Arlo Technologies (ARLO) Cost of Revenue (2017 - 2026)

Arlo Technologies' (ARLO) quarterly Cost of Revenue came in at $77.7 million in Q1 2026, up 284.67% year-on-year from $20.2 million in Q1 2025, and up 157.21% quarter-over-quarter from -$135.8 million in Q4 2025.

Arlo Technologies (ARLO) Cost of Revenue (2017 - 2026) Analysis & Trends

Arlo Technologies has disclosed Cost of Revenue across 10 years of filings, most recently posting $77.7 million for Q1 2026.

  • Cost of Revenue for Q1 2026 came in at $77.7 million, up 284.67% year-over-year; the trailing twelve-month figure through Mar 2026 was -$16.6 million (down 112.51% YoY), and the FY2025 annual result was $84.8 million, down 73.76% from the prior year.
  • Cost of Revenue came in at $77.7 million for Q1 2026 at Arlo Technologies, up from -$135.8 million in the prior quarter.
  • In the past five years, Cost of Revenue ranged from a high of $86.9 million in Q4 2023 to a low of -$169.7 million in Q4 2023.
  • The 5-year median for Cost of Revenue is $20.5 million (2025), against an average of $19.8 million.
  • Across the five-year window, Cost of Revenue soared 594.46% in 2022 and tumbled 296.09% in 2023, its largest moves.
  • Arlo Technologies' Cost of Revenue stood at $86.6 million in 2022, then sank by 296.09% to -$169.7 million in 2023, then jumped by 145.2% to $76.7 million in 2024, then tumbled by 277.08% to -$135.8 million in 2025, then jumped by 157.21% to $77.7 million in 2026.
  • The last three Cost of Revenue figures came in at $77.7 million (Q1 2026), -$135.8 million (Q4 2025), and $20.5 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Cost of Rev (Qtr)
1 Trane Technologies 107.22 Bn 106.17 Bn 1.73 Bn 3.24 Bn
2 Johnson Controls International 89.13 Bn 88.60 Bn 2.07 Bn 3.72 Bn
3 Carrier Global 60.07 Bn 59.04 Bn 4.82 Bn 525.00 Mn
4 Lennox International 18.56 Bn 18.51 Bn 351.30 Mn 783.80 Mn
5 Masco 15.26 Bn 15.14 Bn 686.00 Mn 1.23 Bn
6 Carlisle Companies 14.75 Bn 13.98 Bn 363.20 Mn 688.90 Mn
7 SPX Technologies 12.03 Bn 11.87 Bn 230.60 Mn 336.20 Mn
8 Advanced Drainage Systems 11.45 Bn 11.30 Bn 237.66 Mn 1.55 Bn
9 Aaon 11.16 Bn 11.16 Bn 109.77 Mn 314.45 Mn
10 Arlo Technologies 1.40 Bn 1.24 Bn 72.67 Mn 77.71 Mn

Historic Data

Download Data
DateValue
Mar 29, 2026 77.71 Mn
Mar 29, 2026 77.71 Mn
Dec 31, 2025 -135.85 Mn
Dec 31, 2025 -135.85 Mn
Sep 28, 2025 20.46 Mn
Sep 28, 2025 20.46 Mn
Jun 29, 2025 21.10 Mn
Jun 29, 2025 21.10 Mn
Mar 30, 2025 20.20 Mn
Mar 30, 2025 20.20 Mn
Dec 31, 2024 76.72 Mn
Dec 31, 2024 76.72 Mn
Sep 29, 2024 17.83 Mn
Sep 29, 2024 17.83 Mn
Jun 30, 2024 17.70 Mn
Jun 30, 2024 17.70 Mn
Mar 31, 2024 17.37 Mn
Mar 31, 2024 17.37 Mn
Dec 31, 2023 -169.73 Mn
Dec 31, 2023 -169.73 Mn