Arlo Technologies Set to Unveil Q2 2025 Financial Results Overview
Arlo Technologies (ARLO) has once again demonstrated its ability to excel in long-term expansion plans, as it surpassed the $300 million in Annual Recurring Revenue (ARR) milestone and reported impressive Q2 2025 earnings.
The company reported adjusted EPS of $0.17 for Q2 2025, surpassing the consensus estimate of $0.16 per share by 6.25%. This was a significant improvement from $0.10 per share in Q2 2024. Arlo's revenue for Q2 2025 was $129.41 million, a 5.17% increase from the expected $123 million and slightly higher than $127.45 million from the same quarter last year.
Subscriptions and services revenue grew 30% to $78 million, contributing to an ARR increase of 34% year-over-year to $316 million. Despite posting a slight net loss over the Trailing Twelve Months (TTM), Arlo's margins have improved significantly. The company achieved a record non-GAAP service gross margin of 85% and consolidated margins expanded by about 800 basis points to 46%.
Arlo Technologies has consistently beaten both earnings and revenue expectations in recent quarters, reflecting positive momentum in both operational performance and market valuation. Over the past 2 years, the company has beaten EPS estimates 88% of the time, and over the last 3 months, there have been 3 upward revisions and no downward revisions in EPS estimates.
Looking ahead, Arlo Technologies will announce its Q2 2025 earnings results on Thursday, August 7th, after market close. The projected revenue for Q2 is $123.46M, showing a 3.1% year-over-year decrease.
For those interested in learning more about Arlo Technologies, the Q1 2025 Earnings Call Transcript is available. Seven compelling reasons to like Arlo Technologies are also presented in a recent article.
[1] Arlo Technologies Stock Performance: https://www.nasdaq.com/market-activity/stocks/arlo/technical [2] Arlo Technologies Q2 2025 Earnings Report: https://investor.arlo.com/investor-news/press-release-details/2025/Arlo-Technologies-Reports-Second-Quarter-2025-Financial-Results/default.aspx [3] Arlo Technologies Q2 2025 Earnings Press Release: https://investor.arlo.com/investor-news/press-release-details/2025/Arlo-Technologies-Reports-Second-Quarter-2025-Financial-Results/default.aspx [4] Arlo Technologies Q2 2025 Earnings Call Transcript: https://seekingalpha.com/symbol/ARLO/earnings/4400013-arlo-technologies-inc-q2-2025-earnings-call-transcript [5] Arlo Technologies Q2 2025 Earnings Presentation: https://investor.arlo.com/static-files/34f0017b-d7f9-4b98-818d-7d9f05b6d190
- The impressive financial performance of Arlo Technologies, as shown in the Q2 2025 earnings report, indicates a strong potential for business growth and smart investing in the company.
- Arlo Technologies' consistent beat of earnings expectations and strategic business expansion plans make it an attractive proposition for long-term finance-focused investors.
