Filing Flows › Arlo Technologies (ARLO) › Q3 2026
Arlo Technologies (ARLO) Q3 2026 earnings results (third quarter 2026)
10-Q filed Nov 5, 2026
Arlo Technologies (ARLO) reported revenue of $149M for the third quarter 2026 (Q3 2026), +7% from a year earlier and -4% from the quarter before. Operating margin was 0.7%, net earnings $862K (0.6% of revenue).
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.
| Q3 2026 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $149M | -4% | +7% |
| Gross profit | $69.4M | -8% | +23% |
| Operating profit | $1.0M | -58% | +18% |
| Net earnings | $862K | -72% | -87% |
| Operating cash flow | $20.2M | +77% | +5% |
| Free cash flow | $16.6M | — | +11% |
What changed
Revenue was $149.2M in Q3 2026, up 7% year over year and down 4% from the previous quarter. Subscriptions and services was the largest line at 64% of revenue. Subscriptions and services added $16.1M year over year (up 20%), 167% of the total change. Products declined 11%.
Gross margin was 46.5%, up 6.0 points from Q3 2025. Operating profit was $1.0M, a 0.7% margin (up 0.1 points year over year). Of the extra revenue versus Q3 2025, 2% reached operating profit, above the 1% margin then. Operating expenses grew 23% against revenue growth of 7%. The fastest-growing cost line was General & admin (+48%). Net earnings were $862K, down 87% year over year. The effective tax rate was 60.8%. Non-operating items added $1.2M, 53% of pre-tax earnings, so the bottom line overstates operating performance.
Operating cash flow was $20.2M (up 5% year over year), 2348% of net earnings. Non-cash charges added back $3.1M of depreciation and amortization and $21.7M of share-based compensation. Working capital and other items used $5.4M. After purchases of property and equipment, including capitalized software ($3.6M), free cash flow as the company reports it was $16.6M.
Questions
What was Arlo Technologies' revenue in the third quarter 2026?
Arlo Technologies (ARLO) reported revenue of $149M for the third quarter 2026 (Q3 2026), +7% from a year earlier and -4% from the quarter before.
Was Arlo Technologies profitable in the third quarter 2026?
Operating profit was $1.0M (0.7% of revenue) and net earnings $862K.
Source: Arlo Technologies 10-Q on SEC EDGAR.