The financials
Arlo Technologies, Inc. by the numbers
Arlo Technologies, Inc. (ARLO) reported revenue of $156M in Q2 2026 (quarter ended June 28, 2026), up 21% from the same quarter a year earlier. That came with a gross margin of 48% and net income of $3.0M (1.9% of revenue). For the full year FY2025, revenue was $529M (+3.6% year on year) and net income $15M. Its largest region in 2026-Q1 was Americas at $84M, 53% of the disclosed total, just ahead of ES at 25%.
| Income statement | Q2 2026 | Q2 2025 | Change |
|---|---|---|---|
| Revenue | $156M | $129M | +21% |
| Gross profit | $75M | $58M | +30% |
| Operating income | $2.5M | $1.9M | +27% |
| Net income | $3.0M | $3.1M | −3.1% |
| Diluted EPS | $0.03 | $0.03 | 0.0% |
| Geographic | Revenue | Share |
|---|---|---|
| Americas | $84M | 53% |
| ES | $39M | 25% |
| SE | $21M | 13% |
| Other Countries | $8.8M | 5.6% |
| Asia Pacific | $5.7M | 3.6% |
Business Segments
Revenue split by geographic segment, from SEC XBRL filings.
Latest period: Q1 2026Total $158.4M (+6.9%)
SE grew +120% year on yearOther Countries -16% year on year
Segment Latestquarter on quarteryear on year
- Americas$84.0M$84.0MQoQ +0.18%year on year +20%+0.18%+20%
- ES$39.1M$39.1MQoQ +22%year on year +26%+22%+26%
- SE$20.8M$20.8MQoQ +52%year on year +120%+52%+120%
- Other Countries$8.8M$8.8MQoQ -29%year on year -16%-29%-16%
- Asia Pacific$5.7M$5.7MQoQ -6.0%year on year -5.6%-6.0%-5.6%
Building Products & Equipment
Ranks #7 of 18 by Smart Score