Filing Flows › Arlo Technologies (ARLO) › Q2 2026
Arlo Technologies (ARLO) Q2 2026 earnings results (second quarter 2026)
10-Q filed Aug 6, 2026
Arlo Technologies (ARLO) reported revenue of $156M for the second quarter 2026 (Q2 2026), +21% from a year earlier and +4% from the quarter before. Operating margin was 1.6%, net earnings $3.0M (1.9% of revenue).
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 follows the revenue to costs, profit and cash.
| Q2 2026 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $156M | +4% | +21% |
| Gross profit | $75.2M | +4% | +30% |
| Operating profit | $2.5M | -68% | +27% |
| Net earnings | $3.0M | -80% | -3% |
| Operating cash flow | $11.4M | -59% | +29% |
| Free cash flow | $8.5M | — | +45% |
What changed
Revenue was $155.9M in Q2 2026, up 21% year over year and up 4% from the previous quarter. Subscriptions and services was the largest line at 60% of revenue. Subscriptions and services added $14.9M year over year (up 19%), 56% of the total change.
Gross margin was 48.2%, up 3.4 points from Q2 2025. Operating profit was $2.5M, a 1.6% margin (up 0.1 points year over year). Of the extra revenue versus Q2 2025, 2% reached operating profit, above the 1% margin then. Operating expenses grew 30% against revenue growth of 21%. The fastest-growing cost line was Other operating costs (+775%). Net earnings were $3.0M, down 3% year over year. The effective tax rate was 12.5%. Non-operating items added $1.0M, 29% of pre-tax earnings, so the bottom line overstates operating performance.
Operating cash flow was $11.4M (up 29% year over year), 377% of net earnings. Non-cash charges added back $2.9M of depreciation and amortization and $21.7M of share-based compensation. Working capital and other items used $16.3M. After purchases of property and equipment, including capitalized software ($2.9M), free cash flow as the company reports it was $8.5M.
Questions
What was Arlo Technologies' revenue in the second quarter 2026?
Arlo Technologies (ARLO) reported revenue of $156M for the second quarter 2026 (Q2 2026), +21% from a year earlier and +4% from the quarter before.
Was Arlo Technologies profitable in the second quarter 2026?
Operating profit was $2.5M (1.6% of revenue) and net earnings $3.0M.
Source: Arlo Technologies 10-Q on SEC EDGAR.