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Arlo Technologies ARLO Q4 2025 Annual earnings

Reported February 26, 2026 · After market close

Revenue$141.3MBeat by $5.7M
EPS$0.22Beat by $0.06
Revenue estimate$135.6M
EPS estimate$0.16

Next report

Nov 5, 2026 (in 2 months)
Revenue estimate$144.9M
EPS estimate$0.20

Financials

Q4 2025

Income statement

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Revenue$141.3M+16.2%
Gross profit$65.5M+46.1%
Operating income$4.7M+178%
Net income$5.8M+219%
EPS (diluted)$0.06+220%

Balance sheet

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Cash & equivalents$146.4M+78.5%
Total debt$8.7M-64.0%
Total equity$127.8M+26.7%
Total assets$310.5M+4.1%

Cash flow

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Operating cash flow$19.8M+196%
CapEx$47.0K-23.0%
Free cash flow$19.7M+198%

Valuation & ratios

Valuation

as of 12/31/25
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Market cap$1.48B+32.1%
Enterprise value$1.35B+26.3%
P/E99.3×—
P/S2.8×+0.6×

Profitability

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Gross margin44%+7.3pp
Operating margin1.1%+0.6pp
Net margin2.8%+1.7pp
FCF margin14.8%+4.9pp

Returns & leverage

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Return on equity13.1%+7.7pp
Debt / equity0.1×-0.2×
Current ratio1.5×0.0×

Segments

By geography

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Americas$103.9M+47.8%
EMEA$31.6M-29.6%
APAC$5.8M-9.6%

By segment

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Reportable Segment$141.3M+16.2%

By product

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Subscriptions and services$89.4M—

FAQ

When did Arlo Technologies report Q4 2025 earnings?
Arlo Technologies (ARLO) reported Q4 2025 earnings on February 26, 2026 after market close.
What were Arlo Technologies's Q4 2025 revenue and EPS?
Arlo Technologies reported revenue of $141.3M and eps of $0.22 for Q4 2025.
Did Arlo Technologies beat estimates in Q4 2025?
Revenue beat the consensus estimate of $135.6M by $5.7M. EPS beat the consensus estimate of $0.16 by $0.06.
How did Arlo Technologies's Q4 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 16.2% from $121.6M a year earlier and eps grew 120.0% from $0.10.
Where can I find Arlo Technologies's Q4 2025 SEC filings?
You can read the 8-K earnings release (0001736946-26-000029) and the 10-K periodic report (0001736946-26-000031) directly on SEC EDGAR. The filing index links above go to sec.gov.