ARLO - Earnings announcements

Record subscriptions and services revenue of $90 million, growing 31% year over year Annual recurring revenue (ARR)(1) of $357 million, growing 29% year over year Record GAAP gross margin of 48%, growing 400 basis points and record non-GAAP gross margin(2) of 50%, growing 460 basis points Record GAAP net income of $15 million and record adjusted EBITDA(2) of $30 million; adjusted EBITDA margin of 20% Record GAAP EPS of $0.14 and record non-GAAP EPS of $0.28 Arlo Technologies, Inc. (NYSE:ARLO), a leading smart home security platform company, today reported financial results for the first quarter ended March 29, 2026. "Our strong momentum continued into 2026 as Arlo delivered outs

Arlo Technologies, Inc. (NYSE:ARLO), a leading provider of smart security services, today announced that it will hold a conference call with investors and analysts on Thursday, May 7, 2026 at 5:00 p.m. ET (2:00 p.m. PT) to discuss the Company's first quarter 2026 results. The news release announcing the first quarter 2026 results will be disseminated on May 7, 2026 after the market closes. The toll-free dial-in number for the live audio call beginning at 5:00 p.m. ET (2:00 p.m. PT) on May 7, 2026 is (800) 715-9871. The international dial-in number for the live audio call is (646) 307-1963. The conference ID for the call is 5685809. A live webcast of the conference call will be available o

Annual recurring revenue (ARR)(1) ended at $330 million, growing 28% year over year Full year subscriptions and services revenue of $316 million, growing 30% year over year Full year GAAP gross margin of 44%, growing 730 basis points and non-GAAP gross margin(2) of 45%, growing 750 basis points Full year adjusted EBITDA(2) of $75 million; adjusted EBITDA margin of 14% Arlo Technologies, Inc. (NYSE:ARLO), a leading smart home security platform company, today reported financial results for the fourth quarter and full year ended December 31, 2025. "Arlo's subscription services strategy delivered blockbuster results in 2025 generating record levels of subscription revenue and profitab

Arlo Technologies, Inc. (NYSE:ARLO), a leading provider of smart home security services, today announced that it will hold a conference call with investors and analysts on Thursday, February 26, 2026 at 5:00 p.m. ET (2:00 p.m. PT) to discuss the Company's fourth quarter and full year 2025 results. The news release announcing the fourth quarter and full year 2025 results will be disseminated on February 26, 2026 after the market closes. The toll-free dial-in number for the live audio call beginning at 5:00 p.m. ET (2:00 p.m. PT) on February 26, 2026 is (833) 470-1428. The international dial-in number for the live audio call is (646) 844-6383. The conference ID for the call is 913053. A liv

Annual recurring revenue (ARR)(1) ended at $323 million, growing 33.8% year over year Record subscriptions and services revenue of approximately $80 million, growing 29.2% year over year Record GAAP subscriptions and services gross margin of 84.5%; record non-GAAP subscriptions and services gross margin of 85.1% Adjusted EBITDA(2) of $17 million; adjusted EBITDA margin of 12.2% Record GAAP earnings per share (EPS) of $0.07; non-GAAP EPS of $0.16 Arlo Technologies, Inc. (NYSE:ARLO), a leading smart home security platform company, today reported financial results for the third quarter ended September 28, 2025. "Arlo again delivered another outstanding quarter fueled by our services busi

Arlo Technologies, Inc. (NYSE:ARLO), a leading smart home security platform company, today announced that it will hold a conference call with investors and analysts on Thursday, November 6, 2025 at 5:00 p.m. ET (2:00 p.m. PT) to discuss the Company's third quarter 2025 results. The news release announcing the third quarter 2025 results will be disseminated on November 6, 2025 after the market closes. The toll-free dial-in number for the live audio call beginning at 5:00 p.m. ET (2:00 p.m. PT) on November 6, 2025 is (833) 470-1428. The international dial-in number for the live audio call is (646) 844-6383. The conference ID for the call is 270899. A live webcast of the conference call will

