Arlo Q4 ARR $257.3M (+22.5% YoY), record service margin 81.7%, FY FCF $48.6M

Arlo Technologies, Inc.

2024-FY EPS reported -$0.31 revenue$510,886,000

ARR ended at $257.3M, up 22.5% YoY; cumulative paid accounts grew 63.5% YoY to 4.6M.
Q4 service revenue $64.1M (+14.7% YoY); record non-GAAP service gross margin 81.7% (up 730 bps).
Q4 GAAP net loss per share $0.05; non-GAAP EPS $0.10. Full year GAAP loss $0.31; non-GAAP EPS $0.40.
Full year free cash flow $48.6M (+37% YoY); FCF margin 9.5% (up 230 bps).
Q1 2025 guidance: revenue $114-124M, non-GAAP EPS $0.09-0.15; share buyback $4.4M at avg $11.67.

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