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Arlo Technologies ARLO Americas — Total Revenue

Other geography segments

EMEA
$61.48M+41.9%
APAC
$5.49M+31.2%

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Other financials

Income statement

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Revenue$155.9M+20.5%
Gross profit$75.2M+29.5%
Operating income$2.5M+27.1%
Net income$3.0M-3.1%
EPS (diluted)$0.030.0%

Balance sheet

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Cash & equivalents$103.3M+45.0%
Total debt$7.7M-62.4%
Total equity$158.5M+34.0%
Total assets$374.6M+17.2%

Cash flow

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Operating cash flow$11.4M+29.2%
CapEx$463.0K-60.2%
Free cash flow$11.5M+21.9%

Valuation

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Market cap$1.68B+0.9%
Enterprise value$1.58B-1.8%
P/E55×
P/S2.9×-0.4×

Profitability

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Gross margin46%+5.8pp
Operating margin2.7%+1.8pp
Net margin5.2%+4.3pp
FCF margin13.3%+0.7pp

Returns & leverage

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Return on equity22.1%+18.0pp
Debt / equity-0.1×
Current ratio1.4×-0.1×

Where this comes from

Reported directly by Arlo Technologies in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax.

The source filing: Arlo Technologies’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 4:25 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001736946-26-000060
Line itemThree Months Ended / June 28,2026Three Months Ended / June 29,2025Six Months Ended / June 28,2026Six Months Ended / June 29,2025
Americas$88,969$81,902$172,955$151,999
EMEA61,47943,320122,14486,215
APAC5,4894,18311,22010,257
Total$155,937$129,405$306,319$248,471

Item 1.Financial Statements

FAQ

What is Arlo Technologies's americas — total revenue?
Arlo Technologies (ARLO) reported americas — total revenue of $88.97M in Q2 2026.
How has Arlo Technologies's americas — total revenue changed year-over-year?
Arlo Technologies's americas — total revenue increased by 8.6% year-over-year, from $81.9M to $88.97M.
What is the long-term trend for Arlo Technologies's americas — total revenue?
Over 4 years (2021 to 2025), Arlo Technologies's americas — total revenue has grown at a 5.8% compound annual growth rate (CAGR), from $271.18M to $339.74M.
What does americas — total revenue mean?
This metric represents the total gross income generated from the sale of security hardware, software subscriptions, and related services within the Americas geographic region. It serves as a primary indicator of market penetration and demand for the company's monitoring solutions in this specific territory. Tracking this figure helps investors evaluate the company's ability to scale its regional operations and capture market share in its core geographic market.

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