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Arlo Technologies ARLO Business Segments — Outside professional services

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CUBIReportable Segment — Professional services
$10.02M-27.6%

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$1.65B-7.9%
Enterprise value$1.56B-10.7%
P/E54.2×
P/S2.8×-0.7×

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:ProfessionalAndContractServicesExpense.

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
Operating expenses:
Personnel-related expense21,39518,70941,26236,277
Stock-based compensation20,57514,09838,93529,993
Outside professional services15,41711,09729,44122,608
Marketing expenditure5,3365,78810,41710,043
Credit card and in-app processing fee4,3604,4229,2828,104
Other segment items (1)3,9514894,996(5)
Depreciation and amortization4365188771,075

Item 1.Financial Statements

FAQ

What is Arlo Technologies's business segments — outside professional services?
Arlo Technologies (ARLO) reported business segments — outside professional services of $15.42M in Q2 2026.
How has Arlo Technologies's business segments — outside professional services changed year-over-year?
Arlo Technologies's business segments — outside professional services increased by 38.9% year-over-year, from $11.1M to $15.42M.
What is the long-term trend for Arlo Technologies's business segments — outside professional services?
Over 2 years (2023 to 2025), Arlo Technologies's business segments — outside professional services has grown at a 0.8% compound annual growth rate (CAGR), from $48.34M to $49.08M.
What does business segments — outside professional services mean?
This covers fees paid to third-party consultants, legal advisors, and contractors who provide specialized services to the segment. It highlights the reliance on external expertise to support operational or strategic initiatives.

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