Arlo Technologies, Inc. (ARLO) Income Statement
ARLO 2025 at a glance
Fiscal year ended December 31, 2025 · U.S. dollarsARLO revenue and net income
Where ARLO's revenue goes
2025Each bar shows an amount and its share of revenue. ARLO kept 2.8% of revenue as net income.
ARLO profit margins
ARLO growth rates
to 2025| 1 year | 3 years | 5 years | 10 years | |
|---|---|---|---|---|
| Revenue | +3.6% | +2.6% | +8.2% | — |
| Gross profit | +24.2% | +19.6% | +33.3% | — |
| Operating income | — | — | — | — |
| Net income | — | — | — | — |
| EPS (diluted) | −2.5% | — | — | — |
1-year change and average annual growth (CAGR) over 3, 5 and 10 fiscal years. "—" when a starting value was zero or negative.
ARLO quarterly EPS vs estimates
Arlo Technologies beat the analyst EPS estimate in 7 of the last 8 quarters. Next report: November 5, 2026 (estimate $-0.02).
ARLO income statement
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $529.3M | $510.9M | $491.2M | $490.4M | $435.1M | $357.2M | $370.0M | $472.0M | $370.7M | $184.6M |
| Cost of revenue | $296.5M | $323.4M | $323.6M | $354.4M | $327.1M | $301.8M | $334.2M | $372.8M | $279.4M | $146.6M |
| Gross profit | $232.8M | $187.5M | $167.6M | $136.0M | $108.0M | $55.4M | $35.8M | $99.2M | $91.2M | $38.0M |
| Research & development | $73.7M | $73.2M | $68.6M | $64.7M | $59.1M | $60.1M | $69.4M | $58.8M | $34.7M | $24.4M |
| Sales, general & admin | $150.9M | $145.9M | $122.5M | $126.0M | $98.4M | $100.2M | $104.6M | $80.8M | $49.4M | $26.7M |
| Total operating expenses | $226.8M | $222.4M | $192.5M | $192.9M | $168.2M | $160.3M | $174.0M | $139.6M | $84.1M | $51.2M |
| Operating income | $6.1M | −$34.9M | −$24.9M | −$56.9M | −$60.1M | −$104.9M | −$138.2M | −$67.7M | $5.7M | −$13.1M |
| Interest income | $5.5M | $5.6M | $3.9M | $926,000 | $11,000 | $802,000 | $2.7M | $1.2M | — | $0 |
| Interest expense | — | — | — | $926,000 | $16.6M | $4.3M | $109.6M | $0 | $0 | $0 |
| Income before taxes | $15.7M | −$29.4M | −$20.9M | −$55.7M | −$55.4M | −$100.6M | −$81.6M | −$67.6M | $7.7M | −$13.7M |
| Income taxes | $741,000 | $1.1M | $1.2M | $975,000 | $677,000 | $625,000 | $4.4M | $772,000 | $1.1M | $83,000 |
| Net income | $14.9M | −$30.5M | −$22.0M | −$56.6M | −$56.0M | −$101.3M | −$86.0M | −$68.4M | $6.5M | −$13.7M |
| EBITDA | $19.6M | −$26.2M | −$16.2M | −$50.9M | −$45.0M | −$94.7M | −$127.5M | −$42.2M | $10.9M | −$11.0M |
| EPS (diluted) | $0.39 | $0.40 | $0.27 | −$0.07 | −$0.11 | −$0.83 | −$1.41 | −$0.23 | $0.09 | −$0.22 |
| Gross margin | 44.0% | 36.7% | 34.1% | 27.7% | 24.8% | 15.5% | 9.7% | 21.0% | 24.6% | 20.6% |
| Operating margin | 1.1% | −6.8% | −5.1% | −11.6% | −13.8% | −29.4% | −37.3% | −14.3% | 1.5% | −7.1% |
| Net margin | 2.8% | −6.0% | −4.5% | −11.5% | −12.9% | −28.3% | −23.2% | −14.5% | 1.8% | −7.4% |
| Jun '26 | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '24 | Jun '24 | Mar '24 | Dec '23 | Sep '23 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $155.9M | $150.4M | $141.3M | $139.5M | $129.4M | $119.1M | $121.6M | $137.7M | $127.4M | $124.2M | $135.1M | $130.0M |
| Cost of revenue | $80.7M | $77.7M | $75.8M | $83.0M | $71.3M | $66.3M | $76.7M | $89.3M | $80.6M | $76.8M | $87.7M | $86.9M |
| Gross profit | $75.2M | $72.7M | $65.5M | $56.5M | $58.1M | $52.7M | $44.9M | $48.4M | $46.9M | $47.4M | $47.3M | $43.1M |
| Research & development | $23.7M | $22.8M | $20.9M | $18.1M | $18.5M | $16.2M | $15.3M | $17.6M | $19.6M | $20.8M | $16.4M | $16.8M |
| Sales, general & admin | $47.2M | $40.9M | $40.0M | $35.5M | $37.4M | $38.0M | $35.1M | $34.9M | $39.1M | $36.7M | $31.3M | $28.3M |
