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Arlo Technologies ARLO · USD

Information Technology · US listing · 🇺🇸 United States

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12.14

-1.62%

Close of 9 Nov 2026, in USD

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About Arlo Technologies

From its filings with the US Securities and Exchange Commission

SEC filings

Arlo Technologies is based in Carlsbad, California and is incorporated in Delaware. Its shares trade on NYSE under the ticker ARLO. The SEC classifies its business as detective, guard & armored car services. In the fiscal year to 31 December 2025, it reported revenue of $529.3m and net income of $14.9m. At that date it held total assets of $310.5m and shareholders' equity of $127.8m.

In its own words

Arlo Technologies, Inc. (“we” or “Arlo”) is transforming the ways in which people can protect everything that matters to them with advanced home, business, and personal security services that combine a globally scaled cloud platform, advanced monitoring and analytics capabilities, and award-winning app-controlled devices to create a personalized security ecosystem. Arlo’s deep expertise in cloud services, cutting-edge artificial intelligence (“AI”) and computer vision analytics, wireless connectivity and intuitive user experience design delivers seamless, smart home security for Arlo users that is easy to setup and engage with every day. Our highly secure, cloud-based platform provides users with visibility, insight and a powerful means to help protect and connect in real-time with the people and things that matter most, from any location with a Wi-Fi or a cellular connection – all rooted in a commitment to safeguard privacy for our users and their personal data.

To date, we have launched subscription services such as Arlo Secure, Arlo Total Security, and Arlo Safe, and several categories of award-winning smart security devices, including smart Wi-Fi and LTE-enabled cameras, video doorbells, floodlight cameras and home security systems. In addition, Arlo’s broad compatibility allows the platform to seamlessly integrate with third-party internet-of-things (“IoT”) products and protocols, such as Amazon Alexa, Apple HomeKit, Apple TV, Google Assistant, and Samsung SmartThings.

Quoted from its 10-K, filed 27 Feb 2026. Read the filing on SEC.gov ↗

Company facts

Sector
Information Technology
Industry
Electronic Equipment, Instruments & Components
Listed since
3 Aug 2018
Employees
376
Head office
5770 FLEET STREET, CARLSBAD, CA, 92008
Incorporated in
DE
Classification
Services-Detective, Guard & Armored Car Services
Filer status
Large accelerated filer

Leadership

Pay as last reported

  • Mr. Ralph FaisonIndependent Chairman of the Board$304,848
  • Mr. Matthew McraeChief Executive Officer, Director$23.3m
  • Mr. Kurtis BinderChief Financial Officer, Chief Operating Officer$9.9m
  • Mr. Brian BusseGeneral Counsel, Corporate Secretary$3.3m
  • Mr. Prashant AggarwalIndependent Director$243,173
  • Ms. Jocelyn Carter-MillerIndependent Director$249,010
  • Ms. Catriona FallonIndependent Director$252,673
  • Ms. Amy RothsteinIndependent Director$249,010
  • Mr. Grady SummersIndependent Director$248,173

Environmental, social and governance

Scores out of 100, from our data supplier

ESG
Overall
61
Environment
80
Social
81
Governance
21
Direct emissions (scope 1)
250.27 t
Energy emissions (scope 2)
262.783 t
Value chain emissions (scope 3)
8,956.52 t
Women in the workforce
32.85%
Carbon reduction policy
No
Human rights policy
Yes

SWOT analysis

AI-generated by our data supplier. Not written or checked by our editors.

AI-generated

Strengths

  • Arlo Technologies Inc has established itself as a leading provider of smart security solutions, gaining significant market share in the industry.
  • The company offers a wide range of innovative products, including high-quality security cameras and smart home devices, that are known for their advanced features and user-friendly interfaces.
  • Arlo Technologies Inc has built a strong brand reputation for reliability, durability, and customer satisfaction, resulting in a loyal customer base.

Weaknesses

  • One weakness of Arlo Technologies Inc is its dependency on external suppliers for certain components and technologies, which may impact the company's ability to control the supply chain and manufacturing processes.
  • The company operates in a highly competitive market, with several established players and new entrants, which poses a challenge in maintaining market share and pricing power.

Opportunities

  • The increasing demand for smart home technologies and security solutions presents a significant opportunity for Arlo Technologies Inc to expand its product offerings and reach new customer segments.
  • The growing market for internet of things (IoT) devices and connected ecosystems offers the potential for Arlo Technologies Inc to integrate its products with other smart devices, creating a seamless and automated home security experience.
  • International expansion is another opportunity for Arlo Technologies Inc to enter new markets and diversify its revenue streams, leveraging its established brand and reputation.

Threats

  • The threat of substitute products and technologies, such as DIY security solutions or competitor offerings, may pose a risk to Arlo Technologies Inc's market position and profitability.
  • Rapid technological advancements and changing customer preferences require continuous innovation and investment in research and development, which can be costly and impact profitability.
  • Regulatory changes and data privacy concerns around surveillance and security devices could result in increased scrutiny and compliance requirements for Arlo Technologies Inc.

Sources and methodology

Data on this tab
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Chart on the Overview
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