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AI brief of an SEC Form 8-K · Arlo Technologies (ARLO)

Arlo Q1 2026: revenue $150.4 million and record GAAP net income of $15 million

Positive Impact 3 of 5 earnings Written later

Arlo Technologies reported first-quarter 2026 results for the period ended March 29, 2026, with total revenue of $150.4 million and GAAP net income of $14.9 million, which included a $6.4 million gain from selling its Origin Wireless investment. The company also gave second-quarter 2026 guidance of $145 million to $155 million in revenue and GAAP diluted EPS of $0.00 to $0.06, which shows a wide range on the GAAP profit measure.

Key points

  • Total revenue of $150.4 million for the quarter, compared with $119.1 million a year earlier
  • GAAP net income of $14.9 million; GAAP basic EPS of $0.14 and diluted EPS of $0.13; non-GAAP EPS of $0.28
  • Second-quarter 2026 outlook: revenue of $145 million to $155 million; GAAP EPS of $0.00 to $0.06 and non-GAAP EPS of $0.17 to $0.23
  • Repurchased $8.0 million of common stock in the first quarter under a newly authorized $50 million program; acquired Aloe Care Health in April

The filing

CompanyArlo Technologies (ARLO)
Form8-K, current report
Filed with the SECMay 7, 2026, 4:10 PM ET
Accession number0001736946-26-000048

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 6:57 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on May 07, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.