---
schema_version: "secwatch.filing_event.v1"
accession: "0001736946-25-000030"
form_type: "8-K"
ticker: "ARLO"
cik: "0001736946"
company_name: "Arlo Technologies, Inc."
filed_at: "2025-08-07T23:59:59+00:00"
generated_at: "2026-05-17T17:56:56.611832+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Arlo reports record Q2: ARR $316M (+34%), subs rev $78M (+30%), GAAP EPS $0.03

## Summary
- 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.

## SEC filing metadata
- accession: 0001736946-25-000030
- form_type: 8-K
- ticker: ARLO
- cik: 0001736946
- company_name: Arlo Technologies, Inc.
- filed_at: 2025-08-07T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1736946/000173694625000030/0001736946-25-000030-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1736946/000173694625000030/arlo-20250807.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001736946-25-000030
- JSON: https://secwatch.observer/filing/0001736946-25-000030.json
- Plain text: https://secwatch.observer/filing/0001736946-25-000030.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.