Arlo Technologies (ARLO) Q2 FY26 earnings call

Arlo delivered a record-breaking quarter, driven by strong subscription growth and expanding profitability, with service revenue now comprising 60% of the total. The company is strategically reinvesting tariff refunds into growth initiatives, including new product launches and strategic partnerships, while maintaining a focus on shareholder returns through continued share repurchases. Management is optimistic about future growth, particularly in the elder care and small business segments.