Arlo Technologies reported a strong quarter with significant growth in service revenue and subscriptions, supported by strategic partnerships and a comprehensive product launch. However, challenges such as declining product revenue and tariff impacts were noted.

Company Guidance

In the second quarter of 2025, Arlo Technologies delivered impressive financial performance, with total revenue reaching $129 million, representing a sequential increase of over $10 million and a year-over-year increase. Service revenue was particularly strong at $78 million, up 30% year-over-year, and accounted for more than 60% of total revenue. Non-GAAP service gross margin achieved a record high of 85%, propelling non-GAAP earnings per share to $0.17, a 70% increase year-over-year, while GAAP earnings per share rose to $0.03 from a loss of $0.12 a year ago. The company's annual recurring revenue (ARR) increased to $316 million, up 34%, with adjusted EBITDA rising 82% to $18 million, achieving an EBITDA margin of 14%. Arlo's strategic shift towards a services-first business model was highlighted by the addition of 218,000 paid subscriptions, bringing the total to 5.1 million. This growth was supported by strong performance during Amazon Prime Day and the launch of Arlo Secure 6, which increased retail and direct subscriber monthly ARPU to over $15. Looking ahead, Arlo is targeting substantial camera unit growth of 20% to 30% year-over-year for both Q3 and Q4, with full-year 2025 service revenue now expected to reach $310 million and subscription and services gross margin projected to exceed 85%. The company also announced a strategic partnership with ADT, expected to significantly boost subscriptions and services revenue starting in 2026.

Record-Breaking Service Revenue

Service revenue reached $78 million, up 30% year-over-year, and now accounts for more than 60% of total revenue. Non-GAAP service gross margin increased to a record 85%.

Significant Growth in Subscriptions and ARR

Annual recurring revenue (ARR) hit $316 million, up 34%. 218,000 new paid subscriptions were added, bringing the total to 5.1 million.

Strong Financial Performance

Non-GAAP earnings per share increased to $0.17, up 70% year-over-year. 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.

Comprehensive Product Launch

Arlo announced the largest product release in company history with over 100 new SKUs launching. The company is targeting 20%-30% camera unit growth for Q3 and Q4.

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

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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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