Skip to content
Screener

Arlo Technologies ARLO Products — Total Cost of Revenue

Other product segments

Subscriptions and services
$17.58M+43.7%

Similar metrics at other companies

Azenta logo
AZTAProducts — Total Cost of Revenue
$25.02M+27.7%
Palo Alto Networks, Inc. logo
PANWProduct — Total Cost of Revenue
$167M+65.3%
Intuitive Surgical logo
ISRGProduct — Total Cost of Revenue
$777M+13.2%
Fortinet logo
FTNTProduct — Total Cost of Revenue
$233.8M+40.9%
Arista Networks logo
ANETProduct — Total Cost of Revenue
$1.05B+48.1%
Rapid Micro Biosystems logo
RPIDProduct — Total Cost of Revenue
$5.43M+2.2%

Other financials

Income statement

See full
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

See full
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

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

Valuation

See full
Market cap$1.65B-7.9%
Enterprise value$1.56B-10.7%
P/E54.2×—
P/S2.8×-0.7×

Profitability

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

Returns & leverage

See full
Return on equity22.1%+18.0pp
Debt / equity0×-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:CostOfGoodsAndServicesSold.

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
Total revenue155,937129,405306,319248,471
Cost of revenue:
Subscriptions and services17,58212,23532,26424,500
Products63,13959,095126,171113,169
Total cost of revenue80,72171,330158,435137,669
Gross profit75,21658,075147,884110,802
Operating expenses:
Research and development23,65818,48946,47234,654

Item 1.Financial Statements

FAQ

What is Arlo Technologies's products — total cost of revenue?
Arlo Technologies (ARLO) reported products — total cost of revenue of $63.14M in Q2 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 6.8% year-over-year, from $59.1M to $63.14M.
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.

Ask your AI about Arlo Technologies's products — total cost of revenue.

Connect your AI assistant and compare segments, right in your chat.

Connect your AI
Harbor at dusk
Claude