Jun 2026 (Q2 FY26) — Aug 6, 2026
Arlo Technologies, Inc. Q2 FY26 — Record Revenue and Profitability Driven by Subscription Growth
Read the full callArlo Technologies (ARLO) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Arlo Technologies earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 156 | +20.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 1.6 | +0.1 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 3.0 | −3.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$12.44 +5.25% · +$0.62
Performance −28.8% 1Y
1Y: $17.47 on 14 Oct 2025 → $12.44. High $19.44 (24 Oct 2025), low $11.23 (12 Feb 2026).
- Previous close
- $11.82
- 52-week range
- $11.23 – $19.44
- One year
- −30.50%
Overview
- Symbol
- ARLO
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
Arlo Technologies earnings calls (ARLO)
Financials
What the filings say
Net profit, year on year: −3% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 138 | 122 | 119 | 129 | 140 | 141 | 150 | 156 |
| Operating profit | -5 | -6 | -1 | 2 | 1 | 5 | 8 | 2 |
| Operating margin | −4.0% | −5.0% | −1.2% | 1.5% | 0.6% | 3.3% | 5.0% | 1.6% |
| Other income | — | — | 1 | 1 | — | — | 8 | 1 |
| Profit before tax | -4 | -5 | -0 | 3 | 7 | 6 | 15 | 3 |
| Tax rate | −8.0% | −2.8% | −150.8% | −8.8% | 2.2% | 5.5% | 2.7% | 12.5% |
| Net profit | -4 | -5 | -1 | 3 | 7 | 6 | 15 | 3 |
| EPS ($ per share) | -0.04 | — | -0.01 | 0.03 | 0.07 | — | 0.14 | 0.03 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | -46 | -132 | -233 | -289 | -345 | -367 | -398 | -383 |
| Total liabilities | 326 | 339 | 280 | 235 | 185 | 182 | 197 | 183 |
| Fixed assets | 49 | 21 | 16 | 10 | 7 | 5 | 5 | 13 |
| Investments | 50 | 20 | — | — | — | — | — | — |
| Total assets | 596 | 543 | 414 | 347 | 272 | 286 | 298 | 311 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | -18 | 9 | -47 | -23 | -46 | 38 | 51 | 79 |
| Cash from investing | -71 | 76 | -4 | 18 | -32 | -51 | 11 | 28 |
| Cash from financing | 244 | -0 | -0 | -5 | -14 | -15 | -41 | -42 |
| Net cash flow | 155 | 85 | -51 | -10 | -92 | -28 | 21 | 64 |
| Capital expenditure | -22 | -7 | -4 | -2 | -2 | -3 | -3 | — |
| Free cash flow | -39 | 3 | -50 | -25 | -48 | 35 | 49 | — |
Insider filings
54 filings between Nov 3, 2025 and Sep 29, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$21.87M
34 sales by 4 insiders
50% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 11
- Award — granted as compensation
- 8
- Option exercise — converted options into shares
Also filed: 1 gift.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| MCRAE MATTHEW BLAKE | — | $10.36M | Mar 12, 2026 |
| Binder Kurtis Joseph | — | $7.36M | Sep 29, 2026 |
| Busse Brian | — | $3.56M | Mar 12, 2026 |
| Rothstein Amy M | — | $592.8K | Sep 1, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 29, 2026 | Binder Kurtis Joseph CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 13,358 | $168.0K |
| Sep 28, 2026 | Binder Kurtis Joseph CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 83,211 | $1.03M |
| Sep 1, 2026 | Rothstein Amy M Director | Sale 10b5-1 plan | 6,149 | $77.2K |
| Aug 7, 2026 | Rothstein Amy M Director | Sale 10b5-1 plan | 9,251 | $149.2K |
| Aug 5, 2026 | Rothstein Amy M Director | Sale 10b5-1 plan | 2,100 | $33.6K |
| Aug 4, 2026 | Binder Kurtis Joseph CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 27,297 | $423.7K |
| Aug 4, 2026 | Rothstein Amy M Director | Sale 10b5-1 plan | 5,010 | $76.8K |
