Arlo(ARLO) - 2025 Q4 - Annual Results

NEWS RELEASE Arlo Reports Fourth Quarter and Full Year 2025 Results Annual recurring revenue (ARR) ended at $330 million, growing 28% year over year (1) Q4 2025 Financial Summary Full Year 2025 Financial Summary Page 1 • Ended with ARR of $330.5 million, growing 28.4% year over year. (1) • Record subscriptions and services revenue of $89.4 million, an increase of 39.4% year over year, accounting for 63.3% of total revenues. • GAAP subscriptions and services gross margin of 82.8% and non-GAAP subscriptions a ...