Arlo Technologies, Inc.
19.34+0.08 (+0.42%)
Oct 29, 4:00:02 PM EDT · NYSE · ARLO · USD
Key Stats
Market Cap
2.02BP/E (TTM)
-Basic EPS (TTM)
-0.07Dividend Yield
0%Recent Filings
8-K
Arlo Q2 subscriptions soar 30%
Arlo Technologies reported Q2 2025 results, with subscriptions and services revenue surging 30% year over year to $78.2 million, driving ARR to $316 million, up 34%. Gross margins hit records at 44.9% GAAP and 45.8% non-GAAP, yielding $18 million adjusted EBITDA and $0.03 GAAP EPS. The AI platform Arlo Secure 6 fuels this momentum, yet tariffs threaten product costs. Q3 revenue outlook: $133-143 million.
10-Q
Q2 FY2025 results
Arlo Technologies swung to profitability in Q2 FY2025 ended June 29, 2025, posting $129.4M total revenue up 1.5% y/y while subscriptions and services jumped 29.7% y/y to $78.2M, offsetting a 23.7% y/y drop in products to $51.2M; gross margin expanded to 44.9% from 36.8% y/y, driven by cost optimizations in cloud operations. Operating income turned positive at $1.9M versus a $12.8M loss y/y, with diluted EPS of $0.03 on 108.1M shares, reconciling cleanly to net income of $3.1M. Cash from operations reached $39.7M for the half-year, funding $16.1M in stock repurchases, while $71.2M cash and $45M revolver availability bolster liquidity. Subscriptions now dominate, with Americas at 63% of revenue. Yet tariffs threaten supply chain costs.
8-K
Arlo annual meeting results
Arlo Technologies held its 2025 Annual Meeting on June 20, electing Ralph Faison and Jocelyn Carter-Miller as Class I directors until 2028, despite notable withheld votes. Stockholders ratified Deloitte & Touche as auditors for the fiscal year ending December 31, 2025, with overwhelming support. The advisory vote on executive compensation passed narrowly, 46.3 million for versus 35.3 million against. Governance stays steady, yet pay scrutiny lingers.
8-K
Arlo's Q1 subscriptions soar
Arlo Technologies reported Q1 2025 results with subscriptions and services revenue hitting $68.8 million, up 21.4% year over year, driving ARR to $276.4 million and a record non-GAAP subscriptions gross margin of 83.1%. Free cash flow surged to $28.1 million at 23.6% margin, while the company repurchased $15.2 million in stock and invested $12.5 million in Origin Wireless. Subscriptions now comprise 57.8% of total revenue. Tariffs pose ongoing supply chain risks.
10-Q
Q1 FY2025 results
Arlo Technologies posted Q1 FY2025 revenue of $119.1 million, down 4.1% year-over-year yet buoyed by subscriptions and services surging 21.4% to $68.8 million amid 51.4% growth in cumulative paid accounts to 4.9 million. Gross margin expanded to 44.3% from 38.1%, fueled by cost optimizations in cloud operations, while operating expenses dipped 6.6% to $54.2 million, trimming the operating loss to $1.5 million from $10.6 million. Operating cash flow hit $30.9 million, up from $19.8 million, yielding free cash flow of $28.1 million after $2.8 million in capex; cash and equivalents stood at $84.0 million with $69.1 million in short-term investments and full $45.0 million availability on the revolving credit facility maturing November 2027. The company repurchased $15.2 million in shares, leaving $30.3 million authorized. Diluted EPS of $(0.01) aligns with the slim net loss over 102.2 million weighted shares. Tariffs and trade tensions loom as a key risk, potentially hiking costs and curbing demand.
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