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Arlo Technologies (ARLO) guidance and outlook
Arlo Technologies (ARLO) gave its guidance on Nov 5, 2026: Revenue $137M–$147M for the quarter ending Dec 31, 2026; Stock-based compensation $200K for the quarter ending Dec 31, 2026. Arlo Technologies' 10-Q filed Nov 5, 2026 makes 18 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | the quarter ending Dec 31, 2026 | $137M–$147M | new |
| Stock-based compensation | the quarter ending Dec 31, 2026 | $200K | new |
From the earnings release filed Nov 5, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 5, 2026
- We expect to increase our investment in research and development going forward as we continue to introduce new and innovative products and services to enhance the Arlo platform and compete for engineering talent.
- We also expect our sales and marketing expenses to increase in the future as we invest in marketing to drive demand for our products and services.
- In addition to the measures presented in our consolidated financial statements, we use the following key metrics to evaluate our business, measure our performance, develop financial forecasts and make strategic decisions.
- ARR represents and is defined as the annualized paid subscriptions and services revenue we expect to recognize from subscription contracts, as calculated by taking the average paid subscriptions and services revenue per paid account of the reporting period multiplied by the number of paid accounts at the end of the reporting period.
- While we are actively monitoring the changes in global trade policy and the effects they may have on our business and broader macroeconomic environment, we do not expect them to have a material detrimental impact on our business operations in the near term.
- A significant portion of our marketing expenditure is with customers and is deemed to be a reduction of revenue under authoritative guidance for revenue recognition.
- We expect research and development expense to increase in absolute dollars as we develop new product and service offerings and compete for engineering talent.
- Research and development expense increased by $16.4 million for the nine months ended September 27, 2026 compared to the prior year period, primarily due to increases of $8.3 million in stock-based compensation as a result of the achievement of certain performance-based equity award targets, $4.2 million in payroll-related compensation which was driven by headcount growth, and $3.8 million in outside professional…
- We expect our sales and marketing expense to increase in the future as we invest in marketing to drive demand for our subscriptions and services and devices.
- Sales and marketing expense increased by $2.5 million for the three months ended September 27, 2026 compared to the prior year period, primarily due to increases of $0.8 million in stock-based compensation as a result of the achievement of certain performance-based equity award targets, $0.8 million in payroll-related compensation which was driven by headcount growth, and $0.7 million in professional services as…
- We expect our general and administrative expense to fluctuate as a percentage of our revenue in future periods based on fluctuations in our revenue and the timing of such expense.
- We also considered forecasted future taxable income; however, such projections are inherently uncertain and do not outweigh the available negative evidence.
Arlo Technologies' latest quarter
Arlo Technologies, Q3 2026: revenue $149M (+7% year over year), operating margin 0.7%, net earnings $862K, operating cash flow $20.2M. The chart follows the revenue to costs, profit and cash.
Questions
Did Arlo Technologies raise or lower its guidance?
Arlo Technologies (ARLO) gave its guidance on Nov 5, 2026: Revenue $137M–$147M for the quarter ending Dec 31, 2026; Stock-based compensation $200K for the quarter ending Dec 31, 2026.
What does Arlo Technologies expect?
We expect to increase our investment in research and development going forward as we continue to introduce new and innovative products and services to enhance the Arlo platform and compete for engineering talent. We also expect our sales and marketing expenses to increase in the future as we invest in marketing to drive demand for our products and services. In addition to the measures presented in our consolidated financial statements, we use the following key metrics to evaluate our business, measure our performance, develop financial forecasts and make strategic decisions.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.