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
Market Cap
$1.53B
P/E (TTM)
101.4
19.7
Dividend Yield
--
52W High
$19.94
52W Low
$7.84
52W Range
Rank50Top 68.9%
3.1
F-Score
Modified Piotroski Analysis
Based on 9-year fundamentals
Weak • 3.1 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2017-2025
Financial Dashboard
Q4 2025 Data
Revenue
$141.30M+0.00%
4-Quarter Trend
EPS
$0.05+0.00%
4-Quarter Trend
FCF
$17.94M+0.00%
4-Quarter Trend
2025 Annual Earnings Highlights
Key Highlights
Net Income Reaches Profitability Net income $14.93M in 2025, reversing $30.50M loss from 2024; Gross margin improved to 44.0% from 36.7%.
Subscription Revenue Strong Growth Subscriptions revenue $316.36M, increasing 30.2%; Paid accounts grew 23.7% to 5.69M cumulative.
Total Revenue Modest Increase Total revenue $529.30M, up 3.6% from 2024; Product revenue declined 20.5% to $212.94M.
Risk Factors
Supply Chain Component Dependency Reliance on limited sole source suppliers risks supply shortages, increased component costs, and potential lost sales.
Competitive Resource Disparity Competitors possess substantially greater financial, technical, sales, and marketing resources, potentially requiring price cuts.
Financing Needs Uncertainty May require additional financing; failure to comply with Credit Agreement covenants could limit borrowing availability.
Outlook
Focus on Subscription Monetization Goal is increasing subscription-based recurring revenue by growing installed base and expanding paid services.
Continued Product Innovation Plan to continue launching new product categories and services to enhance the Arlo platform capabilities.
Increased R&D Investment Expect increased investment in research and development going forward to enhance platform and compete for talent.
Peer Comparison
Revenue (TTM)
$17.96B
$9.06B
$8.50B
Gross Margin (Latest Quarter)
78.0%
67.6%
58.6%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| BWLP | $2.39B | 9.7 | 13.7% | 31.4% |
| GEO | $2.29B | 8.9 | 17.7% | 44.9% |
| VVX | $2.12B | 27.6 | 7.3% | 34.5% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
5.9%
Steady Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
100%
Strong Cash Flow
Deep Research
Next earnings:May 6, 2026
EPS:-
|Revenue:-
Financials
Earnings Calls
Reports
News
Income Statement
Balance Sheet
Cash Flow Statement
Ratios
% Chg.
Income Statement | LTM |
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No Data