Arlo guides for full-year 2026 revenue of $580M$600M and non-GAAP EPS of $0.90$1.00 on subscription momentum

Arlo Technologies issued FY2026 guidance calling for $580M–$600M revenue and non-GAAP EPS of $0.90–$1.00, citing continued subscription momentum. The update is equity-specific and implies improving visibility around recurring revenue, which can support risk sentiment at the margin but is unlikely to move broader macro or crypto markets. With no direct link to digital assets, spillover to crypto should be limited.