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| Date | Value |
|---|---|
| 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 |