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On June 30, 2026, Arlo Technologies Inc (ARLO) shares rose 3.3% today, closing at $13.48. The stock has exhibited a 52-week range between $11.05 and $19.94. Thi

Smart Home Security Service Leader Places in Top 10 of Appliances & Electronics Category

, /PRNewswire/ -- Arlo Technologies, Inc. (NYSE: ARLO), a leading provider of smart home security services, has been recognized on Newsweek's list of the Most Trustworthy Companies in America 2026. This prestigious award is presented by Newsweek and Statista Inc., the world-leading statistics portal and industry ranking provider.

The Most Trustworthy Companies in America 2026 list was built on an innovative methodology consisting of two evaluation components:

Arlo awarded one of the Most Trustworthy Companies in America 2026 by Newsweek Survey Results: Based on Investor Trust, Customer Trust, and Employee Trust. Social Listening Analysis: Based on the Number of Mentions, Sentiment, Virality, and Reach. The 700 companies with the highest score have been awarded as one of the Most Trustworthy Companies in America 2026. Based on the results of the study, Arlo is proud to rank seventh in the Appliances & Electronics category.

By creating innovative, smart security solutions that deliver an exceptional user experience, Arlo has built trusted, lifelong customer relationships. It proudly hosts an install base of more than 11 million registered households, more than 6 million paid subscribers, and class-leading customer retention.

"Being named to Newsweek's Most Trustworthy Companies in America list is a tremendous honor and a testament to the team's relentless pursuit of operational excellence," said Matthew McRae, CEO of Arlo Technologies. "This prestigious award confirms the trust we've built with millions of customers worldwide to deliver exceptional security solutions that bring peace of mind."

Statista publishes hundreds of worldwide industry rankings and company listings with high-profile media partners. This research and analysis service is based on the success of statista.com, the leading data and business intelligence portal that provides statistics, relevant business data, and various market and consumer studies and surveys.

For more information on the full range of Arlo smart home security products and services, visit www.arlo.com.

About Arlo Technologies, Inc.
Arlo is an award-winning, industry leader that is transforming the ways in which people can protect everything that matters to them with advanced home, business, and personal security solutions. Arlo's deep expertise in AI- and CV-powered analytics, cloud services, user experience and product design, and innovative wireless and RF connectivity enables the delivery of a seamless, smart security experience for Arlo users that is easy to set up and interact with every day. Arlo's 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. Arlo has recently launched several categories of award-winning connected devices, software, and services. These include wire-free, smart Wi-Fi and LTE-enabled security cameras, video doorbells, floodlights, security system, and Arlo's subscription service, Arlo Secure Early Warning System.

With a mission to bring users peace of mind, Arlo is as passionate about protecting user privacy as it is about safeguarding homes and families. Arlo is committed to implementing industry standards for data protection designed to keep users' personal information private and in their control. Arlo provides enhanced controls for user data, supports privacy legislation, keeps user data safely secure, and puts security at the forefront of company culture.

Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995:
This press release contains forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. The words "anticipate," "expect," "believe," "will," "may," "should," "estimate," "project," "outlook," "forecast" or other similar words are used to identify such forward-looking statements. However, the absence of these words does not mean that the statements are not forward-looking. The forward-looking statements represent Arlo's expectations or beliefs concerning future events based on information available at the time such statements were made and include statements regarding the development, features and performance of Arlo's services and products, including strategic objectives and initiatives, such as our capital allocation plan and partnerships; the recurring revenue business model; expectations regarding the size of the smart home security and aging-in-place markets, Arlo's entry into new markets, the potential size and growth rates of those markets, the ability to grow Arlo's business, and subscriber growth, adoption, and attachment rates. These statements are based on management's current expectations and are subject to certain risks and uncertainties, including that consumers may choose not to adopt Arlo's new product and/or service offerings, or may adopt competing products and/or services; we may not fully realize the benefits or potential of our partnerships; product and/or service performance may be adversely affected by real-world operating conditions; changes to trade agreements, trade policies, increased tariffs and import/export regulations may negatively affect Arlo's business and supply chain expenses; and global conflicts and geopolitical issues such as the ongoing conflicts in the Middle East, Ukraine or China-Taiwan relations may disrupt Arlo's ability to execute its business plan in a timely manner or at all. Further, certain forward-looking statements are based on assumptions as to future events that may not prove to be accurate. Therefore, actual outcomes and results may differ materially from what is expressed or forecast in such forward-looking statements. Further information on potential risk factors that could affect Arlo and its business are detailed in its periodic filings with the Securities and Exchange Commission, including, but not limited to, those risk factors described in its most recently filed Annual Report on Form 10-K and Quarterly Report on Form 10-Q and subsequent filings with the Securities and Exchange Commission. Given these circumstances, you should not place undue reliance on these forward-looking statements. Arlo undertakes no obligation to release publicly any revisions to any forward-looking statements contained herein to reflect events or circumstances after the date hereof or to reflect the occurrence of unanticipated events.

Source: Arlo-F

SOURCE Arlo Technologies, Inc.

Arlo remains a compelling buy as small caps lag and market volatility persists, with fundamentals supporting upside. ARLO's ARR and paid subscriber base are growing over 20% y/y, driving EBITDA and free cash flow expansion. The company's improving margin profile and disciplined inventory management underpin its long-term growth thesis.

