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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Arlo Technologies
Arlo Technologies (ARLO) investor relations material
Arlo Technologies Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Nov, 2026
Executive summary
Q3 revenue rose 6.9% to $149.177M; subscriptions and services reached a record $96.032M, up 20.1%, offsetting lower product revenue.
ARR was $369.9M, up 14.5%, and paid accounts grew 23.1% to 6.643M; adjusted EBITDA rose 57.6% to $26.922M.
Financial highlights
Q3 revenue was $149.177M versus $139.5M; 9M revenue was $455.5M, up 17.4% YoY.
Subscriptions and services revenue was $96.032M, up 20.1%, with $1.7M of NRE revenue; product revenue was $53.145M, down 10.8%.
Q3 GAAP gross margin was 46.5% versus 40.5%; non-GAAP gross margin was 49.0% versus 41.4%, including tariff refunds.
Adjusted EBITDA was $26.922M, up 57.6%, with an 18.0% margin; non-GAAP diluted EPS was $0.24, while GAAP net income was $0.862M and diluted EPS was $0.01.
YTD free cash flow was $50.6M with an 11.1% margin; quarter-end cash, cash equivalents and short-term investments totaled $144.0M.
Outlook and guidance
Q4 2026 revenue guidance is $137M–$147M; non-GAAP EPS guidance is $0.17–$0.23 and GAAP diluted EPS guidance is $(0.03)–$0.03.
FY 2026 guidance is $592M–$602M revenue, $375M–$385M service revenue and $0.97–$1.03 non-GAAP EPS; service revenue growth target is more than 20% in 2026+.
2027 ARR growth target is ~30%, driven mainly by strategic accounts, Arlo Secure 7 and Aloe Care; it excludes material contribution from unannounced partners.
Comcast integration remains on schedule for mid-2027, with a phased rollout and fuller-year impact more likely in 2028; new partner contributions may also wait until 2028.
Long-range plan targets 10M accounts, $700M revenue and 25% margin substantially early; R&D and sales and marketing investment are expected to rise.
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Latest events from Arlo Technologies
- Strategic partnerships and innovation are accelerating subscriber and ARR growth toward 2030 goals.ARLO
Piper Sandler 5th Annual Growth Frontiers Conference - Services-led growth, AI innovation, and partnerships drive expansion in security and wellness markets.ARLOCiti’s 2026 Global TMT Conference
- Record Q2 revenue, margin expansion, and raised guidance driven by subscription and service growth.ARLOQ2 2026
- All proposals passed, including director elections and auditor ratification, with no questions raised.ARLOAGM 2026
- Service-led growth, strong data privacy, and expanding partnerships drive long-term outperformance.ARLO46th Annual William Blair Growth Stock Conference
- Record Q1 2026 revenue, subscription growth, and AI-driven healthcare expansion.ARLOQ1 2026
- Shareholders to vote on directors, auditor, and executive pay after a year of record SaaS growth.ARLOProxy filing
- Director elections, auditor ratification, and executive pay up for vote at June 2026 meeting.ARLOProxy filing
- Record ARR, subscriber growth, and high margins support a strong 2025 outlook.ARLOQ4 2024
Next Arlo Technologies earnings date
Q4 202625 Feb, 2027
Arlo Technologies
Next Arlo Technologies earnings date
Q4 202625 Feb, 2027
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Frequently asked questions
Arlo Technologies Inc. is a technology company that specializes in developing smart home security products and solutions. The company's product lineup includes wireless security cameras, video doorbells, and related cloud-based services for monitoring and managing home security remotely. Arlo's offerings are designed to provide users with real-time video surveillance, motion detection, and security alerts through a user-friendly mobile app. The company is headquartered in Carlsbad, California, and its shares are listed on the NYSE.