ARLO: Subscriptions growth and stronger adjusted EBITDA underpin Q3 momentum; tariff risks temper the outlook
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Subscriptions and services revenue grew 20.1% YoY, while adjusted EBITDA rose 57.6%. Q4 guidance calls for $137M–$147M in revenue; tariff uncertainty could pressure product costs and margins.Original document: Arlo Technologies, Inc. [ARLO] SEC 8-K Current Report — Nov. 5
Directly affected
- ARLO Arlo Technologies+16.7% 7d
Named in this report.
Indirectly affected
- XLI Industrial Select Sector SPDR-0.3% 30d
Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.
- XRT SPDR S&P Retail ETF
SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.
- CAT Caterpillar-26.6% 30d
Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
- DE Deere-1.4% 30d
Deere (farm machinery and equipment): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
- WMT Walmart+20.2% 30d
Walmart (variety stores): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
- NKE Nike+6.7% 30d
Nike (rubber and plastics footwear): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| ARLO | -2.53% | -7.54% | base | after close | after close | after close | after close |
| XLI | +2.89% | +5.31% | base | after close | after close | after close | after close |
| XRT | -2.55% | -2.49% | base | after close | after close | after close | after close |
| CAT | +12.53% | +12.71% | base | after close | after close | after close | after close |
| DE | +1.59% | +0.19% | base | after close | after close | after close | after close |
| WMT | -3.29% | -2.27% | base | after close | after close | after close | after close |
| NKE | -2.20% | -2.74% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
ARLO: Subscriptions growth and stronger adjusted EBITDA underpin Q3 momentum; tariff risks temper the outlook TradingView
Source: TradingView
This story
| Company | When | Move | Status |
|---|---|---|---|
| ARLO | three days earlier | -7.54% | final price |
| ARLO | five days earlier | -2.53% | final price |
| CAT | three days earlier | +12.71% | final price |
| CAT | five days earlier | +12.53% | final price |
| DE | three days earlier | +0.19% | final price |
| DE | five days earlier | +1.59% | final price |
| NKE | three days earlier | -2.74% | final price |
| NKE | five days earlier | -2.20% | final price |
| WMT | three days earlier | -2.27% | final price |
| WMT | five days earlier | -3.29% | final price |
| XLI | three days earlier | +5.31% | final price |
| XLI | five days earlier | +2.89% | final price |
| XRT | three days earlier | -2.49% | final price |
| XRT | five days earlier | -2.55% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Lisa McClain bought Caterpillar (CAT) (held by a spouse), worth $1,001 - $15,000 on 28 Sep 2026. That is 38 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Pete Sessions sold Walmart (WMT) (held by a spouse), worth $50,001 - $100,000 on 2 Oct 2026. That is 34 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Jonathan Jackson sold Walmart (WMT) (jointly held), worth $50,001 - $100,000 on 28 Sep 2026. That is 38 days before publication. Filed 19 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Walmart (WMT) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 41 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Nike (NKE), worth $15,001 - $50,000 on 28 Aug 2026. That is 69 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Nike (NKE), worth $15,001 - $50,000 on 27 Aug 2026. That is 70 days before publication. Filed 10 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold Nike (NKE), worth $100,001 - $250,000 on 21 Aug 2026. That is 76 days before publication. Filed 8 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
12 out of 100
“ARLO: Subscriptions growth and stronger adjusted EBITDA underpin Q3 momentum; tariff risks temper the outlook” scores 12 out of 100. The score uses 1 sources.