Arlo Technologies, Inc. - 8-K Filing
Arlo Technologies reported Q1 2026 results with record subscriptions and services revenue of $90 million, up 31% YoY, and annual recurring revenue (ARR) of $357 million, up 29% YoY. The company achieved a record GAAP gross margin of 48.3% and non-GAAP gross margin of 50.1%, with GAAP net income of $15 million and adjusted EBITDA of $30 million. It also announced the acquisition of Aloe Care Health to expand AI-powered aging-in-place care services and repurchased $8 million of stock under a $50 million buyback program. (Items: 2.02 Results of Operations and Financial Condition, 9.01 Financial Statements and Exhibits)
Tickers: $ARLO