Arlo Technologies, Inc.

For the period ended Mar 29, 2026. Filed May 7, 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.

Mar 29, 2026 · Filed May 7, 2026

ARLO$12.32+1.5%Stored close · as of Nov 10, 2026

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Contents

Unaudited Condensed Consolidated Statements of Comprehensive Income (Loss

UNAUDITED CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS AND

COMPREHENSIVE INCOME (LOSS)

	Three Months Ended
	March 29,2026	March 30,2025
(In thousands, except per share data)
Revenue:
Subscriptions and services	$90,099	$68,849
Products	60,283	50,217
Total revenue	150,382	119,066
Cost of revenue:
Subscriptions and services	14,682	12,265
Products	63,032	54,074
Total cost of revenue	77,714	66,339
Gross profit	72,668	52,727
Operating expenses:
Research and development	22,814	16,165
Sales and marketing	22,654	20,203
General and administrative	18,207	17,785
Other operating expense	1,435	25
Total operating expenses	65,110	54,178
Income (loss) from operations	7,558	(1,451)
Other income, net:
Gain on sale of long-term investment	6,423	—
Interest income, net	1,241	1,316
Other income (expense), net	70	(198)
Total other income, net	7,734	1,118
Income (loss) before income taxes	15,292	(333)
Provision for income taxes	415	502
Net income (loss)	$14,877	$(835)
Earnings (loss) per share:
Basic	$0.14	$(0.01)
Diluted	$0.13	$(0.01)
Weighted-average common shares outstanding:
Basic	106,995	102,217
Diluted	110,488	102,217
Comprehensive income (loss):
Net income (loss)	$14,877	$(835)
Other comprehensive loss, net of tax	(17)	(29)
Total comprehensive income (loss)	$14,860	$(864)

ContentsView on SEC.gov

The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.