Arlo(ARLO) - 2025 Q2 - Quarterly Results

NEWS RELEASE Arlo Reports Second Quarter 2025 Results Annual recurring revenue (ARR) ended at $316 million, growing 34% year over year (1) Record subscriptions and services revenue of $78 million, growing 30% year over year Record GAAP subscriptions and services gross margin of 84%; record non-GAAP subscriptions and services gross margin of 85% Record adjusted EBITDA of $18 million; record adjusted EBITDA margin of 14% (2) Record GAAP net income per share (EPS) of $0.03; record non-GAAP EPS of $0.17 Carlsba ...