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Companies / Technology / Arlo Technologies, Inc.
ARLO

Arlo Technologies, Inc.

TechnologyBusiness Services & Software
Ticker ARLOCARLSBAD, CAFiscal year ends DecemberBook value per share $1.43Diluted shares 111.1M

Arlo Technologies, Inc. (NASDAQ: ARLO) operates at www.arlo.com as a provider of cloud-based smart home and personal security solutions. The company transforms how consumers protect their homes, businesses, and personal safety through an integrated ecosystem combining cloud services, artificial intelligence-powered… From the company’s description.

Fiscal year 2025 · ends 12-31Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-06-28
Sales & profitability
$529.30M
+3.6% year over year
Last 12 mo $587.14M
1.15%
+8 percentage points
Last 12 mo 2.66%
$14.93M
+148.9% year over year
Last 12 mo $30.54M
11.68%
+41.9 percentage points
Last 12 mo 19.27%
Cash & financing
$78.72M
+53.4% year over year
Last 12 mo $78.25M
$66.90M
+37.6% year over year
Last 12 mo $66.87M
—
110.2M
+11.7% year over year
Last 12 mo 111.1M

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. (NASDAQ: ARLO) operates at www.arlo.com as a provider of cloud-based smart home and personal security solutions. The company transforms how consumers protect their homes, businesses, and personal safety through an integrated ecosystem combining cloud services, artificial intelligence-powered analytics, wireless connectivity, and intuitive mobile applications.

The company's core offerings span three primary categories. Its subscription services include Arlo Secure, which provides advanced AI-based detection, DIY home security, and professional monitoring with unlimited camera support; Arlo Total Security, a comprehensive service featuring 24/7 professional monitoring and security hardware including the proprietary all-in-one multi-sensor capable of eight different sensing functions; Arlo Safe, a personal safety service with emergency response capabilities; and Arlo SmartCloud, an enterprise-focused SaaS platform for businesses integrating smart security at scale. The hardware portfolio encompasses smart Wi-Fi and LTE-enabled cameras, video doorbells, floodlight cameras, home security systems, and accessories. For the fiscal year ended December 31, 2025, Verisure represented 32 percent of total revenue as the exclusive European distributor.

Arlo distributes products through multiple channels including traditional and online retailers such as Amazon, Best Buy, Walmart, and Home Depot; wholesale distributors; wireless carriers including AT&T, Verizon, and T-Mobile; TV shopping networks; security solution providers; and direct-to-consumer sales via Arlo.com. The company maintains strategic partnerships with major technology platforms including Amazon Alexa, Apple HomeKit, Google Assistant, and Samsung SmartThings for ecosystem integration.

As of December 31, 2025, Arlo employed approximately 376 full-time employees, with 64 percent based in the United States and 36 percent distributed across global regions including Canada, Australia, Taiwan, India, and Ireland. Manufacturing is outsourced to facilities in Asia, with quality oversight maintained through operations teams in Vietnam and Taiwan. The company's research and development team comprises 186 employees specializing in software engineering, computer vision, radio frequency engineering, and industrial design. Arlo holds 146 issued United States patents and 107 international patents related to hardware, software, and services.

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

Financial performance, year by year

Fiscal 2018–2025 · USD
$-170.09M$36.43M$242.95M$449.47M$655.98M20182019202020212022202320242025Last 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
0.02%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?”
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