Arlo Q3 revenue rises to $139.5 million; GAAP net income $6.9 million
Arlo Technologies reported third-quarter 2025 revenue of $139.5 million, up from $137.7 million a year earlier, and GAAP net income of $6.9 million, compared with a net loss of $4.4 million in the same quarter of 2024. The company also gave a fourth-quarter revenue outlook of $131 million to $141 million, with GAAP diluted EPS of $0.00 to $0.06 and non-GAAP diluted EPS of $0.13 to $0.19.
Key points
- Q3 revenue $139.5 million, versus $137.7 million a year earlier; subscriptions and services revenue $79.9 million, up 29.2% year over year
- Q3 GAAP net income $6.9 million, or $0.07 basic EPS; non-GAAP diluted EPS $0.16, versus $0.11 a year earlier
- Annual recurring revenue (ARR) of $323.2 million, up 33.8% year over year; adjusted EBITDA $17.1 million
- Q4 2025 outlook: revenue $131 million to $141 million; GAAP diluted EPS $0.00 to $0.06; non-GAAP diluted EPS $0.13 to $0.19
The filing
Written by AI on Nov 8, 2026, 6:58 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 November 06, 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.