Arlo Q2 FY26 GAAP EPS swings to profit at $0.03; revenue rises 21% year over year to $156 million
ARLO•Full-year outlook raised
- Arlo raised full-year 2026 outlook to revenue of $580-$600 million, with GAAP EPS of $0.11-$0.21 and non-GAAP EPS of $0.90-$1.00.
Q2 results and margin expansion
- Arlo Technologies posted Q2 2026 revenue of $156 million, up 21% year over year, driven by subscriptions and services revenue of $93 million, up 19%.
- GAAP net income was $3 million, with GAAP EPS of $0.03; non-GAAP EPS was $0.28, including a $0.07 tariff refund impact.
- GAAP gross margin widened 3.3 percentage points to 48.2%, while non-GAAP gross margin rose 4.8 percentage points to 50.6%.
- Adjusted EBITDA climbed 70.3% to $30.6 million, lifting the adjusted EBITDA margin to 19.6%; ARR rose 15.6% to $365 million.
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