Filing Flows › Arlo Technologies (ARLO) › Q3 2026 › vs Q3 2025
Arlo Technologies (ARLO) Q3 2026 vs Q3 2025 (year over year)
Arlo Technologies's revenue rose $9.6M (+7%) from $140M in Q3 2025 to $149M in Q3 2026. The biggest changes: Subscriptions and services +$16.1M (+20%); Products −$6.4M (-11%). Gross margin 46.5% against 40.5% (+6.0 pts).
Arlo Technologies, Q3 2026: revenue $149M (+7% year over year), operating margin 0.7%, net earnings $862K, operating cash flow $20.2M. The chart draws each line against Q3 2025, the increases inside each band.
Margins
| Q3 2026 | Q3 2025 | Change | |
|---|---|---|---|
| Gross margin | 46.5% | 40.5% | +6.0 pts |
| Operating margin | 0.7% | 0.6% | +0.1 pts |
| Net margin | 0.6% | 4.9% | -4.3 pts |
| Free cash flow margin | 11.1% | 10.7% | +0.4 pts |
Every line
| Line | Q3 2026 | Q3 2025 | Change | % |
|---|---|---|---|---|
| Subscriptions and services | $96.0M | $79.9M | $16.1M | +20% |
| Products | $53.1M | $59.6M | −$6.4M | -11% |
| Revenue | $149M | $140M | $9.6M | +7% |
| Gross profit | $69.4M | $56.5M | $12.9M | +23% |
| Cost of revenue | $79.8M | $83.0M | −$3.2M | -4% |
| Other income, net | $1.2M | $6.2M | −$5.0M | -81% |
| Operating profit | $1.0M | $872K | $158K | +18% |
| Operating expenses | $68.3M | $55.6M | $12.7M | +23% |
| Pre-tax earnings | $2.2M | $7.0M | −$4.8M | -69% |
| Research & development | $22.7M | $18.1M | $4.6M | +25% |
| Sales & marketing | $23.0M | $20.5M | $2.5M | +12% |
| General & admin | $22.4M | $15.1M | $7.3M | +48% |
| Other operating costs | $224K | $1.9M | −$1.7M | -88% |
| Net earnings | $862K | $6.9M | −$6.0M | -87% |
| Income tax | $1.3M | $154K | $1.2M | +768% |
| Operating cash sources | $25.7M | $20.9M | $4.7M | +23% |
| Depreciation & amortization | $3.1M | $899K | $2.2M | +241% |
| Share-based compensation | $21.7M | $13.1M | $8.6M | +65% |
| Working capital & other | $5.4M | $1.7M | $3.7M | +217% |
| Operating cash flow | $20.2M | $19.2M | $1.0M | +5% |
| Free cash flow (company-reported) | $16.6M | $15.0M | $1.6M | +11% |
| Purchases of property and equipment, including capitalized software | $3.6M | $4.2M | −$597K | -14% |
Questions
How much did Arlo Technologies's revenue grow year over year in Q3 2026?
Arlo Technologies's revenue rose $9.6M (+7%) from $140M in Q3 2025 to $149M in Q3 2026.
What drove Arlo Technologies's revenue change in Q3 2026?
Subscriptions and services +$16.1M (+20%); Products −$6.4M (-11%).