earnings
confidence high
sentiment positive
materiality 0.80
Arlo Q1: record non-GAAP EPS $0.15, free cash flow $28.1M, ARR up 21.8%
Arlo Technologies, Inc.
2025-Q1 EPS reported
-$0.01
revenue$119,066,000
- Subscriptions and services revenue $68.8M (+21.4% YoY); ARR $276.4M (+21.8% YoY).
- Non-GAAP gross margin 45.5% vs 39.4% YoY; record non-GAAP subs gross margin 83.1%.
- GAAP net loss per share $(0.01); record non-GAAP EPS $0.15 vs $0.09 YoY.
- Record free cash flow $28.1M (23.6% margin); adjusted EBITDA $16.4M (+76.1% YoY).
- Q2 outlook: rev $119-129M, non-GAAP EPS $0.11-0.17; bought back $15.2M in stock.