Arlo Technologies (ARLO) Cost of Revenue (2017 - 2026)
Arlo Technologies' Cost of Revenue was $80.72 million in Q2 2026, up 13.2% from $71.33 million a year earlier and up 3.9% from the prior quarter.
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Analysis
Arlo Technologies (ARLO) Cost of Revenue (2017 - 2026) Analysis & Trends
On a trailing twelve-month basis, Arlo Technologies' Cost of Revenue was $317.22 million through Jun 28, 2026, up 4.5% year-over-year; for FY2025, it came in at $296.46 million, down 8.3% from FY2024.
- Cost of Revenue has now declined for three consecutive years, with a five-year compound annual growth rate of -0.4% (FY2020 to FY2025).
- In earlier years, Cost of Revenue was $323.38 million in FY2024 (-0.1%), $323.61 million in FY2023 (-8.7%), $354.38 million in FY2022 (+8.3%) and $327.1 million in FY2021 (+8.4%).
- Quarterly Cost of Revenue has moved between $66.34 million (Q1 2025) and $111.15 million (Q4 2021) over five years.
- Compared with a year earlier, Cost of Revenue was higher in three of the last eight quarters, with an average decline of 1.6%.
- The best year-over-year quarter for Cost of Revenue over five years was Q1 2022 (growth of 60.7%); the worst was Q4 2022 (a decline of 22.1%).
- Per Business Quant data, ARLO's Cost of Revenue in the three quarters before Q2 2026 was $77.71 million (Q1 2026), $75.76 million (Q4 2025) and $83.02 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cost of Rev (Qtr) |
|---|---|---|---|---|---|
| 1 | Palo Alto Networks | 328.64 Bn | 313.71 Bn | 2.30 Bn | 1.11 Bn |
| 2 | CrowdStrike Holdings | 276.50 Bn | 256.94 Bn | 1.10 Bn | 374.00 Mn |
| 3 | Fortinet | 132.74 Bn | 118.67 Bn | 1.64 Bn | 404.70 Mn |
| 4 | Snowflake | 120.19 Bn | 107.50 Bn | 1.04 Bn | 510.08 Mn |
| 5 | Datadog | 99.51 Bn | 81.15 Bn | 881.34 Mn | 240.11 Mn |
| 6 | Okta | 35.35 Bn | 25.44 Bn | 641.00 Mn | 164.00 Mn |
| 7 | Axon Enterprise | 33.58 Bn | 28.10 Bn | 546.45 Mn | 357.94 Mn |
| 8 | Zscaler | 32.06 Bn | 18.18 Bn | - | - |
| 9 | MongoDB | 28.84 Bn | 19.30 Bn | 569.77 Mn | 202.01 Mn |
| 10 | Arlo Technologies | 1.37 Bn | 888.15 Mn | 75.22 Mn | 80.72 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 28, 2026 | 80.72 Mn |
| Mar 29, 2026 | 77.71 Mn |
| Dec 31, 2025 | 75.76 Mn |
| Sep 28, 2025 | 83.02 Mn |
| Jun 29, 2025 | 71.33 Mn |
| Mar 30, 2025 | 66.34 Mn |
| Dec 31, 2024 | 76.72 Mn |
| Sep 29, 2024 | 89.25 Mn |
| Jun 30, 2024 | 80.59 Mn |
| Mar 31, 2024 | 76.82 Mn |
| Dec 31, 2023 | 87.74 Mn |
| Oct 1, 2023 | 86.86 Mn |
| Jul 2, 2023 | 73.22 Mn |
| Apr 2, 2023 | 75.79 Mn |
| Dec 31, 2022 | 86.56 Mn |
| Oct 2, 2022 | 91.41 Mn |
| Jul 3, 2022 | 85.24 Mn |
| Apr 3, 2022 | 91.18 Mn |
| Dec 31, 2021 | 111.15 Mn |
| Oct 3, 2021 | 86.81 Mn |
API Access
Arlo Technologies Cost of Revenue API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=cost-of-revenue&ticker=ARLO&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "cost-of-revenue", "ticker": "ARLO", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=cost-of-revenue&ticker=ARLO&period=max&api_key=YOUR_API_KEY");
const data = await res.json();