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NEW YORK, Sept. 1, 2026 /PRNewswire/ -- Levi & Korsinsky announces that it has commenced an investigation of Arlo Technologies, Inc. (NYSE: ARLO) concerning possible breaches of fiduciary duties.

SAN JOSE, Calif.--(BUSINESS WIRE)--Arlo Technologies, Inc. (NYSE: ARLO), a leading provider of smart home security and monitoring services, today announced that Arlo management will present at upcoming investor events.   Event: Citi 2026 Global TMT Conference   Speaker: Matthew McRae, CEO   Date: Wednesday, September 9, 2026   Time: 2:35 p.m. ET   Place: New York, NY   Event: Piper Sandler Growth Frontiers Conference   Speaker: Kurt Binder, CFO and COO   Date: Tuesday, September 15, 2026   Time.

BlackRock Inc. bought a new stake in shares of Arlo Technologies, Inc. (NYSE:ARLO – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 17,506,791 shares of the company’s stock, valued at approximately $235,992,000. BlackRock Inc. owned 16.12% of Arlo Technologies as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Hantz Financial Services Inc. boosted its position in shares of Arlo Technologies by 763.3% in the fourth quarter. Hantz Financial Services Inc. now owns 1,977 shares of the company’s stock valued at $28,000 after acquiring an additional 1,748 shares during the period. Quarry LP boosted its holdings in Arlo Technologies by 42.0% in the 3rd quarter. Quarry LP now owns 2,649 shares of the company’s stock valued at $45,000 after purchasing an additional 783 shares during the period. Strs Ohio acquired a new stake in Arlo Technologies in the 1st quarter worth $66,000. Quadrant Capital Group LLC acquired a new stake in Arlo Technologies in the 3rd quarter worth $86,000. Finally, EverSource Wealth Advisors LLC increased its holdings in shares of Arlo Technologies by 1,682.9% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 5,616 shares of the company’s stock worth $95,000 after purchasing an additional 5,301 shares during the period. Institutional investors and hedge funds own 83.18% of the company’s stock.

Insider Transactions at Arlo Technologies In other news, CFO Kurtis Joseph Binder sold 27,297 shares of the company’s stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $15.52, for a total value of $423,649.44. Following the completion of the transaction, the chief financial officer owned 442,110 shares in the company, valued at $6,861,547.20. This represents a 5.82% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 57,775 shares of company stock valued at $845,139 over the last ninety days. 2.90% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades ARLO has been the topic of a number of recent research reports. William Blair initiated coverage on Arlo Technologies in a research report on Tuesday, July 7th. They set an “outperform” rating on the stock. Wall Street Zen upgraded Arlo Technologies from a “buy” rating to a “strong-buy” rating in a research report on Saturday, August 22nd. Weiss Ratings downgraded Arlo Technologies from a “hold (c)” rating to a “hold (c-)” rating in a research report on Monday, August 3rd. Raymond James Financial reissued an “outperform” rating and set a $19.00 price objective on shares of Arlo Technologies in a report on Friday, May 8th. Finally, Oppenheimer started coverage on Arlo Technologies in a research report on Monday, May 18th. They set an “outperform” rating and a $20.00 price objective on the stock. Five analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $20.60. View Our Latest Research Report on Arlo Technologies

Arlo Technologies Price Performance ARLO stock opened at $13.08 on Friday. The business has a fifty day moving average price of $13.59 and a 200 day moving average price of $13.53. Arlo Technologies, Inc. has a fifty-two week low of $11.05 and a fifty-two week high of $19.94. The stock has a market capitalization of $1.42 billion, a price-to-earnings ratio of 48.44 and a beta of 1.56.

Arlo Technologies (NYSE:ARLO – Get Free Report) last issued its quarterly earnings results on Thursday, August 6th. The company reported $0.28 earnings per share for the quarter, beating analysts’ consensus estimates of $0.20 by $0.08. Arlo Technologies had a net margin of 5.20% and a return on equity of 17.29%. The business had revenue of $155.94 million during the quarter, compared to analyst estimates of $148.94 million. During the same quarter last year, the business posted $0.17 earnings per share. Arlo Technologies’s revenue for the quarter was up 20.5% compared to the same quarter last year. Arlo Technologies has set its FY 2026 guidance at 0.900-1.000 EPS and its Q3 2026 guidance at 0.170-0.230 EPS. On average, equities analysts expect that Arlo Technologies, Inc. will post 0.12 earnings per share for the current fiscal year.

