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Arlo Technologies ARLO Business Segments — Total Cost of Revenue

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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 business segments — total cost of revenue?
Arlo Technologies (ARLO) reported business segments — total cost of revenue of $77.71M in Q1 2026.
How has Arlo Technologies's business segments — total cost of revenue changed year-over-year?
Arlo Technologies's business segments — total cost of revenue increased by 17.1% year-over-year, from $66.34M to $77.71M.
What is the long-term trend for Arlo Technologies's business segments — total cost of revenue?
Over 2 years (2023 to 2025), Arlo Technologies's business segments — total cost of revenue has grown at a -4.3% compound annual growth rate (CAGR), from $323.61M to $296.46M.
What does business segments — total cost of revenue mean?
This includes the direct costs attributable to the production, manufacturing, and delivery of security hardware and the hosting of subscription services. Monitoring this helps evaluate the segment's direct operational efficiency and gross margin potential.