Short answer
Arlo Technologies, Inc. (ARLO) filed its Q3 2025 10-Q quarterly report on Nov 6, 2025 for the quarter ended Sep 28, 2025. Quarterly revenue was $140M (up 1.4% year over year) with net income of $7M.
Q3 2025 key financials · XBRL
- Revenue
- $140M
- +1.4% YoY · +7.8% QoQ
- Net income
- $7M
- +254.8% YoY · +120.0% QoQ
- Operating margin
- 0.6%
- Gross margin
- 40.5%
- EPS (diluted)
- $0.06
- +250.0% YoY · +100.0% QoQ
Source: XBRL data from the Arlo Technologies, Inc. (ARLO) Q3 2025 10-Q on SEC EDGAR. USD.
Arlo Technologies, Inc. Q3 2025 10-Q analysis
AI summary of MD&A and risk factor updates
Risk Factors
- New risk: Increased U.S. and international tariffs raising product costs and supply chain disruptions, triggered by evolving trade policies
- Material update: Escalating trade tensions with Asia increasing risks in supply timing, cost, and customer demand compared to 2024 10-K
- Regulatory risk: Impact of unpredictable tariffs and retaliatory measures on sourcing and pricing from non-U.S. manufacturers
- Operational risk: Supply chain delays and potential reputational harm from inability to meet delivery timelines or price acceptance
- Market risk: Reduced international demand and preference for local competitors amid unfavorable macroeconomic and geopolitical environment
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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