IntrinsicIntrinsic
OverviewFinancialsChartBusiness SummaryFilingsOwnershipValuation

Recent Updates — ARLO

August 6, 2026View Source ↗

Arlo Technologies, Inc. reported second quarter 2026 financial results for the period ended June 28, 2026, announcing record total revenue of $156 million, a 21% year-over-year increase. Subscriptions and services revenue reached $93 million, up 19%, while GAAP net income was $3 million and adjusted EBITDA hit a record $31 million. The company raised its full-year 2026 guidance to $580–$600 million in total revenue and $0.90–$1.00 in non-GAAP EPS, citing strong subscription growth and operational execution. Arlo Technologies operates in the smart home security industry, providing connected devices, cloud-based platforms, and subscription services for residential safety.