Annual recurring revenue (ARR)(1) ended at $316 million, growing 34% year over year Record subscriptions and services revenue of $78 million, growing 30% year over year Record GAAP subscriptions and services gross margin of 84%; record non-GAAP subscriptions and services gross margin of 85% Record adjusted EBITDA(2) of $18 million; record adjusted EBITDA margin of 14% Record GAAP net income per share (EPS) of $0.03; record non-GAAP EPS of $0.17 Arlo Technologies, Inc. (NYSE:ARLO), a leading smart home security platform company, today reported financial results for the second quarter ended June 29, 2025. "The launch of our new AI platform, Arlo Secure 6, earlier this year is dri

Arlo Technologies, Inc. (NYSE:ARLO), a leading smart home security brand, today announced that it will hold a conference call with investors and analysts on Thursday, August 7, 2025 at 5:00 p.m. ET (2:00 p.m. PT) to discuss the Company's second quarter 2025 results. The news release announcing the second quarter 2025 results will be disseminated on August 7, 2025 after the market closes. The toll-free dial-in number for the live audio call beginning at 5:00 p.m. ET (2:00 p.m. PT) on August 7, 2025 is (833) 470-1428. The international dial-in number for the live audio call is (404) 975-4839. The conference ID for the call is 290612. A live webcast of the conference call will be available o

Record subscriptions and services revenue of $68.8 million, growing 21.4% year over year Annual recurring revenue (ARR) ended at $276.4 million, growing 21.8% year over year (1) Record GAAP subscriptions and services gross margin of 82.2%; record non-GAAP subscriptions and services gross margin of 83.1% GAAP net loss per share of $(0.01) and record non-GAAP net income per share (EPS) of $0.15 Record Free cash flow (FCF) of $28.1 million with FCF margin of 23.6%(2) Arlo Technologies, Inc. (NYSE:ARLO), a leading smart home security platform company, today reported financial results for the first quarter ended March 30, 2025. "Leveraging the operational momentum generated in 2024, Arlo a

Arlo Technologies, Inc. (NYSE:ARLO), a leading smart home security platform company, today announced that it will hold a conference call with investors and analysts on Thursday, May 8, 2025 at 5:00 p.m. ET (2:00 p.m. PT) to discuss the Company's first quarter 2025 results. The news release announcing the first quarter 2025 results will be disseminated on May 8, 2025 after the market closes. The toll-free dial-in number for the live audio call beginning at 5:00 p.m. ET (2:00 p.m. PT) on May 8, 2025 is (833) 470-1428. The international dial-in number for the live audio call is (404) 975-4839. The conference ID for the call is 368397. A live webcast of the conference call will be available on

Annual recurring revenue (ARR) ended at $257.3 million, growing 22.5% year over year (1) Full year service revenue of $243.0 million, growing 20.8% year over year Record Q4 GAAP service gross margin of 81.2%; record non-GAAP service gross margin of 81.7% Full year free cash flow (FCF) of $48.6 million with FCF margin of 9.5%(2) Arlo Technologies, Inc. (NYSE:ARLO), a leading smart home security platform company, today reported financial results for the fourth quarter and full year ended December 31, 2024. "Arlo's strategy is delivering outstanding results, expanding our subscriber base and producing strong ARR and profitability growth in 2024, with ARR and service revenue growth bo

Arlo Technologies, Inc. (NYSE:ARLO), a leading smart home security brand, today announced that it will hold a conference call with investors and analysts on Thursday, February 27, 2025 at 5:00 p.m. ET (2:00 p.m. PT) to discuss the Company's fourth quarter and full year 2024 results. The news release announcing the fourth quarter and full year 2024 results will be disseminated on February 27, 2025 after the market closes. The toll-free dial-in number for the live audio call beginning at 5:00 p.m. ET (2:00 p.m. PT) on February 27, 2025 is (833) 470-1428. The international dial-in number for the live audio call is (404) 975-4839. The conference ID for the call is 631583. A live webcast of th

Record service revenue of $61.9 million, growing 21.2% year over year GAAP service gross margin of 76.7%; non-GAAP service gross margin of 77.4% GAAP net loss per share of $(0.04); non-GAAP net income per share of $0.11 Annual recurring revenue (ARR) ended at $241.6 million, growing 20.8% year over year (1) Free cash flow (FCF) of $17.4 million with FCF margin of 12.6%(2) Arlo Technologies, Inc. (NYSE:ARLO), a leading smart home security company, today reported financial results for the third quarter ended September 29, 2024. "Arlo demonstrated operational excellence in the third quarter, driven by our services business, with our highly profitable ARR growing 21% to reach $242 million

