Arlo Technologies, Inc.ARLOEarnings & Financial Report
Arlo Technologies is an American company that makes wireless surveillance cameras. Prior to an initial public offering (IPO) on the New York Stock Exchange in August 2018, Arlo was a brand of such products by Netgear, which retained majority control after the IPO.
ARLO Q4 FY2025 Key Financial Metrics
Revenue
$141.3M
Gross Profit
$65.5M
Operating Profit
$4.7M
Net Profit
$5.8M
Gross Margin
46.4%
Operating Margin
3.3%
Net Margin
4.1%
YoY Growth
16.2%
EPS
$0.06
Arlo Technologies, Inc. Q4 FY2025 Financial Summary
Arlo Technologies, Inc. reported revenue of $141.3M (up 16.2% YoY) for Q4 FY2025, with a net profit of $5.8M (up 218.6% YoY) (4.1% margin). Cost of goods sold was $75.8M, operating expenses totaled $60.8M.
Key Financial Metrics
| Total Revenue | $141.3M |
|---|---|
| Net Profit | $5.8M |
| Gross Margin | 46.4% |
| Operating Margin | 3.3% |
| Report Period | Q4 FY2025 |
Revenue Breakdown
Arlo Technologies, Inc. Q4 FY2025 revenue of $141.3M breaks down across 2 segments, led by Subscriptions And Services at $89.4M (63.3% of total).
| Segment | Revenue | % of Total |
|---|---|---|
| Subscriptions And Services | $89.4M | 63.3% |
| Products | $51.9M | 36.7% |
Arlo Technologies, Inc. Revenue by Segment — Quarterly Trend
Arlo Technologies, Inc. revenue by segment across the last 4 reported quarters, showing how each business line (such as Subscriptions And Services and Products) has evolved quarter over quarter.
| Segment | Q4 FY2025 | Q3 FY2025 | Q2 FY2025 | Q1 FY2025 |
|---|---|---|---|---|
| Subscriptions And Services | $89.4M | $79.9M | $78.2M | $68.8M |
| Products | $51.9M | $59.6M | $51.2M | $50.2M |
Arlo Technologies, Inc. Annual Revenue by Year
Arlo Technologies, Inc. annual revenue history includes year-by-year totals (for example, 2025 revenue was $529.3M).
Arlo Technologies, Inc. Quarterly Revenue & Net Profit History
Arlo Technologies, Inc. results over the last 8 reported quarters, including revenue, net profit and year-over-year growth.
| Quarter | Revenue | Revenue YoY | Net Profit | Net Margin |
|---|---|---|---|---|
| Q4 FY2025 | $141.3M | +16.2% | $5.8M | 4.1% |
| Q3 FY2025 | $139.5M | +1.4% | $6.9M | 4.9% |
| Q2 FY2025 | $129.4M | +1.5% | $3.1M | 2.4% |
| Q1 FY2025 | $119.1M | -4.1% | $-835.0K | -0.7% |
| Q4 FY2024 | $121.6M | -6.5% | $-4.9M | -4.0% |
| Q3 FY2024 | $137.7M | +19.6% | $-4.4M | -3.2% |
| Q2 FY2024 | $127.4M | +14.8% | $-11.6M | -9.1% |
| Q1 FY2024 | $124.2M | — | $-9.6M | -7.8% |
Income Statement
| Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $124.2M | $127.4M | $137.7M | $121.6M | $119.1M | $129.4M | $139.5M | $141.3M |
| YoY Growth | N/A | 14.8% | 19.6% | -6.5% | -4.1% | 1.5% | 1.4% | 16.2% |
Balance Sheet
| Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | |
|---|---|---|---|---|---|---|---|---|
| Assets | $289.8M | $295.8M | $312.4M | $298.4M | $296.6M | $319.7M | $350.9M | $310.5M |
| Liabilities | $189.8M | $196.5M | $215.5M | $197.5M | $193.2M | $201.5M | $221.6M | $182.7M |
| Equity | $99.9M | $99.3M | $96.9M | $100.9M | $103.4M | $118.3M | $129.2M | $127.8M |
Cash Flow
| Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | |
|---|---|---|---|---|---|---|---|---|
| Operating CF | $19.8M | $6.5M | $18.4M | $6.7M | $30.9M | $8.8M | $19.2M | $19.8M |