---
schema_version: "secwatch.filing_event.v1"
accession: "0001736946-25-000040"
form_type: "8-K"
ticker: "ARLO"
cik: "0001736946"
company_name: "Arlo Technologies, Inc."
filed_at: "2025-11-06T23:59:59+00:00"
generated_at: "2026-05-16T23:51:16.982525+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Arlo Q3 2025: Record subscriptions revenue $79.9M, ARR up 34% YoY, GAAP EPS $0.07

## Summary
- 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.

## SEC filing metadata
- accession: 0001736946-25-000040
- form_type: 8-K
- ticker: ARLO
- cik: 0001736946
- company_name: Arlo Technologies, Inc.
- filed_at: 2025-11-06T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1736946/000173694625000040/0001736946-25-000040-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1736946/000173694625000040/arlo-20251106.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001736946-25-000040
- JSON: https://secwatch.observer/filing/0001736946-25-000040.json
- Plain text: https://secwatch.observer/filing/0001736946-25-000040.txt

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