Growth Metrics

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

Arlo Technologies recorded quarterly Cost of Revenue of $77.7 million in Q1 2026, up 157.21% quarter-over-quarter from -$135.8 million in Q4 2025, and up 284.67% year-over-year from $20.2 million in Q1 2025.

Arlo Technologies' Cost of Revenue history runs 10 years deep, the most recent figure standing at $77.7 million for Q1 2026.

  • In Q1 2026, Cost of Revenue rose 284.67% year-over-year to $77.7 million; the TTM figure through Mar 2026 stood at -$16.6 million (down 112.51% YoY), while the FY2025 annual figure 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.
  • A 5-year average of $19.8 million and a median of $20.5 million in 2025 frame the typical range for Cost of Revenue.
  • Across the five-year window, Cost of Revenue jumped 594.46% in 2022 and slumped 296.09% in 2023, its largest moves.
  • Arlo Technologies' Cost of Revenue stood at $86.6 million in 2022, then plunged by 296.09% to -$169.7 million in 2023, then surged by 145.2% to $76.7 million in 2024, then slumped by 277.08% to -$135.8 million in 2025, then surged by 157.21% to $77.7 million in 2026.
  • According to Business Quant data, Cost of Revenue over the past three periods registered $77.7 million, -$135.8 million, and $20.5 million for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Cost of Rev (Qtr)
1 Trane Technologies 99.95 Bn 98.89 Bn 1.73 Bn 3.24 Bn
2 Johnson Controls International 84.54 Bn 84.01 Bn 2.07 Bn 3.72 Bn
3 Carrier Global 52.72 Bn 51.70 Bn 4.82 Bn 525.00 Mn
4 Lennox International 16.87 Bn 16.82 Bn 351.30 Mn 783.80 Mn
5 Masco 13.72 Bn 13.60 Bn 686.00 Mn 1.23 Bn
6 Carlisle Companies 13.62 Bn 12.85 Bn 363.20 Mn 688.90 Mn
7 Aaon 10.97 Bn 10.97 Bn 109.77 Mn 314.45 Mn
8 SPX Technologies 10.37 Bn 10.22 Bn 230.60 Mn 336.20 Mn
9 Advanced Drainage Systems 10.34 Bn 10.19 Bn 237.66 Mn 1.55 Bn
10 Arlo Technologies 1.41 Bn 1.26 Bn 72.67 Mn 77.71 Mn

Historic Data

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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
Oct 1, 2023 86.86 Mn
Oct 1, 2023 86.86 Mn
Jul 2, 2023 73.22 Mn
Jul 2, 2023 73.22 Mn
Apr 2, 2023 75.79 Mn
Apr 2, 2023 75.79 Mn
Dec 31, 2022 86.56 Mn
Dec 31, 2022 86.56 Mn
Oct 2, 2022 22.19 Mn
Oct 2, 2022 22.19 Mn
Jul 3, 2022 14.51 Mn
Jul 3, 2022 14.51 Mn
Apr 3, 2022 13.17 Mn
Apr 3, 2022 13.17 Mn
Dec 31, 2021 12.46 Mn
Dec 31, 2021 12.46 Mn
Oct 3, 2021 12.78 Mn
Oct 3, 2021 12.78 Mn
Jun 27, 2021 72.40 Mn
Jun 27, 2021 72.40 Mn
Mar 28, 2021 11.21 Mn
Mar 28, 2021 11.21 Mn
Dec 31, 2020 90.30 Mn
Dec 31, 2020 90.30 Mn
Sep 27, 2020 12.72 Mn
Sep 27, 2020 12.72 Mn
Jun 28, 2020 61.14 Mn
Jun 28, 2020 61.14 Mn
Mar 29, 2020 61.50 Mn
Mar 29, 2020 61.50 Mn
Dec 31, 2019 -168.51 Mn
Dec 31, 2019 -168.51 Mn
Sep 29, 2019 13.66 Mn
Sep 29, 2019 13.66 Mn
Jun 30, 2019 73.95 Mn
Jun 30, 2019 73.95 Mn
Mar 31, 2019 14.22 Mn
Mar 31, 2019 14.22 Mn
Dec 31, 2018 335.72 Mn
Dec 31, 2018 335.72 Mn
Sep 30, 2018 12.84 Mn
Sep 30, 2018 12.84 Mn
Jul 1, 2018 13.07 Mn
Jul 1, 2018 13.07 Mn
Apr 1, 2018 71.59 Mn
Apr 1, 2018 71.59 Mn
Dec 31, 2017 256.36 Mn
Dec 31, 2017 256.36 Mn
Oct 1, 2017 76.54 Mn
Oct 1, 2017 76.54 Mn
Jul 2, 2017 7.36 Mn
Jul 2, 2017 7.36 Mn