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.
Annual Recurring Revenue (ARR) reached $316 million, marking a 34% year-over-year increase.
Subscriptions and services revenue hit a record $78 million, growing 30% compared to the previous year.
GAAP net income per share was a record $0.03, with non-GAAP EPS reaching a record $0.17.
Cumulative paid accounts increased to 5.1 million, representing a 28.5% year-over-year growth.
Arlo expects continued growth in the third quarter of 2025, with projected revenue between $133 million and $143 million and non-GAAP EPS between $0.12 and $0.18.
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