Arlo Technologies Company Profile (Free Report)

Arlo Technologies, Inc (NYSE: ARLO) is a provider of smart home security products and services designed for residential and small business customers. The company offers a portfolio of wireless and Wi-Fi-enabled security cameras, video doorbells, smart lighting solutions, and associated accessories. Arlo integrates advanced video analytics, motion detection, cloud storage, and two-way audio capabilities to deliver end-to-end security and monitoring solutions accessible through mobile applications and web interfaces.

Founded as a division of Netgear, Inc in 2014 and spun off as an independent public company in 2018, Arlo Technologies has established a presence in North America, Europe, Australia and parts of Asia.

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Arlo Technologies Stock is Turnaround Pullback Play Arlo Technologies NYSE: ARLO reported record second-quarter results, citing growth in subscription services, paid accounts and total revenue as the company raised its full-year 2026 outlook.

Chief Executive Officer Matt McRae said service revenue, total revenue, gross profit and non-GAAP net income all reached company records during the quarter. Total revenue rose 21% year over year to $155.9 million, while subscriptions and services revenue increased 19% to $93 million and represented 60% of total sales.

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The company added 298,000 paid accounts during the period, bringing its paid-account base to 6.3 million. McRae said point-of-sale unit volume across retail and direct channels increased 8% during the quarter, while the quality of the paid subscriber portfolio improved through higher average revenue per user, lower churn and stronger-than-forecast subscription renewals.

Arlo said the lifetime value of a paid account reached $967, up 15% from a year earlier. Annual recurring revenue grew 16% year over year to $365 million, supported by subscriber growth and a slight increase in ARPU.

Profitability and tariff refund impact Chief Financial Officer and Chief Operating Officer Kurt Binder said non-GAAP subscriptions and services gross margin was 84.1% in the quarter. Product gross margin was 1%, compared with negative 13.8% in the prior-year period, aided by approximately $8 million in tariff refunds recorded during the quarter and a higher mix of strategic-partner product sales.

Excluding the tariff refunds, Binder said product gross margin would have been negative 11.6%, an improvement of 220 basis points from a year earlier. Consolidated non-GAAP gross margin exceeded 50%, rising 480 basis points year over year to a company record.

Non-GAAP operating expenses increased 16.5% to $48.6 million, driven by research and development investment, platform work for strategic partners and professional-services costs tied to growth initiatives. Adjusted EBITDA rose 70% from a year earlier to $30.6 million, representing a 20% margin.

Non-GAAP earnings per diluted share were $0.28, including a $0.07 favorable impact from tariff refunds. On a pro forma basis excluding those refunds, Binder said non-GAAP EPS would have been $0.21, above the midpoint of the company’s guidance range and consensus estimates.

Arlo ended the quarter with $141 million in cash equivalents and short-term investments. During the first six months of 2026, the company generated $33.9 million in free cash flow, equal to an 11% free-cash-flow margin.

Products, subscriptions and channel activity Product revenue rose 23% year over year to $62.9 million. Binder attributed the increase to international growth and retail-channel shipments ahead of Amazon Prime Day, which occurred in late in the second quarter this year. Point-of-sale volume rose 9% in the first half compared with the same period in 2025.

Management said promotional spending on hardware is intended to acquire and activate new households that can later convert into high-margin subscription customers. Binder said product gross margins are expected to return to negative mid- to high-single-digit levels, potentially reaching the negative teens, as Arlo continues to use product sales and promotions as a customer-acquisition tool.

McRae said the company has used advertising targeted at unpaid users to convert “tens of thousands” of subscribers to paid plans this year. He added that Arlo sees higher subscription conversion when households expand from one camera to multiple cameras.

Arlo also said customers have been shifting toward higher-tier service offerings, contributing to ARR growth. The company plans to launch Arlo Secure 7 in September, including a new service tier priced above its current offerings. McRae said the release will include additional AI capabilities designed to assess an entire security event and its potential threat level, as well as customer-requested application and service enhancements.

Partnerships, Aloe Care and capital allocation McRae said ADT’s Blu offering has launched and is expected to ramp through the second half of 2026, with greater activity anticipated next year. He said work with Comcast remains on track, with the company seeking to launch closer to the first quarter of 2027 rather than the second quarter, subject to field testing.