Posted by Defense World Staff on Apr 8th, 2026

Riskified (NYSE:RSKD – Get Free Report) and Arlo Technologies (NYSE:ARLO – Get Free Report) are both small-cap computer and technology companies, but which is the superior stock? We will contrast the two businesses based on the strength of their risk, profitability, institutional ownership, valuation, earnings, analyst recommendations and dividends.

Profitability This table compares Riskified and Arlo Technologies’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets Riskified -8.00% -5.63% -4.24% Arlo Technologies 2.82% 10.76% 4.03% Analyst Ratings This is a summary of current recommendations for Riskified and Arlo Technologies, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Riskified 1 3 3 0 2.29 Arlo Technologies 0 2 3 0 2.60 Riskified currently has a consensus target price of $5.96, indicating a potential upside of 45.79%. Arlo Technologies has a consensus target price of $23.33, indicating a potential upside of 64.96%. Given Arlo Technologies’ stronger consensus rating and higher possible upside, analysts plainly believe Arlo Technologies is more favorable than Riskified.

Institutional & Insider Ownership 59.0% of Riskified shares are owned by institutional investors. Comparatively, 83.2% of Arlo Technologies shares are owned by institutional investors. 17.4% of Riskified shares are owned by company insiders. Comparatively, 5.2% of Arlo Technologies shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Earnings and Valuation This table compares Riskified and Arlo Technologies”s revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Riskified $344.64 million 1.76 -$27.57 million ($0.17) -24.04 Arlo Technologies $529.30 million 2.86 $14.93 million $0.13 108.81 Arlo Technologies has higher revenue and earnings than Riskified. Riskified is trading at a lower price-to-earnings ratio than Arlo Technologies, indicating that it is currently the more affordable of the two stocks.

Volatility and Risk Riskified has a beta of 1.33, indicating that its stock price is 33% more volatile than the S&P 500. Comparatively, Arlo Technologies has a beta of 1.71, indicating that its stock price is 71% more volatile than the S&P 500.

Summary Arlo Technologies beats Riskified on 12 of the 13 factors compared between the two stocks.

About Riskified (Get Free Report)

Riskified Ltd., together with its subsidiaries, develops and offers an e-commerce risk management platform that allows online merchants to create trusted relationships with consumers in the United States, Europe, the Middle East, Africa, the Asia-Pacific, and the Americas. It offers Chargeback Guarantee that ensures the legitimacy of merchants' online orders; Policy Protect, a machine learning solution designed to detect and prevent refund and returns policy abuse in real-time; Account Secure, a solution that cross-checks every login attempt; Dispute Resolve, which is used to compile submissions for fraud and non-fraud related chargeback issues; and PSD2 Optimize that helps merchants avoid bank authorization failures and abandoned shopping carts. The company serves direct-to-consumer brands, online-only retailers, omnichannel retailers, online marketplaces, and e-commerce service providers in various industries, such as payments, money transfer and crypto, tickets and travel, electronics, home, and fashion and luxury goods. Riskified Ltd. was incorporated in 2012 and is headquartered in Tel Aviv, Israel.

About Arlo Technologies (Get Free Report)

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.

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On April 13, 2026, Arlo Technologies Inc ARLO shares rose 4.6% to a current price of $13.72. Over the past 52 weeks, the stock has traded between $8.50 and $19.94, showcasing significant volatility. The recent price increase comes amidst a backdrop of fluctuations, as the stock has experienced a -1.1% decline over the past week and is down 1.9% year-to-date, yet boasts a remarkable 54.5% gain over the past year.

GF Value™ verdict: Current price of $13.72 vs GF Value of $10.40 indicates the stock is 31.9% overvalued.GF Score™ of 67/100 signifies an above-average ranking in terms of overall quality and performance.Notable signal: Insider activity shows that insiders sold $9.4M worth of shares in the last three months, indicating potential caution among company leaders. Is ARLO Overvalued or Undervalued? Analyzing the discrepancy between the current price of $13.72 and the GF Value™ of $10.40 reveals that Arlo Technologies Inc is currently overvalued by approximately 31.9%. The GF Valuation label classifies the stock as significantly overvalued, suggesting caution for potential investors. A significant risk is present, as buying shares at this inflated price could expose investors to a downturn if the market corrects to reflect its intrinsic value. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.

The margin of safety appears limited as the stock trades well above its calculated fair value, indicating that current investors may be paying a premium that does not align with the company's fundamentals. This valuation discrepancy may lead to a re-evaluation of the stock price if future performance does not meet market expectations.

How Does ARLO's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 105.5x 115.5x (5-Year Median) Forward P/E 17.0x N/A The current P/E (TTM) of 105.5x is 9% below its 5-year median of 115.5x, indicating that the stock is trading slightly below its historical valuation multiples. However, this analysis generally aligns with the GF Value™ verdict of being overvalued, as such high P/E ratios may not be sustainable in the long run, particularly in light of the significant gap between the current price and GF Value™.

What Does ARLO's GF Score™ Tell Us? Metric Rating GF Score™ 67/100 Financial Strength 7/10 Profitability 3/10 Growth 2/10 Valuation 5/10 Momentum 8/10 The GF Score™ of 67/100 highlights that Arlo Technologies Inc holds some strong attributes, particularly in Financial Strength with a rating of 7/10 and Momentum with a rating of 8/10. However, the weaker areas, such as Profitability (3/10) and Growth (2/10), suggest that while the company may be stable, it may struggle with generating consistent profits and expanding effectively. This mixed score indicates a need for cautious evaluation before making any investment decisions.

