Short answer
Arlo Technologies, Inc. (ARLO) filed its Q2 2026 10-Q quarterly report on Aug 6, 2026 for the quarter ended Jun 28, 2026. Quarterly revenue was $156M (up 20.5% year over year) with net income of $3M.
Q2 2026 key financials · XBRL
- Revenue
- $156M
- +20.5% YoY · +3.7% QoQ
- Net income
- $3M
- −3.1% YoY · −79.6% QoQ
- Operating margin
- 1.6%
- Gross margin
- 48.2%
- EPS (diluted)
- $0.03
- +0.0% YoY · −76.9% QoQ
Source: XBRL data from the Arlo Technologies, Inc. (ARLO) Q2 2026 10-Q on SEC EDGAR. USD.
Arlo Technologies, Inc. Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $155.9M, up 20.5% YoY from $129.4M, led by EMEA revenue up 41.9% to $61.5M
- Gross margin 48.2% vs 44.9% YoY; operating margin 1.6% vs 1.5%
- Subscriptions and services best-performing line, revenue $93.0M, up 19.0%; products gross margin improved to (0.4)% from (15.4)%
- Cash and investments $141.1M, with $45.0M unused borrowing capacity; investment sale generated $18.9M cash proceeds
- Near-term liquidity sufficient for at least 12 months; expected higher R&D and sales-and-marketing spending, with tariff-policy uncertainty as a headwind
Risk Factors
- No risk-factors section provided; changes from the 10-K cannot be assessed
- Share-repurchase exposure: $20.1 million remaining under the $50.0 million authorization through December 31, 2027
- Regulatory cost: 1% excise tax under the Inflation Reduction Act applies to share repurchases
- Insider-trading compliance: director terminated and replaced a 100,000-share sale plan on May 11, 2026
- Liquidity allocation: $21.7 million spent repurchasing 1,700,563 shares during the quarter
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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