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
Extracted filing text, with the paragraph anchors used by the comparison.
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Unaudited Condensed Consolidated Statements of Stockholders’ Equity
| Three Months Ended | Nine Months Ended | |||
|---|---|---|---|---|
| September 27,2026 | September 28,2025 | September 27,2026 | September 28,2025 | |
| (In thousands) | ||||
| Total stockholders’ equity, beginning balances | $158,525 | $118,274 | $127,841 | $100,909 |
| Common stock and additional paid-in capital: | ||||
| Beginning balances | $523,659 | $513,958 | $510,864 | $498,840 |
| Stock-based compensation expense | 15,764 | 9,876 | 43,027 | 34,072 |
| Settlement of liability classified restricted stock units | 9,973 | 4,942 | 23,821 | 9,938 |
| Issuance under stock-based compensation plans | — | — | — | 805 |
| Issuance under employee stock purchase plan | — | — | 1,955 | 1,475 |
| Repurchases of common stock | (14,280) | (10,781) | (44,551) | (27,135) |
| Ending balances | $535,116 | $517,995 | $535,116 | $517,995 |
| Accumulated deficit: | ||||
| Beginning balances | $(365,134) | $(395,676) | $(383,039) | $(397,965) |
| Net income | 862 | 6,873 | 18,767 | 9,162 |
| Ending balances | $(364,272) | $(388,803) | $(364,272) | $(388,803) |
| Accumulated other comprehensive income (loss): | ||||
| Beginning balances | $— | $(8) | $16 | $34 |
| Other comprehensive income (loss), net of tax | (21) | 43 | (37) | 1 |
| Ending balances | $(21) | $35 | $(21) | $35 |
| Total stockholders’ equity, ending balances | $170,823 | $129,227 | $170,823 | $129,227 |
| Common stock shares: | ||||
| Beginning balances | 107,560 | 104,289 | 105,031 | 100,885 |
| Issuance under stock-based compensation plans | 1,001 | 2,080 | 5,616 | 6,818 |
| Issuance under employee stock purchase plan | — | — | 187 | 155 |
| Repurchases of common stock | (1,050) | (622) | (3,323) | (2,111) |
| Ending balances | 107,511 | 105,747 | 107,511 | 105,747 |
The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.