ARLO Q4 2025 Earnings — Arlo Technologies, Inc. Revenue & Financial Results | Market Cap Arena

ARLOArlo Technologies, Inc.

$1B

Q4 2025 Earnings

Industrials Security & Protection Services

Income Statement

Revenue

$141M+16.2% YoY

Gross Profit

$66M46.4% margin

Operating Income

$5M3.3% margin

Net Income

$6M4.1% margin

EPS (Diluted)

$0.05

QoQ Revenue Growth

+1.3%

Cash Flow

Operating Cash Flow

$20M

Free Cash Flow

$18M

Stock-Based Comp.

$17M

Balance Sheet

Total Assets

$311M

Total Liabilities

$183M

Stockholders' Equity

$128M

Cash & Equivalents

$146M

Year-over-Year Comparison

Metric	Current	Year Ago	Change
Revenue	$141M	$122M	+16.2%
Gross Profit	$66M	$45M	+46.1%
Operating Income	$5M	-$6M	+178.3%
Net Income	$6M	-$5M	+218.6%

Revenue Segments

Subscriptions And Services

$89M63%

Product

$52M37%

Geographic Segments

UNITED STATES

$100M66%

SWEDEN

$20M13%

SPAIN

$19M13%

Other Countries

$11M8%