Inferra AI / Company / ARLO
Arlo Technologies, Inc.
ARLO · Information Technology
Last earnings Aug 6, 2026
Key results
Revenuequarter
$78 million
revenue of $78 million, growing 30% year over year Record GAAP subscriptions and services
SEC original ↗Arlo Technologies, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Gross marginquarter
84%
gross margin of 84% record non-GAAP subscriptions and services
SEC original ↗Arlo Technologies, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
EPSquarter
$0.03
gross margin of 85% Record adjusted EBITDA (2) of $18 million record adjusted EBITDA margin of 14% Record GAAP net income per share (EPS) of $0.03 record non-GAAP EPS of $0.17
SEC original ↗Arlo Technologies, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Growthquarter
up 34%
Subscriptions and services revenue grew 30% to $78 million and ARR increased to $316 million, up 34% year over year.
SEC original ↗Arlo Technologies, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
GAAP net incomequarter
$0.03
Non-GAAP subscriptions and services gross margin reached 85%, an increase of 850 basis points year over year, and contributed to a record GAAP net income per share of $0.03, said Matthew McRae, Chief Executive Officer of Arlo Technologies.
SEC original ↗Arlo Technologies, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Record subscriptions and services revenue of $78.2 million, an increase of 29.7% year over year and accounting for 60.4% of total revenues.
SEC original ↗Arlo Technologies, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Record GAAP subscriptions and services gross margin of 84.3% and non-GAAP subscriptions and services gross margin of 84.9% each up 850 basis points year over year.
SEC original ↗Arlo Technologies, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Record GAAP gross marginquarter
44.9%
Record GAAP gross margin of 44.9% and non-GAAP gross margin of 45.8% each up approximately 800 basis points year over year.
SEC original ↗Arlo Technologies, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Research and developmentquarter
$18,489 thousand
Research and development 18,489 16,165 19,561 34,654 40,354
SEC original ↗Arlo Technologies, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Net incomequarter
$3,124 thousand
Net income (loss) $ 3,124 $ (835) $ (11,560) $ 2,289 $ (21,204)
SEC original ↗Arlo Technologies, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
AI analysis
Q2 2025 · reported Aug 7, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q2 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | $78 million | — | — |
| Gross margin | 84% | — | — |
| EPS | $0.03 | — | — |
| Growth | up 34% | — | — |
| GAAP net income | $0.03 | — | — |
| Record GAAP gross margin | 44.9% | — | — |
| Research and development | $18,489 thousand | — | — |
| Net income | $3,124 thousand | — | — |
Guidance · company-stated
Direction: raised
No guidance located in the held release
“As a result, we are increasing our annual guidance on both total revenue and EPS for the year, said Matthew McRae, Chief Executive Officer of Arlo Technologies.”
Margin
Capital allocation
(3) FCF is calculated as net cash provided by operating activities less capital expenditures.
Among the various codification amendments, Topic 470 Debt is applicable to Arlo which requires the disclosure of amounts, terms and weighted-average interest rates of unused lines of credit.
Event summary
The launch of our new AI platform, Arlo Secure 6, earlier this year is driving growth in our subscriptions business and propelling the company to record financial results
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
(3) FCF is calculated as net cash provided by operating activities less capital expenditures.
SEC original ↗Arlo Technologies, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Among the various codification amendments, Topic 470 Debt is applicable to Arlo which requires the disclosure of amounts, terms and weighted-average interest rates of unused lines of credit.
SEC original ↗Arlo Technologies, Inc. — 10-Q Quarterly report10-QAug 6, 2026
Revolving Credit Facility On November 14, 2024, we entered into a credit agreement (the Credit Agreement ) with HSBC Bank USA, National Association, as administrative agent, issuing bank, and lender.
SEC original ↗Arlo Technologies, Inc. — 10-Q Quarterly report10-QAug 6, 2026
The Credit Agreement provides for a three-year revolving credit facility (the Credit Facility ) of up to $ 45.0 million that matures on November 14, 2027, which also includes a $ 10.0 million sublimit for the issuance thereunder of letters of credit.
SEC original ↗Arlo Technologies, Inc. — 10-Q Quarterly report10-QAug 6, 2026
As of June 28, 2026, we had unused borrowing capacity of $ 45.0 million based on the terms and conditions of the Credit Agreement.
