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Arlo Technologies, Inc.

For the period ended Jun 28, 2026. Filed Aug 6, 2026.

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About this filing

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 Stockholders’ Equity

Three Months EndedSix Months Ended
June 28,2026June 29,2025June 28,2026June 29,2025
(In thousands)
Total stockholders’ equity, beginning balances$159,402$103,370$127,841$100,909
Common stock and additional paid-in capital:
Beginning balances$527,565$502,165$510,864$498,840
Stock-based compensation expense16,27711,08127,26324,196
Settlement of liability classified restricted stock units——13,8484,996
Issuance under stock-based compensation plans—156—805
Issuance under employee stock purchase plan1,9551,4751,9551,475
Repurchases of common stock(22,138)(919)(30,271)(16,354)
Ending balances$523,659$513,958$523,659$513,958
Accumulated deficit:
Beginning balances$(368,162)$(398,800)$(383,039)$(397,965)
Net income3,0283,12417,9052,289
Ending balances$(365,134)$(395,676)$(365,134)$(395,676)
Accumulated other comprehensive income (loss):
Beginning balances$(1)$5$16$34
Other comprehensive income (loss), net of tax1(13)(16)(42)
Ending balances$—$(8)$—$(8)
Total stockholders’ equity, ending balances$158,525$118,274$158,525$118,274
Common stock shares:
Beginning balances108,745103,305105,031100,885
Issuance under stock-based compensation plans3299214,6154,738
Issuance under employee stock purchase plan187155187155
Repurchases of common stock(1,701)(92)(2,273)(1,489)
Ending balances107,560104,289107,560104,289
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.