Arlo Q3 revenue rises to $149.2 million; GAAP EPS falls to $0.01
Arlo Technologies reported third-quarter 2026 results for the period ended September 27, 2026, with revenue of $149.2 million versus $139.5 million a year earlier and GAAP diluted EPS of $0.01 versus $0.06. Non-GAAP diluted EPS rose to $0.24 from $0.16, and the company authorized a new stock repurchase program of up to $100 million through December 31, 2028. The company also issued fourth-quarter 2026 revenue guidance of $137 million to $147 million.
Key points
- Q3 2026 revenue of $149.2 million, up from $139.5 million a year earlier and down from $155.9 million in the prior quarter
- Subscriptions and services revenue of $96.0 million, up 20.1% year over year; GAAP net income of $0.9 million versus $6.9 million a year earlier
- Non-GAAP diluted EPS of $0.24 versus $0.16 a year earlier; adjusted EBITDA of $26.9 million
- New buyback of up to $100 million through December 31, 2028; Q4 2026 revenue guidance of $137 million to $147 million, GAAP EPS of $(0.03) to $0.03
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 7, 2026, 11:17 PM ET, from the text of the filing and its press-release exhibits only.
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