Arlo Technologies Inc 2026年季度报告

(Mark One) For the quarterly period ended June28, 2026TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-38618 ARLO TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Indicate by check mark whether the registrant (1)has filed all reports required to be filed by Section13 or 15(d) of the Securities Exchange Act of1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2)has been subject to suchfiling requirements for the past 90 days.YesNo Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submitsuch files).YesNo Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, oran emerging growth company. See definition of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growthcompany” in Rule 12b-2 of the Exchange Act. Accelerated filerSmallerreportingcompanyEmerging growth company If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complyingwith any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).Yes☐No The number of outstanding shares of the registrant’s Common Stock, $0.001 par value, was 107,613,304 as of July31, 2026. Arlo Technologies, Inc.Form 10-QFor the Quarterly Period Ended June28, 2026 TABLE OF CONTENTS PART I: FINANCIAL INFORMATION Item1.Financial StatementsUnaudited Condensed Consolidated Balance SheetsUnaudited Condensed Consolidated Statements of Comprehensive Income (Loss)Unaudited Condensed Consolidated Statements of Stockholders’ EquityUnaudited Condensed Consolidated Statements of Cash FlowsNotes to Unaudited Condensed Consolidated Financial StatementsItem2.Management’s Discussion and Analysis of Financial Condition and Results of OperationsItem3.Quantitative and Qualitative Disclosures About Market RiskItem4.Controls and Procedures PART II: OTHER INFORMATION Item1.Legal ProceedingsItem1A.Risk FactorsItem2.Unregistered Sales of Equity Securities and Use of ProceedsItem5.Other InformationItem6.ExhibitsSignatures ARLO TECHNOLOGIES, INC. UNAUDITED CONDENSED CONSOLIDATED BALANCE SHEETS ARLO TECHNOLOGIES, INC. ARLO TECHNOLOGIES, INC. ARLO TECHNOLOGIES, INC. UNAUDITED CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS ARLO TECHNOLOGIES, INC.NOTES TO UNAUDITED CONDENSED CONSOLIDATED FINANCIAL STATEMENTS Note 1.Description of Business and Basis of Presentation Description of business Arlo Technologies, Inc. (“we,” “our,” “us,” or “Arlo”) is transforming the ways in which people can protect everything thatmatters to them with home, business, and personal security services that combine a globally scaled cloud platform, monitoring andanalytics capabilities, and award-winning app-controlled devices to create a personalized security ecosystem. Arlo’s experience incloud services, AI and computer vision analytics, wireless connectivity and intuitive user experience design delivers seamless, smarthome security for Arlo users that can be setup by the customers and engaged with every day. Our cloud-based platform provides userswith visibility, insight and a powerful means to help protect and connect in real-time with the people and things that matter most, fromany location with a Wi-Fi or a cellular connection. We conduct business across three geographic regions—(i) the Americas; (ii) Europe, Middle-East and Africa (“EMEA”); and(iii) Asia Pacific (“APAC”)—and primarily generate revenue by selling paid subscription services, as well as devices through retail,wholesale distribution, strategic partners, security solution providers, and Arlo’s direct to consumer store. Our corporate headquarters is located in Carlsbad, California, with other satellite offices across North America and variousother global locations. Basis of presentation We prepare our unaudited condensed consolidated financial statements in conformity with U.S. Generally AcceptedAccounting Principles (“U.S. GAAP”) and pursuant to the regulations of the U.S. Securities and Exchange Commission (“SEC”). Theunaudited condensed consolidated financial statements include the accounts of Arlo and its wholly owned subsidiaries. Allintercompany balances and transactions have been eliminated. These unaudited condensed consolidated financial statements should be read in conjunction with the notes to the auditedconsolidated financial statements included in our Annual