Arlo Technologies, Inc. (ARLO) Earnings Call Transcripts
Arlo Technologies, Inc.'s Latest Earnings Call - Q1 FY2026
In Q1 2026, Arlo Technologies reported a record revenue of $150 million, up 26% year-over-year, and a non-GAAP EPS of $0.28, an 86% increase from the previous year. The strong performance was driven by a substantial increase in paid accounts, which reached over 6 million, and a notable rise in annual recurring revenue (ARR) to $357 million, reflecting a 29% year-over-year growth. Management maintained guidance for Q2 2026, projecting revenue between $145 million and $155 million and non-GAAP EPS between $0.17 and $0.23, indicating confidence in continued growth despite recent tariff impacts.
Reported metrics
| Metric | Value |
|---|---|
| Total Revenue | $150 million (beat) |
| Non-GAAP EPS | $0.28 (beat) |
| Annual Recurring Revenue (ARR) | $357 million (positive) |
| Paid Accounts | 6 million (positive) |
| Gross Margin | 50% (positive) |
| Free Cash Flow | $25.4 million (positive) |
Guidance from management
For Q2 2026, Arlo expects total revenue in the range of $145 million to $155 million and non-GAAP EPS between $0.17 and $0.23. Management remains confident in achieving the full year 2026 financial outlook.
What analysts pressed on
Analysts expressed concerns regarding the impact of tariffs on margins and the sustainability of subscriber growth. Questions were raised about the integration of recent acquisitions and the potential for future partnerships to deliver expected revenue growth.
Main topics on the call
- Record Revenue and EPS — Arlo achieved total revenue of $150 million, exceeding guidance and reflecting a 26% year-over-year increase. Non-GAAP EPS reached $0.28, marking an 86% increase year-over-year, showcasing strong operational execution.
- Subscriber Growth — The company added 318,000 paid accounts in Q1, significantly surpassing the target range of 190,000 to 230,000. This growth was driven by strong performance in retail and partnerships, particularly with Verisure.
- Acquisition of Aloe Care — Arlo announced the acquisition of Aloe Care, targeting the $23 billion age-in-place market. This strategic move aims to leverage innovative technology for better outcomes in home care, with a projected market growth to n...
- Partnership Developments — Management highlighted imminent commercial launches with ADT and Samsung, which are expected to significantly expand Arlo's market reach. The integration with Comcast is also progressing, with anticipated impacts in 2027...
Read the full Arlo Technologies, Inc. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Arlo Technologies, Inc.
Arlo Technologies, Inc. (ARLO) is a publicly listed company in the Electronic Equipment, Instruments and Components industry, within the Information Technology sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 28 calls on record spanning February 24, 2020 to August 6, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 28 Arlo Technologies, Inc. earnings call transcripts on record, spanning February 24, 2020 to August 6, 2026. Based on this history, Arlo Technologies, Inc. reports quarterly. The most recent call on file is dated August 6, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- ARLO
- Exchange
- NYSE
- Country
- US
- Sector
- Information Technology
- Calls on record
- 28
- First call
- February 24, 2020
- Most recent
- August 6, 2026
- Reporting cadence
- quarterly