ARLO — Arlo Technologies, Inc.
NYSE · Industrials · Building Products & Equipment
About Arlo Technologies, Inc.
Arlo Technologies, Inc. delivers a comprehensive, cloud-centric smart security ecosystem across the Americas, Europe, the Middle East, Africa, and Asia Pacific regions. This system seamlessly integrates an intelligent cloud backbone and a user-friendly mobile application with a diverse array of smart, internet-connected hardware. Its product portfolio encompasses a wide selection of security cameras, such as the Arlo Essential Indoor camera, the versatile Arlo Go 2 (supporting both LTE and Wi-Fi), and the mobile, wire-free Arlo Go LTE camera. For indoor monitoring, they offer the wired Arlo Q and Q Plus models. Specialized devices include the Arlo Baby monitor, equipped with air quality and temperature sensors, motion and audio detection, and superior night vision capabilities. The Arlo Chime, designed to complement the Arlo Video Doorbell, provides customizable ringtones and siren functionality. Arlo's advanced camera range features models like the Arlo Ultra and Ultra 2 (with integrated spotlights and pristine two-way audio with advanced noise cancellation), the Arlo Pro 3 and Pro 4 (boasting integrated spotlights and color night vision), and the wire-free Arlo Floodlight Camera. The Arlo Video Doorbell delivers direct video calls to mobile devices and customizable alerts, while other offerings include the Arlo Essential Spotlight, Essential XL Spotlight, and Essential Wire-Free Video Doorbell. The company also offers a suite of accessories, including various charging solutions, mounting options, and protective device skins. Complementing its hardware, Arlo provides the intuitive Arlo app for iOS and Android, enabling seamless device connectivity. Subscribers can also opt for Arlo Secure, a service offering unlimited camera coverage and advanced emergency response capabilities. Arlo's products are accessible through a diverse distribution network, encompassing retail outlets, wholesale partners, broadcast channels, wireless service providers, and specialized security solution firms, in addition to its official website. Established in 2018, Arlo Technologies, Inc. maintains its corporate headquarters in Carlsbad, California.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-06 | Q2 2026 | 0.20 | 0.28 | +75.00% | $155.9M | ✅ Beat | -1.55% | -7.24% | -9.70% |
| 2026-05-07 | Q1 2026 | 0.16 | 0.28 | +75.00% | $150.4M | ✅ Beat | +2.35% | -14.70% | -14.97% |
| 2026-02-26 | Q4 2025 | 0.11 | 0.22 | +100.00% | $141.3M | ✅ Beat | +27.15% | +15.32% | +9.08% |
| 2025-11-06 | Q3 2025 | 0.15 | 0.16 | +6.67% | $139.5M | ✅ Beat | -12.46% | -11.04% | -16.17% |
| 2025-02-27 | Q4 2024 | 0.10 | 0.10 | +0.00% | $121.6M | ➖ Inline | +20.64% | -0.59% | -13.93% |
| 2024-11-07 | Q3 2024 | 0.10 | 0.11 | +10.00% | $137.7M | ✅ Beat | -1.97% | -6.25% | +8.06% |
| 2024-02-29 | Q4 2023 | 0.08 | 0.11 | +37.50% | $135.1M | ✅ Beat | +13.64% | +6.05% | +20.27% |
| 2023-11-09 | Q3 2023 | 0.07 | 0.09 | +28.57% | $130.0M | ✅ Beat | -7.01% | -3.39% | +4.52% |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q2 FY26 · $155.9M total
| Segment | Share | Revenue | YoY | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 |
|---|---|---|---|---|---|---|---|
| Subscriptions And Services | 59.7% | $93.0M | +19.0% | — | $68.8M | $78.2M | $79.9M |
| Product | 40.3% | $62.9M | +22.8% | $124.6M | $50.2M | $51.2M | $59.6M |
By region
Q2 FY26 · $155.9M total
| Segment | Share | Revenue | YoY | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 |
|---|---|---|---|---|---|---|---|
| UNITED STATES | 55.7% | $86.9M | +9.3% | $67.5M | $67.9M | $79.5M | $81.3M |
| SPAIN | 24.6% | $38.4M | +49.8% | $26.4M | $31.2M | $25.7M | $32.2M |
| SWEDEN | 14.6% | $22.7M | +73.5% | — | — | $13.1M | $13.6M |
| Other Countries | 5.1% | $7.9M | -29.1% | $16.8M | $10.5M | $11.2M | $12.4M |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.