Arlo delivered a strong Q4 2025, characterized by record subscription and services revenue of $89.4 million and a massive 138.2% year-over-year increase in Adjusted EBITDA. The company successfully transitioned its business model, with services now accounting for over 63% of total revenue, driving consolidated non-GAAP gross margins to a record 47.8%.

Arlo Technologies delivered an outstanding third quarter, with annual recurring revenue (ARR) accelerating to $323.2 million, a 33.8% year-over-year increase. Subscriptions and services revenue reached a record $79.9 million, contributing significantly to total revenue. The company also achieved record GAAP and non-GAAP gross margins, along with strong adjusted EBITDA and EPS.

Arlo Technologies achieved record financial results in Q2 2025, primarily fueled by the success of its new AI platform, Arlo Secure 6, which significantly boosted subscriptions and services revenue and annual recurring revenue. The company also reported record gross margins and adjusted EBITDA.

Arlo delivered strong results in Q1 2025, driven by significant growth in subscriptions and services revenue, leading to record non-GAAP EPS and free cash flow.

Arlo Technologies, Inc. delivered strong Q4 2024 results, with annual recurring revenue (ARR) growing 22.5% year over year to $257.3 million and service revenue increasing 14.7% to $64.1 million. The company achieved record GAAP and non-GAAP service gross margins of 81.2% and 81.7% respectively, demonstrating improved profitability. Cumulative paid accounts grew significantly by 63.5% year over year, reaching 4.6 million.

Arlo Technologies reported strong Q1 2024 results, with a record service revenue of $56.7 million, a record free cash flow of $19.5 million, and an increase in total revenue of 11.9% year over year. The company's ARR reached $227 million, and cumulative paid accounts grew to 3.2 million.

Arlo Technologies reported a solid Q4 2023 with a 14% revenue increase and over 50% ARR growth compared to the previous year. The company achieved record non-GAAP earnings of $0.11 per share and its first-ever profit on a GAAP basis.

Arlo Technologies reported Q3 2023 results with revenue of $130.0 million. The company's annual recurring revenue (ARR) reached $200.0 million, representing a 59.5% year-over-year growth. Free cash flow was $7.0 million, and the company achieved a record non-GAAP EPS of $0.09.

Arlo Technologies reported strong Q2 2023 results, with revenue at the top end of the guidance range at $115 million. The acceleration of the services business drove outstanding results across key metrics, including a 66% year-over-year growth in ARR, which ended at $194 million. The company also reported a record non-GAAP EPS of $0.06 and a free cash flow of $12 million with a 10% margin.

Arlo Technologies reported a strong start to 2023 with revenue and earnings exceeding guidance. The company's performance was driven by its subscription business, which achieved record revenue and gross margin. Arlo delivered non-GAAP operating income of $1.2 million and produced free cash flow of $9 million.

Arlo Technologies reported a decrease in Q4 revenue by 17% year over year but experienced growth in service revenue and ARR. The company added 189,000 paid accounts in Q4. They are expecting record levels of profitability for Arlo going forward.

Arlo Technologies reported a 15.3% year-over-year increase in revenue, reaching $128.2 million for Q3 2022. The company's service-first strategy showed gains, with paid accounts growing 91% year-over-year and annual recurring revenue reaching $125.4 million.

Arlo Technologies reported a record revenue of $119.0 million for Q2 2022, a 20.7% increase year-over-year. The company's ARR grew by 67% year-over-year, reaching $117 million. Arlo achieved record non-GAAP gross profit and its third consecutive quarter of non-GAAP operating profitability.

Arlo Technologies reported strong Q1 2022 results, with revenue reaching $124.8 million, a 51.1% year-over-year increase. The company's ARR surpassed $100 million, growing 74% year-over-year, and it achieved record non-GAAP gross profit and its second consecutive quarter of non-GAAP operating profitability.

Arlo Technologies, Inc. reported a 24.4% year-over-year increase in revenue to $142.9 million for Q4 2021. The company achieved a GAAP operating loss of $7.2 million but a non-GAAP operating profit of $3.5 million. Arlo added a record 190,000 paid accounts in the quarter, driving strong recurring revenue growth, and exited 2021 with an Annual Recurring Revenue (ARR) of $90.1 million, up 94% year-over-year.

Arlo Technologies, Inc. reported financial results for the third quarter ended October 3, 2021. Revenue reached $111.1 million, a 0.8% increase year over year. The company added a record 182,000 paid accounts, a 214% year over year increase, surpassing 900,000 total paid accounts. Service revenue was a record $27.0 million, up 42% year over year, with a non-GAAP service gross margin of 59.5%.

Arlo Technologies reported strong second-quarter results, exceeding expectations for both revenue and non-GAAP EPS. The company saw significant growth in service revenue, product revenue, and total revenue, driven by the success of its new services business model and refreshed product lineup. Arlo added a record number of paid accounts and surpassed 700,000 total paid accounts.

Arlo Technologies, Inc. reported a strong first quarter in 2021, marked by revenue growth, record gross margins, and significant progress in their services-focused business model. The company's revenue exceeded the high end of guidance, with a substantial year-over-year increase, and improvements in both GAAP and non-GAAP gross margins.

Arlo Technologies reported Q4 2020 revenue of $114.8 million, a decrease of 6.2% year over year. The company's GAAP gross profit was $24.5 million, an increase of 79.0% year over year, and non-GAAP gross profit was $25.7 million, an increase of 73.0% year over year. Arlo closed out the year with an 89.1% year over year paid account growth and saw service gross margin improve 10 percentage points year over year.

Arlo Technologies reported a strong third quarter, exceeding guidance in every measure. Revenue reached $110.2 million, a 3.9% increase year over year, driven by paid account growth and strong performance from European partner, Verisure. The company also made progress on gross margins and improved non-GAAP net loss by $16.3 million year over year.

Arlo Technologies reported second-quarter results that exceeded expectations, driven by the success of its new business model and the launch of the Arlo Essential Spotlight Camera. The company saw record growth in registered and paid accounts, along with strong service revenue growth.

Arlo Technologies reported a 13.1% year-over-year increase in revenue, reaching $65.5 million. The company experienced significant growth in paid subscribers and service revenue, reflecting a shift towards a new business model. However, GAAP net loss per diluted share was $(0.51), and non-GAAP net loss per diluted share was $(0.34).

Arlo Technologies reported fourth-quarter revenue of $122.4 million, a 0.2% increase year-over-year, and GAAP net income per diluted share of $0.26. The company closed its strategic partnership with Verisure and launched the Arlo SmartCloud platform.