Arlo Technologies, Inc. (NYSE:ARLO), a leading smart home security company, today announced that it will hold a conference call with investors and analysts on Thursday, November 7, 2024 at 5:00 p.m. ET (2:00 p.m. PT) to discuss the Company's third quarter 2024 results. The news release announcing the third quarter 2024 results will be disseminated on November 7, 2024 after the market closes. The toll-free dial-in number for the live audio call beginning at 5:00 p.m. ET (2:00 p.m. PT) on November 7, 2024 is (833) 470-1428. The international dial-in number for the live audio call is (404) 975-4839. The conference ID for the call is 293127. A live webcast of the conference call will be availa

Record service revenue of $60.3 million, growing 19.7% year over year GAAP net loss per share of $(0.12); non-GAAP net income per share of $0.10 Annual recurring revenue (ARR) ended at $235.0 million, growing 21.4% year over year (1) Free cash flow (FCF) of $25.6 million with FCF margin of 10.2% in the first half of 2024 (2) Surpassed 4 million subscribers in July 2024 Arlo Technologies, Inc. (NYSE:ARLO), a leading smart home security company, today reported financial results for the second quarter ended June 30, 2024. "Arlo's service business continues its strong growth path, recently surpassing 4 million paid accounts and 76% non-GAAP gross margin, while reaching nearly 50% of

Arlo Technologies, Inc. (NYSE:ARLO), a leading smart home security brand, today announced that it will hold a conference call with investors and analysts on Thursday, August 8, 2024 at 5:00 p.m. ET (2:00 p.m. PT) to discuss the Company's second quarter 2024 results. The news release announcing the second quarter 2024 results will be disseminated on August 8, 2024 after the market closes. The toll-free dial-in number for the live audio call beginning at 5:00 p.m. ET (2:00 p.m. PT) on August 8, 2024 is (833) 470-1428. The international dial-in number for the live audio call is (404) 975-4839. The conference ID for the call is 838472. A live webcast of the conference call will be available o

Record service revenue of $56.7 million, growing 29.0% year over year Annual recurring revenue (ARR) ended at $227.0 million, growing 24.3% year over year (1) Record free cash flow (FCF) of $19.5 million with FCF margin of 15.7% (2) GAAP net loss per share (EPS) of $(0.10); non-GAAP EPS of $0.09 Extended Verisure partnership for five additional years into 2029 Arlo Technologies, Inc. (NYSE:ARLO), a leading smart home security company, today reported financial results for the first quarter ended March 31, 2024. "Arlo continued its strong track record of execution, leveraging an innovative product portfolio and a steadily growing and highly profitable services offering to more tha

Arlo Technologies, Inc. (NYSE:ARLO), a leading smart home security company, today announced that it will hold a conference call with investors and analysts on Thursday, May 9, 2024 at 5:00 p.m. ET (2:00 p.m. PT) to discuss the Company's first quarter 2024 results. The news release announcing the first quarter 2024 results will be disseminated on May 9, 2024 after the market closes. The toll-free dial-in number for the live audio call beginning at 5:00 p.m. ET (2:00 p.m. PT) on May 9, 2024 is (888) 660-6387. The international dial-in number for the live audio call is (929) 203-1909. The conference ID for the call is 7749064. A live webcast of the conference call will be available on Arlo's

Record fourth quarter service revenue of $55.9 million, growing 45.9% year over year Record GAAP net earnings per diluted share (EPS) of $0.01 and record non-GAAP EPS of $0.11 in the fourth quarter Annual recurring revenue (ARR) ended at $210.1 million, growing 52.5% year over year (1) Full year service revenue of $201.2 million, growing 47.4% year over year Full year free cash flow (FCF) of $35.5 million with FCF margin of 7.2% (2) Full year GAAP net loss per share of $(0.24); record non-GAAP EPS of $0.28 Arlo Technologies, Inc. (NYSE:ARLO), a leading smart home security company, today reported financial results for the fourth quarter and full year ended December 31, 2023. "A

