Quarterly ResultMay 7, 2026, 04:20 PM
Arlo Q1 Subscriptions Revenue $90M, ARR $357M; GAAP Net Income $15M
AI Summary
Arlo Technologies reported strong Q1 2026 financial results, including record subscriptions and services revenue of $90.1 million, up 30.9% year-over-year, and annual recurring revenue (ARR) of $356.9 million, up 29.2%. The company achieved record GAAP net income of $15 million and adjusted EBITDA of $30.4 million, with non-GAAP EPS of $0.28. Arlo also announced the acquisition of Aloe Care Health to expand AI-powered services for aging-in-place care and repurchased $8.0 million of common stock.
Key Highlights
- Acquisition of Aloe Care Health to expand AI-powered services.
- Repurchased $8.0 million of common stock in Q1.
- Record subscriptions revenue $90.1M, up 30.9% YoY.
- Annual recurring revenue (ARR) $356.9M, up 29.2% YoY.
- Record GAAP net income $15M; adjusted EBITDA $30.4M.
- Record GAAP EPS $0.14; non-GAAP EPS $0.28.
- Cumulative paid accounts 6.0M, up 22.6% YoY.
- Q2 2026 revenue outlook $145M-$155M.