Arlo Q1: record revenue $150.4M, EPS $0.14; adjusted EBITDA $30.4M (+85% YoY)

Arlo Technologies, Inc.

2026-Q1 EPS reported $0.13 revenue$150,382,000

Record subscriptions & services revenue $90.1M (+30.9% YoY); ARR $356.9M (+29.2% YoY).
Record GAAP net income $15.4M ($0.14 EPS); non-GAAP EPS $0.28, both all-time highs.
Cumulative paid accounts reached 6.0M (+22.6% YoY), on track to 10M target.
Acquired Aloe Care Health in April to expand AI aging-in-place services.
Q2 outlook: revenue $145-155M, non-GAAP EPS $0.17-0.23; tariff uncertainty noted.

item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.85

Arlo Technologies, Inc. reported first quarter ended March 29, 2026 results: revenue $150,382, net income $15 million, EPS $0.14.

Period: first quarter ended March 29, 2026
Revenue: $150,382
Net income: $15 million
EPS: $0.14
Result: reported results

Exact text from the filing

$6.4 million resulting in a 51% return. Page 1 Three Months Ended March 29, 2026 December 31, 2025 March 30, 2025 (In thousands, except percentage and per share data) Revenue $ 150,382 $ 141,297 $ 119,066 GAAP gross margin 48.3 % 46.4 % 44.3 % Non-GAAP gross margin (2) 50.1 % 47.8 % 45.5 % GAAP earnings (loss) per share - basic $ 0.14 $ 0.05 $ (0.01) Non-GAAP

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Source: SEC EDGAR

accession 0001736946-26-000048

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