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Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and XPLR Infrastructure, LP (XIFR). Click either name above to swap in a different company.
XPLR Infrastructure, LP is the larger business by last-quarter revenue ($249.0M vs $141.3M, roughly 1.8× Arlo Technologies, Inc.). XPLR Infrastructure, LP runs the higher net margin — 11.2% vs 4.1%, a 7.2% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs -15.3%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs -1.6%).
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.
XPLR Infrastructure is a publicly traded subsidiary of NextEra Energy, is a Juno Beach, Florida-based renewable energy company.
ARLO vs XIFR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $249.0M |
| Net Profit | $5.8M | $28.0M |
| Gross Margin | 46.4% | — |
| Operating Margin | 3.3% | -19.3% |
| Net Margin | 4.1% | 11.2% |
| Revenue YoY | 16.2% | -15.3% |
| Net Profit YoY | 218.6% | 124.3% |
| 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.
| Q4 25 | $141.3M | $249.0M | ||
| Q3 25 | $139.5M | $315.0M | ||
| Q2 25 | $129.4M | $342.0M | ||
| Q1 25 | $119.1M | $282.0M | ||
| Q4 24 | $121.6M | $294.0M | ||
| Q3 24 | $137.7M | $319.0M | ||
| Q2 24 | $127.4M | $360.0M | ||
| Q1 24 | $124.2M | $257.0M |
| Q4 25 | $5.8M | $28.0M | ||
| Q3 25 | $6.9M | $-37.0M | ||
| Q2 25 | $3.1M | $79.0M | ||
| Q1 25 | $-835.0K | $-98.0M | ||
| Q4 24 | $-4.9M | $-115.0M | ||
| Q3 24 | $-4.4M | $-40.0M | ||
| Q2 24 | $-11.6M | $62.0M | ||
| Q1 24 | $-9.6M | $70.0M |
| 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% | — |
| Q4 25 | 3.3% | -19.3% | ||
| Q3 25 | 0.6% | 1.6% | ||
| Q2 25 | 1.5% | 26.3% | ||
| Q1 25 | -1.2% | -82.6% | ||
| Q4 24 | -5.0% | -188.1% | ||
| Q3 24 | -4.0% | 15.4% | ||
| Q2 24 | -10.0% | 18.3% | ||
| Q1 24 | -8.5% | -8.2% |
| Q4 25 | 4.1% | 11.2% | ||
| Q3 25 | 4.9% | -11.7% | ||
| Q2 25 | 2.4% | 23.1% | ||
| Q1 25 | -0.7% | -34.8% | ||
| Q4 24 | -4.0% | -39.1% | ||
| Q3 24 | -3.2% | -12.5% | ||
| Q2 24 | -9.1% | 17.2% | ||
| Q1 24 | -7.8% | 27.2% |
| Q4 25 | $0.06 | — | ||
| Q3 25 | $0.06 | $-0.40 | ||
| Q2 25 | $0.03 | $0.84 | ||
| Q1 25 | $-0.01 | $-1.05 | ||
| Q4 24 | $-0.05 | — | ||
| Q3 24 | $-0.04 | $-0.43 | ||
| Q2 24 | $-0.12 | $0.66 | ||
| Q1 24 | $-0.10 | $0.75 |
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 | $960.0M |
| Total DebtLower is stronger | — | $6.2B |
| Stockholders' EquityBook value | $127.8M | $10.9B |
| Total Assets | $310.5M | $19.6B |
| Debt / EquityLower = less leverage | — | 0.57× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $960.0M | ||
| Q3 25 | $86.0M | $711.0M | ||
| Q2 25 | $71.2M | $880.0M | ||
| Q1 25 | $84.0M | $1.5B | ||
| Q4 24 | $82.0M | $283.0M | ||
| Q3 24 | $77.0M | $290.0M | ||
| Q2 24 | $62.9M | $281.0M | ||
| Q1 24 | $62.1M | $245.0M |
| Q4 25 | — | $6.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $5.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $127.8M | $10.9B | ||
| Q3 25 | $129.2M | $11.0B | ||
| Q2 25 | $118.3M | $11.3B | ||
| Q1 25 | $103.4M | $12.6B | ||
| Q4 24 | $100.9M | $12.9B | ||
| Q3 24 | $96.9M | $13.6B | ||
| Q2 24 | $99.3M | $13.9B | ||
| Q1 24 | $99.9M | $14.0B |
| Q4 25 | $310.5M | $19.6B | ||
| Q3 25 | $350.9M | $19.1B | ||
| Q2 25 | $319.7M | $20.5B | ||
| Q1 25 | $296.6M | $21.4B | ||
| Q4 24 | $298.4M | $20.3B | ||
| Q3 24 | $312.4M | $20.9B | ||
| Q2 24 | $295.8M | $21.7B | ||
| Q1 24 | $289.8M | $22.3B |
| Q4 25 | — | 0.57× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.41× | ||
| 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 | $186.0M |
| Free Cash FlowOCF − Capex | — | $-88.0M |
| FCF MarginFCF / Revenue | — | -35.3% |
| Capex IntensityCapex / Revenue | — | 110.0% |
| Cash ConversionOCF / Net Profit | 3.43× | 6.64× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-219.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $186.0M | ||
| Q3 25 | $19.2M | $231.0M | ||
| Q2 25 | $8.8M | $232.0M | ||
| Q1 25 | $30.9M | $90.0M | ||
| Q4 24 | $6.7M | $283.0M | ||
| Q3 24 | $18.4M | $208.0M | ||
| Q2 24 | $6.5M | $231.0M | ||
| Q1 24 | $19.8M | $78.0M |
| Q4 25 | — | $-88.0M | ||
| Q3 25 | — | $-283.0M | ||
| Q2 25 | — | $151.0M | ||
| Q1 25 | $28.1M | $1.0M | ||
| Q4 24 | $5.6M | $231.0M | ||
| Q3 24 | $17.4M | $152.0M | ||
| Q2 24 | $6.2M | $162.0M | ||
| Q1 24 | $19.4M | $14.0M |
| Q4 25 | — | -35.3% | ||
| Q3 25 | — | -89.8% | ||
| Q2 25 | — | 44.2% | ||
| Q1 25 | 23.6% | 0.4% | ||
| Q4 24 | 4.6% | 78.6% | ||
| Q3 24 | 12.6% | 47.6% | ||
| Q2 24 | 4.8% | 45.0% | ||
| Q1 24 | 15.7% | 5.4% |
| Q4 25 | — | 110.0% | ||
| Q3 25 | — | 163.2% | ||
| Q2 25 | — | 23.7% | ||
| Q1 25 | 2.4% | 31.6% | ||
| Q4 24 | 0.9% | 17.7% | ||
| Q3 24 | 0.7% | 17.6% | ||
| Q2 24 | 0.2% | 19.2% | ||
| Q1 24 | 0.3% | 24.9% |
| Q4 25 | 3.43× | 6.64× | ||
| Q3 25 | 2.79× | — | ||
| Q2 25 | 2.83× | 2.94× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 3.73× | ||
| Q1 24 | — | 1.11× |
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% |
XIFR
| Renewable Energy Sales | $238.0M | 96% |
| Related Party | $8.0M | 3% |
