Arlo Technologies, Inc. (ARLO) Revenue History
Annual and quarterly revenue from 2016 to 2025
Compound Annual Growth Rate (CAGR)
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ARLO Revenue Growth
Revenue Breakdown (FY 2025)
ARLO's revenue distribution by segment and geography for fiscal year 2025
By Product/Segment
By Geography
ARLO Revenue Analysis (2016–2025)
As of May 8, 2026, Arlo Technologies, Inc. (ARLO) generated trailing twelve-month (TTM) revenue of $560.6 million, reflecting exceptional growth of +26.3% year-over-year. The most recent quarter (Q1 2026) recorded $150.4 million in revenue, up 6.4% sequentially.
Looking at the longer-term picture, ARLO's 5-year compound annual growth rate (CAGR) stands at +8.2%, indicating steady revenue expansion. The company achieved its highest annual revenue of $529.3 million in 2025, representing a new all-time high.
Revenue diversification analysis shows ARLO's business is primarily driven by Subscriptions And Services (60%), and Product (40%). With over half of revenue concentrated in Subscriptions And Services, the company maintains significant focus in this area while developing other growth vectors.
When compared to Industrials sector peers including REZI (+10.5% YoY), SONO (-0.2% YoY), and LOGI (+6.3% YoY), ARLO has outperformed the peer group in terms of revenue growth. Compare ARLO vs REZI →
ARLO Revenue vs Peers
Revenue metrics vs comparable public companies
| Company | TTM Revenue | YoY Growth | 5Y CAGR | Op. Margin | Compare |
|---|---|---|---|---|---|
| ARLOCurrent | $561M | +26.3% | +8.2% | 1.1% | |
 REZI | $7.5B | +10.5% | +8.1% | 8.1% | |
 SONO | $1.4B | -0.2% | +1.7% | -3.5% | |
 LOGI | $4.8B | +6.3% | -1.6% | 16.0% | |
 SWKS | $4.1B | +2.3% | +4.0% | 12.2% | |
 GOOGL | $403.0B | +17.5% | +17.2% | 32.1% |
ARLO Historical Revenue Data (2016–2025)
| Year | Revenue | YoY % | Gross Profit | Gross Margin | Op. Income | Op. Margin |
|---|---|---|---|---|---|---|
| 2025 | $529.3M | +3.6% | $232.8M | 44.0% | $6.1M | 1.1% |
| 2024 | $510.9M | +4.0% | $187.5M | 36.7% | $-34,892,000 | -6.8% |
| 2023 | $491.2M | +0.2% | $167.6M | 34.1% | $-24,903,000 | -5.1% |
| 2022 | $490.4M | +12.7% | $136.0M | 27.7% | $-56,879,000 | -11.6% |
| 2021 | $435.1M | +21.8% | $108.0M | 24.8% | $-60,138,000 | -13.8% |
| 2020 | $357.2M | -3.5% | $55.4M | 15.5% | $-104,864,000 | -29.4% |
| 2019 | $370.0M | -21.6% | $35.8M | 9.7% | $-138,189,000 | -37.3% |
| 2018 | $472.0M | +27.3% | $99.2M | 21.0% | $-67,668,000 | -14.3% |
| 2017 | $370.7M | +100.8% | $91.2M | 24.6% | $5.7M | 1.5% |
| 2016 | $184.6M | - | $38.0M | 20.6% | $-13,148,000 | -7.1% |
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Start ComparisonARLO — Frequently Asked Questions
Quick answers to the most common questions about buying ARLO stock.
Is ARLO's revenue growth accelerating or slowing?
ARLO revenue is accelerating at +26.3% year-over-year, exceeding the 5-year CAGR of +8.2%. TTM revenue reached $561M. Growth momentum has increased versus prior periods.
What is ARLO's long-term revenue growth rate?
Arlo Technologies, Inc.'s 5-year revenue CAGR of +8.2% reflects the sustained expansion pattern. Current YoY growth of +26.3% is above this long-term average.
How is ARLO's revenue distributed by segment?
ARLO reports revenue by product line and geographic region. Annual and quarterly breakdowns from 2016-2025 are available for download. Segment mix reveals concentration and diversification trends.