Arlo Technologies, Inc. (ARLO) Earnings Call Analysis

NYSE · Industrials · Building Products & Equipment

22/25

Growth 5 Margin 4 Expansion 5 Platform 3 Financial 5

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Earnings Reports

22
Arlo (ARLO) Q2 2026: Paid Accounts Surge 23% as High-Value Subscribers Drive LTV to $967
August 07, 2026
16
Arlo (ARLO) Q1 2026: Samsung Partnership to Reach Hundreds of Millions, Expanding Service-Only TAM
May 08, 2026
25
Arlo (ARLO) Q4 2025: Services Revenue Hits 63% of Total, Cementing SaaS Margin Expansion
February 27, 2026
25
Arlo (ARLO) Q3 2025: Paid Accounts Jump 27% as Services Hit 57% of Revenue
November 07, 2025
21
Arlo (ARLO) Q2 2025: Subscriptions Hit 60% of Revenue, Powering 800bp Margin Expansion
August 08, 2025
25
Arlo (ARLO) Q1 2025: Paid Subscribers Climb 51%, Accelerating Services-First Model Momentum
July 05, 2025
Arlo Technologies (ARLO) Q4 2024: 22.5% ARR Growth Highlights SaaS Leadership and Sets Stage for $300M+ Service Revenue in 2025
February 27, 2025
Arlo (ARLO) Q3 2024: Services Revenue Jumps 21% as Secure 5 Doubles Premium Plan Uptake
November 07, 2024
Arlo (ARLO) Q2 2024: Paid Accounts Jump 74% as Services Near 50% of Revenue Mix
August 08, 2024
Arlo (ARLO) Q1 2024: Service Revenue Jumps 29% as Paid Accounts Surge, Margin Model Shifts
May 09, 2024
Arlo (ARLO) Q4 2023: Service Revenue Jumps 47% as Paid Subscribers Top 3 Million
February 29, 2024
20
Arlo (ARLO) Q3 2023: Services Revenue Jumps to 40% of Mix, Recurring Model Drives Margin Expansion
November 09, 2023
Arlo (ARLO) Q2 2023: Services Revenue Jumps 54% as Paid Accounts Top 2.3 Million
August 10, 2023
Arlo (ARLO) Q1 2023: Service Revenue Jumps 47% as Subscription Model Accelerates Margin Expansion
May 11, 2023
Arlo (ARLO) Q4 2022: Services Revenue Surges 53%, Reshaping Margin Profile
March 07, 2023

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