The latest call
FetchingArlo Technologies, Inc. reported on November 5, 2026. We are fetching the call transcript; its summary follows once the transcript is in.
ARLO · NYSE · Industrials · Building Products and Equipment
$11.86+0.3%Nov 13 close
Figures through September 27, 2026, from the 10-Q filed November 5, 2026
Just reported
From Arlo Technologies, Inc.'s results release of November 5, 2026; its quarterly report has since been filed.
Actual
$149.2M
+6.9% y/y
-4.3% q/q
Guided
—
No guide given
Actual
$0.01
-83% y/y
-67% q/q
Guided
—
No guide given
EPS, adjusted: $0.24
| Measure | 3 months toSep 27, 2026 | 3 months toSep 28, 2025 | Change |
|---|---|---|---|
| Total Revenue | $149.2M | $139.5M | +6.91% |
| Profit | $862K | $6.9M | -87.46% |
| Profit per share | $0.01 | $0.06 | -83.33% |
These are single quarters, not a trailing year — the figures elsewhere on this site cover twelve months and will be much larger. A seasonal business swings a long way between the two: ServiceNow earns $2.0B of free cash flow in its December quarter and $0.5B in its June one.
Compared against the same quarter a year earlier, not against an analyst forecast. A “beat” or “miss” needs a consensus estimate, which is licensed data we do not carry — and getting it wrong is worse than leaving it out.
Arlo Technologies, Inc. reported on November 5, 2026. We are fetching the call transcript; its summary follows once the transcript is in.
“Arlo continued its outstanding momentum into the third quarter, delivering 20% growth in subscriptions and services revenue and expanding profitability with adjusted EBITDA up over 50% year over year,”
Quoted verbatim from the release, and shown only when the filing attributes it to a named person.
Releases land before the open or after the close, so the window runs from the close before the report day to the close of the session after it — the reaction is inside it either way.
The quote and the company description come from Arlo Technologies, Inc.’s Item 2.02 8-K filed November 5, 2026; the table is built from its quarterly reports. Read the release on EDGAR Share prices are split- and dividend-adjusted.
Actual
$1M
+18% y/y
-58% q/q
Guided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.