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Arlo Technologies ARLO Business Segments — Total Revenue

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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$1.59B-11.7%
Enterprise value$1.49B-14.6%
P/E51.9×—
P/S2.7×-0.8×

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$155,937$129,405$306,319$248,471
Less:
Cost of revenue80,72171,330158,435137,669
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

Item 1.Financial Statements

FAQ

What is Arlo Technologies's business segments — total revenue?
Arlo Technologies (ARLO) reported business segments — total revenue of $155.94M in Q2 2026.
How has Arlo Technologies's business segments — total revenue changed year-over-year?
Arlo Technologies's business segments — total revenue increased by 20.5% year-over-year, from $129.41M to $155.94M.
What is the long-term trend for Arlo Technologies's business segments — total revenue?
Over 2 years (2023 to 2025), Arlo Technologies's business segments — total revenue has grown at a 3.8% compound annual growth rate (CAGR), from $491.18M to $529.3M.
What does business segments — total revenue mean?
This represents the total gross income generated by the business segment from the sale of security hardware products and subscription-based monitoring services. It serves as a primary indicator of the segment's market demand and top-line growth performance.

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