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$14.46 +0.82 (+6.01%) Q2 2026 earnings call transcript
S&P 600 member Russell 2000 member Rebalance outlook locked
Market Cap
$1.47B
Shares
107.61M
Volume · Oct 29 820.24K Avg daily vol (3M) 1.48M

Arlo Technologies, Inc. Webcasts

Earnings calls, investor updates, investor days and conferences for Arlo Technologies, Inc. (ARLO), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.

Pull transcripts and briefs through the earnings call transcript API or MCP → Add these events to your calendar (.ics)
Earnings call
FY26 · Q3
2026-11-05
Arlo Technologies, Inc. (ARLO) Q3 2026 Earnings Call
Scheduled
Results not yet reported
Audio Transcript Slides 8-K10-Q
Conference
Investor event
2026-09-15
Arlo Technologies, Inc. (ARLO) September 15, 2026 Conference
No reported result — non-financial event
Audio Transcript Slides
Conference
Investor event
2026-09-09
Arlo Technologies, Inc. (ARLO) September 9, 2026 Conference
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q2
2026-08-06
Arlo Technologies, Inc. (ARLO) Q2 2026 Earnings Call Transcript
Confident tone Inorganic investments and acquisitions Subscriber and subscription growth Service revenue mix
Revenue
$155.94M
▲ 20.5% YoY
Diluted EPS
$0.03
▲ 0% YoY
Gross margin
48.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Conference
Investor event
2026-06-04
Arlo Technologies, Inc. (ARLO) June 4, 2026 Conference Transcript
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q1
2026-05-07
Arlo Technologies, Inc. (ARLO) Q1 2026 Earnings Call Transcript
Confident tone Strategic partnerships (ADT, Samsung, Comcast) Quarterly financial performance Memory and BOM cost pressure
Revenue
$150.38M
▲ 26.3% YoY
Diluted EPS
$0.13
Gross margin
48.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2026-02-26
Arlo Technologies, Inc. (ARLO) Q4 2025 Earnings Call Transcript
Confident tone Services and SaaS growth Retail and channel expansion Strategic partnerships
Revenue
$141.30M*
▲ 16.2% YoY
Gross margin
46.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-11-06
Arlo Technologies, Inc. (ARLO) Q3 2025 Earnings Call Transcript
Confident tone New Product Launch SaaS / Subscriptions Business Profitability & Financial Performance
Revenue
$139.53M
▲ 1.4% YoY
Diluted EPS
$0.06
Gross margin
40.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-08-07
Arlo Technologies, Inc. (ARLO) Q2 2025 Earnings Call Transcript
Confident tone Services and subscription growth Profitability and margins ADT strategic partnership
Revenue
$129.41M
▲ 1.5% YoY
Diluted EPS
$0.03
Gross margin
44.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-05-08
Arlo Technologies, Inc. (ARLO) Q1 2025 Earnings Call Transcript
Confident tone Subscription and services growth ARPU expansion Arlo Secure 5 and Secure 6 / plan restructuring
Revenue
$119.07M
▼ 4.1% YoY
Diluted EPS
$-0.01
Gross margin
44.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2025-02-27
Arlo Technologies, Inc. (ARLO) Q4 2024 Earnings Call Transcript
Confident tone Subscription/SaaS Growth Q1 2025 Guidance AI Platform / Arlo Intelligence
Revenue
$121.57M*
▼ 10% YoY
Gross margin
36.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-11-07
Arlo Technologies, Inc. (ARLO) Q3 2024 Earnings Call Transcript
Confident tone Retail and Holiday Promotional Strategy Strategic Partnerships Arlo Secure 5.0 Launch
Revenue
$137.67M
▲ 5.9% YoY
Diluted EPS
$-0.04
Gross margin
35.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-08-08
Arlo Technologies, Inc. (ARLO) Q2 2024 Earnings Call Transcript
Confident tone Essential 2 and holiday readiness Strategic partnerships Paid subscriber growth and ARPU
Revenue
$127.45M
▲ 10.8% YoY
Diluted EPS
$-0.12
Gross margin
36.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2024-05-09
