Q2 FY2026 EarningsQ2 FY26 beat consensus across all major metrics: revenue was $155.9M vs. $148.9M expected, while GAAP EPS of $0.03 exceeded the $0.045 consensus loss (mean). Strong results were driven by a 19.0% YoY increase in subscriptions and a 23.2% rise in paid accounts, alongside an $8.0M one-time tariff refund that bolstered gross margins to 48.2% (+1.44pct variance). Despite aggressive stock repurchases, the balance sheet remains solid with $141.1M in liquidity.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Arlo Tech(ARLO) the Revenue is 155.94 M (+20.5%), Beat estimate;the EBIT is 28.98 M (+69.15%), Beat estimate;the EPS is 0.03 (+0%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.16B20.50%
0.15B15.10%
+0.01B5.40%
EBITExceed expectations
0.03B69.15%
0.02B27.36%
+0.01B41.79%
EPSMiss expectations
0.03--
0.04550.00%
-0.015050.00%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf