---
title: "Arlo Tech | 8-K: FY2026 Q1 Revenue Beats Estimate at USD 150.38 M"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/285659660.md"
datetime: "2026-05-08T03:42:55.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/285659660.md)
  - [en](https://longbridge.com/en/news/285659660.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/285659660.md)
---

# Arlo Tech | 8-K: FY2026 Q1 Revenue Beats Estimate at USD 150.38 M

Revenue: As of FY2026 Q1, the actual value is USD 150.38 M, beating the estimate of USD 139.73 M.

EPS: As of FY2026 Q1, the actual value is USD 0.13.

#### First Quarter 2026 Financial and Operational Highlights

##### Revenue

-   Total revenue for Arlo Technologies, Inc. was $150.4 million for the first quarter of 2026 .
-   Subscriptions and services revenue reached a record $90.1 million, an increase of 30.9% year over year, accounting for 59.9% of total revenues .
-   Products revenue was $60.3 million .

##### Gross Margin

-   GAAP gross margin was a record 48.3%, up 400 basis points year over year .
-   Non-GAAP gross margin was a record 50.1%, up 460 basis points year over year .
-   GAAP subscriptions and services gross margin was 83.7% .
-   Non-GAAP subscriptions and services gross margin was a record 85.4%, up 230 basis points year over year .

##### Profitability

-   GAAP net income was a record $14.9 million .
-   Adjusted EBITDA was a record $30.4 million, an increase of 85.3% year over year, with an adjusted EBITDA margin of 20.2% .
-   Income from operations was $7.6 million, resulting in an operating margin of 5.0% .

##### Cash Flow

-   Free cash flow (FCF) was $25.4 million, with an FCF margin of 16.9% .
-   Net cash provided by operating activities was $27.9 million .

##### Balance Sheet and Liquidity

-   Cash and cash equivalents and short-term investments totaled $167.5 million as of March 29, 2026, an increase of $14.4 million year over year .
-   Accounts receivable, net, was $52.2 million .
-   Inventories were $44.0 million .
-   Deferred revenue (current and non-current) was $53.4 million .
-   Total assets were $360.2 million .
-   Total liabilities were $200.8 million .
-   Total stockholders’ equity was $159.4 million .

##### Key Operational Metrics

-   Annual Recurring Revenue (ARR) reached $356.9 million, growing 29.2% year over year .
-   Cumulative paid accounts increased to 6.0 million, growing 22.6% year over year .
-   Days sales outstanding were 31 days .
-   Inventory turns were 5.7 .
-   Headcount was 369 .

##### Other Significant Financial Events

-   Arlo Technologies, Inc. recorded a gain from the sale of its strategic investment in Origin Wireless of $6.4 million, resulting in a 51% return .
-   The company repurchased $8.0 million of common stock during the first quarter .
-   Arlo Technologies, Inc. acquired Aloe Care Health to expand AI-powered services for aging-in-place care .

#### Second Quarter 2026 Outlook

Arlo Technologies, Inc. expects revenue for the second quarter of 2026 to be in the range of $145 million to $155 million . GAAP diluted EPS is projected to be between $0.00 and $0.06, while non-GAAP diluted EPS is expected to range from $0.17 to $0.23 . This outlook considers potential impacts from the current global tariff environment .

### Related Stocks

- [ARLO.US](https://longbridge.com/en/quote/ARLO.US.md)

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