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Arlo Technologies (ARLO) investor relations material
Arlo Technologies Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary6 Nov, 2025
Executive summary
Achieved record Q3 2025 with $139.5M revenue, 5.4M paid accounts, and annual recurring revenue (ARR) of $323M, up 34% year-over-year, with subscriptions and services now 57% of total revenue.
Subscriptions and services gross margin reached 85% (non-GAAP), with a best-in-class 1.0% monthly churn rate and Rule of 40 above 40% for two consecutive quarters.
Adjusted EBITDA was $17.1M for Q3 and $51.5M YTD, up 50–68% year-over-year, with a margin of 12.2%.
Launched Arlo Secure 6 and completed the largest product launch in company history, driving nearly 30% year-over-year unit sales growth.
Strategic partnerships with Verisure and ADT, and expanded retail presence, are expected to drive significant future growth.
Financial highlights
Q3 2025 total revenue was $139.5M, up 1.4% year-over-year, with subscriptions and services revenue at $79.9M, up 29% year-over-year.
Annual recurring revenue (ARR) reached $323M, up 34% year-over-year.
Adjusted EBITDA was $17.1M for Q3 and $51.5M YTD, with free cash flow of $49M YTD and margin near 13%.
Non-GAAP net income for Q3 was $18.1M; GAAP net income was $6.9M, with GAAP EPS at $0.07 and non-GAAP EPS at $0.16.
Service gross margin expanded to 85% (non-GAAP), consolidated gross margin improved to 41% (non-GAAP), and product revenue declined 21% year-over-year.
Outlook and guidance
Q4 2025 consolidated revenue expected between $131M and $141M; non-GAAP net income per share guidance is $0.13–$0.19.
Full-year 2025 subscription and services revenue expected to exceed $310M, with service gross margin above 85%.
Anticipates 20–30% year-over-year unit growth in Q4, setting up for continued service revenue growth into 2026.
Long-range targets include 10M paid accounts, $700M ARR, and adjusted EBITDA margin above 25% by 2030.
Guidance includes estimated impacts from current global tariffs.
Product gross margin strategy
Arlo Secure 6 platform's 2026 impact
Product revenue growth strategy
Product gross margin outlook post EOL clear-out?
Strategic accounts' path to 60% incremental growth?
Verisure's Latin America expansion timeline?
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Next Arlo Technologies earnings date
Q4 20256 Mar, 2026
Next Arlo Technologies earnings date
Q4 20256 Mar, 2026
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Frequently asked questions
Arlo Technologies Inc. is a technology company that specializes in developing smart home security products and solutions. The company's product lineup includes wireless security cameras, video doorbells, and related cloud-based services for monitoring and managing home security remotely. Arlo's offerings are designed to provide users with real-time video surveillance, motion detection, and security alerts through a user-friendly mobile app. The company is headquartered in Carlsbad, California, and its shares are listed on the NYSE.
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