earnings
confidence high
sentiment positive
materiality 0.85
Arlo Q3 2025: Record subscriptions revenue $79.9M, ARR up 34% YoY, GAAP EPS $0.07
Arlo Technologies, Inc.
2025-Q3 EPS reported
$0.08
revenue$388,000,000
- Q3 revenue $139.5M; subscriptions revenue $79.9M (+29.2% YoY), 57.3% of total revenue.
- ARR $323.2M, up 33.8% YoY; cumulative paid accounts 5.4M (+27.4% YoY).
- Record GAAP subscriptions gross margin 84.5%; non-GAAP 85.1% (up ~770 bps YoY).
- GAAP EPS $0.07 (record), non-GAAP EPS $0.16; adjusted EBITDA $17.1M (margin 12.2%).
- Q4 guidance: revenue $131-141M, non-GAAP EPS $0.13-0.19; tariff impacts included.