Tahmin Clarke
Head of Investor Relations
Replay available
Arlo Technologies, Inc. (ARLO) Q2 2026 Earnings Call
Arlo Technologies, Inc. (NYSE: ARLO) Q2 2026 earnings conference call, held 2026-08-06. Replay captured from the company's public earnings webcast.
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Investor webinar replay
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Replay transcript excerpt
WEBVTT NOTE Transcription provided by Deepgram Request Id: 01a0415a-5a4d-7781-997a-2f1e50068c64 Created: 2026-08-27T03:53:58.363Z Duration: 3443.7747 Channels: 1 00:00:00.000 -- 00:00:02.399 Ladies and gentlemen, thank you for standing by. 00:00:02.639 -- 00:00:04.880 At this time, all participants are in listen 00:00:04.880 -- 00:00:05.840 only mode. 00:00:06.160 -- 00:00:08.400 Later, we will conduct a question and answer 00:00:08.400 -- 00:00:08.800 session. 00:00:14.434 -- 00:00:16.114 I would now like to turn the conference 00:00:16.114 -- 00:00:17.794 over to Tommen Clark. 00:00:17.875 -- 00:00:18.994 Please go ahead. 00:00:19.634 -- 00:00:22.115 Before we begin the formal remarks, 00:00:22.355 -- 00:00:24.675 we advise you that today's conference call contains 00:00:24.675 -- 00:00:25.794 forward looking statements. 00:00:26.770 -- 00:00:29.810 Forward looking statements include statements regarding our potential 00:00:29.810 -- 00:00:30.930 future business, 00:00:31.250 -- 00:00:33.650 operating results and financial condition, 00:00:34.050 -- 00:00:35.890 including our description of revenue, 00:00:36.130 -- 00:00:37.250 gross margins, 00:00:37.570 -- 00:00:38.850 operating margins, 00:00:39.010 -- 00:00:41.090 earnings per share, expenses, 00:00:41.545 -- 00:00:42.824 cash outlook, 00:00:43.065 -- 00:00:45.545 free cash flow and free cash flow margin, 00:00:46.024 -- 00:00:48.184 ARR, and other KPIs, 00:00:48.585 -- 00:00:50.984 guidance for the third quarter and full year 00:00:50.984 -- 00:00:52.265 2026, 00:00:52.585 -- 00:00:54.104 the long range plan targets, 00:00:54.740 -- 00:00:58.100 the rate and timing paid subscriber growth, 00:00:58.500 -- 00:01:01.300 the commercial launch and momentum of new products 00:01:01.300 -- 00:01:02.340 and services, ...