The company also discussed its acquisition of Aloe Care, which expands Arlo’s presence in smart elder care and aging-in-place services. McRae said Home Helpers is an early commercial partner and that Arlo expects several additional partner announcements over the next six to nine months. The company plans market tests for Aloe Care’s direct-to-consumer, do-it-yourself channel in the fourth quarter.

Arlo repurchased more than $20 million of stock during the second quarter and has bought back nearly 6 million shares since launching its repurchase program. McRae said management and the board believe the shares are undervalued and expect additional repurchases.

Raised 2026 outlook For the third quarter, Arlo expects total revenue of $140 million to $150 million and non-GAAP diluted EPS of $0.17 to $0.23. The company said it plans to use any third-quarter tariff refunds to fund investments in strategic partners, promotions, technology development and market tests.

For the full year, Arlo raised its outlook and now expects:

Total revenue of $580 million to $600 million. Non-GAAP net income per diluted share of $0.90 to $1.00. McRae said Arlo is targeting roughly 20% ARR growth as it exits 2026, supported by continuing subscriber additions, improving account metrics and the planned Secure 7 launch.

About Arlo Technologies (NYSE:ARLO)Arlo Technologies, Inc NYSE: ARLO is a provider of smart home security products and services designed for residential and small business customers. The company offers a portfolio of wireless and Wi-Fi-enabled security cameras, video doorbells, smart lighting solutions, and associated accessories. Arlo integrates advanced video analytics, motion detection, cloud storage, and two-way audio capabilities to deliver end-to-end security and monitoring solutions accessible through mobile applications and web interfaces.

Founded as a division of Netgear, Inc in 2014 and spun off as an independent public company in 2018, Arlo Technologies has established a presence in North America, Europe, Australia and parts of Asia.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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Record total revenue of $156 million, growing 21% year over year

Record subscriptions and services revenue of $93 million, growing 19% year over year

GAAP gross margin of 48%, growing 330 basis points and record non-GAAP gross margin(1) of 51%, growing 480 basis points year over year

GAAP net income of $3 million and record adjusted EBITDA(1) of $31 million; adjusted EBITDA margin of 20%

GAAP EPS of $0.03 and 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 second quarter ended June 28, 2026.

“We delivered outstanding financial results in the period with record total revenue of $156 million, up 21% year over year and record adjusted EBITDA of $31 million with EBITDA margin of 20%. Continued strength in subscriptions and services revenue drove the top and bottom-line growth, resulting in record levels of both consolidated non-GAAP gross margin and non-GAAP net income. As a result, we are increasing our annual guidance on both total revenue and EPS for the year,” said Matthew McRae, Chief Executive Officer of Arlo Technologies. “Our operational execution is best-in-class, and the Arlo brand gained further recognition on Newsweek’s list of the Most Trustworthy Companies in America. We are proud that our exceptional user experience and trusted lifelong customer relationships are catalysts for our strategic partners to make Arlo their trusted technology brand of choice for safety and security solutions.”

Financial Summary

Record subscriptions and services revenue of $93.0 million, growing 19.0% year over year, accounting for 59.7% of total revenues. Ended with annual recurring revenue (ARR)(2) of $365.0 million, growing 15.6% year over year. GAAP subscriptions and services gross margin of 81.1% and non-GAAP subscriptions and services gross margin of 84.1%. GAAP gross margin of 48.2% and record non-GAAP gross margin of 50.6%; growing 330 and 480 basis points year over year, respectively. Record adjusted EBITDA of $30.6 million, up 70.3% year over year with adjusted EBITDA margin of 19.6%. GAAP EPS of $0.03 and non-GAAP EPS of $0.28, including the tariff refund impact of $0.07. Cumulative paid accounts increased to 6.3 million, growing 23.2% year over year. Free cash flow (FCF)(3) of $33.9 million with FCF margin of 11.1% in the first half of 2026. Cash and cash equivalents and short-term investments of $141.1 million, including the cash outflows for the acquisition of Aloe Care Health and stock repurchases. Business Highlights

Repurchased $22 million of common stock during the second quarter, as part of the authorized stock repurchase program of $50 million. Recognized by Newsweek as one of the Most Trustworthy Companies in America for 2026 in the Appliances and Electronics Category. Announced expanded partnership between Aloe Care Health and Home Helpers Home Care to deploy a new AI-powered wellness service. Three Months Ended

