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.
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
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.
From Arlo Technologies's 10-Q and 10-K filings (SEC XBRL). YoY compares each quarter with the same quarter a year earlier; it is blank when the year-ago figure is missing or negative.
Annual results
Fiscal year
Revenue
Growth
EPS (diluted)
Growth
Net margin
FY2025
$529.30M
+3.6%
$0.14
—
2.8%
FY2024
$510.89M
+4.0%
$-0.31
—
-6.0%
FY2023
$491.18M
+0.2%
$-0.24
—
-4.5%
FY2022
$490.41M
+12.7%
$-0.65
—
-11.5%
FY2021
$435.14M
+21.8%
$-0.68
—
-12.9%
Frequently asked questions
When is Arlo Technologies's next earnings date?
Arlo Technologies has not announced a report date within the next three weeks. US companies usually report three to six weeks after each quarter ends; this page updates as soon as the date is on the calendar.
What did Arlo Technologies earn last quarter?
For the quarter ended Sep 2026, Arlo Technologies reported diluted EPS of $0.01 (-83.3% year over year) on revenue of $149.18M (+6.9%).
Where do these numbers come from?
Reported revenue, net income and EPS come from the company's own 10-Q and 10-K filings with the SEC (XBRL data). The report date and consensus estimate come from the Nasdaq earnings calendar.
Not investment advice. Figures can be restated by the company in later filings.