Arlo Q2 FY26 GAAP EPS swings to profit at $0.03; revenue rises 21% year over year to $156 million

PUBT · 2d ago
Arlo Q2 FY26 GAAP EPS swings to profit at $0.03; revenue rises 21% year over year to $156 million
  • Arlo Technologies posted Q2 2026 revenue of $156 million, up 21% year over year, driven by subscriptions and services revenue of $93 million, up 19%.
  • GAAP net income was $3 million, with GAAP EPS of $0.03; non-GAAP EPS was $0.28, including a $0.07 tariff refund impact.
  • GAAP gross margin widened 3.3 percentage points to 48.2%, while non-GAAP gross margin rose 4.8 percentage points to 50.6%.
  • Adjusted EBITDA climbed 70.3% to $30.6 million, lifting the adjusted EBITDA margin to 19.6%; ARR rose 15.6% to $365 million.
  • Arlo raised full-year 2026 outlook to revenue of $580-$600 million, with GAAP EPS of $0.11-$0.21 and non-GAAP EPS of $0.90-$1.00.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Arlo Technologies Inc. published the original content used to generate this news brief via Business Wire (Ref. ID: 202608061605BIZWIRE_USPR_____20260806_BW186794) on August 06, 2026, and is solely responsible for the information contained therein.