Arlo(ARLO) - 2025 Q3 - Quarterly Results

NEWS RELEASE Arlo Reports Third Quarter 2025 Results Annual recurring revenue (ARR) ended at $323 million, growing 33.8% year over year (1) Record subscriptions and services revenue of approximately $80 million, growing 29.2% year over year Record GAAP subscriptions and services gross margin of 84.5%; record non-GAAP subscriptions and services gross margin of 85.1% Adjusted EBITDA of $17 million; adjusted EBITDA margin of 12.2% (2) Record GAAP earnings per share (EPS) of $0.07; non-GAAP EPS of $0.16 Carlsba ...