Arlo Technologies, Inc. (ARLO) Q4 2025 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:02.334 Ladies and gentlemen, thank you for standing by. 00:00:02.334 -- 00:00:05.838 At this time, all participants are in a listen-only mode. 00:00:05.838 -- 00:00:07.901 Later, we will conduct a question-and-answer session. 00:00:07.901 -- 00:00:13.047 At that time, if you have a question, you will need to press the star 1 on your push-button 00:00:13.047 -- 00:00:16.371 phone. I would now like to turn the conference over to Tom and Clark. 00:00:16.371 -- 00:00:18.674 Please go ahead, sir. 00:00:18.674 -- 00:00:20.997 Thank you, Operator. 00:00:20.997 -- 00:00:26.644 Good afternoon, and welcome to Arlo Technologies' fourth quarter and year-end 2025 Financial 00:00:26.644 -- 00:00:29.090 Results Conference Call. 00:00:29.090 -- 00:00:32.776 Joining us from the company are Mr. Matthew McCrae, CEO, and Mr. 00:00:32.776 -- 00:00:36.338 Kurt Binder, COO and CFO. 00:00:37.022 -- 00:00:42.010 If you have not received a copy of today's release, please visit Arlo's investor relations 00:00:42.010 -- 00:00:44.931 website at investor.arlo.com. 00:00:48.500 -- 00:00:52.926 Before we begin the formal remarks, we advise you that today's conference call contains 00:00:52.926 -- 00:00:55.415 forward-looking statements. 00:00:55.415 -- 00:00:59.641 Forward-looking statements include statements regarding our potential future business, 00:00:59.641 -- 00:01:04.487 operating results and financial condition, including descriptions of our revenue, gross 00:01:04.487 -- 00:01:09.594 margins, operating margins, earnings per share, expenses, 00:01:09.594 -- 00:01:14.741 cash outlook, free cash flow and free cash flow margin, ARR, 00:01:14.741 -- 00:01:17.325 Rule of 40 and other KPIs, 00:01:17.325 -- 00:01:21.010 guidance for the first quarter and full year of ...