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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and WORKIVA INC (WK). Click either name above to swap in a different company.
WORKIVA INC is the larger business by last-quarter revenue ($238.9M vs $141.3M, roughly 1.7× Arlo Technologies, Inc.). WORKIVA INC runs the higher net margin — 4.9% vs 4.1%, a 0.9% gap on every dollar of revenue. On growth, WORKIVA INC posted the faster year-over-year revenue change (19.5% vs 16.2%). Over the past eight quarters, WORKIVA INC's revenue compounded faster (16.6% 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.
Workiva, Inc. is a global software-as-a-service (SaaS) company. It provides a cloud-based connected and reporting compliance platform that enables the use of connected data and automation of reporting across finance, accounting, risk, and compliance.
ARLO vs WK — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $238.9M |
| Net Profit | $5.8M | $11.8M |
| Gross Margin | 46.4% | 80.7% |
| Operating Margin | 3.3% | 3.3% |
| Net Margin | 4.1% | 4.9% |
| Revenue YoY | 16.2% | 19.5% |
| Net Profit YoY | 218.6% | 234.0% |
| EPS (diluted) | $0.06 | $0.21 |
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 | $238.9M | ||
| Q3 25 | $139.5M | $224.2M | ||
| Q2 25 | $129.4M | $215.2M | ||
| Q1 25 | $119.1M | $206.3M | ||
| Q4 24 | $121.6M | $199.9M | ||
| Q3 24 | $137.7M | $185.6M | ||
| Q2 24 | $127.4M | $177.5M | ||
| Q1 24 | $124.2M | $175.7M |
| Q4 25 | $5.8M | $11.8M | ||
| Q3 25 | $6.9M | $2.8M | ||
| Q2 25 | $3.1M | $-19.4M | ||
| Q1 25 | $-835.0K | $-21.4M | ||
| Q4 24 | $-4.9M | $-8.8M | ||
| Q3 24 | $-4.4M | $-17.0M | ||
| Q2 24 | $-11.6M | $-17.5M | ||
| Q1 24 | $-9.6M | $-11.7M |
| Q4 25 | 46.4% | 80.7% | ||
| Q3 25 | 40.5% | 79.3% | ||
| Q2 25 | 44.9% | 77.0% | ||
| Q1 25 | 44.3% | 76.6% | ||
| Q4 24 | 36.9% | 77.1% | ||
| Q3 24 | 35.2% | 76.5% | ||
| Q2 24 | 36.8% | 76.8% | ||
| Q1 24 | 38.1% | 76.4% |
| Q4 25 | 3.3% | 3.3% | ||
| Q3 25 | 0.6% | -1.5% | ||
| Q2 25 | 1.5% | -10.3% | ||
| Q1 25 | -1.2% | -12.0% | ||
| Q4 24 | -5.0% | -6.7% | ||
| Q3 24 | -4.0% | -11.7% | ||
| Q2 24 | -10.0% | -13.0% | ||
| Q1 24 | -8.5% | -10.4% |
| Q4 25 | 4.1% | 4.9% | ||
| Q3 25 | 4.9% | 1.2% | ||
| Q2 25 | 2.4% | -9.0% | ||
| Q1 25 | -0.7% | -10.4% | ||
| Q4 24 | -4.0% | -4.4% | ||
| Q3 24 | -3.2% | -9.2% | ||
| Q2 24 | -9.1% | -9.9% | ||
| Q1 24 | -7.8% | -6.7% |
| Q4 25 | $0.06 | $0.21 | ||
| Q3 25 | $0.06 | $0.05 | ||
| Q2 25 | $0.03 | $-0.35 | ||
| Q1 25 | $-0.01 | $-0.38 | ||
| Q4 24 | $-0.05 | $-0.15 | ||
| Q3 24 | $-0.04 | $-0.31 | ||
| Q2 24 | $-0.12 | $-0.32 | ||
| Q1 24 | $-0.10 | $-0.21 |
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 | $338.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $-5.4M |
| Total Assets | $310.5M | $1.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $338.8M | ||
| Q3 25 | $86.0M | $315.9M | ||
| Q2 25 | $71.2M | $284.3M | ||
| Q1 25 | $84.0M | $242.0M | ||
| Q4 24 | $82.0M | $301.8M | ||
| Q3 24 | $77.0M | $248.2M | ||
| Q2 24 | $62.9M | $267.9M | ||
| Q1 24 | $62.1M | $296.1M |
| Q4 25 | $127.8M | $-5.4M | ||
| Q3 25 | $129.2M | $-36.9M | ||
| Q2 25 | $118.3M | $-66.5M | ||
| Q1 25 | $103.4M | $-75.7M | ||
| Q4 24 | $100.9M | $-41.7M | ||
| Q3 24 | $96.9M | $-50.8M | ||
| Q2 24 | $99.3M | $-77.7M | ||
| Q1 24 | $99.9M | $-83.2M |
| Q4 25 | $310.5M | $1.5B | ||
| Q3 25 | $350.9M | $1.4B | ||
| Q2 25 | $319.7M | $1.3B | ||
| Q1 25 | $296.6M | $1.3B | ||
| Q4 24 | $298.4M | $1.4B | ||
| Q3 24 | $312.4M | $1.3B | ||
| Q2 24 | $295.8M | $1.2B | ||
| Q1 24 | $289.8M | $1.2B |
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 | $51.0M |
| Free Cash FlowOCF − Capex | — | $50.7M |
| FCF MarginFCF / Revenue | — | 21.2% |
| Capex IntensityCapex / Revenue | — | 0.1% |
| Cash ConversionOCF / Net Profit | 3.43× | 4.31× |
| TTM Free Cash FlowTrailing 4 quarters | — | $138.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $51.0M | ||
| Q3 25 | $19.2M | $46.2M | ||
| Q2 25 | $8.8M | $50.3M | ||
| Q1 25 | $30.9M | $-7.4M | ||
| Q4 24 | $6.7M | $44.0M | ||
| Q3 24 | $18.4M | $18.9M | ||
| Q2 24 | $6.5M | $-14.0K | ||
| Q1 24 | $19.8M | $24.8M |
| Q4 25 | — | $50.7M | ||
| Q3 25 | — | $46.1M | ||
| Q2 25 | — | $49.3M | ||
| Q1 25 | $28.1M | $-8.1M | ||
| Q4 24 | $5.6M | $43.2M | ||
| Q3 24 | $17.4M | $18.7M | ||
| Q2 24 | $6.2M | $-122.0K | ||
| Q1 24 | $19.4M | $24.6M |
| Q4 25 | — | 21.2% | ||
| Q3 25 | — | 20.5% | ||
| Q2 25 | — | 22.9% | ||
| Q1 25 | 23.6% | -3.9% | ||
| Q4 24 | 4.6% | 21.6% | ||
| Q3 24 | 12.6% | 10.1% | ||
| Q2 24 | 4.8% | -0.1% | ||
| Q1 24 | 15.7% | 14.0% |
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | 0.5% | ||
| Q1 25 | 2.4% | 0.4% | ||
| Q4 24 | 0.9% | 0.4% | ||
| Q3 24 | 0.7% | 0.1% | ||
| Q2 24 | 0.2% | 0.1% | ||
| Q1 24 | 0.3% | 0.1% |
| Q4 25 | 3.43× | 4.31× | ||
| Q3 25 | 2.79× | 16.57× | ||
| 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% |
WK
| License And Service | $219.3M | 92% |
| XBRL Professional Services | $16.4M | 7% |
| Other Services | $3.2M | 1% |
