Arlo Technologies Reports Strong Q1 2025 Results

Arlo Technologies ( (ARLO) ) has released its Q1 earnings. Here is a breakdown of the information Arlo Technologies presented to its investors.

Arlo Technologies, Inc. is a prominent smart home security platform company that provides advanced security solutions powered by AI and cloud services, with a focus on user privacy and data protection.

In its first quarter of 2025, Arlo Technologies reported impressive financial results, highlighted by a significant increase in subscriptions and services revenue, which reached a record $68.8 million, marking a 21.4% growth year over year. The company also achieved a record non-GAAP net income per share of $0.15 and a strong free cash flow of $28.1 million.

Key financial metrics for the quarter included an annual recurring revenue of $276.4 million, a record non-GAAP subscriptions and services gross margin of 83.1%, and an adjusted EBITDA of $16.4 million, up 76.1% from the previous year. The company also saw a substantial increase in cumulative paid accounts, reaching 4.9 million, a 51.4% growth year over year. Additionally, Arlo announced the launch of Arlo Secure 6.0, featuring new AI-powered innovations.

Looking ahead, Arlo Technologies remains optimistic about its future, with plans to roll out an updated product line and continue leveraging its AI-powered SaaS platform to maintain competitive differentiation. The company is well-positioned for a successful second half of the year, supported by its strong financial performance and strategic initiatives.