NYSE$ARLO

Arlo Technologies Inc · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Arlo Technologies reported Q1 2025, revenue of $119.1M, net loss of $835K, diluted EPS of $-0.01.

For Q1 2025, Arlo Technologies reported revenue of $119.1M, a net loss of $835K, diluted EPS was $-0.01. Management discusses operating trends, capital, and sector risks in the quarterly filing.

  • Q1 2025 revenue $119.1M.
  • Net loss $835K.
  • Diluted EPS $-0.01.

Headline financials

Total Revenue

$119M

Previous: $124M-4.1%
EPS (adj)

-$0.01

Previous: -$0.10+90.0%
Capital Expenditures

-$2.8M

Previous: -$356K-687.4%
Free Cash Flow

$28.1M

Previous: -$10M+381.2%
Net Income

-$835K

Previous: -$9.64M+91.3%
Operating Income

-$1.45M

Previous: -$10.6M+86.3%
Gross Profit

$52.7M

Previous: $47.4M+11.3%

Revenue & EPS history

Arlo · Revenue · Quarterly

$119M

Q1 2025-4.1%vs Q1 2024
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

Arlo · $79M total across 1 segment · Q3 2023

  • Products
    $79M-14.8%

Forward guidance

Management discusses operational priorities, capital allocation, and sector risks in the quarterly filing.

Tailwinds

  • Execution on core operating metrics cited in MD&A.
  • Balance sheet liquidity and covenant headroom.
  • Strategic investments supporting long-term growth.

Headwinds

  • Macro demand and input-cost volatility.
  • Regulatory or competitive pressures in the sector.
  • One-time items affecting GAAP comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+0.4%

Avg return

Earnings day

-1.4%

Avg return

5 days after

-2.5%

Avg return

30 days after

49%

17 / 35 earnings

Positive

+48.1%

Q4 2022

Best reaction

-46.2%

Q4 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.5%-11.1%-12.2%
Q4 2025+26.8%+21.9%+9.1%
Q3 2025-12.3%-8.0%-14.3%
Q1 2025+16.9%+29.1%+57.7%
Q3 2024+1.3%-0.4%+8.1%
Q2 2024-10.7%-8.8%-13.6%
Q1 2024-19.6%-19.5%-5.8%
Q4 2023+18.8%+9.7%+27.0%
Q3 2023-9.8%-3.7%+3.1%
Q2 2023+7.3%+1.2%+2.6%
Q1 2023+26.2%+29.3%+27.8%
Q4 2022+48.1%+55.0%+80.1%
Q3 2022-29.6%-17.4%-27.3%
Q2 2022+1.7%-5.1%-23.4%
Q1 2022-5.3%-3.4%+1.9%
Q4 2021+20.6%+16.1%-4.5%
Q3 2021+11.5%+11.7%+33.1%
Q2 2021-2.6%-1.8%+1.6%
Q1 2021+8.6%+1.3%+9.7%
Q4 2020+6.2%-1.7%+3.0%
Q3 2020+6.8%+2.3%+50.0%
Q2 2020+22.1%+15.2%+2.1%
Q1 2020-10.8%-13.9%-3.5%
Q4 2019+17.3%-3.8%-48.4%
Q3 2019-16.2%-13.6%-3.2%
Q2 2019-21.5%-21.5%-16.9%
Q1 2019+5.6%+3.8%-7.6%
Q4 2016-1.7%+1.5%+0.7%
Q4 2018-46.2%-49.0%-39.2%
Q3 2017-6.7%-0.9%-13.0%
Q3 2018-9.6%-10.4%-11.9%
Q2 2018-8.1%-13.1%-40.4%
Q4 2017-8.1%-13.1%-40.4%
Q2 2017-8.1%-13.1%-40.4%
Q1 2018-8.1%-13.1%-40.4%
Q1 2017

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