| Total operating expenses | $72.8M | $65.1M | $60.8M | $55.6M | $56.1M | $54.2M | $50.9M | $53.9M | $59.7M | $58.0M | $47.8M | $45.4M |
| Operating income | $2.5M | $7.6M | $4.7M | $872,000 | $1.9M | −$1.5M | −$6.0M | −$5.5M | −$12.8M | −$10.6M | −$458,000 | −$2.3M |
| Interest income | $979,000 | $1.2M | $1.3M | $1.5M | $1.3M | $1.3M | $1.3M | $1.4M | $1.5M | — | — | $1.2M |
| Interest expense | — | — | — | — | — | — | — | — | — | — | $726,000 | — |
| Income before taxes | $3.5M | $15.3M | $6.1M | $7.0M | $2.9M | −$333,000 | −$4.7M | −$4.1M | −$11.3M | −$9.2M | $825,000 | −$1.1M |
| Income taxes | $432,000 | $415,000 | $339,000 | $154,000 | −$254,000 | $502,000 | $132,000 | $329,000 | $236,000 | $395,000 | $133,000 | $29,000 |
| Net income | $3.0M | $14.9M | $5.8M | $6.9M | $3.1M | −$835,000 | −$4.9M | −$4.4M | −$11.6M | −$9.6M | $692,000 | −$1.1M |
| EBITDA | $6.4M | $17.0M | $7.4M | $7.9M | $3.7M | $496,000 | −$3.9M | −$3.4M | −$10.5M | −$8.3M | $1.7M | $365,000 |
| EPS (diluted) | $0.03 | $0.28 | $0.05 | $0.16 | $0.03 | $0.15 | $0.10 | $0.11 | $0.10 | $0.09 | $0.11 | $0.09 |
| Gross margin | 48.2% | 48.3% | 46.4% | 40.5% | 44.9% | 44.3% | 36.9% | 35.2% | 36.8% | 38.1% | 35.0% | 33.2% |
| Operating margin | 1.6% | 5.0% | 3.3% | 0.6% | 1.5% | −1.2% | −5.0% | −4.0% | −10.0% | −8.5% | −0.3% | −1.8% |
| Net margin | 1.9% | 9.9% | 4.1% | 4.9% | 2.4% | −0.7% | −4.0% | −3.2% | −9.1% | −7.8% | 0.5% | −0.9% |
Quarterly columns are labeled by the month the quarter ended. Figures in U.S. dollars as reported in ARLO's financial statements (latest annual report filed February 27, 2026); data from EODHD. Sales, general & administrative expenses include sales and marketing.
ARLO financial results
In fiscal year 2025 (ended December 31, 2025), Arlo Technologies reported revenue of $529.3 million, up 3.6% from the year before. It had net income of $14.9 million, a net profit margin of 2.8%. Diluted earnings per share came to $0.39. Over five years revenue grew at an average rate of 8.2% a year.
See the ARLO stock overview for the latest quote and news, or the ARLO chart for price history and technical indicators.
ARLO income statement FAQ
What is Arlo Technologies's annual revenue?
Arlo Technologies reported total revenue of $529.3 million for fiscal year 2025, which ended on December 31, 2025. That was up 3.6% from $510.9 million the previous year.
Is Arlo Technologies profitable?
Yes. Arlo Technologies reported net income of $14.9 million in fiscal 2025, a net profit margin of 2.8%; its operating margin was 1.1%.
What is Arlo Technologies's gross margin?
Arlo Technologies's gross margin was 44.0% in fiscal 2025: for every $100 of revenue, Arlo Technologies kept $44 after the direct cost of its products and services.
How much does Arlo Technologies spend on research and development?
Arlo Technologies spent $73.7 million on research and development in fiscal 2025, 13.9% of revenue.
How fast is Arlo Technologies growing?
Revenue grew 8.2% a year on average over the last five fiscal years, from $357.2 million to $529.3 million.
What are Arlo Technologies's earnings per share?
Arlo Technologies earned $0.39 per diluted share in fiscal 2025, compared with $0.40 a year earlier.
When will Arlo Technologies report its next earnings?
Arlo Technologies is expected to report results for the quarter ending September 30, 2026 on November 5, 2026 after the market closes.
When does Arlo Technologies's fiscal year end?
Arlo Technologies's fiscal year ends in December. The latest annual report covers the year ended December 31, 2025 and was filed on February 27, 2026.