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Arlo Technologies ARLO Q3 2025 earnings

Reported November 6, 2025 · After market close

Revenue$139.5MBeat by $4.0M
EPS$0.16Beat by $0.01
Revenue estimate$135.6M
EPS estimate$0.15

Next report

Aug 6, 2026 (In 1 week)
Revenue estimate$148.9M
EPS estimate$0.19

Financials

Q3 2025

Income statement

See full
Revenue$139.5M+1.4%
Gross profit$56.5M+16.7%
Operating income$872.0K+116%
Net income$6.9M+255%
EPS (diluted)$0.06+250%

Balance sheet

See full
Cash & equivalents$86.0M+6.6%
Total debt$8.9M-51.5%
Total equity$129.2M+33.3%
Total assets$350.9M+12.3%

Cash flow

See full
Operating cash flow$19.2M+4.6%
Free cash flow$19.3M+11.2%

Valuation & ratios

Valuation

as of 09/28/25
See full
Market cap$1.77B+46.2%
Enterprise value$1.69B+47.4%
P/E411.3×—
P/S3.5×+1.2×

Profitability

See full
Gross margin41.6%+5.4pp
Operating margin-0.9%-0.4pp
Net margin0.8%+0.5pp
FCF margin12.6%+2.9pp

Returns & leverage

See full
Return on equity3.8%+2.0pp
Debt / equity0.1×-0.1×
Current ratio1.4×0.0×

Segments

By geography

See full
Americas$83.8M+14.4%
EMEA$49.6M-14.1%
APAC$6.1M-7.5%

By segment

See full
Reportable Segment$139.5M+1.4%

By product

See full
Subscriptions and services$79.9M—

Versus estimates

Revenue

Q1 2026$150.4MBeat by $10.7MQ4 2025$141.3MBeat by $5.7M
Q3 2025$139.5MBeat by $4.0M
Q2 2025$129.4MMiss by $5.5MQ1 2025$119.1MBeat by $712.4KQ4 2024$121.6MBeat by $213.6K

Diluted EPS

Q1 2026$0.28Beat by $0.09Q4 2025$0.22Beat by $0.06
Q3 2025$0.16Beat by $0.01
Q2 2025$0.17Beat by $0.01Q1 2025$0.15Beat by $0.03Q4 2024$0.10In line

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Questions, answered.

When did Arlo Technologies report Q3 2025 earnings?
Arlo Technologies (ARLO) reported Q3 2025 earnings on November 6, 2025 after market close.
What were Arlo Technologies's Q3 2025 revenue and EPS?
Arlo Technologies reported revenue of $139.5M and eps of $0.16 for Q3 2025.
Did Arlo Technologies beat estimates in Q3 2025?
Revenue beat the consensus estimate of $135.6M by $4.0M. EPS beat the consensus estimate of $0.15 by $0.01.
How did Arlo Technologies's Q3 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 1.4% from $137.7M a year earlier and eps grew 45.5% from $0.11.
Where can I find Arlo Technologies's Q3 2025 SEC filings?
You can read the 8-K earnings release (0001736946-25-000040) and the 10-Q periodic report (0001736946-25-000042) directly on SEC EDGAR. The filing index links above go to sec.gov.