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Arlo Technologies, Inc. reported strong growth for the quarter and six months ended June 28, 2026. Total revenue reached $155.9 million for the quarter and $306.3 million year to date, up 20.5% and 23.3% from the prior-year periods, with gross margin improving to 48.3%.
Net income was $3.0 million for the quarter and $17.9 million for the six months (diluted EPS $0.03 and $0.16), compared with $3.1 million and $2.3 million a year earlier. Results benefited from higher subscription revenue, an $8.0 million tariff refund recorded in cost of revenue, and controlled product costs.
Subscriptions and services revenue grew 24.6% to $183.1 million, supported by 6.3 million cumulative paid accounts and annual recurring revenue of $365.0 million. Arlo closed the Canary ($48.9 million) and Aloe Care ($19.5 million) acquisitions to expand AI-driven offerings, repurchased $29.9 million of stock, and ended with $101.4 million in cash, $39.7 million in short-term investments, and a fully undrawn $45.0 million credit facility.
Arlo Technologies reported record second-quarter 2026 revenue of $156 million, up 21% year over year, driven by subscriptions and services revenue of $93.0 million, up 19.0% and representing 59.7% of total. GAAP gross margin reached 48.2% and non-GAAP gross margin 50.6%, both higher than a year earlier.
GAAP net income was $3.0 million (GAAP diluted EPS $0.03), while non-GAAP net income was $31.1 million with non-GAAP diluted EPS of $0.28, including a $0.07 tariff refund impact. Adjusted EBITDA was $30.6 million, a 19.6% margin. Annual recurring revenue reached $365.0 million, up 15.6%. Cash and short-term investments totaled $141.1 million after the Aloe Care Health acquisition and $22 million of share repurchases.
For third quarter 2026, Arlo targets revenue of $140–$150 million and non-GAAP diluted EPS of $0.17–$0.23. For full-year 2026 it guides to revenue of $580–$600 million and non-GAAP diluted EPS of $0.90–$1.00, reflecting increased annual guidance on both revenue and EPS.
Arlo Technologies, Inc. chief financial officer Kurtis Joseph Binder reported selling a total of 41,268 shares of common stock in two transactions on August 3 and 4, 2026, characterized as open market or private transactions. The sales, made under a Rule 10b5-1 trading plan adopted on March 10, 2026, had weighted average prices of $15.0052 and $15.5221 per share, with trade prices ranging between $15.00 and $15.05 and between $15.03 and $15.69.
Arlo Technologies director Amy M. Rothstein reported three sales of common stock totaling 19,600 shares. On August 3, 2026 she sold 12,490 shares at a weighted average price of $15.008; on August 4 she sold 5,010 shares at a weighted average price of $15.3387; and on August 5 she sold 2,100 shares at $16.00 per share. All transactions were executed under a Rule 10b5-1 trading plan adopted on March 11, 2026.
Arlo Technologies, Inc. insider Amy Rothstein filed a notice to sell common stock through Morgan Stanley Smith Barney LLC Executive Financial Services. The filing covers 2,100 shares of common stock, associated with Restricted Stock Units granted on 06/23/2023. Prior Rule 10b5-1 plan sales in the past three months totaled 22,760 shares across three transactions on 06/22/2026, 08/03/2026, and 08/04/2026, with reported aggregate values for each transaction.
ARLO reported a planned sale of common stock under Rule 144, facilitated through Morgan Stanley Smith Barney LLC Executive Financial Services. The filing lists an underlying award of 27,297 Performance Stock Units scheduled on January 8, 2026.
It also details prior Rule 10b5-1 sales by Kurtis Binder over the past three months, including 65,000 shares sold on May 8, 2026, 16,507 shares on July 6, 2026, and 13,971 shares on August 3, 2026, each with corresponding sale proceeds.
Arlo Technologies Inc. insider activity: Amy Rothstein, through Morgan Stanley Smith Barney LLC Executive Financial Services, filed to potentially sell up to 5,010 shares of common stock, with an aggregate value of $75,099.90, on the NYSE. These shares relate to Restricted Stock Units granted on June 23, 2024.
The disclosure also lists prior Rule 10b5-1 plan sales over the past three months: 12,490 shares of common stock sold on August 3, 2026 for $187,450.06 and 5,260 shares sold on June 22, 2026 for $68,510.97.
ARLO Technologies insider Kurtis Binder, using Morgan Stanley Smith Barney LLC Executive Financial Services, plans a Rule 144 sale of 13,971 shares of common stock, with an indicated aggregate value of $205,653.12, tied to Performance Stock Units granted on 07/30/2024 and listed on the NYSE as of 08/03/2026.
The disclosure also lists prior Rule 10b5-1 plan sales of ARLO common stock, including 16,507 shares for $211,705.58 on 07/06/2026 and 65,000 shares for $1,020,474.00 on 05/08/2026.
ARLO insider Amy Rothstein has filed to sell 12,490 shares of common stock, held through Morgan Stanley Smith Barney LLC Executive Financial Services, with an aggregate market value of $183,852.80, to be sold on or after August 3, 2026 on the NYSE. These shares relate to Restricted Stock Units granted on June 23, 2024. The filing also lists prior Rule 10b5-1 sales on June 22, 2026 of 5,260 shares of common stock for a total sale price of $68,510.97.
Arlo Technologies, Inc. Chief Financial Officer Kurtis Joseph Binder reported an open-market sale of 16,507 shares of common stock. The shares were sold at a weighted average price of $12.8252 per share, under a Rule 10b5-1 trading plan adopted on March 10, 2026. Following this transaction, he directly holds 483,378 shares of Arlo common stock, indicating he retains a significantly larger ownership position after the sale.