Arlo Technologies, Inc. (ARLO) Q1 2024 Earnings Call Transcript
Confident tone Services-first business model and ARR Retail and direct / hardware pricing strategy Capital allocation plan
Revenue
$124.20M
▲ 11.9% YoY
Diluted EPS
$-0.10
Gross margin
38.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2024-02-29
Arlo Technologies, Inc. (ARLO) Q4 2023 Earnings Call Transcript
Confident tone Long-range plan refresh and targets Profitability and operating margin expansion Customer economics and unit metrics
Revenue
$135.09M*
▲ 14% YoY
Gross margin
35.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-11-09
Arlo Technologies, Inc. (ARLO) Q3 2023 Earnings Call Transcript
Revenue
$130.00M
▲ 1.4% YoY
Diluted EPS
$-0.01
Gross margin
33.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-08-10
Arlo Technologies, Inc. (ARLO) Q2 2023 Earnings Call Transcript
Revenue
$115.08M
▼ 3.3% YoY
Diluted EPS
$-0.08
Gross margin
36.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2023-05-11
Arlo Technologies, Inc. (ARLO) Q1 2023 Earnings Call Transcript
Revenue
$111.00M
▼ 11% YoY
Diluted EPS
$-0.16
Gross margin
31.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2023-03-07
Arlo Technologies, Inc. (ARLO) Q4 2022 Earnings Call Transcript
Revenue
$118.53M*
▼ 17% YoY
Gross margin
27.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-11-08
Arlo Technologies, Inc. (ARLO) Q3 2022 Earnings Call Transcript
Revenue
$128.16M
▲ 15.3% YoY
Diluted EPS
$-0.16
Gross margin
28.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2022-08-09
Arlo Technologies, Inc. (ARLO) Q2 2022 Earnings Call Transcript
Revenue
$118.98M
▲ 20.7% YoY
Diluted EPS
$-0.13
Gross margin
28.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2022-05-10
Arlo Technologies, Inc. (ARLO) Q1 2022 Earnings Call Transcript
Revenue
$124.75M
▲ 51.1% YoY
Diluted EPS
$-0.10
Gross margin
26.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2022-03-01
Arlo Technologies, Inc. (ARLO) Q4 2021 Earnings Call
Revenue
$142.86M*
▲ 24.4% YoY
Gross margin
22.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-11-09
Arlo Technologies, Inc. (ARLO) Q3 2021 Earnings Call Transcript
Revenue
$111.15M
▲ 0.8% YoY
Diluted EPS
$-0.18
Gross margin
21.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2021-08-04
Arlo Technologies, Inc. (ARLO) Q2 2021 Earnings Call Transcript
Revenue
$98.57M
▲ 47.9% YoY
Diluted EPS
$-0.28
Gross margin
26.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2021-05-05
Arlo Technologies, Inc. (ARLO) Q1 2021 Earnings Call Transcript
Revenue
$82.56M
▲ 26.1% YoY
Diluted EPS
$-0.13
Gross margin
31.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2021-02-23
Arlo Technologies, Inc. (ARLO) Q4 2020 Earnings Call Transcript
Revenue
$114.84M
▼ 6.2% YoY
Diluted EPS
$-0.19
▼ 173.1% YoY
Gross margin
21.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q3
2020-11-05
Arlo Technologies, Inc. (ARLO) Q3 2020 Earnings Call Transcript
Revenue
$110.24M
▲ 3.9% YoY
Diluted EPS
$-0.22
Gross margin
19.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q2
2020-08-05
Arlo Technologies, Inc. (ARLO) Q2 2020 Earnings Call Transcript
Revenue
$66.63M
▼ 20.3% YoY
Diluted EPS
$-0.38
Gross margin
8.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q1
2020-05-11
Arlo Technologies, Inc. (ARLO) Q1 2020 Earnings Call Transcript
Revenue
$65.45M
▲ 13.1% YoY
Diluted EPS
$-0.51
Gross margin
6.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY19 · Q4
2020-02-24
Arlo Technologies, Inc. (ARLO) Q4 2019 Earnings Call
Revenue
$122.41M
▲ 0.2% YoY
Diluted EPS
$0.26
Gross margin
11.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Showing 1–31 of 31 webcasts
Key facts CIK 1736946 CUSIP 04206A101 13F (30d) 55 filings 55 filers Visit website Investor relations