Symbols

ARLO

Arlo Technologies·NYSE

--(--)

ARLO fundamentals

ARLO Q4 2025 Earnings

Arlo Technologies (ARLO) released its earnings on Feb 26, 2026: revenue was 141.30M (YoY +16.22%), beat estimates; EPS was 0.22 (YoY +120.00%), beat estimates.

Revenue / YoY

141.30M

+16.22%

EPS / YoY

0.22

+120.00%

Report date

Feb 26, 2026

ARLO Earnings Call Summary for Q4,2025

Record Q4 performance: Service revenue $89M (+39% YoY), ARR $330M, EBITDA $23M, non-GAAP EPS $0.22.
World-class metrics: 1% churn, LTV:CAC 4.0, gross margin 47.8%, Rule of 40 score 45.
Strategic wins: Samsung (SmartThings Safe Premium), Comcast (Xfinity security), 2027 hardware platform.
2026 outlook: Revenue $550-580M, service $375-385M, EPS $0.75-0.85. Free cash flow target $80M+.
Growth drivers: ARPU expansion, partnerships, new adjacencies (small business, age-in-place).

Earnings

EPS

Revenue

Revenue & Expenses

ARLO has released its 2025 Q4 earnings report, with revenue of 141.30M, reflecting a YoY change of 16.22%, and net profit of 5.76M, showing a YoY change of 218.58%. The Sankey diagram below clearly presents ARLO's revenue sources and cost distribution.

Key Indicators

Arlo Technologies (ARLO) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Arlo Technologies (ARLO)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

Trend

Breakdown

Balance Sheet

Arlo Technologies (ARLO)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

Trend

Breakdown

Cash Flow

Arlo Technologies (ARLO)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

Trend

Breakdown