Arlo Q3 net income drops 87% year over year to $862,000; revenue rises 7% to $149.18 million
ARLO•Arlo Technologies’ third-quarter 2026 net income fell 87% to $862,000, while revenue rose 7% to $149.18 million and subscriptions and services revenue increased 20% to $96.03 million. The company authorized up to $100 million in share repurchases through December 31, 2028, and forecast fourth-quarter revenue of $137 million–$147 million and GAAP diluted EPS of -$0.03 to $0.03.
1. Third-quarter results
Arlo Technologies’ third-quarter 2026 net income fell 87% year over year to $862,000. Revenue rose 7% to $149.18 million, while subscriptions and services revenue climbed 20% to $96.03 million.
2. Repurchase and outlook
The company authorized a common stock repurchase program of up to $100 million through December 31, 2028. For the fourth quarter of 2026, it projected revenue of $137 million–$147 million and GAAP diluted EPS of -$0.03 to $0.03.
