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ARLO compared with PDFS: revenue, margins and what each company keeps, and the suppliers and customers both name
ARLO
Arlo Technologies, Inc.
Change
Mkt cap
Revenue
Revenue
PDFS
PDF Solutions Inc
Change
Mkt cap
Revenue
Revenue
vs
Compare
ARLO
Arlo Technologies, Inc.
vs
PDFS
PDF Solutions Inc
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
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Supply-chain overlap
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Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only ARLO
25
—
Verisure Sàrl
unlisted
customer
—
Verisure
unlisted
customer
AMZN
Amazon Web Services
supplier
WMT
Walmart
customer
21 more · ARLO chain
›
Shared
0
No shared counterparties.
Only PDFS
1
—
SMIC New Technology Research & Development (Shanghai)
unlisted
customer
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
ARLO
Arlo Technologies, Inc.
Change
14.47
0.00%
Mkt cap
$1.6B
Revenue
$156M
Q2 FY26
Revenue
$529M
FY25
PDFS
PDF Solutions Inc
Change
39.86
▼
−2.79%
Regular session
Nov 2 '26
Mkt cap
$1.7B
Revenue
$62M
Q2 FY26
Revenue
$219M
FY25
vs
Compare
Regular session
Nov 2 '26
ARLO
Arlo Technologies, Inc.
vs
PDFS
PDF Solutions Inc
14.47
0.00%
Price
39.86
▼
−2.79%
$1.6B
Mkt cap
$1.7B
Q2 FY26
$156M
Revenue
$62M
Q2 FY26
FY25
$529M
Revenue
$219M
FY25
Change
Change
ARLO
14.47
0.00%
vs
PDFS
39.86
▼
−2.79%
Regular session
Nov 2 '26