Growth & profitability
- Revenue has grown 8.2% per year over the past 5 years.
- Operating margin has expanded, at 1.1% in the latest year.
- Free cash flow has grown 80.9% per year over the past 5 years.
10 years of revenue, profit, cash flow and balance-sheet history through FY2025, from SEC filings — with a computed, factual read of the trend. Updated Overview →
| FY | Revenue | Net income | Gross M | Op M | FCF | Total debt | Cash |
|---|---|---|---|---|---|---|---|
| 2025 | $529M | $15M | 44.0% | 1.1% | — | — | $146M |
| 2024 | $511M | -$31M | 36.7% | -6.8% | $49M | — | $82M |
| 2023 | $491M | -$22M | 34.1% | -5.1% | $35M | — | $57M |
| 2022 | $490M | -$57M | 27.7% | -11.6% | -$48M | — | $84M |
| 2021 | $435M | -$56M | 24.8% | -13.8% | -$25M | — | $176M |
| 2020 | $357M | -$101M | 15.5% | -29.4% | -$50M | — | $186M |
| 2019 | $370M | -$86M | 9.7% | -23.0% | $3M | — | $237M |
| 2018 | $465M | -$75M | 19.8% | -16.1% | -$39M | — | $151M |
| 2017 | $371M | $7M | 24.6% | 1.5% | -$43M | — | $108000 |
| 2016 | $185M | -$14M | 20.6% | -7.1% | -$35M | — | $220000 |
| Quarter | Revenue | Net income | Gross M | Op M | FCF | Total debt | Cash |
|---|---|---|---|---|---|---|---|
| Mar '26 | $150M | $15M | 48.3% | 5.0% | — | — | $153M |
| Dec '25 | $141M | $6M | 46.4% | 3.3% | — | — | $146M |
| Sep '25 | $140M | $7M | 40.5% | 0.6% | — | — | $86M |
| Jun '25 | $129M | $3M | 44.9% | 1.5% | — | — | $71M |
| Mar '25 | $119M | -$835000 | 44.3% | -1.2% | $28M | — | $84M |
| Dec '24 | $122M | -$5M | 36.9% | -5.0% | $6M | — | $82M |
| Sep '24 | $138M | -$4M | 35.2% | -4.0% | $17M | — | $77M |
| Jun '24 | $127M | -$12M | 36.8% | -10.0% | $6M | — | $63M |
| Mar '24 | $124M | -$10M | 38.1% | -8.5% | $19M | — | $62M |
| Dec '23 | $135M | $692000 | 35.0% | -0.3% | $8M | — | $57M |
| Oct '23 | $130M | -$1M | 33.2% | -1.8% | $7M | — | $51M |
| Jul '23 | $115M | -$7M | 36.4% | -7.0% | $12M | — | $62M |
| Apr '23 | $111M | -$14M | 31.7% | -12.7% | $9M | — | $67M |
| Dec '22 | $119M | -$22M | 27.0% | -18.9% | -$12M | — | $84M |
| Oct '22 | $128M | -$14M | 28.7% | -11.3% | -$6M | — | $81M |
| Jul '22 | $119M | -$12M | 28.4% | -9.5% | -$5M | — | $86M |
| Apr '22 | $125M | -$8M | 26.9% | -7.0% | -$25M | — | $101M |
| Dec '21 | $143M | -$7M | 22.2% | -5.1% | $9M | — | $176M |
| Oct '21 | $111M | -$15M | 21.9% | -14.0% | -$10M | — | $166M |
| Jun '21 | $99M | -$23M | 26.5% | -26.2% | $6M | — | $179M |
How the market has priced ARLO against its own fundamentals since 2023-03 — each month-end's share price set against the most recent annual filing, so the multiple moves as price runs ahead of (or behind) earnings. Split-adjusted.
Over the past 5 years, Arlo Technologies, Inc.'s revenue has grown 8.2% per year. These are computed facts, not advice.
As of FY2025, Arlo Technologies, Inc. reported — of total debt against $146M of cash.
In FY2025, gross margin was 44.0%, operating margin 1.1%, and net margin 2.8%.
As of Jun '26, Arlo Technologies, Inc. traded at a price-to-earnings ratio of about 89.9× (market cap ÷ latest annual net income). The valuation charts above show how its P/E, P/S have moved with the share price. These are computed facts, not advice.
All figures are extracted from the company’s SEC EDGAR/XBRL filings — 10-K annual reports and 10-Q quarterly reports (use the Annual / Quarterly toggle). Quarterly figures are derived from the as-filed statements (year-to-date amounts are differenced into discrete quarters). Growth rates and ratios are computed by tradmap; nothing here is investment advice.
Source: SEC EDGAR / XBRL (10-K + 10-Q filings) · prices EOD (Databento), corporate-action-adjusted · growth rates, valuation multiples & ratios computed by tradmap. Valuation uses each month-end price against the latest annual filing. Informational only — not investment advice.