Arlo Technologies, Inc. delivers a comprehensive, cloud-centric smart security ecosystem across the Americas, Europe, the Middle East, Africa, and Asia Pacific regions. ...
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Est. EPS $0.20 · Revenue $144.93M · 6 analysts
Est. EPS $0.19 · Revenue $140.29M · 6 analysts
Est. EPS $0.95 · Revenue $591.54M · 5 analysts
Est. EPS $0.24 · Revenue $151.35M · 4 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $529.3M | +3.6% | +3.7% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $14.9M | +148.9% | -79.6% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +44.0% | +19.9% | -0.2% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +1.1% | +116.8% | -68.7% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +2.8% | +147.2% | -80.4% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $66.9M | +37.6% | -66.6% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +12.6% | +32.8% | -67.8% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 5.3% | -71.0% | -7.7% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.51x | +1.7% | -7.6% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $310.5M | +4.1% | +4.0% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.14 vs 0.66 | -78.7% | 0.03 vs 0.20 | -84.7% |
| Revenue Surprise | $529.3M vs $523.6M | +1.1% | $155.9M vs $144.9M | +7.6% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Rothstein Amy M | director | Common Stock | D | 6,149 | $12.55 |
| Aug 7, 2026 | Rothstein Amy M | director | Common Stock | D | 9,251 | $16.13 |
| Aug 5, 2026 | Rothstein Amy M | director | Common Stock | D | 2,100 | $16.00 |
| Aug 4, 2026 | Binder Kurtis Joseph | officer: CHIEF FINANCIAL OFFICER | Common Stock | D | 27,297 | $15.52 |
| Aug 4, 2026 | Rothstein Amy M | director | Common Stock | D | 5,010 | $15.34 |
Operator: Ladies and gentlemen, thank you for standing by. [Operator Instructions] I would now like to turn the conference over to Tahmin Clarke. Please go ahead. Tahmin Clarke: Before we begin the formal remarks, we advise you that today's conference call contains forward-looking statements. Forward-looking statements include statements regarding our potential future business, operating results and financial condition, including our description of revenue, gross margins, operating margins, earnings per share, expenses, cash outlook, free cash flow and free cash flow margin, ARR and other KPIs, guidance for the third quarter and full year 2026, the long-range plan targets, the rate and timing of paid subscriber growth, the commercial launch and momentum of new products and services, the timing and impact of tariffs, strategic objectives and initiatives, market expansion and future growth, partnerships with various market leaders and strategic collaborators, continued new product and service differentiation and the impact of general macroeconomic conditions on our business, operating results and financial condition. Actual results or trends could differ materially from those contemplated by these forward-looking statements. For more information, please refer to the risk factors discussed in Arlo's periodic filings with the SEC, including our quarterly report on Form 10-Q filed earlier today. Any forward-looking statements that we make on this call are based on assumptions as of today, and Arlo undertakes no obligation to update these statements as a result of new information or future events. In addition, several non-GAAP financial measures will be discussed on this call. A reconciliation of the GAAP to non-GAAP measures can be found in today's press release on our Investor Relations website. At this time, I would now like to turn the call over to Matt. Matt? Matthew McRae: Thank you, Tahmin, and thank you, everyone, for joining us today on Arlo's Second Quarter 2026 Earnings Call. Arlo delivered outstanding results in Q2 with service revenue, total revenue, gross profit and non-GAAP net income, all setting new records for the company. We saw strength across the business and across all channels, which, in addition to the team's great execution, generated the excellent outcome you see today. Point-of-sale units in our retail and direct channel were up 8%, which contributed to the nearly 300,000 paid account additions in the quarter. This brings our total paid accounts to 6.3 million, which is substantially ahead of the original trajectory to our long-range target of 10 million. The quality of our paid accounts portfolio continues to increase when compared to the same period last year. Our average revenue per user is up, churn is down and both monthly and annual subscription renewals came in higher than our forecast. These continuous improvements are due to several internal projects and programs that utilize deep user insights, which are focused on …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Matthew Blake McRae | Chief Executive Officer & Director | USD 1,768,402 | Male | 1974 | Active |
Kurtis Joseph Binder | Chief Financial Officer & Chief Operating Officer | USD 931,102 | Male | 1970 | Active |
Brian Busse | General Counsel & Corporate Secretary | USD 664,202 | Male | 1969 | Active |
Michael A. Werdann | Chief Revenue Officer | — | Male | 1968 | Active |
Scott McManigal | Senior Vice President of Design & Experience | — | Male | — | Active |
Antoinette Switzer | Senior Vice President of Worldwide Human Resources | — | Female | — | Active |
Tahmin Clarke | Investor Relations Executive | — | — | — | Active |
Samir Kapoor | Chief Technology Officer | — | Male | 1972 | Active |
Lily Knowles | Senior Vice President of Marketing & Customer Care | — | Female | — | Active |
SHAREHOLDER ALERT: Levi and Korsinsky, LLP Notifies Shareholders of an Investigation Concerning Possible Breaches of Fiduciary Duties by Certain O
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Arlo Technologies, Inc. (NYSE: [url="]ARLO[/url]), a leading provider of smart home security and monitoring services, today announced that Arlo management will
SAN JOSE, Calif.--(BUSINESS WIRE)--Arlo Technologies, Inc. (NYSE: ARLO), a leading provider of smart home security and monitoring services, today announced that Arlo management will present at upcoming investor events. Event: Citi 2026 Global TMT Conference Speaker: Matthew McRae, CEO Date: Wednesday, September 9, 2026 Time: 2:35 p.m. ET Place: New York, NY Event: Piper Sandler Growth Frontiers Conference Speaker: Kurt Binder, CFO and COO Date: Tuesday, September 15, 2026 Time.
