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

Arlo raises 2026 guidance as Q2 revenue hits record $156 million

Positive Impact 4 of 5 earnings Written later

Arlo Technologies reported record second-quarter 2026 revenue of $155.9 million, up 21% from a year earlier, for the quarter ended June 28, 2026. The company raised its full-year 2026 guidance for both revenue and non-GAAP EPS, now $580 million to $600 million and $0.90 to $1.00, respectively.

Key points

  • Revenue of $155.9 million, up 21% year over year; subscriptions and services revenue of $93.0 million, up 19%
  • GAAP net income of $3.0 million, or $0.03 per diluted share, versus $14.9 million in the first quarter, which included a $6.4 million gain on sale of a long-term investment
  • Non-GAAP EPS of $0.28 versus $0.17 a year earlier; the figure includes a $0.07 tariff refund impact
  • Full-year 2026 outlook: revenue of $580 million to $600 million and non-GAAP EPS of $0.90 to $1.00; third-quarter revenue outlook of $140 million to $150 million

The filing

CompanyArlo Technologies (ARLO)
Form8-K, current report
Filed with the SECAug 6, 2026, 4:09 PM ET
Accession number0001736946-26-000058

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 6:58 AM ET, from this filing 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 August 06, 2026.

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