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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Arlo Technologies
Arlo Technologies (ARLO) investor relations material
Arlo Technologies Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary26 Feb, 2026
Executive summary
Achieved record Q4 and full-year 2025 results, with total revenue of $530 million and service revenue of $316 million, representing 60% of total revenue and 30% year-over-year growth.
Q4 service revenue reached $89 million, up 39% year-over-year, and annual recurring revenue (ARR) grew 28% to $330 million, with paid accounts up 24% to 5.7 million.
Strategic partnerships with Samsung, Comcast, and ADT announced, expected to drive future growth and market expansion.
Major product refresh with 109 SKUs launched, driving strong retail and direct channel performance and nearly doubling shelf share at Walmart.
Non-GAAP EPS for Q4 was $0.22, up 120% year-over-year; full-year non-GAAP EPS was $0.70, exceeding guidance.
Financial highlights
Q4 EBITDA was $23.3 million, up 138% year-over-year; full-year adjusted EBITDA reached $75 million, up 85%, with a margin of 14%.
Non-GAAP gross margin for Q4 was 47.8%, up over 1,000 basis points year-over-year; services gross margin reached 84%.
Free cash flow for 2025 was $66.9 million, up 38% year-over-year, with a margin of 12.6%.
Ended 2025 with $166 million in cash and equivalents, after $45.5 million in share repurchases and a $12.8 million investment in Origin Wireless.
Full-year gross profit reached $239 million, up 24% year-over-year; gross margin improved to 45.8% in Q4.
Outlook and guidance
2026 consolidated revenue expected between $550 million and $580 million, with service revenue of $375 million–$385 million (over 65% of total).
Non-GAAP net income per share for 2026 projected at $0.75–$0.85.
Q1 2026 revenue guidance is $135 million–$145 million, with non-GAAP EPS of $0.17–$0.23.
Product gross margins expected to rebound in 2026, with continued strong services margins (84–85%).
Targeting more than 20% service revenue growth in 2026, with ARR and ARPU expansion initiatives.
New strategic partnerships' 2026 revenue impact
Detail small business and aging-in-place market entry
Strategy to capture share from blocked camera imports
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Next Arlo Technologies earnings date
47th Annual Raymond James Institutional Investor Conference3 Mar, 2026
Arlo Technologies
Next Arlo Technologies earnings date
47th Annual Raymond James Institutional Investor Conference3 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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