Arlo Technologies, Inc. splits its revenue into 2 lines in its filings. The largest line in Q3 of fiscal 2026, the quarter ended Sep 27, 2026 was Subscriptions And Services at $96.0 million, 64% of the total.
USD in millions. The percent under a figure is the change from the same quarter a year earlier.
| Line |
TTM
Sep 27, 2026
|
Q3 FY2026
Sep 27, 2026
|
Q2 FY2026
Jun 28, 2026
|
Q1 FY2026
Mar 29, 2026
|
Q4 FY2025
Dec 31, 2025
|
Q3 FY2025
Sep 28, 2025
|
Q2 FY2025
Jun 29, 2025
|
Q1 FY2025
Mar 30, 2025
|
Q4 FY2024
Dec 31, 2024
|
|---|---|---|---|---|---|---|---|---|---|
| Revenue |
597
|
149
|
156
|
150
|
141
|
140
|
129
|
119
|
122
|
| Subscriptions And Services |
369
+26.6%
share 61.8%
|
96
+20.1%
share 64.4%
|
93
+19.0%
share 59.7%
|
90
+30.9%
share 59.9%
|
89
+39.4%
share 63.3%
|
80
share 57.3%
|
78
share 60.4%
|
69
share 57.8%
|
64
share 52.8%
|
| Product |
228
+4.5%
share 38.2%
|
53
-10.8%
share 35.6%
|
63
+22.8%
share 40.3%
|
60
+20.0%
share 40.1%
|
52
-9.6%
share 36.7%
|
60
share 42.7%
|
51
share 39.6%
|
50
share 42.2%
|
57
share 47.2%
|
How these figures are calculated
Quarterly columns are single-quarter amounts. When a 10-Q reports only a year-to-date total, as cash flow statements do, the quarter is that total minus the previous quarter's year-to-date total. The fourth quarter is the annual report's full year minus the first nine months. A column marked YTD is a year-to-date total, shown when the earlier report needed for the single quarter is missing. USD in millions. Each group is a separate split of total revenue, so the groups are not added together. Share of revenue is that line divided by total revenue. The first column adds the latest year-to-date segment amount to the last fiscal year and subtracts the year-ago year-to-date amount. More on our methodology.
Company profile
- Industry
- Services-Detective, Guard & Armored Car Services (SIC 7381)
- Listed as
- ARLO (NYSE)
- Fiscal year ends
- December 31
- Incorporated in
- DE
- Headquarters
- Carlsbad, CA
- SEC filer status
- Large accelerated filer
- SEC CIK
- 1736946
Other Services-Detective, Guard & Armored Car Services companies
- Allegion plc ALLE
- ADT Inc. ADT
- Concorde International Group Ltd. CIGL
- Guardforce AI Co., Ltd. GFAI
- SU Group Holdings Ltd SUGP
All 6 Services-Detective, Guard & Armored Car Services companies
Source: SEC EDGAR filings. This is company-reported data, not investment advice.