Filing Flows › Arlo Technologies (ARLO) › Q3 2025
Arlo Technologies (ARLO) Q3 2025 earnings results (third quarter 2025)
10-Q filed Nov 6, 2025
Arlo Technologies (ARLO) reported revenue of $140M for the third quarter 2025 (Q3 2025), +1% from a year earlier and +8% from the quarter before. Operating margin was 0.6%, net earnings $6.9M (4.9% of revenue).
Arlo Technologies, Q3 2025: revenue $140M (+1% year over year), operating margin 0.6%, net earnings $6.9M, operating cash flow $19.2M. The chart follows the revenue to costs, profit and cash.
| Q3 2025 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $140M | +8% | +1% |
| Gross profit | $56.5M | -3% | +17% |
| Operating profit | $872K | -55% | — |
| Net earnings | $6.9M | +120% | — |
| Operating cash flow | $19.2M | +117% | +5% |
| Free cash flow | $15.0M | — | -14% |
What changed
Revenue was $139.5M in Q3 2025, up 1% year over year and up 8% from the previous quarter. Subscriptions and services was the largest line at 57% of revenue. Subscriptions and services added $18.1M year over year (up 29%), 970% of the total change. Products declined 21%.
Gross margin was 40.5%, up 5.3 points from a year earlier. Operating profit was $872K, a 0.6% margin (up 4.6 points year over year). Operating expenses grew 3% against revenue growth of 1%. The fastest-growing cost line was Other operating costs (+36%). Net earnings were $6.9M. The effective tax rate was 2.2%. Non-operating items added $6.2M, 88% of pre-tax earnings, so the bottom line overstates operating performance.
Operating cash flow was $19.2M (up 5% year over year), 279% of net earnings. Non-cash charges added back $899K of depreciation and amortization and $13.1M of share-based compensation. Working capital and other items used $1.7M. After purchases of property and equipment, including capitalized software ($4.2M), free cash flow as the company reports it was $15.0M.
Questions
What was Arlo Technologies' revenue in the third quarter 2025?
Arlo Technologies (ARLO) reported revenue of $140M for the third quarter 2025 (Q3 2025), +1% from a year earlier and +8% from the quarter before.
Was Arlo Technologies profitable in the third quarter 2025?
Operating profit was $872K (0.6% of revenue) and net earnings $6.9M.
Source: Arlo Technologies 10-Q on SEC EDGAR.