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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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

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PDFSPDF Solutions Inc

41.31▼−9.33%· post 40.99

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

ARLOArlo Technologies, Inc.

14.47▼−1.88%· post 14.47

ClosedOct 30 '26

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

Compare

ClosedOct 30 '26

PDFSPDF Solutions Inc

ARLOArlo Technologies, Inc.

41.31▼−9.33%post 40.99

Price

14.47▼−1.88%post 14.47

$1.7B

Mkt cap

$1.6B

Q2 FY26$62M

Revenue

$156MQ2 FY26

FY25$219M

Revenue

$529MFY25

PDFS41.31▼−9.33%vsARLO14.47▼−1.88%ClosedOct 30 '26

Earnings history

last 4 reports each · paired by recencyMethod ›

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

Feb 13 '26±13.4%▲+4.92%×0.37

Q3 FY25±11.8%▼−3.78%×0.32

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

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

Q1 FY26

±14.3%

▲+27.15%

×1.90

Q3 FY25±14.4%▼−12.46%×0.87