Six Months Ended

June 28,
2026

March 29,
2026

June 29,
2025

June 28,
2026

June 29,
2025

(In thousands, except percentage and per share data)

Revenue

$

155,937

$

150,382

$

129,405

$

306,319

$

248,471

GAAP gross margin

48.2

%

48.3

%

44.9

%

48.3

%

44.6

%

Non-GAAP gross margin (1)

50.6

%

50.1

%

45.8

%

50.3

%

45.7

%

GAAP EPS - diluted

$

0.03

$

0.13

$

0.03

$

0.16

$

0.02

Non-GAAP EPS - diluted (1)

$

0.28

$

0.28

$

0.17

$

0.56

$

0.33

_________________________ (1)

Reconciliation of financial measures computed on a GAAP basis to the most directly comparable financial measures computed on a non-GAAP basis is provided at the end of this press release.   (2)

ARR represents and is defined as the annualized paid subscriptions and services revenue we expect to recognize from subscription contracts, as calculated by taking the average paid subscriptions and services revenue per paid account of the reporting period multiplied by the number of paid accounts at the end of the reporting period.   (3)

FCF is calculated as net cash provided by operating activities less capital expenditures. FCF margin is the FCF divided by revenue. The third quarter and full year 2026 Outlook (4) (5)

A reconciliation of our outlook on a GAAP and non-GAAP basis is provided for the three months ended September 27, 2026 and full year 2026 in the following table:

Third Quarter 2026

Full Year 2026

Revenue

EPS - diluted

Revenue

EPS - diluted

(In millions)

(In millions)

GAAP

$140 - $150

$(0.06) - $0.00

$580 - $600

$0.11 - $0.21

Adjustments for stock-based compensation expense and others

—

$0.23

—

$0.79

Non-GAAP

$140 - $150

$0.17 - $0.23

$580 - $600

$0.90 - $1.00

_________________________

(4)

The outlook does not include estimates for any currently unknown income and expense items which, by their nature, could arise late in a quarter, including: litigation reserves, net; impairment charges; discrete tax benefits or detriments relating to tax windfalls or shortfalls from equity awards; and any additional impacts relating to the implementation of U.S. tax reform. New material income and expense items such as these could have a significant effect on our guidance and future results.   (5)

The current global tariff environment is uncertain. Our products are manufactured outside the U.S., and consequently tariffs increase our product costs, which could impact our sales and reduce our product margin. The non-GAAP EPS outlook range above includes an expected tariff refund, all of which we expect will be reinvested in growth initiatives to support our subscriptions and services business. Investor Conference Call / Webcast Details

Arlo will review the second quarter 2026 results and discuss management’s expectations for the third quarter and full year 2026 today, Thursday, August 6, 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 (833) 461-5787. The international dial-in number for the live audio call is (585) 542-9983. The conference ID for the call is 430549116. 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; expectations regarding our increased annual guidance on total revenue and earnings per share for 2026; expectations regarding our brand recognition continuing to gain traction; expectations regarding our strategic objectives and initiatives; expectations regarding the realization of returns on our strategic investments and partnerships; 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, amortization of intangible assets, 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: amortization of intangible assets, 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

As of

June 28,
2026

December 31,
2025

ASSETS

Current assets:

Cash and cash equivalents

$

101,382

$

146,440

Short-term investments

39,749

19,985

Accounts receivable, net

63,607

39,666

Inventories

48,415

41,185

Restricted cash

1,920

—

Prepaid expenses and other current assets

17,577

13,210

Total current assets

272,650

260,486

Property and equipment, net

15,976

13,158

Operating lease right-of-use assets, net

8,180

9,195

Goodwill

47,936

11,038

Intangible assets, net

25,713

—

Long-term investment

—

12,500

Other non-current assets

4,127

4,171

Total assets

$

374,582

$

310,548

LIABILITIES AND STOCKHOLDERS' EQUITY

Current liabilities:

Accounts payable

$

50,832

$

42,826

Deferred revenue

50,842

37,139

Accrued liabilities

92,782

92,372

Total current liabilities

194,456

172,337

Non-current operating lease liabilities

5,716

6,743

Other non-current liabilities

15,885

3,627

Total liabilities

216,057

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: 107,560,075 at June 28, 2026 and 105,030,947 at December 31, 2025

107

105

Additional paid-in capital

523,552

510,759

Accumulated other comprehensive income

—

16

Accumulated deficit

(365,134

)

(383,039

)

