Arlo Technologies, Inc.
For the period ended Jun 28, 2026. Filed Aug 6, 2026.
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A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.
Jun 28, 2026 · Filed Aug 6, 2026
ARLO$12.32+1.5%Stored close · as of Nov 10, 2026
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Unaudited Condensed Consolidated Statements of Comprehensive Income (Loss
UNAUDITED CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS AND
COMPREHENSIVE INCOME (LOSS)
| Three Months Ended | Six Months Ended | |||
|---|---|---|---|---|
| June 28,2026 | June 29,2025 | June 28,2026 | June 29,2025 | |
| (In thousands, except per share data) | ||||
| Revenue: | ||||
| Subscriptions and services | $93,047 | $78,175 | $183,146 | $147,024 |
| Products | 62,890 | 51,230 | 123,173 | 101,447 |
| Total revenue | 155,937 | 129,405 | 306,319 | 248,471 |
| Cost of revenue: | ||||
| Subscriptions and services | 17,582 | 12,235 | 32,264 | 24,500 |
| Products | 63,139 | 59,095 | 126,171 | 113,169 |
| Total cost of revenue | 80,721 | 71,330 | 158,435 | 137,669 |
| Gross profit | 75,216 | 58,075 | 147,884 | 110,802 |
| Operating expenses: | ||||
| Research and development | 23,658 | 18,489 | 46,472 | 34,654 |
| Sales and marketing | 24,085 | 21,103 | 46,739 | 41,306 |
| General and administrative | 23,128 | 16,334 | 41,335 | 34,119 |
| Other operating expense | 1,889 | 216 | 3,324 | 241 |
| Total operating expenses | 72,760 | 56,142 | 137,870 | 110,320 |
| Income from operations | 2,456 | 1,933 | 10,014 | 482 |
| Other income, net: | ||||
| Gain on sale of long-term investment | — | — | 6,423 | — |
| Interest income, net | 979 | 1,344 | 2,220 | 2,660 |
| Other income (expense), net | 25 | (407) | 95 | (605) |
| Total other income, net | 1,004 | 937 | 8,738 | 2,055 |
| Income before income taxes | 3,460 | 2,870 | 18,752 | 2,537 |
| Provision (benefit) for income taxes | 432 | (254) | 847 | 248 |
| Net income | $3,028 | $3,124 | $17,905 | $2,289 |
| Earnings per share: | ||||
| Basic | $0.03 | $0.03 | $0.17 | $0.02 |
| Diluted | $0.03 | $0.03 | $0.16 | $0.02 |
| Weighted-average common shares outstanding: | ||||
| Basic | 108,123 | 103,885 | 107,569 | 103,060 |
| Diluted | 110,819 | 108,061 | 111,094 | 107,692 |
| Comprehensive income (loss): | ||||
| Net income | $3,028 | $3,124 | $17,905 | $2,289 |
| Other comprehensive income (loss), net of tax | 1 | (13) | (16) | (42) |
| Total comprehensive income | $3,029 | $3,111 | $17,889 | $2,247 |
The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.