SEC original ↗Arlo Technologies, Inc. — 10-Q Quarterly report10-QAug 6, 2026
The proceeds of the borrowings under the Credit Facility may be used for working capital and general corporate purposes.
SEC original ↗Arlo Technologies, Inc. — 10-Q Quarterly report10-QAug 6, 2026
Strategy & priorities
This subscription momentum coupled with our Holiday product launches and announcement of ADT as a strategic partner positions Arlo for continuing success.
SEC original ↗Arlo Technologies, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
We use non-GAAP measures to evaluate the operating performance of our business, for comparison with forecasts and strategic plans, and for benchmarking performance externally against competitors.
SEC original ↗Arlo Technologies, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
We conduct business across three geographic regions (i) the Americas; (ii) Europe, Middle-East and Africa ( EMEA ); and (iii) Asia Pacific ( APAC ) and primarily generate revenue by selling paid subscription services, as well as devices through retail, wholesale distribution, strategic partners, security solution providers, and Arlo s direct to consumer store.
SEC original ↗Arlo Technologies, Inc. — 10-Q Quarterly report10-QAug 6, 2026
2023-06, Disclosure Improvements: Codification Amendments in Response to the SEC s Disclosure Update and Simplification Initiative, which modifies the disclosure or presentation requirements of a variety of Topics in the Codification.
SEC original ↗Arlo Technologies, Inc. — 10-Q Quarterly report10-QAug 6, 2026
The transaction is intended to accelerate the expansion of our AI-powered services for aging-in-place care in collaboration with health providers, patients and their families.
SEC original ↗Arlo Technologies, Inc. — 10-Q Quarterly report10-QAug 6, 2026
Risks & headwinds
(5) The current global tariff environment is uncertain.
SEC original ↗Arlo Technologies, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
, and consequently tariffs increase our product costs, which could impact our sales and reduces our product margin.
SEC original ↗Arlo Technologies, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
The outlook ranges include the impact of our current estimate on tariff costs.
SEC original ↗Arlo Technologies, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
and international tariffs have created a dynamic and unpredictable trade landscape, which is adversely impacting, and may continue to adversely impact, our business.
SEC original ↗Arlo Technologies, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Current or future tariffs impacting our products, which are manufactured outside of the United States, have raised and may further raise our product costs.
SEC original ↗Arlo Technologies, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Tariff-related cost pressures and supply chain disruptions may lead to reputational harm if we are unable to deliver products or services on expected timelines or if any price increases are poorly received by customers or business partners.
SEC original ↗Arlo Technologies, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
30 documents- Q2 2026
- 8-KARLO
Aug 6, 2026
- 10-QARLO
- Q1 2026
- 8-KARLO
Jun 23, 2026
- 8-KARLO
May 7, 2026
- 10-QARLO
- 8-KARLO
Apr 7, 2026
- Q4 2025
- 10-KARLO
Feb 27, 2026
- 8-KARLO
Feb 26, 2026
- Q3 2025
- 8-KARLO
Nov 6, 2025
- 10-QARLO
- Q2 2025
- 8-KARLO
Aug 7, 2025
- 10-QARLO
- Q1 2025
- 8-KARLO
Jun 25, 2025
- 8-KARLO
May 8, 2025
- 10-QARLO
- Q4 2024
- 8-KARLO
Feb 27, 2025
- 10-KARLO
Feb 27, 2025
- Q3 2024
- 8-KARLO
Nov 18, 2024
- 8-KARLO
Nov 7, 2024
- 8-KARLO
Nov 7, 2024
- 10-QARLO
- Q2 2024
- 8-KARLO
Sep 24, 2024
- 8-KARLO
Aug 8, 2024
- 10-QARLO
- Q1 2024
- 8-KARLO
Jun 26, 2024
- 8-KARLO
May 9, 2024
- 10-QARLO
- 8-KARLO
Apr 1, 2024
- Q4 2023
- 8-KARLO
Feb 29, 2024
- 10-KARLO
Feb 29, 2024
Earnings releases
10 documentsPresentations
0 documentsNo presentations for Arlo Technologies, Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Arlo Technologies, Inc. are held in this edition of the library.
See also the earnings calendar for every tracked company’s next earnings date.