Arlo Technologies reports Q3 EPS 16c, consensus 15c

Reports Q3 revenue $139.5M, consensus $138.69M. The company said, “Arlo again delivered another outstanding quarter fueled by our services business. Our ARR accelerated to $323 million, up about 34% year over year, driving non-GAAP subscriptions and services gross margin to over 85%, a record level and a spectacular increase of 770 basis points year over year. The comprehensive launch of our refreshed product portfolio, coupled with our Arlo Secure 6 AI-driven security platform, positions us well for a successful holiday season and additional subscriptions and services revenue growth heading into 2026.”