vs
Side-by-side financial comparison of Arlo Technologies, Inc. (ARLO) and ZIPRECRUITER, INC. (ZIP). Click either name above to swap in a different company.
Arlo Technologies, Inc. is the larger business by last-quarter revenue ($141.3M vs $111.7M, roughly 1.3× ZIPRECRUITER, INC.). Arlo Technologies, Inc. runs the higher net margin — 4.1% vs -0.7%, a 4.8% gap on every dollar of revenue. On growth, Arlo Technologies, Inc. posted the faster year-over-year revenue change (16.2% vs 0.6%). Over the past eight quarters, Arlo Technologies, Inc.'s revenue compounded faster (6.7% CAGR vs -4.4%).
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.
ZipRecruiter, Inc. is an American employment marketplace for job seekers and employers.
ARLO vs ZIP — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $141.3M | $111.7M |
| Net Profit | $5.8M | $-835.0K |
| Gross Margin | 46.4% | 89.1% |
| Operating Margin | 3.3% | 3.6% |
| Net Margin | 4.1% | -0.7% |
| Revenue YoY | 16.2% | 0.6% |
| Net Profit YoY | 218.6% | 92.3% |
| EPS (diluted) | $0.06 | $-0.03 |
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 | $111.7M | ||
| Q3 25 | $139.5M | $115.0M | ||
| Q2 25 | $129.4M | $112.2M | ||
| Q1 25 | $119.1M | $110.1M | ||
| Q4 24 | $121.6M | $111.0M | ||
| Q3 24 | $137.7M | $117.1M | ||
| Q2 24 | $127.4M | $123.7M | ||
| Q1 24 | $124.2M | $122.2M |
| Q4 25 | $5.8M | $-835.0K | ||
| Q3 25 | $6.9M | $-9.8M | ||
| Q2 25 | $3.1M | $-9.5M | ||
| Q1 25 | $-835.0K | $-12.8M | ||
| Q4 24 | $-4.9M | $-10.8M | ||
| Q3 24 | $-4.4M | $-2.6M | ||
| Q2 24 | $-11.6M | $7.0M | ||
| Q1 24 | $-9.6M | $-6.5M |
| Q4 25 | 46.4% | 89.1% | ||
| Q3 25 | 40.5% | 89.1% | ||
| Q2 25 | 44.9% | 89.3% | ||
| Q1 25 | 44.3% | 89.4% | ||
| Q4 24 | 36.9% | 89.6% | ||
| Q3 24 | 35.2% | 89.4% | ||
| Q2 24 | 36.8% | 89.5% | ||
| Q1 24 | 38.1% | 89.1% |
| Q4 25 | 3.3% | 3.6% | ||
| Q3 25 | 0.6% | -4.4% | ||
| Q2 25 | 1.5% | -5.9% | ||
| Q1 25 | -1.2% | -10.6% | ||
| Q4 24 | -5.0% | -3.6% | ||
| Q3 24 | -4.0% | -2.8% | ||
| Q2 24 | -10.0% | 7.6% | ||
| Q1 24 | -8.5% | -0.7% |
| Q4 25 | 4.1% | -0.7% | ||
| Q3 25 | 4.9% | -8.5% | ||
| Q2 25 | 2.4% | -8.5% | ||
| Q1 25 | -0.7% | -11.7% | ||
| Q4 24 | -4.0% | -9.7% | ||
| Q3 24 | -3.2% | -2.2% | ||
| Q2 24 | -9.1% | 5.7% | ||
| Q1 24 | -7.8% | -5.3% |
| Q4 25 | $0.06 | $-0.03 | ||
| Q3 25 | $0.06 | $-0.11 | ||
| Q2 25 | $0.03 | $-0.10 | ||
| Q1 25 | $-0.01 | $-0.13 | ||
| Q4 24 | $-0.05 | $-0.10 | ||
| Q3 24 | $-0.04 | $-0.03 | ||
| Q2 24 | $-0.12 | $0.07 | ||
| Q1 24 | $-0.10 | $-0.07 |
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 | $188.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $127.8M | $-77.2M |
| Total Assets | $310.5M | $569.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $146.4M | $188.0M | ||
| Q3 25 | $86.0M | $211.8M | ||
| Q2 25 | $71.2M | $203.5M | ||
| Q1 25 | $84.0M | $221.1M | ||
| Q4 24 | $82.0M | $218.4M | ||
| Q3 24 | $77.0M | $225.6M | ||
| Q2 24 | $62.9M | $271.7M | ||
| Q1 24 | $62.1M | $282.5M |
| Q4 25 | $127.8M | $-77.2M | ||
| Q3 25 | $129.2M | $-76.1M | ||
| Q2 25 | $118.3M | $-65.9M | ||
| Q1 25 | $103.4M | $-11.3M | ||
| Q4 24 | $100.9M | $13.4M | ||
| Q3 24 | $96.9M | $13.6M | ||
| Q2 24 | $99.3M | $24.4M | ||
| Q1 24 | $99.9M | $12.7M |
| Q4 25 | $310.5M | $569.7M | ||
| Q3 25 | $350.9M | $573.6M | ||
| Q2 25 | $319.7M | $592.4M | ||
| Q1 25 | $296.6M | $629.4M | ||
| Q4 24 | $298.4M | $664.1M | ||
| Q3 24 | $312.4M | $652.0M | ||
| Q2 24 | $295.8M | $665.3M | ||
| Q1 24 | $289.8M | $662.4M |
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 | $7.7M |
| Free Cash FlowOCF − Capex | — | $7.6M |
| FCF MarginFCF / Revenue | — | 6.8% |
| Capex IntensityCapex / Revenue | — | 0.1% |
| Cash ConversionOCF / Net Profit | 3.43× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $9.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $7.7M | ||
| Q3 25 | $19.2M | $2.6M | ||
| Q2 25 | $8.8M | $10.5M | ||
| Q1 25 | $30.9M | $-9.9M | ||
| Q4 24 | $6.7M | $12.5M | ||
| Q3 24 | $18.4M | $9.3M | ||
| Q2 24 | $6.5M | $21.9M | ||
| Q1 24 | $19.8M | $2.0M |
| Q4 25 | — | $7.6M | ||
| Q3 25 | — | $2.2M | ||
| Q2 25 | — | $10.2M | ||
| Q1 25 | $28.1M | $-10.2M | ||
| Q4 24 | $5.6M | $12.0M | ||
| Q3 24 | $17.4M | $9.2M | ||
| Q2 24 | $6.2M | $21.7M | ||
| Q1 24 | $19.4M | $1.9M |
| Q4 25 | — | 6.8% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | — | 9.1% | ||
| Q1 25 | 23.6% | -9.3% | ||
| Q4 24 | 4.6% | 10.8% | ||
| Q3 24 | 12.6% | 7.8% | ||
| Q2 24 | 4.8% | 17.6% | ||
| Q1 24 | 15.7% | 1.6% |
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.3% | ||
| Q1 25 | 2.4% | 0.3% | ||
| Q4 24 | 0.9% | 0.4% | ||
| Q3 24 | 0.7% | 0.2% | ||
| Q2 24 | 0.2% | 0.1% | ||
| Q1 24 | 0.3% | 0.1% |
| Q4 25 | 3.43× | — | ||
| Q3 25 | 2.79× | — | ||
| Q2 25 | 2.83× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 3.12× | ||
| 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% |
ZIP
| License | $84.3M | 75% |
| Services | $27.4M | 25% |
