Arlo Technologies is executing a successful pivot toward high-margin subscription services, evidenced by record Q2 2026 revenue of $155.9M and gross margin expansion to 48.2%, up from 44.9% a year earlier.
Price trend, volume and key moving averages
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 5, 2026 | $0.24+22.0% vs $0.20 | $149M+2.9% vs $145M |
Q3 2026 Aug 6, 2026 | $0.28+43.5% vs $0.20 | $156M+4.7% vs $149M |
Q2 2026 May 7, 2026 | $0.28+47.4% vs $0.19 | $150M+7.6% vs $140M |
Q1 2026 Feb 26, 2026 | $0.22+37.5% vs $0.16 | $141M+4.2% vs $136M |
Arlo Technologies NYSE: ARLO reported higher third-quarter revenue and profitability as its subscription business expanded, and management said it expects to target roughly 30% growth in annual recurring revenue in 2027.
Arlo's near-two-thirds recurring mix and 49% non-GAAP gross margin show why the subscription engine matters more than hardware sales.
While the top- and bottom-line numbers for Arlo Technologies (ARLO) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
CARLSBAD, Calif.--(BUSINESS WIRE)--Arlo Technologies, Inc. (NYSE: ARLO), a leading smart home security platform company, today reported financial results for the third quarter ended September 27, 2026. “Arlo continued its outstanding momentum into the third quarter, delivering 20% growth in subscriptions and services revenue and expanding profitability with adjusted EBITDA up over 50% year over year,” said Matthew McRae, Chief Executive Officer of Arlo Technologies. “And the recent launch of Ar.
Benchmark ARLO against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Arlo Technologies, Inc. (ARLO)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $12.34 | $1.34B | 88.14 | 3.6% | 2.82% | 13.05% | — | |
| $19.40 | $4.22B | -5.15 | 10.52% | 5.58% | 14.7% | 1.21% | |
| $16.41 | $1.94B | -32.18 | -4.93% | -2.54% | -9.55% | — | |
| $96.25 | $13.82B | 20.05 | 6.74% | 16.3% | 35.59% | 1.64% | |
| $82.19 | $12.37B | 26.69 | -2.18% | 7.23% | 5.04% | 3.39% | |
| $284.78 | $3.45T | 26.34 | 15.13% | 50.03% | 42.62% | 0.29% |
Arlo Technologies, Inc. (ARLO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Arlo Technologies, Inc. (ARLO) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
Jun 23, 2026·SEC
May 7, 2026·SEC
Get notified when ARLO posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Arlo Technologies, Inc. (ARLO) stock FAQ — growth, dividends, profitability & financials explained
Arlo Technologies, Inc. (ARLO) reported $587.1M in revenue over the trailing twelve months. Revenue was $529.3M in fiscal year 2025. That is 187% more than the $184.6M of fiscal year 2016.
Arlo Technologies, Inc. (ARLO) grew revenue by 3.6% in fiscal year 2025, compared with the prior fiscal year.
Yes. Arlo Technologies, Inc. (ARLO) earned $30.5M in net income over the trailing twelve months (a 5.2% net margin).
Arlo Technologies, Inc. (ARLO) had a return on equity (ROE) of 13.1% in fiscal year 2025. That is in line with the market's typical 10-15%.
Arlo Technologies, Inc. (ARLO) generated $66.9M in free cash flow over the trailing twelve months.
