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

PDFSPDF Solutions Inc

Mkt capRevenueRevenue

ARLOArlo Technologies, Inc.

Mkt capRevenueRevenue

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PDFSPDF Solutions Inc

ARLOArlo Technologies, Inc.

Price

Mkt cap

Revenue

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

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Supply-chain overlap

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

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Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only PDFS 1

—SMIC New Technology Research & Development (Shanghai)unlistedcustomer

Shared 0

No shared counterparties.

Only ARLO 24

—Verisureunlistedcustomer

AMZNAmazon Web Servicessupplier

WMTWalmartcustomer

COSTCostco

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

customer

20 more · ARLO chain ›

PDFSPDF Solutions Inc

34.53· pre 35.61· delayed

Mkt cap$1.5BRevenue$68MQ3 FY26Revenue$219MFY25

ARLOArlo Technologies, Inc.

14.82· pre 13.70· delayed

Pre-marketNov 5 '26delayed

Mkt cap$1.6BRevenue$149MQ3 FY26Revenue$529MFY25

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Pre-marketNov 5 '26delayed

PDFSPDF Solutions Inc

ARLOArlo Technologies, Inc.

34.53pre 35.61delayed

Price

14.82pre 13.70delayed

$1.5B

Mkt cap

$1.6B

Q3 FY26$68M

Revenue

$149MQ3 FY26

FY25$219M

Revenue

$529MFY25

PDFS34.53vsARLO14.82Pre-marketNov 5 '26delayed