Arlo Technologies, Inc. revenue by segment ARLO

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

Source: SEC EDGAR filings. This is company-reported data, not investment advice.