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Arlo Technologies ARLO Business Segments — Total Cost of Revenue
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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 item | Three Months Ended / June 28,2026 | Three Months Ended / June 29,2025 | Six Months Ended / June 28,2026 | Six Months Ended / June 29,2025 |
|---|---|---|---|---|
| Revenue | $155,937 | $129,405 | $306,319 | $248,471 |
| Less: | ||||
| Cost of revenue | 80,721 | 71,330 | 158,435 | 137,669 |
| Operating expenses: | ||||
| Personnel-related expense | 21,395 | 18,709 | 41,262 | 36,277 |
| Stock-based compensation | 20,575 | 14,098 | 38,935 | 29,993 |
| Outside professional services | 15,417 | 11,097 | 29,441 | 22,608 |
| Marketing expenditure | 5,336 | 5,788 | 10,417 | 10,043 |
Item 1.Financial Statements
FAQ
- What is Arlo Technologies's business segments — total cost of revenue?
- Arlo Technologies (ARLO) reported business segments — total cost of revenue of $80.72M in Q2 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 13.2% year-over-year, from $71.33M to $80.72M.
- 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.
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