earnings
confidence high
sentiment positive
materiality 0.75
Arlo reports record Q2: ARR $316M (+34%), subs rev $78M (+30%), GAAP EPS $0.03
Arlo Technologies, Inc.
2025-Q2 EPS reported
$0.02
revenue$248,471,000
- Record subscriptions and services revenue of $78.2M, up 29.7% YoY; GAAP subs gross margin 84.3%.
- Record adjusted EBITDA of $18.0M, margin 13.9%; GAAP net income per share $0.03 vs ($0.12) YoY.
- Q3 2025 guidance: revenue $133-143M, non-GAAP EPS $0.12-$0.18 per diluted share.
- Cumulative paid accounts 5.1M, up 28.5% YoY; end-of-period cash $160.4M.
- CEO cites Arlo Secure 6 AI platform and ADT strategic partnership as growth drivers.