||
| Q3 25 | $6.9M | $13.4M | ||
| Q2 25 | $3.1M | $29.4M | ||
| Q1 25 | $-835.0K | $18.7M | ||
| Q4 24 | $-4.9M | $-1.4M | ||
| Q3 24 | $-4.4M | $17.6M | ||
| Q2 24 | $-11.6M | $3.6M | ||
| Q1 24 | $-9.6M | $16.1M |
| Q4 25 | 46.4% | 55.8% | ||
| Q3 25 | 40.5% | 60.6% | ||
| Q2 25 | 44.9% | 60.3% | ||
| Q1 25 | 44.3% | 58.4% | ||
| Q4 24 | 36.9% | 55.1% | ||
| Q3 24 | 35.2% | 58.3% | ||
| Q2 24 | 36.8% | 58.5% | ||
| Q1 24 | 38.1% | 58.8% |
| Q4 25 | 3.3% | -1.1% | ||
| Q3 25 | 0.6% | 12.5% | ||
| Q2 25 | 1.5% | 13.0% | ||
| Q1 25 | -1.2% | 4.2% | ||
| Q4 24 | -5.0% | 5.3% | ||
| Q3 24 | -4.0% | 7.2% | ||
| Q2 24 | -10.0% | 9.4% | ||
| Q1 24 | -8.5% | 7.8% |
| Q4 25 | 4.1% | -7.3% | ||
| Q3 25 | 4.9% | 5.1% | ||
| Q2 25 | 2.4% | 11.0% | ||
| Q1 25 | -0.7% | 7.7% | ||
| Q4 24 | -4.0% | -0.6% | ||
| Q3 24 | -3.2% | 7.0% | ||
| Q2 24 | -9.1% | 1.6% | ||
| Q1 24 | -7.8% | 7.5% |
| Q4 25 | $0.06 | $-0.47 | ||
| Q3 25 | $0.06 | $0.37 | ||
| Q2 25 | $0.03 | $0.82 | ||
| Q1 25 | $-0.01 | $0.53 | ||
| Q4 24 | $-0.05 | $-0.04 | ||
| Q3 24 | $-0.04 | $0.50 | ||
| Q2 24 | $-0.12 | $0.10 | ||
| Q1 24 | $-0.10 | $0.45 |
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 | $178.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $581.0M |
| Total Assets | $310.5M | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $178.2M | ||
| Q3 25 | $86.0M | $165.5M | ||
| Q2 25 | $71.2M | $116.4M | ||
| Q1 25 | $84.0M | $112.2M | ||
| Q4 24 | $82.0M | $111.3M | ||
| Q3 24 | $77.0M | $131.4M | ||
| Q2 24 | $62.9M | $74.9M | ||
| Q1 24 | $62.1M | $71.8M |
| Q4 25 | $127.8M | $581.0M | ||
| Q3 25 | $129.2M | $594.4M | ||
| Q2 25 | $118.3M | $586.2M | ||
| Q1 25 | $103.4M | $547.2M | ||
| Q4 24 | $100.9M | $518.4M | ||
| Q3 24 | $96.9M | $522.9M | ||
| Q2 24 | $99.3M | $520.4M | ||
| Q1 24 | $99.9M | $541.3M |
| Q4 25 | $310.5M | $1.4B | ||
| Q3 25 | $350.9M | $1.4B | ||
| Q2 25 | $319.7M | $1.4B | ||
| Q1 25 | $296.6M | $1.3B | ||
| Q4 24 | $298.4M | $1.3B | ||
| Q3 24 | $312.4M | $1.3B | ||
| Q2 24 | $295.8M | $1.0B | ||
| Q1 24 | $289.8M | $1.0B |
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 | $36.2M |
| Free Cash FlowOCF − Capex | — | $25.9M |
| FCF MarginFCF / Revenue | — | 11.8% |
| Capex IntensityCapex / Revenue | — | 4.7% |
| Cash ConversionOCF / Net Profit | 3.43× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $123.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $36.2M | ||
| Q3 25 | $19.2M | $78.4M | ||
| Q2 25 | $8.8M | $26.8M | ||
| Q1 25 | $30.9M | $25.2M | ||
| Q4 24 | $6.7M | $8.0M | ||
| Q3 24 | $18.4M | $-11.6M | ||
| Q2 24 | $6.5M | $28.0M | ||
| Q1 24 | $19.8M | $8.3M |
| Q4 25 | — | $25.9M | ||
| Q3 25 | — | $68.0M | ||
| Q2 25 | — | $15.5M | ||
| Q1 25 | $28.1M | $14.4M | ||
| Q4 24 | $5.6M | $-952.0K | ||
| Q3 24 | $17.4M | $-26.3M | ||
| Q2 24 | $6.2M | $18.9M | ||
| Q1 24 | $19.4M | $-6.2M |
| Q4 25 | — | 11.8% | ||
| Q3 25 | — | 26.1% | ||
| Q2 25 | — | 5.8% | ||
| Q1 25 | 23.6% | 6.0% | ||
| Q4 24 | 4.6% | -0.4% | ||
| Q3 24 | 12.6% | -10.5% | ||
| Q2 24 | 4.8% | 8.6% | ||
| Q1 24 | 15.7% | -2.9% |
| Q4 25 | — | 4.7% | ||
| Q3 25 | — | 4.0% | ||
| Q2 25 | — | 4.2% | ||
| Q1 25 | 2.4% | 4.5% | ||
| Q4 24 | 0.9% | 3.6% | ||
| Q3 24 | 0.7% | 5.9% | ||
| Q2 24 | 0.2% | 4.1% | ||
| Q1 24 | 0.3% | 6.7% |
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | 5.86× | ||
| Q2 25 | 2.83× | 0.91× | ||
| Q1 25 | — | 1.35× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -0.66× | ||
| Q2 24 | — | 7.71× | ||
| Q1 24 | — | 0.51× |
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% |
SSTK
Segment breakdown not available.
