Highest-materiality recent filing
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).
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 ”).
Max materiality 0.85 · Median 0.72 · Most common event earnings