Arlo Technologies, Inc.
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No enriched coverage for $ARLO in the last 7 days.
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.
Recent ARLO coverage spans earnings, financial news and market movers.
In the last 30 days, ARLO insiders filed 6 SEC Form 4 transactions — no purchases and 6 sales ($1.1M). The most active reporter was Rothstein Amy M with 4 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Guidance lift supports the subscription and higher-margin services narrative, but the article flags ongoing hardware margin risk.
Guidance raise plus tariff-refund-driven margin/EPS optics creates a near-term setup for earnings revisions and margin skepticism.
Strong Q2 beats and higher Q3 guidance, plus accelerating paid-account growth, likely offset margin pressure from R&D and negative normalized product margins.
Beat on revenue and EPS plus upside revenue guidance increases near-term confidence in demand and profitability trajectory.
The 8-K discloses a fresh earnings print plus raised full-year guidance, with margin and subscription metrics that can drive near-term repricing.
alphai scores every news story that mentions ARLO with an AI model for sentiment and relevance, and aggregates insider trades from Arlo Technologies, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
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%.
7 min readArlo 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.
6 min readArlo 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.
7 min readArlo 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.
6 min readArlo 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
6 min readBinder Kurtis Joseph (CHIEF FINANCIAL OFFICER) sold 41,268 shares of Arlo Technologies, Inc. (ARLO) at an average of $15.35 ($15.01–$15.52, $0.63M total) across 2 trades over 2026-08-03 to 2026-08-04 under a Rule 10b5-1 trading plan.
2 min readArlo Technologies (NYSE: ARLO) reports earnings Thursday after the bell. Last quarter, it posted revenue of $150.4M, up 26.3% year over year, beating revenue and EPS expectations and providing next-quarter guidance above analysts’ estimates. For this quarter, analysts expect revenue growth of 15.1% YoY. ARLO shares are up 19.3% over the past month; average analyst price target is $20.67 vs $15.74.
2 min readA roundup of Monday analyst actions across many stocks. Piper Sandler upgraded Rivian (RIVN) and Mobileye (MBLY) to overweight, and initiated Williams-Sonoma (WSM) overweight with a $253 target. Other calls include Alphabet (GOOGL) buy, Cameco (CCJ) buy, Nvidia (NVDA) outperform, Apple (AAPL) buy with $370 target, and Tesla (TSLA) buy with $420 target.
2 min readStocks including Arlo Technologies (ARLO), HNI (HNI), and PAR Technology (PAR) fell in the morning after President Trump said an Iran ceasefire was over and threatened strikes, lifting oil prices and pushing markets into risk-off. Higher bond yields and uncertainty hurt business services spending. PAR also cited recent partnerships and a JPMorgan upgrade; it was $17.19, down 51.9% YTD.
6 min readAnalyst notes covered upgrades, reiterations, and initiations across multiple stocks. Deutsche Bank upgraded First Solar to buy from hold; KeyBanc reiterated Nvidia as overweight. JPMorgan raised Apple’s price target to $345. Bank of America upgraded Figma to buy with a $30 PO and reinstated Shopify at $150. RBC raised Tesla’s PT to $500; Morgan Stanley initiated SpaceX as overweight.
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