Filing Flows › Arlo Technologies (ARLO) › Q2 2026 › vs Q1 2026
Arlo Technologies (ARLO) Q2 2026 vs Q1 2026 (quarter over quarter)
Arlo Technologies's revenue rose $5.6M (+4%) from $150M in Q1 2026 to $156M in Q2 2026. The biggest changes: Subscriptions and services +$2.9M (+3%); Products +$2.6M (+4%). Gross margin 48.2% against 48.3% (-0.1 pts).
Arlo Technologies, Q2 2026: revenue $156M (+20% year over year), operating margin 1.6%, net earnings $3.0M, operating cash flow $11.4M. The chart draws each line against Q1 2026, the increases inside each band.
Margins
| Q2 2026 | Q1 2026 | Change | |
|---|---|---|---|
| Gross margin | 48.2% | 48.3% | -0.1 pts |
| Operating margin | 1.6% | 5.0% | -3.5 pts |
| Net margin | 1.9% | 9.9% | -8.0 pts |
Every line
| Line | Q2 2026 | Q1 2026 | Change | % |
|---|---|---|---|---|
| Subscriptions and services | $93.0M | $90.1M | $2.9M | +3% |
| Products | $62.9M | $60.3M | $2.6M | +4% |
| Revenue | $156M | $150M | $5.6M | +4% |
| Gross profit | $75.2M | $72.7M | $2.5M | +4% |
| Cost of revenue | $80.7M | $77.7M | $3.0M | +4% |
| Other income, net | $1.0M | $7.7M | −$6.7M | -87% |
| Operating profit | $2.5M | $7.6M | −$5.1M | -68% |
| Operating expenses | $72.8M | $65.1M | $7.7M | +12% |
| Pre-tax earnings | $3.5M | $15.3M | −$11.8M | -77% |
| Research & development | $23.7M | $22.8M | $844K | +4% |
| Sales & marketing | $24.1M | $22.7M | $1.4M | +6% |
| General & admin | $23.1M | $18.2M | $4.9M | +27% |
| Other operating costs | $1.9M | $1.4M | $454K | +32% |
| Net earnings | $3.0M | $14.9M | −$11.8M | -80% |
| Income tax | $432K | $415K | $17K | +4% |
| Operating cash sources | $27.7M | $36.3M | −$8.6M | -24% |
| Depreciation & amortization | $2.9M | $1.7M | $1.2M | +73% |
| Share-based compensation | $21.7M | $19.7M | $2.0M | +10% |
| Working capital & other | $16.3M | $8.4M | $7.8M | +93% |
| Operating cash flow | $11.4M | $27.9M | −$16.5M | -59% |
Questions
How much did Arlo Technologies's revenue grow quarter over quarter in Q2 2026?
Arlo Technologies's revenue rose $5.6M (+4%) from $150M in Q1 2026 to $156M in Q2 2026.
What drove Arlo Technologies's revenue change in Q2 2026?
Subscriptions and services +$2.9M (+3%); Products +$2.6M (+4%).