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Arlo Technologies ARLO Subscriptions and services — 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 subscriptions and services — total cost of revenue?
Arlo Technologies (ARLO) reported subscriptions and services — total cost of revenue of $14.68M in Q1 2026.
How has Arlo Technologies's subscriptions and services — total cost of revenue changed year-over-year?
Arlo Technologies's subscriptions and services — total cost of revenue increased by 19.7% year-over-year, from $12.27M to $14.68M.
What is the long-term trend for Arlo Technologies's subscriptions and services — total cost of revenue?
Over 2 years (2023 to 2025), Arlo Technologies's subscriptions and services — total cost of revenue has grown at a -0.6% compound annual growth rate (CAGR), from $52.95M to $52.34M.
What does subscriptions and services — total cost of revenue mean?
This metric captures the direct costs associated with delivering subscription services, including cloud infrastructure, data storage, customer support, and software maintenance expenses. It is used to evaluate the operational efficiency and scalability of the service platform. Monitoring this cost relative to subscription revenue helps investors assess the gross margin profile of the company's recurring revenue streams.