Arlo Reports First Quarter 2026 Results
Arlo delivered a strong Q1 with record revenue of $150.4 million, fueled by 31% year-over-year growth in subscription revenue to $90.1 million. Profitability accelerated sharply, with adjusted EBITDA jumping 85% to $30.4 million and non-GAAP EPS rising to $0.28.
Key figures
- Eps
- 0.14
- Revenue
- 150382000
- Guidance
- Q2 Revenue $145M-$155M; GAAP EPS $0.00-$0.06; Non-GAAP EPS $0.17-$0.23
- Revenue Yoy
- 26.3%
- Arr
- 356921000
- Arr yoy
- 29.2%
- Fcf margin
- 16.9%
- Paid accounts
- 6005000
- Free cash flow
- 25444000
- Adjusted ebitda
- 30424000
- Gaap gross margin
- 48.3%
- Paid accounts yoy
- 22.6%
- Adjusted ebitda yoy
- 85.3%
- Subscription revenue
- 90099000
- Non gaap gross margin
- 50.1%
- Adjusted ebitda margin
- 20.2%
- Subscription revenue yoy
- 30.9%
AI analysis
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