Arlo Technologies, Inc. (NYSE:ARLO), a leading smart home security brand, today announced that during the webcast and conference call with investors and analysts to be held on Thursday, February 29, 2024 at 5:00 p.m. ET (2:00 p.m. PT), the Company will provide a slide presentation focused on a detailed strategic overview and update to its long-term financial outlook in addition to discussing fourth quarter and full year 2023 results. During the event, Arlo management will discuss the Company's outlook for the first quarter and full year 2024, provide a comprehensive strategy review, and update its targets on key metrics associated with the development of a new long-range plan. The news re

Arlo Technologies, Inc. (NYSE:ARLO), a leading smart home security brand, today announced that it will hold a conference call with investors and analysts on Thursday, February 29, 2024 at 5:00 p.m. ET (2:00 p.m. PT) to discuss the Company's fourth quarter and full year 2023 results. The news release announcing the fourth quarter and full year 2023 results will be disseminated on February 29, 2024 after the market closes. The toll-free dial-in number for the live audio call beginning at 5:00 p.m. ET (2:00 p.m. PT) on February 29, 2024 is (888) 660-6387. The international dial-in number for the live audio call is (929) 203-1909. The conference ID for the call is 7749064. A live webcast of t

Revenue of $130.0 million, at the high end of guidance range Annual recurring revenue (ARR) ended at $200.0 million, growing 59.5% year over year Free cash flow (FCF) of $7.0 million with FCF margin of 5.4% (1) GAAP EPS of $(0.01); record non-GAAP EPS of $0.09 Successful launch of innovative Essential 2 camera portfolio Arlo Technologies, Inc. (NYSE:ARLO), a leading smart home security brand, today reported financial results for the third quarter ended October 1, 2023. "Our third quarter results illustrate the power of our services business, which reached $200 million in annual recurring revenue, a significant milestone that grew nearly 60% year over year. This performance drove

Arlo Technologies, Inc. (NYSE:ARLO), a leading smart home security brand, today announced that it will hold a conference call with investors and analysts on Thursday, November 9, 2023, at 5:00 p.m. ET (2:00 p.m. PT) to discuss the Company's third quarter 2023 results. The news release announcing the third quarter 2023 results will be disseminated on November 9, 2023, after the market closes. The toll-free dial-in number for the live audio call beginning at 5:00 p.m. ET (2:00 p.m. PT) on November 9, 2023, is (888) 660-6387. The international dial-in number for the live audio call is (929) 203-1909. The conference ID for the call is 7749064. A live webcast of the conference call will be ava

Revenue of $115 million, at the top end of guidance range ARR ended at $194 million, growing 66% year over year Free cash flow (FCF) of $12 million with FCF margin of 10% (1) Service gross profit exceeds non-GAAP operating expenses GAAP EPS of $(0.08); Record non-GAAP EPS of $0.06 Arlo Technologies, Inc. (NYSE:ARLO), a leading smart home security brand, today reported financial results for the second quarter ended July 2, 2023. "The continued acceleration of our services business drove outstanding results in Q2 across all of our key metrics. Strong demand, increased subscriptions, higher ARPU, and record gross margin are fueling Arlo's trajectory of improving performance and profitabili

Arlo Technologies, Inc. (NYSE:ARLO), a leading smart home security brand, today announced that it will hold a conference call with investors and analysts on Thursday, August 10, 2023, at 5:00 p.m. ET (2:00 p.m. PT) to discuss the Company's second quarter 2023 results. The news release announcing the second quarter 2023 results will be disseminated on August 10, 2023, after the market closes. The toll-free dial-in number for the live audio call beginning at 5:00 p.m. ET (2:00 p.m. PT) on August 10, 2023, is (888) 660-6387. The international dial-in number for the live audio call is (929) 203-1909. The conference ID for the call is 7749064. A live webcast of the conference call will be avai

Revenue of $111 million, above the high end of guidance range Free cash flow (FCF) of $9 million with FCF margin of 8% (1) Service revenue of $44 million, growing 47% year over year Service gross margin of 73% ARR ended at $183 million, growing 80% year over year 2 million in Cumulative Paid Accounts, growing 61% year over year Arlo Technologies, Inc. (NYSE:ARLO), a leading smart home security brand, today reported financial results for the first quarter ended April 2, 2023. "Our Q1 results give Arlo a strong start to 2023 and our outlook for the first half remains robust. In the face of an uncertain consumer backdrop, we delivered revenue and earnings above guidance as our pricing stra

