Arlo Technologies, Inc.
For the period ended Sep 27, 2026. Filed Nov 5, 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.
Sep 27, 2026 · Filed Nov 5, 2026
ARLO$12.32+1.5%Stored close · as of Nov 10, 2026
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Unaudited Condensed Consolidated Statements of Operations and Comprehensive Income
UNAUDITED CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS AND
COMPREHENSIVE INCOME
| Three Months Ended | Nine Months Ended | |||
|---|---|---|---|---|
| September 27,2026 | September 28,2025 | September 27,2026 | September 28,2025 | |
| (In thousands, except per share data) | ||||
| Revenue: | ||||
| Subscriptions and services | $96,032 | $79,942 | $279,178 | $226,966 |
| Products | 53,145 | 59,587 | 176,318 | 161,034 |
| Total revenue | 149,177 | 139,529 | 455,496 | 388,000 |
| Cost of revenue: | ||||
| Subscriptions and services | 18,209 | 12,424 | 50,473 | 36,924 |
| Products | 61,606 | 70,599 | 187,777 | 183,768 |
| Total cost of revenue | 79,815 | 83,023 | 238,250 | 220,692 |
| Gross profit | 69,362 | 56,506 | 217,246 | 167,308 |
| Operating expenses: | ||||
| Research and development | 22,724 | 18,144 | 69,196 | 52,798 |
| Sales and marketing | 22,986 | 20,459 | 69,725 | 61,765 |
| General and administrative | 22,398 | 15,091 | 63,733 | 49,210 |
| Other operating expense | 224 | 1,940 | 3,548 | 2,181 |
| Total operating expenses | 68,332 | 55,634 | 206,202 | 165,954 |
| Income from operations | 1,030 | 872 | 11,044 | 1,354 |
| Other income, net: | ||||
| Gain on early lease termination | — | 4,144 | — | 4,144 |
| Gain on sale of long-term investment | — | — | 6,423 | — |
| Interest income, net | 1,087 | 1,508 | 3,307 | 4,168 |
| Other income (expense), net | 82 | 503 | 177 | (102) |
| Total other income, net | 1,169 | 6,155 | 9,907 | 8,210 |
| Income before income taxes | 2,199 | 7,027 | 20,951 | 9,564 |
| Provision for income taxes | 1,337 | 154 | 2,184 | 402 |
| Net income | $862 | $6,873 | $18,767 | $9,162 |
| Earnings per share: | ||||
| Basic | $0.01 | $0.07 | $0.17 | $0.09 |
| Diluted | $0.01 | $0.06 | $0.17 | $0.08 |
| Weighted-average common shares outstanding: | ||||
| Basic | 107,663 | 105,198 | 107,600 | 103,776 |
| Diluted | 110,604 | 109,638 | 110,915 | 108,664 |
| Comprehensive income: | ||||
| Net income | $862 | $6,873 | $18,767 | $9,162 |
| Other comprehensive income (loss), net of tax | (21) | 43 | (37) | 1 |
| Total comprehensive income | $841 | $6,916 | $18,730 | $9,163 |
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