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AI brief of an SEC Form 8-K · Arlo Technologies (ARLO)

Arlo Q4 2025 revenue $141.3 million; GAAP EPS $0.05 versus loss a year earlier

Positive Impact 3 of 5 earnings Written later

Arlo Technologies reported fourth-quarter and full-year 2025 results on February 26, 2026, with Q4 revenue of $141.3 million, up from $121.6 million a year earlier, and a GAAP profit of $0.05 per share compared with a loss of $0.05. The company also gave first-quarter 2026 revenue guidance of $135 million to $145 million and non-GAAP EPS guidance of $0.17 to $0.23, and said it has a partnership with Comcast for connected home security.

Key points

  • Q4 2025 revenue of $141.3 million, versus $121.6 million in Q4 2024
  • Q4 2025 GAAP EPS of $0.05 versus a loss of $0.05 in Q4 2024; full-year GAAP EPS of $0.14 versus a loss of $0.31 in 2024
  • Full-year 2025 revenue of $529.3 million, versus $510.9 million in 2024
  • Q1 2026 guidance: GAAP revenue of $135 million to $145 million; non-GAAP diluted EPS of $0.17 to $0.23

The filing

CompanyArlo Technologies (ARLO)
Form8-K, current report
Filed with the SECFeb 26, 2026, 4:50 PM ET
Accession number0001736946-26-000029

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

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 February 26, 2026.

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.