Rothstein Amy M sold $77K of ARLO

Arlo Technologies reported Q2 2026 revenue of $155.94M and net income of $3.03M, with diluted EPS of $0.03. It guided Q3 2026 revenue of $140M to $150M and diluted EPS from a loss to breakeven. Arlo raised full-year 2026 revenue to $580M to $600M and diluted EPS to $0.11 to $0.21, and the stock fell 7.2%.

Arlo Technologies (ARLO) reported Q2 2026 revenue of $155.9M, up 21% YoY, with service revenue $93.0M (+19%) and paid accounts 6.3M (+23%). Non-GAAP gross margin was 50.6% and adjusted EBITDA $30.6M. Guidance: Q3 revenue $140M-$150M; FY2026 revenue raised to $580M-$600M.

Arlo reported Q2 revenue of $155.9M, above analysts’ $148.9M, and adjusted EPS of $0.28 versus $0.20. Adjusted EBITDA was $30.63M. Paid accounts rose by nearly 300,000 to 6.3M, with ARPU and churn improvements lifting LTV 15% to $967. Q3 CY2026 guidance: revenue $145M midpoint and adjusted EPS $0.20. Margin pressure persisted as product margins normalized negative.

Arlo Technologies (NYSE:ARLO) reported Q2 CY2026 revenue of $155.9 million, up 20.5% year on year and 4.7% above Wall Street estimates. Non-GAAP EPS was $0.28, 43.1% above consensus. For next quarter, the company guided revenue to $145 million at the midpoint. Shares rose 4.3% to $16.14 after the report.

Arlo Technologies, Inc. (ARLO) filed an SEC Form 8-K — Results of Operations and Financial Condition. NEWS RELEASE Arlo Reports Second Quarter 2026 Results Record total revenue of $156 million, growing 21% year over year Record subscriptions and services revenue of $93 million, growing 19% year over year GAAP gross margin of 48%, growing 330 basis points and record non-GAAP gross

NARAYEN SHANTANU (Chair and CEO) sold 125,000 indirectly-held shares of ADOBE INC. (ADBE) at an average of $250.76 ($246.09–$253.64, $31.34M total) across 12 trades over 2026-09-16 to 2026-09-17.