Arlo Technologies, Inc. (NYSE:ARLO), a leading smart home security brand, today announced that it will hold a conference call with investors and analysts on Thursday, May 11, 2023 at 5:00 p.m. ET (2:00 p.m. PT) to discuss the Company's first quarter 2023 results. The news release announcing the first quarter 2023 results will be disseminated on May 11, 2023 after the market closes. The toll-free dial-in number for the live audio call beginning at 5:00 p.m. ET (2:00 p.m. PT) on May 11, 2023 is (888) 660-6387. The international dial-in number for the live audio call is (929) 203-1909. The conference ID for the call is 7749064. A live webcast of the conference call will be available on Arlo'

Full year revenue of $490 million, growing 13% year over year Full year service revenue of $136 million, growing 32% year over year Full year service gross margin of 67% Q4 ARR ended at $138 million, growing 53% year over year 1.9 million in Cumulative Paid Accounts Arlo Technologies, Inc. (NYSE:ARLO), a leading smart home security brand, today reported financial results for the fourth quarter and full year ended December 31, 2022. "Arlo executed well during a transformative 2022, delivering Q4 revenue above guidance and full year revenue that rose 13% year over year. Our high-margin subscription business continues its strong growth, adding almost 800,000 paid accounts in 2022 and sur

Arlo Technologies, Inc. (NYSE:ARLO), a leading smart home security brand, today announced that it will hold a conference call with investors and analysts on Tuesday, March 7, 2023 at 5:00 p.m. ET (2:00 p.m. PT) to discuss the Company's fourth quarter and full year 2022 results. The news release announcing the fourth quarter and full year 2022 results will be disseminated on March 7, 2023 after the market closes. The toll-free dial-in number for the live audio call beginning at 5:00 p.m. ET (2:00 p.m. PT) on March 7, 2023 is (888) 660-6387. The international dial-in number for the live audio call is (929) 203-1909. The conference ID for the call is 7749064. A live webcast of the conference

Revenue of $128 million, growing 15% year over year Q3 ARR ended at $125 million, growing 56% year over year 1.7 million in Cumulative Paid Accounts, growing 91% year over year Arlo Technologies, Inc. (NYSE:ARLO), a leading smart home security brand, today reported financial results for the third quarter ended October 2, 2022. "In Q3, amidst a rapidly changing economic climate, the Arlo team executed well delivering 15.3% year over year revenue growth for total revenue of $128.2 million. And our service-first strategy continues to show impressive gains with paid accounts growing 91% year over year and our annual recurring revenue reaching $125.4 million," said Matthew McRae, Chief Execu

Arlo Technologies, Inc. (NYSE:ARLO), a leading smart home security brand, today announced that it will hold a conference call with investors and analysts on Tuesday, November 8, 2022 at 5:00 p.m. ET (2:00 p.m. PT) to discuss the Company's third quarter 2022 results. The news release announcing the third quarter 2022 results will be disseminated on November 8, 2022 after the market closes. The toll-free dial-in number for the live audio call beginning at 5:00 p.m. ET (2:00 p.m. PT) on November 8, 2022 is (888) 660-6387. The international dial-in number for the live audio call is (929) 203-1909. The conference ID for the call is 7749064. A live webcast of the conference call will be availabl

Q2 ARR ended at $117 million, growing 67% year over year Revenue Growth of 20.7% year over year, exceeding high-end of Guidance for the Quarter Record GAAP gross profit of $33.7 million, record non-GAAP gross profit of $35.1 million 113% Year over Year growth in Cumulative Paid Accounts, surpassing 1.5 million in July Delivered GAAP operating loss of $11.3 million, third consecutive quarter of non-GAAP Operating Profit of $1.0 million Arlo Technologies, Inc. (NYSE:ARLO), a leading smart home security brand, today reported financial results for the second quarter ended July 3, 2022. Financial Highlights (1) Record revenue for any second fiscal quarter of $119.0 million, an increase

Arlo Technologies, Inc. (NYSE:ARLO), a leading smart home security brand, today announced that it will hold a conference call with investors and analysts on Tuesday, August 9, 2022 at 5:00 p.m. ET (2:00 p.m. PT) to discuss the Company's second quarter 2022 results. The news release announcing the second quarter 2022 results will be disseminated on August 9, 2022 after the market closes. The toll-free dial-in number for the live audio call beginning at 5:00 p.m. ET (2:00 p.m. PT) on August 9, 2022 is (888) 660-6387. The international dial-in number for the live audio call is (929) 203-1909. The conference ID for the call is 7749064. A live webcast of the conference call will be available on

