When did Arlo Technologies report Q2 2025 earnings?

Arlo Technologies (ARLO) reported Q2 2025 earnings on August 7, 2025 after market close.

What were Arlo Technologies's Q2 2025 revenue and EPS?

Arlo Technologies reported revenue of $129.4M and eps of $0.17 for Q2 2025.

Did Arlo Technologies beat estimates in Q2 2025?

Revenue missed the consensus estimate of $134.9M by $5.5M. EPS beat the consensus estimate of $0.16 by $0.01.

How did Arlo Technologies's Q2 2025 results compare year-over-year?

Compared to the same quarter a year prior, revenue grew 1.5% from $127.4M a year earlier and eps grew 70.0% from $0.10.

Where can I find Arlo Technologies's Q2 2025 SEC filings?

You can read the 10-Q periodic report (0001736946-25-000031) directly on SEC EDGAR. The filing index links above go to sec.gov.

Arlo Technologies ARLO Q2 2025 earnings

Reported August 7, 2025 · After market close

Revenue$129.4MMiss by $5.5M

EPS$0.17Beat by $0.01

Revenue estimate$134.9M

EPS estimate$0.16

Next report

Aug 6, 2026 (In 1 week)

Revenue estimate$148.9M

EPS estimate$0.19

Financials

Q2 2025

Income statement

See full

Revenue$129.4M+1.5%

Gross profit$58.1M+23.9%

Operating income$1.9M+115%

Net income$3.1M+127%

EPS (diluted)$0.03+125%

Balance sheet

See full

Cash & equivalents$71.2M+7.1%

Total debt$20.6M+6.4%

Total equity$118.3M+19.1%

Total assets$319.7M+8.1%

Cash flow

See full

Operating cash flow$8.8M+36.6%

Free cash flow$11.1M+79.5%

Valuation & ratios

Valuation

as of 06/29/25

See full

Market cap$1.74B+36.5%

Enterprise value$1.69B+37.6%

P/S3.4×+1.0×

Profitability

See full

Gross margin40.2%+4.4pp

Operating margin-2.2%-0.8pp

Net margin-1.4%-0.6pp

FCF margin12.2%+4.5pp

Returns & leverage

See full

Return on equity-6.4%-2.7pp

Debt / equity0.2×0.0×

Current ratio1.5×0.0×

Segments

By geography

See full

Americas$81.9M+25.4%

EMEA$43.3M-23.8%

APAC$4.2M-21.5%

By segment

See full

Reportable Segment$129.4M+1.5%

By product

See full

Subscriptions and services$78.2M—

Versus estimates

Revenue

Q1 2026$150.4MBeat by $10.7M Q4 2025$141.3MBeat by $5.7M Q3 2025$139.5MBeat by $4.0M

Q2 2025$129.4MMiss by $5.5M

Q1 2025$119.1MBeat by $712.4K Q4 2024$121.6MBeat by $213.6K

Diluted EPS

Q1 2026$0.28Beat by $0.09 Q4 2025$0.22Beat by $0.06 Q3 2025$0.16Beat by $0.01

Q2 2025$0.17Beat by $0.01

Q1 2025$0.15Beat by $0.03 Q4 2024$0.10In line

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Questions, answered.

When did Arlo Technologies report Q2 2025 earnings?: Arlo Technologies (ARLO) reported Q2 2025 earnings on August 7, 2025 after market close.
What were Arlo Technologies's Q2 2025 revenue and EPS?: Arlo Technologies reported revenue of $129.4M and eps of $0.17 for Q2 2025.
Did Arlo Technologies beat estimates in Q2 2025?: Revenue missed the consensus estimate of $134.9M by $5.5M. EPS beat the consensus estimate of $0.16 by $0.01.
How did Arlo Technologies's Q2 2025 results compare year-over-year?: Compared to the same quarter a year prior, revenue grew 1.5% from $127.4M a year earlier and eps grew 70.0% from $0.10.
Where can I find Arlo Technologies's Q2 2025 SEC filings?: You can read the 10-Q periodic report (0001736946-25-000031) directly on SEC EDGAR. The filing index links above go to sec.gov.