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Arlo Technologies ARLO Products — Total Revenue

Other product segments

Subscriptions and services
$93.05M+19.0%

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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 / 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: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
Revenue:
Subscriptions and services$93,047$78,175$183,146$147,024
Products62,89051,230123,173101,447
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

Item 1.Financial Statements

FAQ

What is Arlo Technologies's products — total revenue?
Arlo Technologies (ARLO) reported products — total revenue of $62.89M in Q2 2026.
How has Arlo Technologies's products — total revenue changed year-over-year?
Arlo Technologies's products — total revenue increased by 22.8% year-over-year, from $51.23M to $62.89M.
What is the long-term trend for Arlo Technologies's products — total revenue?
Over 4 years (2021 to 2025), Arlo Technologies's products — total revenue has grown at a -10.5% compound annual growth rate (CAGR), from $331.62M to $212.94M.
What does products — total revenue mean?
This metric represents the total gross revenue generated from the sale of hardware products, including smart cameras, doorbells, and security systems. It serves as a primary indicator of market demand and the company's ability to successfully monetize its physical security device portfolio.

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