ARLO
Arlo Technologies, Inc.
Arlo Technologies (ARLO) Q2 2026 earnings
Published Aug 6, 2026
AI summary
- Revenue $156M, up 21% from $129M a year ago.
- Adjusted EPS $0.28, up from $0.17 a year ago.
- Arlo reported record total revenue of $156 million, representing a 21% increase compared to the prior year.
- Subscriptions and services revenue reached a record $93 million, growing 19% year over year.
- The company achieved record non-GAAP gross margin of 51% and record adjusted EBITDA of $31 million.
Results vs analyst consensus
Revenue
Reported
$156M
Consensus not captured before release
+21% YoY
Adjusted EPS
Reported · Non-GAAP EPS
$0.28
Consensus not captured before release
GAAP EPS: $0.03
Consensus: Yahoo Finance · Q2 2026
Revenue display rounded; difference uses exact result.
Next quarter outlook
$140M–$150M
Q3 2026 revenue guidance
Next-quarter consensus not captured before release.
What to watch
- The company noted that global tariff uncertainty could increase product costs and impact future margins.
- GAAP EPS includes a $0.07 per share benefit from a tariff refund.
Read original report
Source: Arlo Technologies, Inc. press release · SEC Form 8-K exhibit 99.1