The earnings call highlighted Arlo's strong revenue growth, profitability, and strategic developments, such as the ADT partnership and a significant product launch. Despite challenges like declining product revenue and the impact of tariffs, the company's focus on subscriptions and services has driven impressive financial performance.

Company Guidance -

Q3 2025

In the recent call, Arlo Technologies provided robust guidance for the coming quarters, highlighting several key metrics. For the third quarter of 2025, Arlo projects consolidated revenue in the range of $133 million to $143 million and a non-GAAP net income per diluted share between $0.12 and $0.18. The company also expects its annual recurring revenue (ARR) to reach $335 million by year-end, with subscriptions and services revenue potentially exceeding $310 million for the full year, reflecting a growth rate of over 27%. Additionally, Arlo aims for a non-GAAP subscriptions and services gross margin of 85%. The company anticipates significant growth in camera unit sales, targeting a 20% to 30% increase year-over-year for both Q3 and Q4, driven by a large-scale product launch. The strategic partnership with ADT, expected to contribute significantly to revenue starting in 2026, further supports Arlo's growth trajectory.

Record Revenue and Service Growth

Total revenue for Q2 2025 was $129 million, up over $10 million sequentially. Service revenue was $78 million, up 30% year-over-year, comprising more than 60% of total revenue.

Significant Increase in Profitability

Non-GAAP earnings per share increased to $0.17, up 70% year-over-year. GAAP earnings swung to a profit of $0.03 from a loss of $0.12 a year ago.

Strong ARR and EBITDA Growth

Annual recurring revenue (ARR) reached $316 million, up 34%. Adjusted EBITDA rose to $18 million, up 82%, achieving an EBITDA margin of 14%.

Strategic Partnership with ADT

Arlo signed a strategic partnership with ADT, the largest security company in North America, expected to provide material upside to subscriptions and services revenue starting in 2026.

Large-Scale Product Launch

Arlo plans to launch over 100 new SKUs, expanding product lines and increasing retail shelf space, with expectations of 20% to 30% camera unit growth year-over-year in Q3 and Q4.

Improved Financial Metrics

Record free cash flow of $34 million in the first 6 months, with a free cash flow margin of almost 14%. Inventory turns improved to 7.7x from 5.8x last year.

Arlo Technologies (ARLO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ARLO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	0.15 / -	0.11	―	―	―
Aug 07, 2025	2025 (Q2)	0.15 / 0.17	0.1	70.00% (+0.07)
May 08, 2025	2025 (Q1)	0.12 / 0.15	0.09	66.67% (+0.06)
Feb 27, 2025	2024 (Q4)	0.10 / 0.10	0.11	-9.09% (>-0.01)
Nov 07, 2024	2024 (Q3)	0.10 / 0.11	0.09	22.22% (+0.02)
Aug 08, 2024	2024 (Q2)	0.09 / 0.10	0.06	66.67% (+0.04)
May 09, 2024	2024 (Q1)	0.09 / 0.09	0.01	800.00% (+0.08)
Feb 29, 2024	2023 (Q4)	0.08 / 0.11	-0.04	375.00% (+0.15)
Nov 09, 2023	2023 (Q3)	0.07 / 0.09	-0.05	280.00% (+0.14)
Aug 10, 2023	2023 (Q2)	0.04 / 0.06	0.01	500.00% (+0.05)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ARLO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$16.43	$16.71	+1.70%
May 08, 2025	$10.64	$12.43	+16.82%
Feb 27, 2025	$11.92	$14.38	+20.64%
Nov 07, 2024	$12.16	$11.92	-1.97%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Arlo Technologies Inc (ARLO) report earnings?

Arlo Technologies Inc (ARLO) is schdueled to report earning on Nov 06, 2025, After Close (Confirmed).

What is Arlo Technologies Inc (ARLO) earnings time?

Arlo Technologies Inc (ARLO) earnings time is at Nov 06, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ARLO EPS forecast?

ARLO EPS forecast for the fiscal quarter 2025 (Q3) is 0.15.

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