Total stockholders’ equity

158,525

127,841

Total liabilities and stockholders’ equity

$

374,582

$

310,548

  Three Months Ended

Six Months Ended

June 28,
2026

March 29,
2026

June 29,
2025

June 28,
2026

June 29,
2025

Revenue:

Subscriptions and services

$

93,047

$

90,099

$

78,175

$

183,146

$

147,024

Products

62,890

60,283

51,230

123,173

101,447

Total revenue

155,937

150,382

129,405

306,319

248,471

Cost of revenue:

Subscriptions and services

17,582

14,682

12,235

32,264

24,500

Products

63,139

63,032

59,095

126,171

113,169

Total cost of revenue

80,721

77,714

71,330

158,435

137,669

Gross profit

75,216

72,668

58,075

147,884

110,802

Gross margin

48.2

%

48.3

%

44.9

%

48.3

%

44.6

%

Operating expenses:

Research and development

23,658

22,814

18,489

46,472

34,654

Sales and marketing

24,085

22,654

21,103

46,739

41,306

General and administrative

23,128

18,207

16,334

41,335

34,119

Other operating expense

1,889

1,435

216

3,324

241

Total operating expenses

72,760

65,110

56,142

137,870

110,320

Income from operations

2,456

7,558

1,933

10,014

482

Operating margin

1.6

%

5.0

%

1.5

%

3.3

%

0.2

%

Other income, net:

Gain on sale of long-term investment

—

6,423

—

6,423

—

Interest income, net

979

1,241

1,344

2,220

2,660

Other income (expense), net

25

70

(407

)

95

(605

)

Total other income, net

1,004

7,734

937

8,738

2,055

Income before income taxes

3,460

15,292

2,870

18,752

2,537

Provision (benefit) for income taxes

432

415

(254

)

847

248

Net income

$

3,028

$

14,877

$

3,124

$

17,905

$

2,289

Earnings per share:

Basic

$

0.03

$

0.14

$

0.03

$

0.17

$

0.02

Diluted

$

0.03

$

0.13

$

0.03

$

0.16

$

0.02

Weighted-average common shares outstanding:

Basic

108,123

106,995

103,885

107,569

103,060

Diluted

110,819

110,488

108,061

111,094

107,692

  Six Months Ended

June 28, 2026

June 29, 2025

Cash flows from operating activities:

Net income

$

17,905

$

2,289

Adjustments to reconcile net income to net cash provided by operating activities:

Stock-based compensation expense, net of amounts capitalized

41,444

31,995

Depreciation and amortization

4,625

1,687

Gain on sale of long-term investment

(6,423

)

—

Allowance for credit losses and non-cash changes to reserves

1,351

—

Deferred income taxes

161

(107

)

Discount accretion on investments and other

(249

)

(1,390

)

Changes in assets and liabilities, net of effect of acquisitions:

Accounts receivable, net

(23,943

)

(4,188

)

Inventories

(4,119

)

9,826

Prepaid expenses and other assets

(4,356

)

(2,758

)

Accounts payable

6,063

(13,888

)

Deferred revenue

13,155

14,956

Accrued and other liabilities

(6,342

)

1,327

Net cash provided by operating activities

39,272

39,749

Cash flows from investing activities:

Purchases of property and equipment, including capitalized software

(5,326

)

(5,778

)

Purchases of short-term investments

(44,520

)

(83,390

)

Purchase of long-term investment

—

(12,500

)

Acquisitions of businesses, net of cash acquired

(48,155

)

—

Proceeds from maturities of short-term investments

24,989

65,000

Proceeds from sale of long-term investment

18,923

—

Net cash used in investing activities

(54,089

)

(36,668

)

Cash flows from financing activities:

Proceeds from employee stock plans

1,955

2,280

Repurchases of common stock

(30,276

)

(16,149

)

Net cash used in financing activities

(28,321

)

(13,869

)

Net decrease in cash and cash equivalents

(43,138

)

(10,788

)

Cash, cash equivalents, and restricted cash, at beginning of period

146,440

82,032

Cash, cash equivalents, and restricted cash, at end of period

$

103,302

$

71,244

Reconciliation of cash, cash equivalents, and restricted cash to Consolidated Balance Sheets

Cash and cash equivalents

$

101,382

$

71,244

Restricted cash

1,920

—

Total cash, cash equivalents, and restricted cash

$

103,302

$

71,244

Non-cash investing and financing activities:

