Filing Flows › Arlo Technologies (ARLO) › Q1 2026
Arlo Technologies (ARLO) Q1 2026 earnings results (first quarter 2026)
10-Q filed May 7, 2026
Arlo Technologies (ARLO) reported revenue of $150M for the first quarter 2026 (Q1 2026), +26% from a year earlier and +6% from the quarter before. Operating margin was 5.0%, net earnings $14.9M (9.9% of revenue).
Arlo Technologies, Q1 2026: revenue $150M (+26% year over year), operating margin 5.0%, net earnings $14.9M, operating cash flow $27.9M. The chart follows the revenue to costs, profit and cash.
| Q1 2026 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $150M | +6% | +26% |
| Gross profit | $72.7M | +11% | +38% |
| Operating profit | $7.6M | +60% | — |
| Net earnings | $14.9M | +158% | — |
| Operating cash flow | $27.9M | +41% | -10% |
| Free cash flow | $25.4M | — | -10% |
What changed
Revenue was $150.4M in Q1 2026, up 26% year over year and up 6% from the previous quarter. Subscriptions and services was the largest line at 60% of revenue. Subscriptions and services added $21.2M year over year (up 31%), 68% of the total change.
Gross margin was 48.3%, up 4.0 points from Q1 2025. Operating profit was $7.6M, a 5.0% margin (up 6.2 points year over year). Operating expenses grew 20% against revenue growth of 26%. The fastest-growing cost line was Research & development (+41%). Net earnings were $14.9M. The effective tax rate was 2.7%. Non-operating items added $7.7M, 51% of pre-tax earnings, so the bottom line overstates operating performance.
Operating cash flow was $27.9M (down 10% year over year), 187% of net earnings. Non-cash charges added back $1.7M of depreciation and amortization and $19.7M of share-based compensation. Working capital and other items used $8.4M. After purchases of property and equipment, including capitalized software ($2.4M), free cash flow as the company reports it was $25.4M.
Questions
What was Arlo Technologies' revenue in the first quarter 2026?
Arlo Technologies (ARLO) reported revenue of $150M for the first quarter 2026 (Q1 2026), +26% from a year earlier and +6% from the quarter before.
Was Arlo Technologies profitable in the first quarter 2026?
Operating profit was $7.6M (5.0% of revenue) and net earnings $14.9M.
Source: Arlo Technologies 10-Q on SEC EDGAR.