What Are Insiders Doing with ARLO Stock? Recent insider activity shows that insiders have sold approximately $9.4 million worth of shares over the last three months, with no reported purchases. This trend can often signal a lack of confidence in the company's short-term prospects or a desire to capitalize on current stock prices. Such selling activity may raise concerns for potential investors regarding the company's future performance and strategic direction.

What This Means for Investors Based on the GF Value™ assessment, Arlo Technologies Inc ARLO is currently overvalued at a price of $13.72 in comparison to the GF Value™ of $10.40. This overvaluation suggests potential risks for investors, particularly in light of the company's recent insider selling and mixed financial metrics. Caution is advised when considering an investment in this stock.

For the complete analysis, visit the Arlo Technologies Inc ARLO stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.

Frequently Asked Questions What is ARLO's GF Score™?

ARLO's GF Score™ is 67/100, indicating an above-average ranking in overall quality and performance, suggesting that while there are strengths, there are also significant areas for improvement.

Is ARLO overvalued or undervalued?

ARLO is currently overvalued with a GF Value™ of $10.40 compared to its current price of $13.72, indicating a potential risk for investors.

What is ARLO's P/E ratio?

ARLO's P/E ratio (TTM) is 105.5x, which is slightly below its 5-year median of 115.5x, suggesting a valuation that, while high, is marginally more favorable than historical averages.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

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SAN JOSE, Calif.--(BUSINESS WIRE)--Arlo Technologies, Inc. (NYSE: ARLO), a leading provider of smart security services, today announced that it will hold a conference call with investors and analysts on Thursday, May 7, 2026 at 5:00 p.m. ET (2:00 p.m. PT) to discuss the Company’s first quarter 2026 results. The news release announcing the first quarter 2026 results will be disseminated on May 7, 2026 after the market closes.

The toll-free dial-in number for the live audio call beginning at 5:00 p.m. ET (2:00 p.m. PT) on May 7, 2026 is (800) 715-9871. The international dial-in number for the live audio call is (646) 307-1963. The conference ID for the call is 5685809. A live webcast of the conference call will be available on Arlo’s Investor Relations website at http://investor.arlo.com. A replay of the call will be available via the web at http://investor.arlo.com.

About Arlo Technologies, Inc.

Arlo is an award-winning, industry leader that is transforming the ways in which people can protect everything that matters to them with advanced home, business, and personal security solutions. Arlo's deep expertise in AI- and CV-powered analytics, cloud services, user experience and product design, and innovative wireless and RF connectivity enables the delivery of a seamless, smart security experience for Arlo users that is easy to set up and interact with every day. Arlo's 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. Arlo has recently launched several categories of award-winning connected devices, software and services. These include wire-free, smart Wi-Fi and LTE-enabled security cameras, video doorbells, floodlights, security system, and Arlo's subscription service, Arlo Secure.

With a mission to bring users peace of mind, Arlo is as passionate about protecting user privacy as it is about safeguarding homes and families. Arlo is committed to implementing industry standards for data protection designed to keep users' personal information private and in their control. Arlo provides enhanced controls for user data, supports privacy legislation, keeps user data safely secure, and puts security at the forefront of company culture.

© 2026 Arlo Technologies, Inc., Arlo and the Arlo logo are trademarks and/or registered trademarks of Arlo Technologies, Inc. and/or certain of its affiliates in the United States and/or other countries. Other brand and product names are for identification purposes only and may be trademarks or registered trademarks of their respective holder(s). The information contained herein is subject to change without notice. Arlo shall not be liable for technical or editorial errors or omissions contained herein. All rights reserved.

Source: Arlo-F

More News From Arlo Technologies, Inc.

Back to Newsroom

Record subscriptions and services revenue of $90 million, growing 31% year over year

Annual recurring revenue (ARR)(1) of $357 million, growing 29% year over year

Record GAAP gross margin of 48%, growing 400 basis points and record non-GAAP gross margin(2) of 50%, growing 460 basis points

Record GAAP net income of $15 million and record adjusted EBITDA(2) of $30 million; adjusted EBITDA margin of 20%

Record GAAP EPS of $0.14 and record non-GAAP EPS of $0.28

CARLSBAD, Calif.--(BUSINESS WIRE)--Arlo Technologies, Inc. (NYSE: ARLO), a leading smart home security platform company, today reported financial results for the first quarter ended March 29, 2026.

“Our strong momentum continued into 2026 as Arlo delivered outstanding financial results in the first quarter, generating exceptional revenue growth and profitability. Record subscriptions and services revenue of $90 million and ARR of $357 million both grew by about 30%. Accelerating profitability resulted in adjusted EBITDA of $30 million and non-GAAP earnings per share of $0.28 which both grew by over 85% year over year,” said Matthew McRae, Chief Executive Officer of Arlo Technologies. “Sustained operational excellence in our core business enabled us to confidently leverage our capital allocation program to expand into new market opportunities as evidenced by our acquisition of Aloe Care in April. We believe these types of inorganic opportunities combined with the scale of our strategic partnerships will provide additional durable growth vectors on our path to surpass our long-range targets early.”

