Filing Flows › Arlo Technologies (ARLO) › How it makes money
How Arlo Technologies (ARLO) makes money
Arlo Technologies (ARLO) made $149M of revenue in the third quarter 2026 (Q3 2026), +7% from a year earlier. Subscriptions and services brought in $96.0M (64%); Products brought in $53.1M (36%). Of every dollar of revenue, 46¢ was left as gross profit, 1¢ was left as operating profit, 1¢ was left as net earnings.
Drawing the Sankey…
Revenue by segment, Q3 2026
| Segment | Revenue | Share | Q/Q | Y/Y |
|---|---|---|---|---|
| Subscriptions and services | $96.0M | 64.4% | +3% | +20% |
| Products | $53.1M | 35.6% | -15% | -11% |
Where each dollar of revenue goes
| Line | Q3 2026 | % of revenue |
|---|---|---|
| Revenue | $149M | 100.0% |
| Cost of revenue | $79.8M | 53.5% |
| Gross profit | $69.4M | 46.5% |
| Operating expenses | $68.3M | 45.8% |
| Operating profit | $1.0M | 0.7% |
| Income tax | $1.3M | 0.9% |
| Net earnings | $862K | 0.6% |
| Operating cash flow | $20.2M | 13.6% |
| Free cash flow | $16.6M | 11.1% |
Revenue, quarter by quarter
| Quarter | Revenue | Y/Y |
|---|---|---|
| Q3 2026 | $149M | +7% |
| Q2 2026 | $156M | +20% |
| Q1 2026 | $150M | +26% |
| Q4 2025 | $141M | +16% |
| Q3 2025 | $140M | +1% |
| Q2 2025 | $129M | +2% |
| Q1 2025 | $119M | -4% |
From Arlo Technologies' 10-Q filed Nov 5, 2026 (on EDGAR).
Questions
How does Arlo Technologies make money?
Arlo Technologies (ARLO) made $149M of revenue in the third quarter 2026 (Q3 2026), +7% from a year earlier. Subscriptions and services brought in $96.0M (64%); Products brought in $53.1M (36%). Of every dollar of revenue, 46¢ was left as gross profit, 1¢ was left as operating profit, 1¢ was left as net earnings.
What is Arlo Technologies' biggest business?
Subscriptions and services: $96.0M in the third quarter 2026, 64% of revenue, +20% from a year earlier.
What is Arlo Technologies' profit margin?
Net earnings were $862K, 0.6% of revenue, in the third quarter 2026; the operating margin was 0.7%.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.