Slide 1: Arlo Technologies Q2 2026 Earnings Presentation
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Slide 2: Forward-looking statements and non-GAAP disclaimer
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Slide 3: Investor Highlights
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Slide 4: Arlo's subscription software business and mission
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Slide 5: Global market and home security opportunity
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Slide 6: Above the high end of our guidance range
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Slide 7: Security services highlights
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Slide 8: Q2 2026 Financial Results
—— aE Q2 2026 Financial Results
Slide 9: Annual recurring revenue and paid accounts
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Slide 10: Subscriptions and services revenue and gross margin
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Slide 11: Gross profit and adjusted EBITDA margin
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Slide 12: Non-GAAP earnings per share and free cash flow
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Slide 13: Balance sheet, cash and inventory
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Slide 14: Looking Ahead / Continuing Growth
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Slide 15: Expanding into new markets and subscription services
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Slide 16: Capital allocation and growth investments
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Slide 17: Financial Outlook
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Slide 18: Q3 2026 outlook
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Slide 19: 2026 plan and long-term targets
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Slide 20: Appendix
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Slide 21: Revenue, gross profit and margin reconciliation
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Slide 22: Adjusted EBITDA reconciliation
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Slide 23: Free cash flow reconciliation
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