Arlo Q2 2026 Service Revenue at 60% of Sales, EBITDA Soars

In Q2 2026, Arlo's service revenue reached 60% of total sales. This significant uptick in service revenue indicates a shift in the company's revenue model. The increase in earnings before interest, taxes, depreciation, and amortization (EBITDA) suggests improving operational efficiency. For investors, this shift could signal a positive trend in Arlo's financial health, potentially impacting future stock performance.