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Arlo Technologies ARLO Subscriptions and services — 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 |
|---|---|---|---|---|
| Products | 62,890 | 51,230 | 123,173 | 101,447 |
| Total revenue | 155,937 | 129,405 | 306,319 | 248,471 |
| Cost of revenue: | ||||
| Subscriptions and services | 17,582 | 12,235 | 32,264 | 24,500 |
| Products | 63,139 | 59,095 | 126,171 | 113,169 |
| Total cost of revenue | 80,721 | 71,330 | 158,435 | 137,669 |
| Gross profit | 75,216 | 58,075 | 147,884 | 110,802 |
| Operating expenses: |
Item 1.Financial Statements
FAQ
- What is Arlo Technologies's subscriptions and services — total cost of revenue?
- Arlo Technologies (ARLO) reported subscriptions and services — total cost of revenue of $17.58M in Q2 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 43.7% year-over-year, from $12.24M to $17.58M.
- 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.
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