Skip to content
Screener

Arlo Technologies ARLO Q1 2026 earnings

Reported May 7, 2026 · After market close

Revenue$150.4MBeat by $10.7M
EPS$0.28Beat by $0.09
Revenue estimate$139.7M
EPS estimate$0.19

Next report

Nov 5, 2026 (in 2 months)
Revenue estimate$144.9M
EPS estimate$0.20

Financials

Q1 2026

Income statement

See full
Revenue$150.4M+26.3%
Gross profit$72.7M+37.8%
Operating income$7.6M+621%
Net income$14.9M+1,882%
EPS (diluted)$0.13+1,400%

Balance sheet

See full
Cash & equivalents$152.6M+81.7%
Total debt$8.2M-61.3%
Total equity$159.4M+54.2%
Total assets$360.2M+21.5%

Cash flow

See full
Operating cash flow$27.9M-9.9%
CapEx$463.0K-60.2%
Free cash flow$27.4M-7.9%

Valuation & ratios

Valuation

as of 03/29/26
See full
Market cap$1.52B+50.4%
Enterprise value$1.38B+45.1%
P/E49.6×—
P/S2.7×+0.7×

Profitability

See full
Gross margin45.1%+7.0pp
Operating margin2.7%+1.6pp
Net margin5.5%+3.8pp
FCF margin13.5%+1.5pp

Returns & leverage

See full
Return on equity23.3%+15.8pp
Debt / equity0.1×-0.2×
Current ratio1.5×+0.1×

Segments

By geography

See full
Americas$84.0M+19.8%
EMEA$60.7M+41.4%
APAC$5.7M-5.6%

By segment

See full
Reportable Segment$150.4M+26.3%

By product

See full
Subscriptions and services$90.1M+30.9%

FAQ

When did Arlo Technologies report Q1 2026 earnings?
Arlo Technologies (ARLO) reported Q1 2026 earnings on May 7, 2026 after market close.
What were Arlo Technologies's Q1 2026 revenue and EPS?
Arlo Technologies reported revenue of $150.4M and eps of $0.28 for Q1 2026.
Did Arlo Technologies beat estimates in Q1 2026?
Revenue beat the consensus estimate of $139.7M by $10.7M. EPS beat the consensus estimate of $0.19 by $0.09.
How did Arlo Technologies's Q1 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 26.3% from $119.1M a year earlier and eps grew 86.7% from $0.15.
Where can I find Arlo Technologies's Q1 2026 SEC filings?
You can read the 8-K earnings release (0001736946-26-000048) and the 10-Q periodic report (0001736946-26-000050) directly on SEC EDGAR. The filing index links above go to sec.gov.