NEWS RELEASE Arlo Reports First Quarter 2026 Results Record subscriptions and services revenue of $90 million, growing 31% year over year Financial Summary Business Highlights Page 1 • Record subscriptions and services revenue of $90.1 million, an increase of 30.9% year over year, accounting for 59.9% of total revenues. • Ended with ARR of $356.9 million, growing 29.2% year over year. • GAAP subscriptions and services gross margin of 83.7% and record non-GAAP subscriptions and services gross margin of 85.4% ...