Filing Flows › Arlo Technologies (ARLO) › Q4 2025
Arlo Technologies (ARLO) Q4 2025 earnings results (fourth quarter 2025)
10-K filed Feb 27, 2026
Arlo Technologies (ARLO) reported revenue of $141M for the fourth quarter 2025 (Q4 2025), +16% from a year earlier and +1% from the quarter before. Operating margin was 3.3%, net earnings $5.8M (4.1% of revenue).
Arlo Technologies, Q4 2025: revenue $141M (+16% year over year), operating margin 3.3%, net earnings $5.8M, operating cash flow $19.8M. The chart follows the revenue to costs, profit and cash.
| Q4 2025 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $141M | +1% | +16% |
| Gross profit | $65.5M | +16% | +46% |
| Operating profit | $4.7M | +441% | — |
| Net earnings | $5.8M | -16% | — |
| Operating cash flow | $19.8M | +3% | +196% |
| Free cash flow | $17.9M | — | +221% |
What changed
Revenue was $141.3M in Q4 2025, up 16% year over year and up 1% from the previous quarter. Subscriptions and Services was the largest line at 63% of revenue.
Gross margin was 46.4%, up 9.5 points from a year earlier. Operating profit was $4.7M, a 3.3% margin (up 8.3 points year over year). Operating expenses grew 20% against revenue growth of 16%. The fastest-growing cost line was Research & development (+37%). Net earnings were $5.8M. The effective tax rate was 5.6%. Non-operating items added $1.4M, 23% of pre-tax earnings, so the bottom line overstates operating performance.
Operating cash flow was $19.8M (up 196% year over year), 343% of net earnings. Non-cash charges added back $1.3M of depreciation and amortization and $17.2M of share-based compensation. Working capital and other items used $4.5M. After purchases of property and equipment, including capitalized software ($1.8M), free cash flow as the company reports it was $17.9M.
Questions
What was Arlo Technologies' revenue in the fourth quarter 2025?
Arlo Technologies (ARLO) reported revenue of $141M for the fourth quarter 2025 (Q4 2025), +16% from a year earlier and +1% from the quarter before.
Was Arlo Technologies profitable in the fourth quarter 2025?
Operating profit was $4.7M (3.3% of revenue) and net earnings $5.8M.
Source: Arlo Technologies 10-K on SEC EDGAR.