NYSE$ARLO

Arlo Technologies Inc · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Arlo Technologies reported Q3 2025, revenue of $139.5M, net income of $6.9M, diluted EPS of $-0.26.

For Q3 2025, Arlo Technologies reported revenue of $139.5M, net income of $6.9M, diluted EPS was $-0.26. Management discusses operations, liquidity, and outlook in the quarterly filing.

  • Revenue $139.5M.
  • Net income $6.9M.
  • Diluted EPS $-0.26.

Headline financials

Total Revenue

$140M

Previous: $127M+9.5%
EPS (adj)

-$0.26

Previous: $0.11-336.4%
ARR

$323M

No prior period
Paid Accounts

5.4M

No prior period
GAAP Service Gross Margin

84.5%

No prior period
Non-GAAP Service Margin

85.1%

No prior period
GAAP Gross Margin

40.5%

No prior period
Non-GAAP Gross Margin

41.4%

No prior period
Adjusted EBITDA

$17.1M

No prior period
Adj EBITDA Margin

12.2%

No prior period
FCF Margin

10.7%

No prior period
Net Income

$6.87M

Previous: -$11.6M+159.5%
Operating Income

$872K

Previous: -$11.9M+107.3%
Gross Profit

$56.5M

Previous: $46.9M+20.6%

Revenue & EPS history

Arlo · Revenue · Quarterly

$140M

Q3 2025+9.5%vs Q3 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

The filing discusses Arlo Technologies's outlook, including capital allocation, operating priorities, and market risks relevant to the reported quarter.

Tailwinds

  • Arlo Technologies cites operational priorities and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter 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 Q3 2025

Historical avgQ3 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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