Arlo Technologies, Inc. (ARLO) Tops Q1 EPS by 5c, Offers Q2 EPS Guidance

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Arlo Reports First Quarter 2025 Results

May 8, 2025 4:05 PM EDT

Record subscriptions and services revenue of $68.8 million, growing 21.4% year over year

Annual recurring revenue (ARR) ended at $276.4 million, growing 21.8% year over year (1)

Record GAAP subscriptions and services gross margin of 82.2%; record non-GAAP subscriptions and services gross margin of 83.1%

GAAP net loss per share of $(0.01) and record non-GAAP net income per share (EPS) of $0.15

Record Free cash flow (FCF) of $28.1 million with FCF margin of 23.6%(2)

CARLSBAD, Calif.--(BUSINESS WIRE)-- Arlo Technologies, Inc. (NYSE:... More