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.
Revenue
$127.4M
Gross Profit
$46.9M
Operating Profit
$-12.8M
Net Profit
$-11.6M
Gross Margin
36.8%
Operating Margin
-10.0%
Net Margin
-9.1%
YoY Growth
14.8%
EPS
$-0.12
Arlo Technologies, Inc. Q2 FY2024 Financial Summary
Arlo Technologies, Inc. reported revenue of $127.4M (up 14.8% YoY) for Q2 FY2024, with a net profit of $-11.6M (up 18.8% YoY) (-9.1% margin). Cost of goods sold was $80.6M, operating expenses totaled $59.7M.
Key Financial Metrics
| Total Revenue | $127.4M |
|---|---|
| Net Profit | $-11.6M |
| Gross Margin | 36.8% |
| Operating Margin | -10.0% |
| Report Period | Q2 FY2024 |
Revenue Breakdown
Arlo Technologies, Inc. Q2 FY2024 revenue of $127.4M breaks down across 2 segments, led by Products at $67.2M (52.7% of total).
| Segment | Revenue | % of Total |
|---|---|---|
| Products | $67.2M | 52.7% |
| Services | $60.3M | 47.3% |
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 Products and Services) has evolved quarter over quarter.
| Segment | Q4 FY2025 | Q3 FY2025 | Q2 FY2025 | Q1 FY2025 |
|---|---|---|---|---|
| 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).
| Year | Annual Revenue |
|---|---|
| 2025 | $529.3M |
| 2024 | $510.9M |
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 |