Earnings Releases·Nov 5, 2026, 4:07 PM ET

Arlo Technologies — Third Quarter 2026 Earnings Summary

Total revenue reached $149.2 million, a 6.9% sequential decline but a 6.9% year-over-year increase, driven by a record $96.0 million in subscriptions and services revenue (up 20.1% YoY); Adjusted EBITDA rose 57.6% YoY to $26.9 million, while GAAP net income was $0.9 million.
The company authorized a new $100 million stock repurchase program through December 31, 2028, following $14 million in buybacks during the quarter, and completed business acquisitions resulting in $48.2 million in cash outflows over the nine-month period.
Q4 2026 revenue guidance is set between $137 million and $147 million, with non-GAAP EPS guidance of $0.17 to $0.23, though management cites uncertainty regarding global tariffs that may impact product costs and margins.
Strategic product launches include the Arlo Secure 7 Smart Security system and the Arlo Ultra Secure Plan, while cumulative paid accounts grew 23.1% YoY to 6.6 million.