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Companies / Information Technology / Arlo Technologies, Inc.
ARLO

Arlo Technologies, Inc.

Information TechnologyBusiness Services & Software
Ticker ARLOCARLSBAD, CAFiscal year ends DecemberBook value per share $1.54Diluted shares 110.9M

Arlo Technologies, Inc. (NYSE: ARLO) provides smart security devices and cloud-based services for consumers and businesses, including cameras, video doorbells, floodlight cameras, home security systems and personal safety products. Its subscription offerings include Arlo Secure, with AI-based detection, cloud… From the company’s description.

Over the twelve months to Sep 27, 2026, Arlo Technologies, Inc. reported revenue of $596.79M, up 17.1% from a year earlier, and net income of $24.53M. Its operating margin was 2.6%, and operations generated $79.28M in cash. In fiscal 2025, it reported revenue of $529.30M, up 3.6% from fiscal 2024, and net income of $14.93M.

Fiscal year 2025 · ends 12-31Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-09-27
Sales & profitability
$529.30MFY2025
+3.6% year over year
Last 12 mo $596.79M
1.15%FY2025
+8 percentage points
Last 12 mo 2.64%
$14.93MFY2025
+148.9% year over year
Last 12 mo $24.53M
11.68%FY2025
+41.9 percentage points
Last 12 mo 14.36%
Cash & financing
$78.72MFY2025
+53.4% year over year
Last 12 mo $79.28M
$66.90MFY2025
+37.6% year over year
Last 12 mo $68.51M
—
110.2MFY2025
+11.7% year over year
Last 12 mo 110.9M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What Arlo Technologies, Inc. does

In the company’s own words

Arlo Technologies, Inc. (NYSE: ARLO) provides smart security devices and cloud-based services for consumers and businesses, including cameras, video doorbells, floodlight cameras, home security systems and personal safety products. Its subscription offerings include Arlo Secure, with AI-based detection, cloud recording and emergency response; Arlo Total Security, which combines hardware and professional monitoring; and Arlo Safe, a personal safety service. Arlo also offers SmartCloud, a software-as-a-service platform for businesses and service providers integrating security capabilities into their products and services. The company sells through retailers, distributors, wireless carriers, security providers and its own online store, and Verisure distributes its products exclusively in European retail and security channels; Verisure accounted for 32% of 2025 revenue. Arlo’s platform also integrates with third-party products and services including Amazon Alexa, Apple HomeKit, Google Assistant and Samsung SmartThings. The company employed approximately 376 people as of December 31, 2025. Its website is http://www.arlo.com.

Company details
Sector
Information Technology
Industry (SIC)
Business Services & Software
Headquarters
CARLSBAD, CA
Fiscal year end
December
CIK
1736946
SIC
7381

Financial performance, year by year

Fiscal 2018–2025 · USD
$-171.06M$38.36M$247.77M$457.18M$666.60M20182019202020212022202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns Arlo Technologies, Inc. — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

249
funds hold it
0 of 35
superinvestors hold it
$681.67M
held by funds, at market
46.8%
of shares held by funds

Largest fund holders · Arlo Technologies, Inc.’s weight in each

iShares Core S&P Small-Cap ETF
IJR · iShares Trust
0.08%of fund net assets
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.00%of fund net assets
iShares Russell 2000 ETF
IWM · iShares Trust
0.05%of fund net assets
—of fund net assets
Janus Henderson Venture Fund
JAVTX · Janus Investment Fund
0.77%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

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  • “How do Arlo Technologies, Inc. and its peers compare on margins and cash generation over ten years?”
  • “Where did five years of Arlo Technologies, Inc.'s earnings go — cash, debt, buybacks, reinvestment?”
  • “What changed in Arlo Technologies, Inc.'s last four quarterly filings that the numbers alone won't show?”
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