Arlo Technologies

ARLO

Market cap $1.62B

Arlo Technologies, Inc. (ARLO) Q4 2025 Earnings Call Transcript

Arlo Technologies' tops Q4 estimates as revenues jump 16% Y/Y, driven by a 39% surge in subscription sales and expanding margins, with an upbeat 2026 outlook.

Shares of Arlo Technologies Inc (NYSE: ARLO) are trading higher Friday morning after the smart home security company posted stronger-than-expected fourth-quarter results and issued upbeat guidance for the first quarter. Here's what investors need to know.

While the top- and bottom-line numbers for Arlo Technologies (ARLO) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Arlo Technologies (ARLO) came out with quarterly earnings of $0.22 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.1 per share a year ago.

CARLSBAD, Calif.--(BUSINESS WIRE)--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 profitability with nearly 30% growth in ARR and subscriptions and services revenue, as well as a 750-basis point improvement in non-GAAP consolidated gro.

SAN JOSE, Calif.--(BUSINESS WIRE)--Arlo Technologies, Inc. (NYSE: ARLO), a leading provider of smart home security services, today announced that Arlo management will present at upcoming investor events.   Event: Raymond James 47th Annual Institutional Investors Conference   Speaker: Matthew McRae, CEO   Date: Tuesday, March 3, 2026   Time: 1:05 p.m. ET   Place: Orlando, FL   Event: 38th Annual Roth Conference   Speaker: Matthew McRae, CEO   Date: Monday, March 23, 2026   Time: 9:30 a.m. PT   P.

Arlo Technologies gears up to report Q4 revenues of $141M and 60% y/y EPS growth, fueled by subscription momentum and AI gains despite tariff-hit margins.

SAN JOSE, Calif., Feb. 4, 2026 /PRNewswire/ -- Arlo Technologies, Inc. (NYSE: ARLO), a leading smart home security brand, today announced that it had made equity grants to new employees under its 2018 Equity Incentive Plan in accordance with NYSE Rule 303A.08.

Arlo Technologies (ARLO) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.