Financial Summary

Record subscriptions and services revenue of $90.1 million, an increase of 30.9% year over year, accounting for 59.9% of total revenues. Ended with ARR of $356.9 million, growing 29.2% year over year. GAAP subscriptions and services gross margin of 83.7% and record non-GAAP subscriptions and services gross margin of 85.4%; up 150 and 230 basis points year over year, respectively. Record GAAP gross margin of 48.3% and record non-GAAP gross margin of 50.1%; up 400 and 460 basis points year over year, respectively. Record adjusted EBITDA of $30.4 million, up 85.3% year over year with adjusted EBITDA margin of 20.2%. Record GAAP EPS of $0.14 and record non-GAAP EPS of $0.28. Cumulative paid accounts increased to 6.0 million, growing 22.6% year over year. Free cash flow (FCF)(3) of $25.4 million with FCF margin of 16.9%. Cash and cash equivalents and short-term investments of $167.5 million, up $14.4 million year over year. Business Highlights

Acquisition of Aloe Care Health to accelerate the expansion of our AI-powered services for aging-in-place care in collaboration with health providers, patients, and their families. Surpassed 6 million paid accounts, a significant milestone in our long-range plan to reach 10 million paid accounts. Repurchased $8.0 million of common stock during the first quarter, as part of a recent newly authorized stock repurchase program of $50 million of our shares. Recorded a gain from the sale of our strategic investment in Origin Wireless of $6.4 million resulting in a 51% return. Three Months Ended

March 29,
2026

December 31,
2025

March 30,
2025

(In thousands, except percentage and per share data)

Revenue

$ 

150,382

$

141,297

$

119,066

GAAP gross margin

48.3

%

46.4

%

44.3

%

Non-GAAP gross margin (2)

50.1

%

47.8

%

45.5

%

GAAP earnings (loss) per share - basic

$ 

0.14

$

0.05

$

(0.01

)

Non-GAAP EPS - diluted (2)

$ 

0.28

$

0.22

$

0.15

The second quarter 2026 Outlook (4) (5)

A reconciliation of our outlook on a GAAP and non-GAAP basis is provided for the three months ended June 28, 2026 in the following table:

Revenue

EPS - diluted

(In millions, except per share data)

GAAP

$145 - $155

$0.00 - $0.06

Adjustments for stock-based compensation expense and others

—

$0.17

Non-GAAP

$145 - $155

$0.17 - $0.23

Investor Conference Call / Webcast Details

Arlo will review the first quarter 2026 results and discuss management’s expectations for the second quarter 2026 today, Thursday, May 7, 2026 at 5:00 p.m. ET (2:00 p.m. PT). To view the accompanying presentation, a live webcast of the conference call will be available on Arlo’s Investor Relations website at https://investor.arlo.com. The toll-free dial-in number for the live audio call is (800) 715-9871. The international dial-in number for the live audio call is (646) 307-1963. The conference ID for the call is 5685809. A replay of the call will be available via the web at https://investor.arlo.com.

About Arlo Technologies, Inc.

Arlo is an award-winning, industry leader that is transforming the ways in which people can protect everything that matters to them with advanced home, business, and personal security solutions. Arlo's deep expertise in AI- and CV-powered analytics, cloud services, user experience and product design, and innovative wireless and RF connectivity enables the delivery of a seamless, smart security experience for Arlo users that is easy to set up and interact with every day. Arlo's 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. Arlo has recently launched several categories of award-winning connected devices, software and services. These include wire-free, smart Wi-Fi and LTE-enabled security cameras, video doorbells, floodlights, security system, and Arlo's subscription service, Arlo Secure.

With a mission to bring users peace of mind, Arlo is as passionate about protecting user privacy as it is about safeguarding homes and families. Arlo is committed to implementing industry standards for data protection designed to keep users' personal information private and in their control. Arlo provides enhanced controls for user data, supports privacy legislation, keeps user data safely secure, and puts security at the forefront of company culture.

© 2026 Arlo Technologies, Inc., Arlo and the Arlo logo are trademarks and/or registered trademarks of Arlo Technologies, Inc. and/or certain of its affiliates in the United States and/or other countries. Other brand and product names are for identification purposes only and may be trademarks or registered trademarks of their respective holder(s). The information contained herein is subject to change without notice. Arlo shall not be liable for technical or editorial errors or omissions contained herein. All rights reserved.

Safe Harbor Statement Under the Private Securities Litigation Reform Act of 1995 for Arlo Technologies, Inc.:

This press release contains forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. The words “anticipate,” “expect,” “believe,” “will,” “may,” “should,” “estimate,” “project,” “outlook,” “forecast” or other similar words are used to identify such forward-looking statements. However, the absence of these words does not mean that the statements are not forward-looking. The forward-looking statements represent our expectations or beliefs concerning future events based on information available at the time such statements were made and include statements regarding our potential future business, operating performance and financial condition, including descriptions of our expected revenue and profitability, GAAP and non-GAAP gross margins, adjusted EBITDA and adjusted EBITDA margins, tax rates, expenses, cash outlook, free cash flow and free cash flow margins; strategic objectives and initiatives; expectations regarding the accelerated expansion of our AI-powered services for aging-in-place care and the expansion of our presence in the AI-driven smart home security market; expectations regarding the anticipated benefits, synergies and value creation from our recent acquisitions, including the acquisitions of Aloe Care and Canary, and the successful integration thereof; expectations regarding the realization of returns on our strategic investments, including the disposition of our investment in Origin Wireless; expectations regarding our ability to combine our strategic opportunities with the scale of our strategic partnerships to provide additional growth vectors on our quest to surpass our long-range targets early; and others. These statements are based on management's current expectations and are subject to certain risks and uncertainties, including the following: future demand for our products may be lower than anticipated, including due to inflation, fluctuating consumer confidence, banking failures and high interest rates; we may be unsuccessful in developing and expanding our sales and marketing capabilities; we may not be able to increase sales of our paid subscription services; consumers may choose not to adopt our new product offerings or adopt competing products; product performance may be adversely affected by real world operating conditions; we may be unsuccessful or experience delays in manufacturing and distributing our new and existing products; we may fail to manage costs and cost saving initiatives, the cost of developing new products and manufacturing and distribution of our existing offerings; we may fail to successfully integrate acquired businesses, technologies or personnel, or to realize the anticipated benefits, synergies or cost savings from our recent acquisitions; we may experience difficulties retaining key employees of acquired companies; the costs and management attention associated with the integration of acquired businesses may be greater than anticipated; and we may not realize the expected returns on our future strategic investments, if any. Further, certain forward-looking statements are based on assumptions as to future events that may not prove to be accurate. Therefore, actual outcomes and results may differ materially from what is expressed or forecasted in such forward-looking statements.

