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Arlo Technologies, Inc.

Arlo Technologies, Inc.

NYSE•ARLO
CEO: Mr. Matthew Blake McRae
Sector: Industrials
Industry: Security & Protection Services
Listing Date: 2018-08-03
Arlo Technologies, Inc., together with its subsidiaries, provides a cloud-based platform in the Americas, Europe, the Middle East, Africa, and the Asia Pacific regions. The company offers Arlo Essential Cameras and Doorbells (2nd Generation) delivers smart home protection, including automated privacy shield, 180-degree field of view, and 2K video resolution; Arlo Home Security System, an all-in-one multi-sensor that provides access to security experts for monitoring and responding to emergency situations; Arlo Pro 5S, a wireless 2K video resolution security camera; Arlo Go 2, a camera for monitoring remote areas, large properties, construction sites, vacation homes, boat or RV slips, and hard-to-access areas; Arlo Ultra 2 provides 4K video with HDR, an ultra-wide, 180-degree field of view, auto zoom and tracking on moving objects, and color night vision; and Arlo Floodlight Camera, a wire-free floodlight camera. It provides security system accessories, charging accessories, and mounts. In addition, the company offers Arlo Secure subscriptions, including emergency response secure plus plan; 2K secure plan and 4K secure plus plan cloud-based video recording; unlimited cameras; advanced object detection; smart interactive notifications; smoke and CO alarm detection; cloud-based activity zone; call a friend; and 24/7 priority support and professional monitoring services; Arlo Total Security, a subscription which provides 24/7 professional monitoring and security hardware; Arlo Safe, a personal safety app that offers one-touch emergency response, family safety, and crash detection and response services; and Arlo SmartCloud, a SaaS solution that delivers security cloud services for business. It sells its products through retailers, wholesale distributors, broadcast channels, wireless carriers, and security solution providers, as well as through its website. Arlo Technologies, Inc. was incorporated in 2018 and is headquartered in Carlsbad, California.
Contact Information
2200 Faraday Avenue, Suite #150, Carlsbad, CA, 92008, United States
408-890-3900
www.arlo.com
Market Cap
$1.45B
P/E (TTM)
343.6
31.2
Dividend Yield
--
52W High
$19.94
52W Low
$7.84
52W Range
51%
Rank55Top 68.5%
3.0
F-Score
Modified Piotroski Analysis
Based on 9-year fundamentals
Weak • 3 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2024

Financial Dashboard

Q3 2025 Data

Revenue

$139.53M+1.35%
4-Quarter Trend

EPS

$0.07-246.74%
4-Quarter Trend

FCF

$14.99M-13.90%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Nine Month Profitability Achieved Net income swung to $9.16M USD profit for nine months versus prior year loss; Gross profit increased 17.3% to $167.31M USD.
Subscription Revenue Soars Subscriptions revenue grew 26.9% to $226.97M USD for nine months; ARR reached $323.15M USD, marking 33.8% growth.
Operating Cash Flow Improves Cash provided by operations totaled $58.95M USD, increasing $14.3M USD over prior period; Liquidity remains sufficient for 12 months.

Risk Factors

Trade Policy Uncertainty Tariffs and restrictive trade policies raise product costs and threaten supply chain stability; full impact remains uncertain for medium term.
Product Revenue Declines Product revenue dropped 23.5% for nine months due to lower ASPs and EMEA shipment timing; high customer concentration noted.
Litigation Contingencies Exist Potential litigation and third-party claims could cause costly settlements or royalty payments, adversely affecting financial condition.

Outlook

Increased R&D Investment Expect increased absolute dollar investment in R&D to develop new technologies, products, and compete for engineering talent.
Sales Marketing Spend Rises Anticipate future increases in sales and marketing expenses to drive demand for subscriptions and device products effectively.
Stock Repurchase Continues Stock repurchase program authorized through December 31, 2026; $18.8M USD remains available for future share buybacks.

Peer Comparison

Revenue (TTM)

ManpowerGroup Inc.MAN
$17.64B
-2.4%
JetBlue Airways CorporationJBLU
$9.10B
-2.5%
Hertz Global Holdings, Inc.HTZ
$8.52B
-7.4%

Gross Margin (Latest Quarter)

LegalZoom.com, Inc.LZ
65.0%
+3.0pp
Pitney Bowes Inc.PBI
56.3%
+4.0pp
Napco Security Technologies, Inc.NSSC
52.8%
-2.5pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
PBI$1.89B23.9-13.8%68.4%
LZ$1.81B64.221.5%2.6%
JBLU$1.75B-3.7-19.2%0.0%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
4.7%
Moderate Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Feb 26, 2026
|
EPS:$0.16
|
Revenue:-
Reports
All Years
  • Form 10-Q - Q3 2025

    Period End: Sep 28, 2025|Filed: Nov 6, 2025|
    Revenue: $139.53M+1.4%
    |
    EPS: $0.07-246.7%
    Miss
  • Form 10-Q - Q2 2025

    Period End: Jun 29, 2025|Filed: Aug 7, 2025|
    Revenue: $129.41M+1.5%
    |
    EPS: $0.03-125.0%
    Miss
  • Form 10-Q - Q1 2025

    Period End: Mar 30, 2025|Filed: May 8, 2025|
    Revenue: $119.07M-4.1%
    |
    EPS: $-0.01-91.8%
    Miss
  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Feb 27, 2025|
    Revenue: $510.89M+4.0%
    |
    EPS: $-0.31-29.2%
    Miss
  • Form 10-Q - Q3 2024

    Period End: Sep 29, 2024|Filed: Nov 7, 2024|
    Revenue: $137.67M+5.9%
    |
    EPS: $-0.04+273.9%
    Miss
  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 8, 2024|
    Revenue: $127.45M+10.8%
    |
    EPS: $-0.12+50.6%
    Miss
  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 9, 2024|
    Revenue: $124.20M+11.9%
    |
    EPS: $-0.10-37.5%
    Miss
  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Feb 29, 2024|
    Revenue: $491.18M+0.2%
    |
    EPS: $-0.24+63.1%
    Miss