Arlo Technologies, Inc.
For the period ended Sep 28, 2025. Filed Nov 6, 2025.
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A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.
Sep 28, 2025 · Filed Nov 6, 2025
ARLO$12.32+1.5%Stored close · as of Nov 10, 2026
Extracted filing text, with the paragraph anchors used by the comparison.
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Unaudited Condensed Consolidated Statements of Comprehensive Income (Loss
| Three Months Ended | Nine Months Ended | |||
|---|---|---|---|---|
| September 28,2025 | September 29,2024 | September 28,2025 | September 29,2024 | |
| (In thousands, except per share data) | ||||
| Revenue: | ||||
| Subscriptions and services | $79,942 | $61,883 | $226,966 | $178,851 |
| Products | 59,587 | 75,784 | 161,034 | 210,463 |
| Total revenue | 139,529 | 137,667 | 388,000 | 389,314 |
| Cost of revenue: | ||||
| Subscriptions and services | 12,424 | 14,431 | 36,924 | 42,584 |
| Products | 70,599 | 74,820 | 183,768 | 204,080 |
| Total cost of revenue | 83,023 | 89,251 | 220,692 | 246,664 |
| Gross profit | 56,506 | 48,416 | 167,308 | 142,650 |
| Operating expenses: | ||||
| Research and development | 18,144 | 17,562 | 52,798 | 57,916 |
| Sales and marketing | 20,459 | 17,832 | 61,765 | 52,900 |
| General and administrative | 15,091 | 17,052 | 49,210 | 57,830 |
| Other operating expense | 1,940 | 1,423 | 2,181 | 2,868 |
| Total operating expenses | 55,634 | 53,869 | 165,954 | 171,514 |
| Income (loss) from operations | 872 | (5,453) | 1,354 | (28,864) |
| Other income (expense): | ||||
| Gain on early lease termination | 4,144 | — | 4,144 | — |
| Interest income, net | 1,508 | 1,400 | 4,168 | 4,281 |
| Other non-operating income (expense), net | 503 | (57) | (102) | (100) |
| Income (loss) before income taxes | 7,027 | (4,110) | 9,564 | (24,683) |
| Provision for income taxes | 154 | 329 | 402 | 960 |
| Net income (loss) | $6,873 | $(4,439) | $9,162 | $(25,643) |
| Net income (loss) per share: | ||||
| Basic | $0.07 | $(0.04) | $0.09 | $(0.26) |
| Diluted | $0.06 | $(0.04) | $0.08 | $(0.26) |
| Weighted average shares used to compute net income (loss) per share: | ||||
| Basic | 105,198 | 99,731 | 103,776 | 97,932 |
| Diluted | 109,638 | 99,731 | 108,664 | 97,932 |
| Comprehensive income (loss): | ||||
| Net income (loss) | $6,873 | $(4,439) | $9,162 | $(25,643) |
| Other comprehensive income (loss), net of tax | 43 | 45 | 1 | (84) |
| Total comprehensive income (loss) | $6,916 | $(4,394) | $9,163 | $(25,727) |
The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.