Under the current U.S. administration, tariffs, and retaliatory tariffs imposed by other nations, have created a dynamic and unpredictable trade landscape, which is adversely impacting, and may continue to adversely impact, our business. Current or future tariffs impacting our products, which are manufactured outside of the United States, have raised and may further raise our product costs. In addition, other trade restrictions could negatively impact our ability to obtain finished products from our ex-U.S. manufacturers and suppliers and, therefore, delay or impede our product deliveries. Tariff-related cost pressures and supply chain disruptions may lead to reputational harm if we are unable to deliver products or services on expected timelines or if any price increases are poorly received by customers or business partners. Furthermore, ongoing uncertainty regarding trade disputes and other political tensions between the United States and other countries, including in Asia, may also exacerbate unfavorable macroeconomic conditions, which may negatively impact international customer demand for our products or services and may lead to increased preference for local competitors. While we continue to monitor these developments, the full impact of these risks remains uncertain, and any prolonged economic downturn, escalation in trade tensions or deterioration in international perception of U.S.-based companies could materially and adversely affect our business, results of operations and financial condition.

Further information on potential risk factors that could affect our business are detailed in our periodic filings with the Securities and Exchange Commission, including, but not limited to, those risks and uncertainties listed in the section entitled “Risk Factors” in the most recently filed Annual Report and Quarterly Report filed with the Securities and Exchange Commission (the “SEC”) and subsequent filings with the SEC. Given these circumstances, you should not place undue reliance on these forward-looking statements. We undertake no obligation to release publicly any revisions to any forward-looking statements contained herein to reflect events or circumstances after the date hereof or to reflect the occurrence of unanticipated events.

Non-GAAP Financial Measures:

To supplement our unaudited financial data prepared on a basis consistent with U.S. Generally Accepted Accounting Principles (“GAAP”), we disclose certain non-GAAP financial measures that exclude certain charges, including non-GAAP gross profit, non-GAAP gross margin, adjusted EBITDA, adjusted EBITDA margin, non-GAAP net income and non-GAAP earnings per diluted share. These supplemental measures exclude adjustments for stock-based compensation expense, acquisition-related expense, gain on sale of long-term investment, amortization of software development cost, depreciation expenses, and the related tax effects. In addition, we use free cash flow as a non-GAAP measure when assessing the sources of liquidity, capital resources, and quality of earnings. We believe that free cash flow is helpful in understanding our capital requirements and provides an additional means to reflect the cash flow trends in our business.

These non-GAAP measures are not in accordance with, or an alternative for GAAP, and may be different from similarly-titled non-GAAP measures used by other companies. We believe that these non-GAAP measures have limitations in that they do not reflect all of the amounts associated with our results of operations as determined in accordance with GAAP and that these measures should only be used to evaluate our results of operations in conjunction with the corresponding GAAP measures. The presentation of this additional information is not meant to be considered in isolation or as a substitute for the most directly comparable GAAP measures. We compensate for the limitations of non-GAAP financial measures by relying upon GAAP results to gain a complete picture of our performance.

In calculating non-GAAP financial measures, we exclude certain items to facilitate a review of the comparability of our operating performance on a period-to-period basis because such items are not, in our view, related to our ongoing operational performance. We use non-GAAP measures to evaluate the operating performance of our business, for comparison with forecasts and strategic plans, and for benchmarking performance externally against competitors. In addition, management’s incentive compensation is determined using certain non-GAAP measures. Since we find these measures to be useful, we believe that investors benefit from seeing results “through the eyes” of management in addition to seeing GAAP results. We believe that these non-GAAP measures, when read in conjunction with our GAAP measures, provide useful information to investors by offering:

the ability to make more meaningful period-to-period comparisons of our on-going operating results; the ability to better identify trends in our underlying business and perform related trend analyses; a better understanding of how management plans and measures our underlying business; and an easier way to compare our operating results against analyst financial models and operating results of competitors that supplement their GAAP results with non-GAAP financial measures. The following are explanations of the adjustments that we incorporate into non-GAAP measures, as well as the reasons for excluding them in the reconciliations of these non-GAAP financial measures:

Stock-based compensation expense consists of non-cash charges for the estimated fair value of restricted stock units, performance-based restricted stock units, and shares under the employee stock purchase plan granted to employees, and the payroll taxes associated with stock-based compensation. We believe that the exclusion of these charges provides for more accurate comparisons of our operating results to peer companies due to the varying available valuation methodologies, subjective assumptions and the variety of award types. In addition, we believe it is useful to investors to understand the specific impact stock-based compensation expense has on our operating results.

