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Arlo Technologies (ARLO) earnings and revenue breakdown

Latest: Q3 2026 · 10-Q filed Nov 5, 2026 · Arlo Technologies (ARLO) Q3 2026 earnings results →

Q3 2026 Revenue up 7% year over year to $149M · 1¢ of every $1 of revenue kept as net profit · operating margin 0.7%

Arlo Technologies made $149M in Q3 2026 (+7% Y/Y): Subscriptions and services $96.0M, Products $53.1M. Operating margin 0.7%, net earnings $862K. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 5, 2026.

Revenue$149M

Year over year+7%

Operating margin0.7%

Net earnings$862K

Operating cash flow$20.2M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $149.2M in Q3 2026, up 7% year over year and down 4% from the previous quarter. Subscriptions and services was the largest line at 64% of revenue. Subscriptions and services added $16.1M year over year (up 20%), 167% of the total change. Products declined 11%.

Gross margin was 46.5%, up 6.0 points from Q3 2025. Operating profit was $1.0M, a 0.7% margin (up 0.1 points year over year). Of the extra revenue versus Q3 2025, 2% reached operating profit, above the 1% margin then. Operating expenses grew 23% against revenue growth of 7%. The fastest-growing cost line was General & admin (+48%). Net earnings were $862K, down 87% year over year. The effective tax rate was 60.8%. Non-operating items added $1.2M, 53% of pre-tax earnings, so the bottom line overstates operating performance.

Operating cash flow was $20.2M (up 5% year over year), 2348% of net earnings. Non-cash charges added back $3.1M of depreciation and amortization and $21.7M of share-based compensation. Working capital and other items used $5.4M. After purchases of property and equipment, including capitalized software ($3.6M), free cash flow as the company reports it was $16.6M.

Quarterly history

Quarter	Form	Filed	Revenue	Y/Y	Op. margin	Net earnings	Op. cash flow
Q3 2026	10-Q	Nov 5, 2026	$149M	+7%	0.7%	$862K	$20.2M
Q2 2026	10-Q	Aug 6, 2026	$156M	+20%	1.6%	$3.0M	$11.4M
Q1 2026	10-Q	May 7, 2026	$150M	+26%	5.0%	$14.9M	$27.9M
Q4 2025	10-K	Feb 27, 2026	$141M	+16%	3.3%	$5.8M	$19.8M
Q3 2025	10-Q	Nov 6, 2025	$140M	+1%	0.6%	$6.9M	$19.2M
Q2 2025	10-Q	Aug 7, 2025	$129M	+2%	1.5%	$3.1M	$8.8M
Q1 2025	10-Q	May 8, 2025	$119M	-4%	-1.2%	−$835K	$30.9M

Charts

Latest (Q3 2026): Y/Y +7%, Q/Q -4%.

From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.

Latest (Q3 2026): Net income $862K, Operating cash flow $20.2M.

+41.1% since FY2020: more shares outstanding (issuance, stock pay).