Arlo Technologies — Third Quarter 2026 Earnings Summary

Arlo Technologies reported third-quarter 2026 results featuring a 20.1% year-over-year increase in subscriptions and services revenue to $96.0 million, bringing total revenue to $149.2 million. The company achieved an annual recurring revenue (ARR) of $369.9 million, a 14.5% growth, while cumulative paid accounts rose 23.1% to 6.6 million. Financial performance included a non-GAAP gross margin of 49.0%, adjusted EBITDA of $26.9 million, and non-GAAP earnings per share of $0.24. Additionally, Arlo authorized a new $100 million stock repurchase program and launched Arlo Secure 7, which incorporates AI-driven threat assessment features.