| Aug 3, 2026 | Binder Kurtis Joseph CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 13,971 | $209.6K |
| Aug 3, 2026 | Rothstein Amy M Director | Sale 10b5-1 plan | 12,490 | $187.4K |
| Jul 6, 2026 | Binder Kurtis Joseph CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 16,507 | $211.7K |
| Jun 22, 2026 | Rothstein Amy M Director | Sale 10b5-1 plan | 5,260 | $68.5K |
| Jun 18, 2026 | Fallon Catriona M. Director | Award | 14,931 | $0 |
| Jun 18, 2026 | Summers Grady Director | Award | 14,931 | $0 |
| Jun 18, 2026 | Rothstein Amy M Director | Award | 14,931 | $0 |
| Jun 18, 2026 | Carter Miller Jocelyn Director | Award | 14,931 | $0 |
| Jun 18, 2026 | Aggarwal Prashant Director | Award | 14,931 | $0 |
| Jun 18, 2026 | FAISON RALPH E Director | Award | 14,931 | $0 |
| May 8, 2026 | Binder Kurtis Joseph CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 65,000 | $1.02M |
| Apr 17, 2026 | Binder Kurtis Joseph CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 25,000 | $379.9K |
| Apr 6, 2026 | Binder Kurtis Joseph CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 25,000 | $349.6K |
| Mar 12, 2026 | Binder Kurtis Joseph CHIEF FINANCIAL OFFICER | Sale | 179,419 | $2.47M |
| Mar 12, 2026 | Busse Brian GENERAL COUNSEL | Sale | 25,525 | $351.6K |
| Mar 12, 2026 | MCRAE MATTHEW BLAKE CEO | Sale | 153,433 | $2.11M |
| Mar 10, 2026 | MCRAE MATTHEW BLAKE CEO | Option exercise | 288,824 | — |
| Mar 10, 2026 | Busse Brian GENERAL COUNSEL | Option exercise | 50,000 | — |
| Mar 10, 2026 | Binder Kurtis Joseph CHIEF FINANCIAL OFFICER | Option exercise | 333,334 | — |
| Mar 4, 2026 | Binder Kurtis Joseph CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 9,665 | $146.1K |
| Mar 3, 2026 | Busse Brian GENERAL COUNSEL | Sale | 6,966 | $104.0K |
| Mar 3, 2026 | Binder Kurtis Joseph CHIEF FINANCIAL OFFICER | Sale | 12,539 | $187.2K |
| Mar 3, 2026 | MCRAE MATTHEW BLAKE CEO | Sale | 27,931 | $417.0K |
| Feb 27, 2026 | Binder Kurtis Joseph CHIEF FINANCIAL OFFICER | Award | 22,204 | $0 |
| Feb 27, 2026 | MCRAE MATTHEW BLAKE CEO | Award | 50,118 | $0 |
| Feb 27, 2026 | Busse Brian GENERAL COUNSEL | Award | 13,005 | $0 |
| Feb 6, 2026 | Busse Brian GENERAL COUNSEL | Sale | 31,407 | $386.1K |
| Feb 6, 2026 | MCRAE MATTHEW BLAKE CEO | Sale | 95,326 | $1.17M |
| Feb 5, 2026 | MCRAE MATTHEW BLAKE CEO | Sale | 18,085 | $223.8K |
| Feb 4, 2026 | Busse Brian GENERAL COUNSEL | Award | 57,410 | $0 |
| Feb 4, 2026 | Busse Brian GENERAL COUNSEL | Sale | 15,922 | $201.3K |
| Feb 4, 2026 | MCRAE MATTHEW BLAKE CEO | Award | 167,447 | $0 |
| Feb 4, 2026 | MCRAE MATTHEW BLAKE CEO | Sale | 58,604 | $741.1K |
| Feb 3, 2026 | MCRAE MATTHEW BLAKE CEO | Option exercise | 33,175 | — |
| Jan 30, 2026 | Busse Brian GENERAL COUNSEL | Sale | 8,245 | $105.6K |
| Jan 30, 2026 | MCRAE MATTHEW BLAKE CEO | Sale | 35,482 | $454.5K |
| Jan 9, 2026 | Busse Brian GENERAL COUNSEL | Sale | 18,841 | $257.9K |
| Jan 9, 2026 | MCRAE MATTHEW BLAKE CEO | Sale | 90,089 | $1.23M |
| Jan 9, 2026 | Binder Kurtis Joseph CHIEF FINANCIAL OFFICER | Sale | 55,043 | $753.5K |
| Jan 8, 2026 | Busse Brian GENERAL COUNSEL | Option exercise | 50,000 | — |
| Jan 8, 2026 | Binder Kurtis Joseph CHIEF FINANCIAL OFFICER | Option exercise | 100,000 | — |
| Jan 8, 2026 | MCRAE MATTHEW BLAKE CEO | Option exercise | 166,666 | — |
| Dec 1, 2025 | MCRAE MATTHEW BLAKE CEO | Sale 10b5-1 plan | 257,242 | $3.67M |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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