Arlo Q2 revenue $156M (+21% YoY), record adj. EBITDA $31M, raises FY guidance

Arlo Technologies, Inc.

Record total revenue $156M, up 21% YoY; subscriptions & services revenue $93M (+19% YoY).
GAAP net income $3M ($0.03 EPS); non-GAAP EPS $0.28 (incl. $0.07 tariff refund).
Record adjusted EBITDA $30.6M (+70% YoY), margin 19.6%; free cash flow $33.9M in H1.
Cumulative paid accounts 6.3M (+23% YoY); ARR $365M (+15.6% YoY).
Raised FY2026 guidance: revenue $580-600M, non-GAAP EPS $0.90-$1.00.

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