Arlo Reports Third Quarter 2026 Results
Business Wire•05/11/2026•16:05 ET
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Key Highlights
- ➤Subscriptions and services revenue $96.0 million, growing 20.1% year over year
- ➤Adjusted EBITDA $26.9 million, growing 57.6% year over year
- ➤Annual recurring revenue $369.9 million, growing 14.5% year over year
- ➤Fourth-quarter revenue outlook $137 million-$147 million; non-GAAP EPS $0.17-$0.23
- ➤Arlo authorized a new stock repurchase program of up to $100 million
Expert Statements
Matthew McRae, Chief Executive Officer of Arlo Technologies
“Arlo continued its outstanding momentum into the third quarter, delivering 20% growth in subscriptions and services revenue and expanding profitability with adjusted EBITDA up over 50% year over year.”
Matthew McRae, Chief Executive Officer of Arlo Technologies
“And the recent launch of Arlo Secure 7 powered by AI-enabled Threat Assessment keeps Arlo at the forefront of innovation while cementing the foundation for continued growth into the future.”
Matthew McRae, Chief Executive Officer of Arlo Technologies
“Our level of confidence in our future growth opportunities is underscored by the recent authorization of a $100 million share repurchase program.”
Record subscriptions and services revenue of $96 million, growing 20% year over year
Annual recurring revenue (ARR)( (1) )of $370 million, growing 14% year over year
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