Other non-GAAP items are the result of either unique or unplanned events, including, when applicable: acquisition-related expense, gain on sale of long-term investment, amortization of software development cost, depreciation expenses, and the related tax effects. It is difficult to predict the occurrence or estimate the amount or timing of these items in advance. Although these events are reflected in our GAAP financial statements, these unique transactions may limit the comparability of our on-going operations with prior and future periods. The amounts result from events that often arise from unforeseen circumstances, which often occur outside of the ordinary course of continuing operations. Therefore, the amounts do not accurately reflect the underlying performance of our continuing business operations for the period in which they are incurred.

Source: Arlo-F

  ARLO TECHNOLOGIES, INC.

UNAUDITED CONDENSED CONSOLIDATED BALANCE SHEETS

(In thousands, except share and per share data)

  As of

March 29, 2026

December 31, 2025

ASSETS

Current assets:

Cash and cash equivalents

$

152,636

$

146,440

Short-term investments

14,862

19,985

Accounts receivable, net

52,174

39,666

Inventories

43,958

41,185

Prepaid expenses and other current assets

12,045

13,210

Total current assets

275,675

260,486

Property and equipment, net

14,178

13,158

Operating lease right-of-use assets, net

8,691

9,195

Goodwill

38,544

11,038

Intangible assets, net

19,490

—

Long-term investment

—

12,500

Other non-current assets

3,614

4,171

Total assets

$

360,192

$

310,548

LIABILITIES AND STOCKHOLDERS' EQUITY

Current liabilities:

Accounts payable

$

40,184

$

42,826

Deferred revenue

52,187

37,139

Accrued liabilities

89,331

92,372

Total current liabilities

181,702

172,337

Non-current operating lease liabilities

6,230

6,743

Other non-current liabilities

12,858

3,627

Total liabilities

200,790

182,707

Commitments and contingencies

Stockholders’ Equity:

Preferred stock: $0.001 par value; 50,000,000 shares authorized; none issued or outstanding

—

—

Common stock: $0.001 par value; 500,000,000 shares authorized; shares issued and outstanding: 108,745,373 at March 29, 2026 and 105,030,947 at December 31, 2025

108

105

Additional paid-in capital

527,457

510,759

Accumulated other comprehensive income (loss)

(1

)

16

Accumulated deficit

(368,162

)

(383,039

)

Total stockholders’ equity

159,402

127,841

Total liabilities and stockholders’ equity

$

360,192

$

310,548

  ARLO TECHNOLOGIES, INC.

UNAUDITED CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS

(In thousands, except percentage and per share data)

  Three Months Ended

March 29,
2026

December 31,
2025

March 30,
2025

Revenue:

Subscriptions and services

$

90,099

$

89,390

$

68,849

Products

60,283

51,907

50,217

Total revenue

150,382

141,297

119,066

Cost of revenue:

Subscriptions and services

14,682

15,412

12,265

Products

63,032

60,352

54,074

Total cost of revenue

77,714

75,764

66,339

Gross profit

72,668

65,533

52,727

Gross margin

48.3

%

46.4

%

44.3

%

Operating expenses:

Research and development

22,814

20,852

16,165

Sales and marketing

22,654

23,077

20,203

General and administrative

18,207

16,887

17,785

Other operating expense

1,435

—

25

Total operating expenses

65,110

60,816

54,178

Income (loss) from operations

7,558

4,717

(1,451

)

Operating margin

5.0

%

3.3

%

(1.2

)%

Other income, net:

Gain on sale of long-term investment

6,423

—

—

Interest income, net

1,241

1,284

1,316

Other income (expense), net

70

102

(198

)

Total other income, net

7,734

1,386

1,118

Income (loss) before income taxes

15,292

6,103

(333

)

Provision for income taxes

415

339

502

Net income (loss)

$

14,877

$

5,764

$

(835

)

Earnings (loss) per share:

Basic

$

0.14

$

0.05

$

(0.01

)

Diluted

$

0.13

$

0.05

$

(0.01

)

Weighted-average common shares outstanding:

Basic

106,995

105,434

102,217

Diluted

110,488

110,353

102,217

  ARLO TECHNOLOGIES, INC.

UNAUDITED CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS

(In thousands)

  Three Months Ended

March 29, 2026

March 30, 2025

Cash flows from operating activities:

Net income (loss)

$

14,877

$

(835

)

Adjustments to reconcile net income (loss) to net cash provided by operating activities:

Stock-based compensation expense, net of amounts capitalized

19,734

17,012

Depreciation and amortization

1,697

829

Gain on sale of long-term investment

(6,423

)

—

Allowance for credit losses and non-cash changes to reserves

949

416

Deferred income taxes

241

(155

)

Discount accretion on investments and other

(57

)

(657

)

Changes in assets and liabilities, net of assets acquired:

Accounts receivable, net

(12,490

)

11,287

Inventories

(1,828

)

5,648

Prepaid expenses and other assets

1,481

354

Accounts payable

(3,622

)

(14,983

)

Deferred revenue

14,811

15,597

Accrued and other liabilities

(1,507

)

(3,594

)

Net cash provided by operating activities

27,863

30,919

Cash flows from investing activities:

Purchases of property and equipment, including capitalized software

(2,419

)

(2,803

)

Purchases of short-term investments

(14,825

)

(44,049

)

Purchase of long-term investment

—

(12,500

)

