Highest-materiality recent filing
Arlo Q2 revenue $156M (+21% YoY), record adj. EBITDA $31M, raises FY guidance
Record total revenue $156M, up 21% YoY; subscriptions & services revenue $93M (+19% YoY).
Arlo Q1: record revenue $150.4M, EPS $0.14; adjusted EBITDA $30.4M (+85% YoY)
Record subscriptions & services revenue $90.1M (+30.9% YoY); ARR $356.9M (+29.2% YoY).
Arlo Q4 ARR $330.5M (+28% YoY); record subscription rev; Comcast partnership announced
Q4 subscriptions and services revenue $89.4M (+39% YoY), 63.3% of total revenue; ARR $330.5M (+28%).
Arlo Q3 2025: Record subscriptions revenue $79.9M, ARR up 34% YoY, GAAP EPS $0.07
Q3 revenue $139.5M; subscriptions revenue $79.9M (+29.2% YoY), 57.3% of total revenue.
Arlo reports record Q2: ARR $316M (+34%), subs rev $78M (+30%), GAAP EPS $0.03
Record subscriptions and services revenue of $78.2M, up 29.7% YoY; GAAP subs gross margin 84.3%.
Arlo Q1: record non-GAAP EPS $0.15, free cash flow $28.1M, ARR up 21.8%
Subscriptions and services revenue $68.8M (+21.4% YoY); ARR $276.4M (+21.8% YoY).
Arlo Q4 ARR $257.3M (+22.5% YoY), record service margin 81.7%, FY FCF $48.6M
ARR ended at $257.3M, up 22.5% YoY; cumulative paid accounts grew 63.5% YoY to 4.6M.
Arlo enters $45M revolving credit facility with HSBC; no amounts drawn
Three-year revolving credit facility of $45M maturing Nov 14, 2027; includes $10M LC sublimit.
Arlo Q3: Record service revenue $61.9M (+21% YoY); non-GAAP EPS $0.11, FCF $17.4M
Record service revenue $61.9M, up 21.2% YoY; ARR $241.6M, up 20.8% YoY.
Arlo Q2 revenue $127.4M (+10.8% YoY); service revenue record $60.3M; non-GAAP EPS $0.10
Q2 total revenue $127.4M, up 10.8% YoY; service revenue record $60.3M, up 19.7% YoY.
Arlo Q1: record service revenue $56.7M (+29% YoY); GAAP loss $(0.10), non-GAAP EPS $0.09
Record service revenue $56.7M (+29% YoY); ARR $227.0M (+24.3% YoY).
Arlo reports Q4 GAAP EPS $0.01, non-GAAP EPS $0.11; record service revenue $55.9M
Q4 total revenue $135.1M (+14% YoY); service revenue $55.9M (record, +45.9% YoY).
Arlo Q3 revenue $130M at high-end guidance; non-GAAP EPS $0.09 record; ARR $200M (+59.5% YoY)
Revenue $130.0M, up 1.4% YoY, at high end of guidance; service revenue $51.0M (+44% YoY).
Arlo Q2: record non-GAAP EPS $0.06, service revenue up 53.5% YoY, ARR $194M (+66%)
Revenue $115.1M (-3.3% YoY); service revenue $50.3M (+53.5% YoY) at top of guidance range.
Arlo Q1 revenue $111M above guidance; non-GAAP EPS $0.01; service rev up 47%
Revenue $111M, above high end of guidance; down 11% YoY; service revenue $43.9M up 47% YoY.
Arlo Q4 revenue $118.5M (-17% YoY); full-year revenue $490.4M (+13%)
Q4 GAAP net loss per diluted share $(0.25); non-GAAP loss per share $(0.04).
Arlo Q3 revenue $128.2M (+15% YoY), ARR $125.4M (+56%), GAAP EPS $(0.16)
Q3 total revenue of $128.2M, up 15.3% YoY; service revenue $35.4M, up 31.3%.
Arlo Technologies names Kurt Binder CFO; Mattingly resigns; retention plan approved
Gordon Mattingly resigns as CFO effective Sept 21, 2022; no disagreement with company operations or policies.
Arlo Q2 revenue $119M (+20.7% YoY); ARR $117M (+67%); third straight non-GAAP operating profit
Q2 revenue $119.0M, up 20.7% YoY, above high-end of guidance; record Q2 revenue.
Arlo Q1 revenue $124.8M (+51% YoY); ARR hits $101.3M (+74%); guides Q2 down
Revenue $124.8M vs guidance high-end; GAAP gross profit record $33.6M; non-GAAP gross profit $34.5M.
Arlo Q4 revenue $142.9M (+24.4% YoY); first non-GAAP operating profit $3.5M
GAAP net loss per share $(0.08); non-GAAP EPS $0.04, above guidance.
Arlo Q3 revenue $111.1M beats guidance; raises Q4 outlook
Revenue $111.1M (+0.8% YoY); GAAP EPS $(0.18), non-GAAP $(0.08); both above high-end of guidance.
Arlo beats Q2 revenue and non-GAAP EPS guidance; revenue up 48% YoY to $98.6M
Revenue of $98.6M, +47.9% YoY; non-GAAP EPS loss of $(0.04) beat high-end outlook.
Arlo CEO receives PSU grant of 757,600 shares; plan amended to add 1.5M inducement shares
Compensation Committee approved amendment to 2018 Equity Incentive Plan to reserve 1,500,000 additional shares exclusively for inducement awards to new employees, without stockholder approval.
On February 29, 2024, Arlo Technologies, Inc. (“ Company ”) announced that the Compensation and Human Capital Committee (“ Committee ”) of the Board of Directors (“ Board ”) of the Company had, on February 2, 2024, approved the appointment of Kurt Binder as the Company’s Chief Operating Officer, effective as of February 28, 2024 (“ Start Date ”).
On August 22, 2022, Gordon Mattingly informed Arlo Technologies, Inc. (“ Company ”) of his resignation from the positions of Chief Financial Officer, principal financial officer and principal accounting officer of the Company, to be effective as of September 21, 2022.
On August 22, 2022, the Board of Directors of the Company (the “ Board ”) appointed Kurt Binder as the Company’s Chief Financial Officer, principal financial officer and principal accounting officer, to be effective as of September 26, 2022
On August 16, 2021, the Board of Directors (the “Board”) of Arlo Technologies, Inc. (the “Company”) appointed Catriona Fallon as a member of the Board upon the recommendation of the Nominating and Corporate Governance Committee of the Board (the “Nominating Committee”).
Max materiality 0.85 · Median 0.70 · Most common event earnings