The earnings call highlighted Arlo's strong growth in subscriber base and service revenue, achieving record ARPU and financial metrics. Despite challenges in product revenue and international sales, the company maintains a positive outlook with strategic initiatives to mitigate tariff impacts and enhance competitive positioning.

Company Guidance -

Q2 2025

During the first quarter of 2025, Arlo Technologies demonstrated strong financial performance with a significant focus on its growing subscriptions and services business. The company added 298,000 subscribers, reaching a total of 4.9 million paid accounts, marking a 51% increase year-over-year. The average revenue per user (ARPU) hit a record $13.48, driven by the success of Arlo Secure 5 and new service plans, resulting in a subscriptions and services revenue of $69 million for the quarter. The annual recurring revenue (ARR) grew to $276 million, a 20% year-over-year increase. Arlo reported a non-GAAP services gross margin of 83%, up 600 basis points from the previous year, contributing to a record free-cash flow of $28 million and earnings per share of $0.15. The company anticipates continued strength in its subscriptions and services business throughout 2025 and announced it surpassed 5 million subscribers, two years ahead of its original forecast. Despite the tariff environment, Arlo remains optimistic, expecting to exit 2025 with more than $300 million in ARR, reinforcing its position as a leading SaaS company.

Subscriber Growth and Milestones

Arlo added 298,000 subscribers in Q1 2025, reaching 4.9 million paid accounts, a 51% increase year-over-year. They surpassed 5 million subscribers ahead of their 2025 forecast.

Record ARPU and Revenue

Average revenue per user (ARPU) rose to a record $13.48. Subscriptions and services revenue reached $69 million, with annual recurring revenue growing to $276 million, both up over 20% year-over-year.

Strong Financial Performance

Non-GAAP services gross margin improved to 83%, up 600 basis points from last year. Record free-cash flow of $28 million and earnings per share of $0.15 were achieved.

Positive Outlook and Guidance

Arlo reaffirmed its full-year guidance, expecting to exit 2025 with more than $300 million in ARR and achieving Rule of 40 status.

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
Aug 07, 2025	2025 (Q2)	0.15 / -	0.1	―	―	―
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)
May 11, 2023	2023 (Q1)	-0.05 / 0.01	0.01	0.00% (0.00)

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
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%
Aug 08, 2024	$13.50	$11.40	-15.56%

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 (ARLO) report earnings?

Arlo Technologies (ARLO) is schdueled to report earning on Aug 07, 2025, After Close (Confirmed).

What is Arlo Technologies (ARLO) earnings time?

Arlo Technologies (ARLO) earnings time is at Aug 07, 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 (Q2) is 0.15.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing