Short answer
Arlo Technologies, Inc. (ARLO) filed its Q1 2026 10-Q quarterly report on May 7, 2026 for the quarter ended Mar 29, 2026. Quarterly revenue was $150M (up 26.3% year over year) with net income of $15M.
Q1 2026 key financials · XBRL
- Revenue
- $150M
- +26.3% YoY
- Net income
- $15M
- +1881.7% YoY
- Operating margin
- 5.0%
- Gross margin
- 48.3%
- EPS (diluted)
- $0.13
- +1400.0% YoY
Source: XBRL data from the Arlo Technologies, Inc. (ARLO) Q1 2026 10-Q on SEC EDGAR. USD.
Arlo Technologies, Inc. Q1 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $150.4M, up 26.3% YoY from $119.1M
- Subscriptions and services revenue $90.1M, up 30.9% YoY
- Gross margin 48.3% vs 44.3%; operating margin 5.0% vs (1.2%)
- Subscriptions and services best-performing line, margin 83.7% vs 82.2%
- Cash and investments $167.5M; investment sale generated $18.9M proceeds and $6.4M gain
- Near-term headwinds: tariff uncertainty, potential supply delays, inflation, and weaker consumer demand
Risk Factors
- Risk-factor section not provided; supplied text covers share repurchases, trading arrangements, exhibits, and signatures
- New capital-allocation exposure: $50.0 million repurchase program approved February 3, 2026
- Repurchase execution risk: 571,957 shares purchased at $14.08, leaving $41,964,594 authorized
- Insider-trading compliance exposure: CFO adopted Rule 10b5-1 plan covering 302,637 shares through November 27, 2026
- Regulatory cost exposure: 1% Inflation Reduction Act excise tax on share repurchases
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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