ARLO
Arlo Technologies·NYSE
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ARLO fundamentals
Arlo Technologies (ARLO) released its earnings on Nov 6, 2025: revenue was 139.53M (YoY +1.35%), beat estimates; EPS was 0.16 (YoY +45.45%), beat estimates.
Revenue / YoY
139.53M
+1.35%
EPS / YoY
0.16
+45.45%
Report date
Nov 6, 2025
ARLO Earnings Call Summary for Q3,2025
- SaaS Dominance: 5.4M paid accounts (27% YoY) drive $323M ARR (+34%), with service gross margin at 85%.
- Product Innovation: 29% YoY unit growth from new platforms with 20%-35% BOM savings.
- Profit Leap: Adjusted EBITDA $17.1M (+50% YoY), free cash flow $49M (9M period).
- Q4 Outlook: Revenue $131-141M, targeting 20%-30% unit growth and strategic account expansion.
- Partnership Payoff: Verisure, Allstate, and ADT partnerships set to accelerate 2026 growth.
EPS
Revenue
Revenue & Expenses
ARLO has released its 2025 Q3 earnings report, with revenue of 139.53M, reflecting a YoY change of 1.35%, and net profit of 6.87M, showing a YoY change of 254.83%. 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.
Arlo Technologies (ARLO)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Arlo Technologies (ARLO)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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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.
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Where does Arlo Technologies (ARLO) generate its revenue? Explore its key revenue streams and top earning regions.
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Track Arlo Technologies (ARLO) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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You can ask Aime
What guidance did Arlo Technologies's management provide for the next earnings period?Did Arlo Technologies beat or miss consensus estimates last quarter?What does Arlo Technologies do and what are its main business segments?What were the key takeaways from Arlo Technologies's earnings call?What is Arlo Technologies's gross profit margin?What is the revenue and EPS growth rate for Arlo Technologies year over year?What were the key takeaways from Arlo Technologies’s earnings call?What factors drove the changes in Arlo Technologies's revenue and profit?
