ARLO · Arlo Technologies, Inc.
$14.49
-0.02 (-0.14%)
At close · Jul 30
Market Cap
$1.58B
Shares
108.61M
Arlo Technologies, Inc. Earnings Call Transcripts
Every quarterly earnings call for Arlo Technologies, Inc. (ARLO) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲15.3%
$128.16M
−$14.44M
'22 Q3
22-11-08
▼17%
$118.53M
−$22.16M
'22 Q4
23-03-07
▼11%
$111.00M
−$14.24M
'23 Q1
23-05-11
▼3.3%
$115.08M
−$7.36M
'23 Q2
23-08-10
▲1.4%
$130.00M
−$1.12M
'23 Q3
23-11-09
▲14%
$135.09M
$692,000
'23 Q4
24-02-29
▲11.9%
$124.20M
−$9.64M
'24 Q1
24-05-09
▲10.8%
$127.45M
−$11.56M
'24 Q2
24-08-08
▲5.9%
$137.67M
−$4.44M
'24 Q3
24-11-07
▼10%
$121.57M
−$4.86M
'24 Q4
25-02-27
▼4.1%
$119.07M
−$835,000
'25 Q1
25-05-08
▲1.5%
$129.41M
$3.12M
'25 Q2
25-08-07
▲1.4%
$139.53M
$6.87M
'25 Q3
25-11-06
▲16.2%
$141.30M
$5.76M
'25 Q4
26-02-26
LATEST
▲26.3%
$150.38M
$14.88M
'26 Q1
26-05-07
Earnings call
FY26 · Q2
2026-08-06
Arlo Technologies Second Quarter 2026 Earnings Call
Scheduled
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-06-04
William Blair 46th Annual Growth Stock Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-05-07
Arlo Technologies, Inc. Q1 FY2026 Earnings Call
Revenue
$150.38M
▲ 26.3% YoY Diluted EPS
$0.13
Gross margin
48.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-26
Arlo Technologies, Inc. Q4 FY2025 Earnings Call
Confident tone
Services and SaaS growth
Retail and channel expansion
Strategic partnerships
Revenue
$141.30M*
▲ 16.2% YoY Gross margin
46.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-06
Arlo Technologies, Inc. Q3 FY2025 Earnings Call
Confident tone
New Product Launch
SaaS / Subscriptions Business
Profitability & Financial Performance
Revenue
$139.53M
▲ 1.4% YoY Diluted EPS
$0.06
Gross margin
40.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-07
Arlo Technologies, Inc. Q2 FY2025 Earnings Call
Confident tone
Services and subscription growth
Profitability and margins
ADT strategic partnership
Revenue
$129.41M
▲ 1.5% YoY Diluted EPS
$0.03
Gross margin
44.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-08
Arlo Technologies, Inc. Q1 FY2025 Earnings Call
Confident tone
Subscription and services growth
ARPU expansion
Arlo Secure 5 and Secure 6 / plan restructuring
Revenue
$119.07M
▼ 4.1% YoY Diluted EPS
$-0.01
Gross margin
44.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-27
Arlo Technologies, Inc. Q4 FY2024 Earnings Call
Confident tone
Subscription/SaaS Growth
Q1 2025 Guidance
AI Platform / Arlo Intelligence
Revenue
$121.57M*
▼ 10% YoY Gross margin
36.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-07
Arlo Technologies, Inc. Q3 FY2024 Earnings Call
Confident tone
Retail and Holiday Promotional Strategy
Strategic Partnerships
Arlo Secure 5.0 Launch
Revenue
$137.67M
▲ 5.9% YoY Diluted EPS
$-0.04
Gross margin
35.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-08
Arlo Technologies, Inc. Q2 FY2024 Earnings Call
Confident tone
Essential 2 and holiday readiness
Strategic partnerships
Paid subscriber growth and ARPU
Revenue
$127.45M
▲ 10.8% YoY Diluted EPS
$-0.12
Gross margin
36.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-09
Arlo Technologies, Inc. Q1 FY2024 Earnings Call
Confident tone
Services-first business model and ARR
Retail and direct / hardware pricing strategy
