Every material Form 8-K Arlo Technologies filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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.
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
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.
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
Arlo Technologies reported fourth-quarter revenue of $121.6 million, down from $135.1 million a year earlier, and a GAAP net loss of $4.9 million, compared with net income of $0.7 million in the prior-year quarter. For full-year 2024, revenue rose to $510.9 million from $491.2 million, but the GAAP net loss widened to $30.5 million, and the company guided first-quarter 2025 revenue to $114 million to $124 million.
Q4 2024 revenue $121.6 million vs $135.1 million in Q4 2023; GAAP net loss per share $(0.05) vs $0.01 income
Full-year 2024 revenue $510.9 million vs $491.2 million; GAAP net loss $30.5 million vs $22.0 million
Annual recurring revenue ended at $257.3 million, up 22.5% year over year
Q1 2025 outlook: revenue $114 million to $124 million; GAAP EPS $(0.06) to $0.00
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Arlo Technologies filing is on SEC EDGAR ↗. 8-K briefs of other companies →