Acquisition of business

(36,000

)

—

Proceeds from maturities of short-term investments

19,988

45,000

Proceeds from sale of long-term investment

18,923

—

Net cash used in investing activities

(14,333

)

(14,352

)

Cash flows from financing activities:

Proceeds from employee stock plans

—

649

Repurchases of common stock

(7,334

)

(15,239

)

Net cash used in financing activities

(7,334

)

(14,590

)

Net increase in cash and cash equivalents

6,196

1,977

Cash and cash equivalents at beginning of period

146,440

82,032

Cash and cash equivalents at end of period

$

152,636

$

84,009

Non-cash investing and financing activities:

Purchases of property and equipment included in accounts payable and accrued liabilities

$

463

$

1,164

Stock-based compensation expense capitalized for software development

$

305

$

601

Stock repurchases included in accounts payable

$

1,021

$

—

ARLO TECHNOLOGIES, INC.

RECONCILIATIONS OF GAAP MEASURES TO NON-GAAP MEASURES (UNAUDITED)

(In thousands, except percentage data)

  Three Months Ended

March 29,
2026

December 31,
2025

March 30,
2025

GAAP gross profit:

Subscriptions and services

$

75,417

$

73,978

$

56,584

Products

(2,749

)

(8,445

)

(3,857

)

Total GAAP gross profit

72,668

65,533

52,727

GAAP gross margin:

Subscriptions and services

83.7

%

82.8

%

82.2

%

Products

(4.6

)%

(16.3

)%

(7.7

)%

Total GAAP gross margin

48.3

%

46.4

%

44.3

%

Stock-based compensation - Subscriptions and services cost

300

242

361

Stock-based compensation - Products cost

1,074

963

756

Amortization of software development cost

1,256

864

272

Non-GAAP gross profit:

Subscriptions and services

76,973

75,084

57,217

Products

(1,675

)

(7,482

)

(3,101

)

Total Non-GAAP gross profit

$

75,298

$

67,602

$

54,116

Non-GAAP gross margin:

Subscriptions and services

85.4

%

84.0

%

83.1

%

Products

(2.8

)%

(14.4

)%

(6.2

)%

Total Non-GAAP gross margin

50.1

%

47.8

%

45.5

%

GAAP net income (loss)

$

14,877

$

5,764

$

(835

)

Stock-based compensation expense

19,734

17,200

17,012

Depreciation and amortization

1,697

1,345

829

Acquisition-related expense

1,329

—

—

Other operating expense

106

—

25

Gain on sale of long-term investment

(6,423

)

—

—

Interest income, net

(1,241

)

(1,284

)

(1,316

)

Other (income) expense, net

(70

)

(102

)

198

Provision for income taxes

415

339

502

Adjusted EBITDA

$

30,424

$

23,262

$

16,415

Adjusted EBITDA margin

20.2

%

16.5

%

13.8

%

  ARLO TECHNOLOGIES, INC.

RECONCILIATIONS OF GAAP MEASURES TO NON-GAAP MEASURES (UNAUDITED) (CONTINUED)

(In thousands, except percentage and per share data)

  Three Months Ended

March 29,
2026

December 31,
2025

March 30,
2025

GAAP net income (loss)

$

14,877

$

5,764

$

(835

)

Stock-based compensation expense

19,734

17,200

17,012

Gain on sale of long-term investment

(6,423

)

—

—

Others

2,776

949

297

Non-GAAP net income

$

30,964

$

23,913

$

16,474

GAAP earnings (loss) per share - basic

$

0.14

$

0.05

$

(0.01

)

Stock-based compensation expense

0.18

0.16

0.16

Gain on sale of long-term investment

(0.06

)

—

—

Others

0.02

0.01

—

Non-GAAP EPS - diluted

$

0.28

$

0.22

$

0.15

Weighted-average common shares outstanding:

Basic

106,995

105,434

102,217

Diluted

110,488

110,353

108,285

Free cash flow:

Net cash provided by operating activities

$

27,863

$

19,770

$

30,919

Less: purchases of property and equipment, including capitalized software

(2,419

)

(1,830

)

(2,803

)

Free cash flow (1)

$

25,444

$

17,940

$

28,116

Free cash flow margin (1)

16.9

%

12.7

%

23.6

%

ARLO TECHNOLOGIES, INC. SUPPLEMENTAL FINANCIAL INFORMATION (UNAUDITED)

(In thousands, except headcount and per share data)

  As of and for the three months ended

March 29,
2026

December 31,
2025

September 28,
2025

June 29,
2025

March 30,
2025

Cash, cash equivalents and short-term investments

$

167,498

$

166,425

$

165,544

$

160,401

$

153,106

Accounts receivable, net

$

52,174

$

39,666

$

76,698

$

61,450

$

46,054

Days sales outstanding

31

26

50

43

34

Inventories

$

43,958

$

41,185

$

44,371

$

30,877

$

34,559

Inventory turns

5.7

5.9

6.4

7.7

6.3

Weeks of channel inventory:

U.S. retail channel

13.2

10.1

12.5

12.5

12.8

U.S. distribution channel

9.5

3.0

5.5

11.0

12.6

APAC distribution channel

8.6

5.2

3.7

8.2

8.4

Deferred revenue

(current and non-current)

$

53,426

$

38,615

$

40,515

$

42,544

$

43,177

Cumulative registered accounts (1)

13,052

12,141

11,792

11,237

10,930

Cumulative paid accounts (2)

