ARLO compared with PDFS: revenue, margins and what each company keeps, and the suppliers and customers both name

ARLOArlo Technologies, Inc.

Mkt capRevenueRevenue

PDFSPDF Solutions Inc

Mkt capRevenueRevenue

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ARLOArlo Technologies, Inc.

PDFSPDF Solutions Inc

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Earnings history

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

Desk News Calendar Saved

Earnings history

last 4 reports each · paired by recencyMethod ›

ARLO

1 of 4at or beyond implied

Reportimpliedrealized× implied

Q2 FY26±12.4%▼−1.55%×0.13

May 8 '26±12.3%▲+2.35%×0.20

Q1 FY26±14.3%▲+27.15%×1.90

Q3 FY25±14.4%▼−12.46%×0.87

PDFS

0 of 4at or beyond implied

Reportimpliedrealized× implied

Q2 FY26±14.4%▲+7.73%×0.53

Q1 FY26±13.0%▲+8.24%×0.63

= impliedARLO realized, solidPDFS realized, hatchedOne scale, both sides: full bar = 28%× = |realized| ÷ impliedSource: market data

Feb 13 '26

±13.4%

▲+4.92%

×0.37

Q3 FY25±11.8%▼−3.78%×0.32

ARLOArlo Technologies, Inc.

14.47▼−1.88%· post 14.47

Mkt cap$1.6BRevenue$156MQ2 FY26Revenue$529MFY25

PDFSPDF Solutions Inc

41.31▼−9.33%· post 40.99

ClosedOct 30 '26

Mkt cap$1.7BRevenue$62MQ2 FY26Revenue$219MFY25

Compare

ClosedOct 30 '26

ARLOArlo Technologies, Inc.

PDFSPDF Solutions Inc

14.47▼−1.88%post 14.47

Price

41.31▼−9.33%post 40.99

$1.6B

Mkt cap

$1.7B

Q2 FY26$156M

Revenue

$62MQ2 FY26

FY25$529M

Revenue

$219MFY25

ARLO14.47▼−1.88%vsPDFS41.31▼−9.33%ClosedOct 30 '26