Arlo Technologies, Inc. (ARLO) FY2025 10-K Annual Report
Arlo Technologies, Inc. (ARLO) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 27, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.
Arlo Technologies, Inc. FY2025 10-K Analysis
Business Overview
- • Core business: Smart home and business security ecosystem combining cloud platform, AI analytics, and app-controlled devices
- • New product launches Q4 2025: Essential Pan Tilt 2K camera, refreshed Essential series, Pro 6 series, Ultra 3 4K HDR camera, wired Floodlight camera
Management Discussion & Analysis
- • Revenue $211.6M, declined 10% YoY from $235.1M
- • Operating loss widened, operating margin -4.7% vs -0.5% prior year
Risk Factors
- • Regulatory risk: Impact of OBBBA tax reform enacted July 4, 2025, permitting immediate expensing of US R&D costs, affecting tax loss and cash obligations
- • Geopolitical risk: US tariffs and retaliatory tariffs risk disrupting supply chain, increasing freight costs by $13.5 million in 2025, impacting product delivery
Arlo Technologies, Inc. FY2025 Key Financial MetricsXBRL
Revenue
$529M
▲ +3.6% YoY
Net Income
$15M
▲ +148.9% YoY
Gross Margin
44.0%
▲ +729bp YoY
Operating Margin
1.1%
▲ +798bp YoY
Net Margin
2.8%
▲ +879bp YoY
ROE
11.7%
▲ +4190bp YoY
Total Assets
$311M
▲ +4.1% YoY
EPS (Diluted)
$0.14
▲ +145.2% YoY
Operating Cash Flow
$79M
▲ +53.4% YoY
Source: XBRL data from Arlo Technologies, Inc. FY2025 10-K filing on SEC EDGAR. All figures in USD.
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