Arlo Technologies, Inc. (ARLO) Tops Q2 EPS by 9c, Beats on Revenue; Offers FY26 Guidance

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Arlo Reports Second Quarter 2026 Results

August 6, 2026 4:05 PM EDT

Record total revenue of $156 million, growing 21% year over year

Record subscriptions and services revenue of $93 million, growing 19% year over year

GAAP gross margin of 48%, growing 330 basis points and record non-GAAP gross margin(1) of 51%, growing 480 basis points year over year

GAAP net income of $3 million and record adjusted EBITDA(1) of $31 million; adjusted EBITDA margin of 20%

GAAP EPS of $0.03 and non-GAAP EPS of $0.28

CARLSBAD, Calif.--(BUSINESS WIRE)-- Arlo Technologies, Inc. (NYSE: ARLO), a... More