Capital allocation plan
Revenue
$124.20M
▲ 11.9% YoY Diluted EPS
$-0.10
Gross margin
38.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-29
Arlo Technologies, Inc. Q4 FY2023 Earnings Call
Confident tone
Long-range plan refresh and targets
Profitability and operating margin expansion
Customer economics and unit metrics
Revenue
$135.09M*
▲ 14% YoY Gross margin
35.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-09
Arlo Technologies, Inc. Q3 FY2023 Earnings Call
Revenue
$130.00M
▲ 1.4% YoY Diluted EPS
$-0.01
Gross margin
33.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-10
Arlo Technologies, Inc. Q2 FY2023 Earnings Call
Revenue
$115.08M
▼ 3.3% YoY Diluted EPS
$-0.08
Gross margin
36.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-11
Arlo Technologies, Inc. Q1 FY2023 Earnings Call
Revenue
$111.00M
▼ 11% YoY Diluted EPS
$-0.16
Gross margin
31.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-03-07
Arlo Technologies, Inc. Q4 FY2022 Earnings Call
Revenue
$118.53M*
▼ 17% YoY Gross margin
27.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-08
Arlo Technologies, Inc. Q3 FY2022 Earnings Call
Revenue
$128.16M
▲ 15.3% YoY Diluted EPS
$-0.16
Gross margin
28.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-09
Arlo Technologies, Inc. Q2 FY2022 Earnings Call
Revenue
$118.98M
▲ 20.7% YoY Diluted EPS
$-0.13
Gross margin
28.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-10
Arlo Technologies, Inc. Q1 FY2022 Earnings Call
Revenue
$124.75M
▲ 51.1% YoY Diluted EPS
$-0.10
Gross margin
26.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-03-01
Arlo Technologies, Inc. Q4 FY2021 Earnings Call
Revenue
$142.86M*
▲ 24.4% YoY Gross margin
22.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-09
Arlo Technologies, Inc. Q3 FY2021 Earnings Call
Revenue
$111.15M
▲ 0.8% YoY Diluted EPS
$-0.18
Gross margin
21.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-04
Arlo Technologies, Inc. Q2 FY2021 Earnings Call
Revenue
$98.57M
▲ 47.9% YoY Diluted EPS
$-0.28
Gross margin
26.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-05
Arlo Technologies, Inc. Q1 FY2021 Earnings Call
Revenue
$82.56M
▲ 26.1% YoY Diluted EPS
$-0.13
Gross margin
31.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-23
Arlo Technologies, Inc. Q4 FY2020 Earnings Call
Revenue
$114.84M
▼ 6.2% YoY Diluted EPS
$-0.19
▼ 173.1% YoY Gross margin
21.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-05
Arlo Technologies, Inc. Q3 FY2020 Earnings Call
Revenue
$110.24M
▲ 3.9% YoY Diluted EPS
$-0.22
Gross margin
19.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-05
Arlo Technologies, Inc. Q2 FY2020 Earnings Call
Revenue
$66.63M
▼ 20.3% YoY Diluted EPS
$-0.38
Gross margin
8.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-11
Arlo Technologies, Inc. Q1 FY2020 Earnings Call
Revenue
$65.45M
▲ 13.1% YoY Diluted EPS
$-0.51
Gross margin
6.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-24
Arlo Technologies, Inc. Q4 FY2019 Earnings Call
Revenue
$122.41M
▲ 0.2% YoY Diluted EPS
$0.26
Gross margin
11.2%
Rev · 7q
Audio
Transcript
Slides
8-K10-K
Showing 1–28 of 28 earnings calls
Key facts
CIK
1736946
CUSIP
04206A101
13F (30d)
41 filings
41 filers
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