Arlo Technologies ARLO
NYSE ARLO
$12.40 -0.03 (-0.24%)
At close: Sep 30, 2026 · 4:00 PM EDT

Arlo Technologies (ARLO) Current Deferred Revenue (2017 - 2026)

Updated

Arlo Technologies' Current Deferred Revenue came in at $50.84 million for Q2 2026, up 20.7% from $42.11 million a year earlier but down 2.6% from the prior quarter.

Analysis

Arlo Technologies (ARLO) Current Deferred Revenue (2017 - 2026) Analysis & Trends

At the end of FY2025, Arlo Technologies' Current Deferred Revenue was $37.14 million, up 36.3% from FY2024.

  • Current Deferred Revenue has increased in each of the last three years, though with a five-year compound annual growth rate of -6.9% (FY2020 to FY2025).
  • Going back by year, Current Deferred Revenue was $27.25 million in FY2024 (+51.0%), $18.04 million in FY2023 (+59.8%), $11.29 million in FY2022 (-61.7%) and $29.44 million in FY2021 (-44.6%).
  • The five-year range for quarterly Current Deferred Revenue is $11.29 million (Q4 2022) to $52.19 million (Q1 2026).
  • Year-over-year, Current Deferred Revenue has increased for 13 consecutive quarters, with growth averaging 51.4% over the last eight quarters.
  • The fastest year-over-year change in Current Deferred Revenue over five years came in Q1 2025 (growth of 99.8%), and the weakest in Q2 2022 (a decline of 71.8%).
  • Business Quant data shows ARLO's Current Deferred Revenue at $52.19 million (Q1 2026), $37.14 million (Q4 2025) and $40.07 million (Q3 2025) in the three quarters before Q2 2026.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Palo Alto Networks 323.81 Bn 308.88 Bn 2.30 Bn
2 CrowdStrike Holdings 271.09 Bn 251.53 Bn 1.10 Bn
3 Fortinet 131.14 Bn 117.07 Bn 1.64 Bn
4 Snowflake 119.71 Bn 107.03 Bn 1.04 Bn
5 Datadog 98.30 Bn 79.94 Bn 881.34 Mn
6 Okta 34.95 Bn 25.05 Bn 641.00 Mn
7 Axon Enterprise 34.32 Bn 28.85 Bn 546.45 Mn
8 Zscaler 32.52 Bn 18.64 Bn -
9 Baidu 29.56 Bn -44.07 Bn 1.47 Mn
10 Arlo Technologies 1.33 Bn 847.27 Mn 75.22 Mn
Historic Data

Historic Data

Download Data
DateValue
Jun 28, 2026 50.84 Mn
Mar 29, 2026 52.19 Mn
Dec 31, 2025 37.14 Mn
Sep 28, 2025 40.07 Mn
Jun 29, 2025 42.11 Mn
Mar 30, 2025 42.75 Mn
Dec 31, 2024 27.25 Mn
Sep 29, 2024 24.60 Mn
Jun 30, 2024 23.51 Mn
Mar 31, 2024 21.39 Mn
Dec 31, 2023 18.04 Mn
Oct 1, 2023 17.68 Mn
Jul 2, 2023 17.64 Mn
Apr 2, 2023 15.18 Mn
Dec 31, 2022 11.29 Mn
Oct 2, 2022 11.89 Mn
Jul 3, 2022 13.45 Mn
Apr 3, 2022 16.46 Mn
Dec 31, 2021 29.44 Mn
Oct 3, 2021 39.51 Mn
API Access

Arlo Technologies Current Deferred 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=current-deferred-revenue&ticker=ARLO&period=max&api_key=YOUR_API_KEY