ARLO TECHNOLOGIES, INC. — Earnings
Most recent reported period: FY2025 (Q4) (filed for period ending 2025-12-31) · sourced from SEC EDGAR
Next earnings (estimated): Wed, April 1, 2026 — 30 days overdue (likely already filed but EDGAR cache cold). Anchored to latest quarter-end + 91 days. Analyst-confirmed dates land in a follow-up wave.
YoY = vs same quarter prior year (seasonality-adjusted)
Recent earnings · last 8 quarters
| Quarter end | Revenue | YoY | Net Income | YoY | Op. Margin |
|---|---|---|---|---|---|
| 2025-12-31 | $141M | ↑+16.2% | $6M | — | 3.3% |
| 2025-09-28 | $140M | ↑+1.4% | $7M | ↑+254.8% | 0.6% |
| 2025-06-29 | $129M | ↑+1.5% | $3M | ↑+127.0% | 1.5% |
| 2025-03-30 | $119M | ↓-4.1% | $-835K | ↑+91.3% | -1.2% |
| 2024-12-31 | $122M | ↓-10.0% | — | — | — |
| 2024-09-29 | $138M | ↑+5.9% | $-4M | ↓-296.3% | -4.0% |
| 2024-06-30 | $127M | ↑+10.8% | $-12M | ↓-57.0% | -10.0% |
| 2024-03-31 | $124M | ↑+11.9% | $-10M | ↑+32.3% | -8.5% |
Analyst consensus estimates (EPS / Revenue) and implied move from options will land in a follow-up wave. For now, YoY-vs-prior-year-quarter is the surprise proxy.
Last earnings · FY2025 (Q4)
Revenue
$141M
↑+16.2% +$20M YoY
Net Income
$3M
↓-88.7% -$24M YoY
Earnings surprise · last 8 quarters
YoY % change · proxy for analyst surprise until estimates landEPS history · last 10 fiscal years
diluted, GAAP, annualNote: EPS reflects WEIGHTED-AVERAGE diluted shares for each fiscal year. Pre-stock- split values can blow up the early bars if SEC's XBRL data isn't split-adjusted — flagged as a known limitation; cumulative split-adjustment is a follow-up.
Margin trends · 37 quarters
margin trajectory tells the operating-leverage storyGross Margin↑+9.5pts
46.4%
Operating Margin
3.3%
Net Margin
4.1%
Go deeper
ARLO Sankey — flow of dollars
See how revenue waterfalls through every line item to net income for the latest reported quarter, with prior-period comparison.
Open SankeyARLO Key Metrics — EPS, ROE, ROIC
10 CFA-grade fundamental ratios — EPS, BVPS, ROE, ROA, ROIC, Debt/Equity, Current Ratio. Compare across years.
Open Key Metrics