Arlo Technologies, Inc. ( ARLO ) Q3 2025 Earnings Call November 6, 2025 5:00 PM EST Company Participants Tahmin Clarke Matthew McRae - CEO & Director Kurt Binder - CFO & COO Conference Call Participants Adam Tindle - Raymond James & Associates, Inc., Research Division Jacob Stephan - Lake Street Capital Markets, LLC, Research Division Presentation Operator Ladies and gentlemen, thank you for st...
CARLSBAD, Calif.--(BUSINESS WIRE)--Arlo Technologies, Inc. (NYSE: ARLO), a leading smart home security platform company, today reported financial results for the third quarter ended September 28, 2025. “Arlo again delivered another outstanding quarter fueled by our services business. Our ARR accelerated to $323 million, up about 34% year over year, driving non-GAAP subscriptions and services gr...
Arlo Technologies has shifted from hardware to SaaS, driving ARR up 34% YoY and making service revenue its largest segment with 85% gross margins, far above hardware margins. Despite modest 5Y growth of 7.35%, ARLO's margin expansion and subscription momentum have fueled a 72% YTD stock surge and a B+ momentum grade on Seeking Alpha. Service revenue now represents 60% of total sales, boosting o...
SAN JOSE, Calif. , Oct. 28, 2025 /PRNewswire/ -- Arlo Technologies, Inc. (NYSE: ARLO), a leading smart home security brand, today announced that it had made equity grants to new employees under its 2018 Equity Incentive Plan in accordance with NYSE Rule 303A.08.
SAN JOSE, Calif.--(BUSINESS WIRE)--Arlo Technologies, Inc. (NYSE: ARLO), a leading smart home security platform company, today announced that it will hold a conference call with investors and analysts on Thursday, November 6, 2025 at 5:00 p.m. ET (2:00 p.m. PT) to discuss the Company's third quarter 2025 results. The news release announcing the third quarter 2025 results will be disseminated on...
SAN JOSE, Calif.--(BUSINESS WIRE)--Arlo Technologies, Inc. (NYSE: ARLO), a leading smart home security platform company, today announced that Arlo management will present at the Piper Sandler Growth Frontiers Conference in Nashville. Event: Piper Sandler Growth Frontiers Conference Speaker: Matthew McRae, CEO Date: Wednesday, September 10, 2025 Time: 1:30 p.m. CT Place: Nashville, TN The presen...
Full range includes new Pan Tilt cameras for both indoor and outdoor use and all-new Pro and Ultra Series models with up to 4K HDR resolution CARLSBAD, Calif. , Aug. 26, 2025 /PRNewswire/ -- Arlo Technologies, Inc. (NYSE: ARLO), a leading smart home security brand, today introduced a full suite of new smart home security cameras that deliver industry-leading capabilities powered by Arlo Intelli...
Arlo is a compelling small-cap opportunity, outperforming the market with strong Q2 results and robust growth in paid accounts and ARR. The company benefits from a vast addressable market, low churn, and rapid ARR growth, with significant expansion potential in the U.S. and internationally. Arlo's subscription-based model drives high margins and profitability, supported by economies of scale an...
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