---
schema_version: "secwatch.filing_event.v1"
accession: "0001736946-26-000058"
form_type: "8-K"
ticker: "ARLO"
cik: "0001736946"
company_name: "Arlo Technologies, Inc."
filed_at: "2026-08-06T20:09:30+00:00"
generated_at: "2026-08-06T20:12:23.147023+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001736946-26-000058
- form_type: 8-K
- ticker: ARLO
- cik: 0001736946
- company_name: Arlo Technologies, Inc.
- filed_at: 2026-08-06T20:09:30+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1736946/000173694626000058/0001736946-26-000058-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1736946/000173694626000058/arlo-20260806.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001736946-26-000058
- JSON: https://secwatch.observer/filing/0001736946-26-000058.json
- Plain text: https://secwatch.observer/filing/0001736946-26-000058.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.