Arlo (ARLO) Q2 Revenue Beats Up 1.6%
Arlo Technologies (NYSE:ARLO), a leader in smart home security and connected services, reported results for Q2 2025 on August 7, 2025. It posted better-than-expected revenue and non-GAAP earnings per share, citing strong momentum in its subscription and services segment. GAAP revenue reached $129.4 million, outpacing analyst estimates of $123.5 million, while non-GAAP earnings per share landed at $0.17 compared to forecasts of $0.15. Management highlighted sustained growth in recurring revenue and improved gross margins, offering a positive assessment for the quarter.
Source: Analyst estimates provided by FactSet. Management expectations based on management's guidance, as provided in Q1 2025 earnings report.
Arlo Technologies designs and sells smart security cameras, video doorbells, and security systems for home and business use. Its platform connects devices to the cloud, allowing customers to monitor, record, and interact with their environments from anywhere. The company’s strategy revolves around making its subscription-based services, such as Arlo Secure and Arlo Safe, the main engine of growth, shifting away from a hardware-only sales model.
Source Fool.com
