Arlo Reports Third Quarter 2026 Results
Arlo reported Q3 2026 revenue of $149.2 million, up 6.9% year-over-year, with record subscriptions and services revenue of $96.0 million growing 20.1% and now 64.4% of total revenue. Profitability improved sharply: adjusted EBITDA rose 57.6% YoY to $26.9 million (18.0% margin) and non-GAAP EPS was $0.24 vs. $0.16 a year ago, with GAAP EPS of $0.01. ARR reached $369.9 million (+14.5% YoY) and cumulative paid accounts grew 23.1% to 6.6 million; the board authorized a new $100 million buyback through 2028.
Key figures
- Eps
- 0.01
- Revenue
- 149177000
- Guidance
- Q4 2026 revenue $137M-$147M; GAAP EPS -$0.03 to $0.03, non-GAAP EPS $0.17-$0.23
- Revenue Yoy
- 6.9%
- Arr
- 369902000
- Arr yoy
- 14.5%
- Fcf ytd
- 50567000
- Q3 buybacks
- $14 million
- Non gaap eps
- 0.24
- Fcf margin ytd
- 11.1%
- Adjusted ebitda
- 26922000
- Gaap gross margin
- 46.5%
- Cash and investments
- $144.0 million
- Non gaap gross margin
- 49.0%
- Adjusted ebitda margin
- 18.0%
- Cumulative paid accounts
- 6.6 million
- New buyback authorization
- $100 million
- Subscriptions services revenue
- $96.0 million
- Subscriptions services revenue yoy
- 20.1%
AI analysis
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