Arlo Q4 ARR $330.5M (+28% YoY); record subscription rev; Comcast partnership announced

Arlo Technologies, Inc.

2025-FY EPS reported $0.14 revenue$529,297,000

Q4 subscriptions and services revenue $89.4M (+39% YoY), 63.3% of total revenue; ARR $330.5M (+28%).
Full-year adjusted EBITDA $74.7M (+85% YoY); non-GAAP EPS $0.70 vs $0.40 prior year.
GAAP Q4 EPS $0.05, non-GAAP EPS $0.22; record GAAP gross margin 46.4% (+950 bps YoY).
Announced partnership with Comcast to provide connected home security to Xfinity Internet households.
Q1 2026 guidance: revenue $135-145M, non-GAAP EPS $0.17-0.23.

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