Arlo reported Q4 2025 revenue of USD 141.3 million, with subscriptions and services revenue of USD 89.4 million (+39.4% YoY) representing 63.3% of total revenue. Q4 GAAP gross margin was 46.4% and non-GAAP gross margin was 47.8%, while adjusted EBITDA was USD 23.3 million (+138.2% YoY) with a 16.5% margin. Q4 GAAP EPS was USD 0.05 and non-GAAP EPS was USD 0.22. Annual recurring revenue $(ARR)$ ended Q4 at USD 330.5 million (+28.4% YoY), and cumulative paid accounts reached 5.7 million (+23.7% YoY). Cash and cash equivalents and short-term investments were USD 166.4 million. For FY 2025, Arlo posted total revenue of USD 529.3 million and subscriptions and services revenue of USD 316.4 million (+30.2% YoY), accounting for 59.8% of total revenue. FY GAAP gross margin was 44.0% and non-GAAP gross margin was 45.1%, with adjusted EBITDA of USD 74.7 million (+85.4% YoY) and a 14.1% margin. FY GAAP EPS was USD 0.14 and non-GAAP EPS was USD 0.70, while free cash flow was USD 66.9 million with a 12.6% margin. The company highlighted a partnership with Comcast to offer connected home security solutions to Xfinity Internet households in the U.S. Arlo also issued a Q1 2026 outlook for revenue of USD 135 million to USD 145 million and GAAP diluted EPS of USD 0.01 to USD 0.07 (non-GAAP diluted EPS of USD 0.17 to USD 0.23), noting uncertainty in the global tariff environment and related impacts on product costs and margins.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Arlo Technologies Inc. published the original content used to generate this news brief via Business Wire (Ref. ID: 202602261605BIZWIRE_USPR_____20260226_BW826564) on February 26, 2026, and is solely responsible for the information contained therein.