Exceeded $100 million of ARR, ending Q1 at $101 million, growing 74% year over year Revenue Growth of 51.1% year over year, exceeding high-end of Guidance for the Quarter Record GAAP gross profit of $33.6 million, record non-GAAP gross profit of $34.5 million 132% Year over Year growth in Cumulative Paid Accounts Delivered GAAP operating loss of $8.7 million, second consecutive quarter of non-GAAP Operating Profit of $1.0 million Arlo Technologies, Inc. (NYSE:ARLO), a leading smart home security brand, today reported financial results for the first quarter ended April 3, 2022. Financial Highlights (1) Revenue of $124.8 million, an increase of 51.1% year over year. GAAP gross profi

Arlo Technologies, Inc. (NYSE:ARLO), a leading smart home security brand, today announced that it will hold a conference call with investors and analysts on Tuesday, May 10, 2022 at 5:00 p.m. ET (2:00 p.m. PT) to discuss the Company's first quarter 2022 results. The news release announcing the first quarter 2022 results will be disseminated on May 10, 2022 after the market closes. The toll-free dial-in number for the live audio call beginning at 5:00 p.m. ET (2:00 p.m. PT) on May 10, 2022 is (888) 660-6387. The international dial-in number for the live audio call is (929) 203-1909. The conference ID for the call is 7749064. A live webcast of the conference call will be available on Arlo's

Exited 2021 with Annual Recurring Revenue of $90 million, growing 94% year over year Exceeded High-End of both Revenue and non-GAAP EPS Guidance for the Quarter 145% Year over Year growth in Cumulative Paid Accounts Delivered GAAP operating loss of $7.2 million, non-GAAP Operating Profit of $3.5 million Ended with Cash and Cash Equivalents Balance at $175.7 million, with No Debt Arlo Technologies, Inc. (NYSE:ARLO), a leading internet-connected security camera brand, today reported financial results for the fourth quarter and fiscal year ended December 31, 2021. Financial Highlights (1) Q4'2021 Summary Revenue of $142.9 million, an increase of 24.4% year over year. GAAP gross pro

Exceeded High-End of both Revenue and non-GAAP EPS Guidance for the Quarter Announced Annual Recurring Revenue of $80 million, growing 103% year over year 42% Year over Year growth in Service Revenue 146% Year over Year growth in Cumulative Paid Accounts Ended Quarter with Cash, Cash Equivalents and Short-term Investments Balance at $166.1 million, with No Debt Arlo Technologies, Inc. (NYSE:ARLO), a leading internet-connected security camera brand, today reported financial results for the third quarter ended October 3, 2021. Financial Highlights (1) Revenue of $111.1 million, an increase of 0.8% year over year. GAAP gross profit of $24.3 million, an increase of 13.7% year over yea

Arlo Technologies, Inc. (NYSE:ARLO), a leading smart home security brand, today announced that it will hold a conference call with investors and analysts on Tuesday, November 9, 2021 at 5:00 p.m. ET (2:00 p.m. PT) to discuss the Company's third quarter 2021 results. The news release announcing the third quarter 2021 results will be disseminated on November 9, 2021 after the market closes. The toll-free dial-in number for the live audio call beginning at 5:00 p.m. ET (2:00 p.m. PT) on November 9, 2021 is (888) 660-6387. The international dial-in number for the live audio call is (929) 203-1909. The conference ID for the call is 7749064. A live webcast of the conference call will be availabl

Exceeded High-End of both Revenue and Non-GAAP EPS Guidance for the Quarter 48% Year over Year growth in Service Revenue, Product Revenue and Total Revenue 133% Year over Year growth in Total Paid Accounts Ended quarter with Cash, Cash Equivalents and Short-term Investments Balance at $178.7 million, with No Debt Arlo Technologies, Inc. (NYSE:ARLO), a leading internet-connected security camera brand, today reported financial results for the second quarter ended June 27, 2021. Financial Highlights (1) Revenue of $98.6 million, an increase of 47.9% year over year. GAAP gross profit of $26.2 million, an increase of 376.8% year over year; non-GAAP gross profit of $27.5 million, an inc