Arlo Technologies, Inc. Q1 FY2026 Earnings Call

Arlo Technologies, Inc. (ARLO)

Earnings Call FY2026 Q1 Call date: 2026-05-07 Concluded

Quarter scorecard

Revenue

$150.38M

+26.3% YoY

Diluted EPS

$0.13

Gross margin

48.3%

+4.0 pp YoY

Net income

$14.88M

Subscriptions and Services $90.10M

+30.9%

Product $60.28M

+20%

Buybacks

$7.33M

Shares repurchased

600,000

from the 8-K filed May 7, 2026

Metric	Period	Guided	Basis
Revenue table Initiated three months ended June 28, 2026	three months ended June 28, 2026	$145M – $155M	GAAP