6,005

5,687

5,396

5,115

4,897

Annual recurring revenue (ARR) (3)

$

356,921

$

330,489

$

323,150

$

315,655

$

276,357

Headcount

369

376

374

382

369

Diluted shares

110,488

110,353

109,638

108,061

108,285

REVENUE BY GEOGRAPHY

(In thousands, except percentage data)

  Three Months Ended

March 29,
2026

December 31,
2025

March 30,
2025

Americas

$

83,986

55.9

%

$

103,910

73.5

%

$

70,097

58.9

%

EMEA

60,665

40.3

%

31,583

22.4

%

42,895

36.0

%

APAC

5,731

3.8

%

5,804

4.1

%

6,074

5.1

%

Total

$

150,382

100.0

%

$

141,297

100.0

%

$

119,066

100.0

%

More News From Arlo Technologies, Inc.

Arlo Technologies (ARLO - Free Report) reported $150.38 million in revenue for the quarter ended March 2026, representing a year-over-year increase of 26.3%. EPS of $0.28 for the same period compares to $0.15 a year ago.

The reported revenue represents a surprise of +7.99% over the Zacks Consensus Estimate of $139.25 million. With the consensus EPS estimate being $0.19, the EPS surprise was +47.37%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Arlo Technologies performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Non-GAAP gross margin - Subscriptions and services: 85.4% versus 83.8% estimated by two analysts on average.Non-GAAP gross margin - Products: -2.8% versus -14.5% estimated by two analysts on average.Revenue- Subscriptions and services: $90.1 million compared to the $87.6 million average estimate based on two analysts. The reported number represents a change of +30.9% year over year.Revenue- Products: $60.28 million compared to the $51.65 million average estimate based on two analysts. The reported number represents a change of +20.1% year over year.View all Key Company Metrics for Arlo Technologies here>>>

Shares of Arlo Technologies have returned +7.1% over the past month versus the Zacks S&P 500 composite's +11.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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I used to think the biggest opportunities in tech were hiding inside flashy artificial intelligence (AI) models or chip companies. I've spent a lot of time over the last couple of years chasing beaten-down big-name stocks, but sometimes the more interesting story is a business quietly transforming its products and subscription model right under Wall Street's nose -- and both Arlo Technologies (ARLO +3.17%) and Evolv Technologies (EVLV +5.14%) look like companies the market still fundamentally misunderstands.

Image source: Getty Images.

Arlo Technologies is not a camera company anymore This is the part Wall Street keeps getting wrong about Arlo Technologies: It still prices the stock like a consumer hardware business, even as the company has spent the last two years systematically converting itself into a pure software and services platform.

The camera hardware still exists, but it's increasingly just the vehicle that gets subscribers into Arlo's ecosystem. The real product is Arlo Intelligence -- a suite of AI features baked into the subscription platform that handles everything from package detection and person recognition to proactive security alerts that the company describes as moving beyond passive recording into automated, real-time response. Arlo isn't just storing video anymore. It's interpreting what's happening in front of the camera and deciding what matters.

What changed the story for me is the partnership strategy. In January, Arlo extended its relationship with Samsung in a service-only arrangement -- no hardware required -- to power smart security features inside Samsung SmartThings for millions of connected home users. That's a clean departure from selling cameras. It's licensing AI software to one of the world's largest consumer electronics platforms.

The market is still sitting on its hands. Some fair-value estimates on Arlo sit at $24 against a current price of around $13.50. Analysts covering the stock have an average price target of $22. The stock is down on a one-month basis, even as the business has turned profitable and annual recurring revenue is growing at a 28% clip. That's a gap between what the business is doing and what the market is crediting it for -- and such gaps tend to close over time.

Today's Change

(

3.17

%) $

0.39

Current Price

$

12.71

Evolv Technologies is winning the venues, and Wall Street still isn't paying attention Evolv Technologies (EVLV +5.14%) makes AI-powered weapons detection systems. Not drones or security towers, but scanners that use machine learning to identify concealed guns and knives without requiring people to stop, empty their pockets, or wait in slow security lines. Every major sports venue, arena, or school that replaces traditional security technology and metal detectors with Evolv's system is signing a subscription contract that is likely to be renewed and expanded over time.

Today's Change

(

5.14

%) $

0.30

Current Price

$

6.14

The company has been stacking those contracts, and its pace hasn't slowed. In March, the Houston Astros renewed and expanded their partnership with Evolv to cover all fan entry points at Minute Maid Park. In April, Crypto.com Arena -- home of the NBA's Los Angeles Lakers and the NHL's Los Angeles Kings -- renewed and expanded its multiyear partnership. Later that month, Evolv reached 50% market share across all North American professional soccer venues after adding the Philadelphia Union to its roster. This is a pattern of the same customers coming back and asking for more.

The professional sports use case gets the headlines, but the deployment that I think is most underappreciated is in educational settings. In 2025, after Evolv reached a settlement with the Federal Trade Commission over what the regulator asserted were deceptive marketing claims, there was a window for some of the company's school customers to cancel their contracts -- but 92% of eligible K-12 customers chose to stay. That retention number, coming immediately after a regulatory challenge, tells you more about the product's actual value to customers than any press release would.

In my opinion, Wall Street is treating Evolv like a speculative security start-up that still needs to prove its model. However, the company's recurring contract structure, its retention rate, and its expansion pattern across professional sports, entertainment, and education suggest the model is proven. To me, that's the definition of a discount worth buying.