Arlo (ARLO)
Connects security cameras, cloud video, and paid safety services for homes and businesses.
$13.10
vs last close−0.31 (−2.35%)
In millions of USD, except per-share figures
| In millions | Q3 FY23Oct 2023 | Q4 FY23Dec 2023 | Q1 FY24Mar 2024 | Q2 FY24Jun 2024 | Q3 FY24Sep 2024 | Q4 FY24Dec 2024 | Q1 FY25Mar 2025 | Q2 FY25Jun 2025 | Q3 FY25Sep 2025 | Q4 FY25Dec 2025 | Q1 FY26Mar 2026 | Q2 FY26Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 130 | 135 | 124 | 127 | 138 | 122 | 119 | 129 | 140 | 141 | 150 | 156 |
| Cost of revenue | 87 | 88 | 77 | 81 | 89 | 77 | 66 | 71 | 83 | 76 | 78 | 81 |
| Gross profit | 43 | 47 | 47 | 47 | 48 | 45 | 53 | 58 | 57 | 66 | 73 | 75 |
| 45 | 48 | 58 | 60 | 54 | 51 | 54 | 56 | 56 | 61 | 65 | 73 | |
| Research & development | 17 | 16 | 21 | 20 | 18 | 15 | 16 | 18 | 18 | 21 | 23 | 24 |
| 28 | 31 | 37 | 39 | 35 | 35 | 38 | 37 | 36 | 40 | 41 | 47 | |
| Selling & marketing | 16 | 18 | 17 | 18 | 18 | 21 | 20 | 21 | 20 | 23 | 23 | 24 |
| General & administrative | 12 | 13 | 19 | 21 | 17 | 14 | 18 | 16 | 15 | 17 | 18 | 23 |
| Other expenses | 0 | 0 | 0 | 1 | 1 | 0 | 0 | 0 | 2 | 0 | 1 | 2 |
| Operating income | −2 | 0 | −11 | −13 | −5 | −6 | −1 | 2 | 1 | 5 | 8 | 2 |
| 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 6 | 1 | 8 | 1 | |
| Interest income | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 2 | 1 | 1 | 1 |
| Other non-operating income | 0 | −1 | −1 | −1 | −1 | −1 | −1 | −1 | −6 | −1 | −8 | −1 |
| Income before tax | −1 | 1 | −9 | −11 | −4 | −5 | 0 | 3 | 7 | 6 | 15 | 3 |
| Income tax expense | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0 |
| Net income from continuing operations | −1 | 1 | −10 | −12 | −4 | −5 | −1 | 3 | 7 | 6 | 15 | 3 |
| Net income | −1 | 1 | −10 | −12 | −4 | −5 | −1 | 3 | 7 | 6 | 15 | 3 |
| EPS, basic | −$0.01 | $0.01 | −$0.10 | −$0.12 | −$0.04 | −$0.05 | −$0.01 | $0.03 | $0.07 | $0.05 | $0.14 | $0.03 |
| EPS, diluted | −$0.01 | $0.01 | −$0.10 | −$0.12 | −$0.04 | −$0.05 | −$0.01 | $0.03 | $0.06 | $0.05 | $0.13 | $0.03 |
| Weighted average shares, basic | 94 | 102 | 96 | 98 | 100 | 101 | 102 | 104 | 105 | 105 | 107 | 108 |
| Weighted average shares, diluted | 94 | 102 | 96 | 98 | 100 | 101 | 102 | 108 | 110 | 110 | 110 | 111 |
| EBITDA | −1 | 2 | −8 | −11 | −3 | −4 | 0 | 4 | 8 | 7 | 17 | 7 |
| Depreciation & amortization | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 2 | 3 |
| EBIT | −2 | 1 | −9 | −11 | −4 | −5 | 0 | 3 | 7 | 6 | 15 | 3 |