Business Wire·Aug 6, 2026, 4:05 PM ET

Arlo Reports Second Quarter 2026 Results

ARLO

Arlo Technologies reported record total revenue of $156 million for Q2 2026, representing a 21% year-over-year increase.
Subscriptions & services revenue reached a record $93 million, growing 19% year-over-year & accounting for 59.7% of total revenue.
GAAP gross margin was 48.2%, while non-GAAP gross margin reached a record 50.6%, both increasing by 330 & 480 basis points respectively.
The company achieved record adjusted EBITDA of $31 million with a 20% margin, up 70.3% year-over-year.
GAAP EPS was $0.03, while non-GAAP EPS was $0.28, which included the impact of a $0.07 tariff refund.
Cumulative paid accounts grew 23.2% year-over-year to 6.3 million, & Annual Recurring Revenue (ARR) increased 15.6% to $365 million.
Free cash flow for the first half of 2026 was $33.9 million, resulting in an FCF margin of 11.1%.
The company repurchased $22 million of common stock during the quarter as part of a $50 million authorized program.
Arlo was recognized by Newsweek as one of the Most Trustworthy Companies in America in the Appliances & Electronics category.
Management announced an expanded partnership between Aloe Care Health & Home Helpers Home Care to deploy an AI-powered wellness service.
The company raised its full-year 2026 guidance, projecting non-GAAP revenue of $580-$600 million & non-GAAP EPS of $0.90-$1.00.
Cash, cash equivalents, & short-term investments totaled $141.1 million as of June 28, 2026.
Revenue by geography for the quarter showed Americas at 57.1%, EMEA at 39.4%, & APAC at 3.5%.
The Q2 2026 earnings conference call & webcast was scheduled for August 6, 2026, at 5:00 p.m. ET.