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Arlo Technologies ARLO Products — Total Cost of Revenue

Other product segments

Subscriptions and services
$14.68M+19.7%

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Other financials

Income statement

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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

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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

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Operating cash flow$27.9M-9.9%
CapEx$463.0K-83.5%
Free cash flow$27.4M-2.5%

Valuation

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Market cap$1.35B-23.8%
Enterprise value$1.2B-29.4%
P/E44×
P/S2.4×-1.1×

Profitability

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Gross margin45.1%+7.0pp
Operating margin2.7%+1.6pp
Net margin5.5%+3.8pp
FCF margin13.8%+2.5pp

Returns & leverage

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

Where this comes from

Reported directly by Arlo Technologies in its filing.

Tagged under the XBRL concept us-gaap:CostOfGoodsAndServicesSold.

The official record: Arlo Technologies’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Arlo Technologies's products — total cost of revenue?
Arlo Technologies (ARLO) reported products — total cost of revenue of $63.03M in Q1 2026.
How has Arlo Technologies's products — total cost of revenue changed year-over-year?
Arlo Technologies's products — total cost of revenue increased by 16.6% year-over-year, from $54.07M to $63.03M.
What is the long-term trend for Arlo Technologies's products — total cost of revenue?
Over 4 years (2021 to 2025), Arlo Technologies's products — total cost of revenue has grown at a -3.8% compound annual growth rate (CAGR), from $285.33M to $244.12M.
What does products — total cost of revenue mean?
This metric captures the direct costs associated with producing and delivering hardware products, including manufacturing, materials, shipping, and direct labor. Monitoring this figure is essential for evaluating the production efficiency and gross margin potential of the hardware segment.