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Arlo Technologies ARLO Subscriptions and services — Total Revenue
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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 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: | ||||
| Subscriptions and services | $93,047 | $78,175 | $183,146 | $147,024 |
| 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 |
Item 1.Financial Statements
FAQ
- What is Arlo Technologies's subscriptions and services — total revenue?
- Arlo Technologies (ARLO) reported subscriptions and services — total revenue of $93.05M in Q2 2026.
- How has Arlo Technologies's subscriptions and services — total revenue changed year-over-year?
- Arlo Technologies's subscriptions and services — total revenue increased by 19.0% year-over-year, from $78.18M to $93.05M.
- What is the long-term trend for Arlo Technologies's subscriptions and services — total revenue?
- Over 2 years (2023 to 2025), Arlo Technologies's subscriptions and services — total revenue has grown at a 25.4% compound annual growth rate (CAGR), from $201.24M to $316.36M.
- What does subscriptions and services — total revenue mean?
- This metric represents the total revenue generated from recurring subscription-based security services and software-enabled monitoring solutions. It reflects the company's ability to monetize its installed hardware base through ongoing service contracts and premium feature access. Growth in this area is a key indicator of long-term customer retention and the shift toward a high-margin software-as-a-service business model.
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