Arlo Q2 revenue rises to $129.4 million; Q3 revenue outlook $133 million to $143 million
Arlo Technologies reported second-quarter 2025 results for the period ended June 29, 2025, with revenue of $129.4 million, up from $127.4 million a year earlier, and GAAP net income of $3.1 million, or $0.03 per share, compared with a loss of $0.12 per share in the prior-year quarter. The company also guided to third-quarter revenue of $133 million to $143 million and GAAP diluted EPS of $0.04 to $0.10. Subscriptions and services revenue rose to $78.2 million, while product revenue fell to $51.2 million from $67.2 million a year earlier.
Key points
- Total revenue of $129.4 million, up from $127.4 million in the second quarter of 2024
- GAAP net income of $3.1 million, or $0.03 per share, versus a loss of $0.12 per share a year earlier
- Subscriptions and services revenue of $78.2 million; product revenue of $51.2 million, down from $67.2 million
- Third-quarter 2025 outlook: revenue of $133 million to $143 million and GAAP diluted EPS of $0.04 to $0.10
The filing
Written by AI on Nov 8, 2026, 6:57 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 07, 2025.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.