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

$

382

$

566

Stock-based compensation expense capitalized for software development

$

778

$

868

  Three Months Ended

Six Months Ended

June 28,
2026

March 29,
2026

June 29,
2025

June 28,
2026

June 29,
2025

GAAP gross profit:

Subscriptions and services

$

75,465

$

75,417

$

65,940

$

150,882

$

122,524

Products

(249

)

(2,749

)

(7,865

)

(2,998

)

(11,722

)

Total GAAP gross profit

75,216

72,668

58,075

147,884

110,802

GAAP gross margin:

Subscriptions and services

81.1

%

83.7

%

84.3

%

82.4

%

83.3

%

Products

(0.4

)%

(4.6

)%

(15.4

)%

(2.4

)%

(11.6

)%

Total GAAP gross margin

48.2

%

48.3

%

44.9

%

48.3

%

44.6

%

Stock-based compensation - Subscriptions and services cost

262

300

99

562

460

Stock-based compensation - Products cost

874

1,074

786

1,948

1,542

Amortization of software development cost

1,275

1,256

341

2,531

613

Amortization of intangible assets

1,217

—

—

1,217

—

Non-GAAP gross profit:

Subscriptions and services

78,219

76,973

66,380

153,975

123,597

Products

625

(1,675

)

(7,079

)

167

(10,180

)

Total Non-GAAP gross profit

$

78,844

$

75,298

$

59,301

$

154,142

$

113,417

Non-GAAP gross margin:

Subscriptions and services

84.1

%

85.4

%

84.9

%

84.1

%

84.1

%

Products

1.0

%

(2.8

)%

(13.8

)%

0.1

%

(10.0

)%

Total Non-GAAP gross margin

50.6

%

50.1

%

45.8

%

50.3

%

45.7

%

GAAP net income

$

3,028

$

14,877

$

3,124

$

17,905

$

2,289

Stock-based compensation expense

21,710

19,734

14,983

41,444

31,995

Depreciation and amortization

2,928

1,697

858

4,625

1,687

Acquisition-related expense

1,667

1,329

—

2,996

—

Other operating expense

1,871

106

216

1,977

241

Gain on sale of long-term investment

—

(6,423

)

—

(6,423

)

—

Interest income, net

(979

)

(1,241

)

(1,344

)

(2,220

)

(2,660

)

Other (income) expense, net

(25

)

(70

)

407

(95

)

605

Provision (benefit) for income taxes

432

415

(254

)

847

248

Adjusted EBITDA

$

30,632

$

30,424

$

17,990

$

61,056

$

34,405

Adjusted EBITDA margin

19.6

%

20.2

%

13.9

%

19.9

%

13.8

%

  Three Months Ended

Six Months Ended

June 28,
2026

March 29,
2026

June 29,
2025

June 28,
2026

June 29,
2025

GAAP net income

$

3,028

$

14,877

$

3,124

$

17,905

$

2,289

Stock-based compensation expense

21,710

19,734

14,983

41,444

31,995

Gain on sale of long-term investment

—

(6,423

)

—

(6,423

)

—

Others

6,360

2,776

708

9,136

1,005

Non-GAAP net income

$

31,098

$

30,964

$

18,815

$

62,062

$

35,289

GAAP EPS - diluted

$

0.03

$

0.13

$

0.03

$

0.16

$

0.02

Stock-based compensation expense

0.20

0.18

0.14

0.38

0.30

Gain on sale of long-term investment

—

(0.06

)

—

(0.06

)

—

Others

0.05

0.03

—

0.08

0.01

Non-GAAP EPS - diluted

$

0.28

$

0.28

$

0.17

$

0.56

$

0.33

Weighted-average common shares outstanding:

Basic

108,123

106,995

103,885

107,569

103,060

Diluted

110,819

110,488

108,061

111,094

107,692

Free cash flow:

Net cash provided by operating activities

$

11,408

$

27,863

$

8,830

$

39,272

$

39,749

Less: purchases of property and equipment, including capitalized software

(2,907

)

(2,419

)

(2,975

)

(5,326

)

(5,778

)

Free cash flow (1)

$

8,501

$

25,444

$

5,855

$

33,946

$

33,971

Free cash flow margin (1)

5.5

%

16.9

%

4.5

%

11.1

%

13.7

%

As of and for the three months ended

June 28,
2026

March 29,
2026

December 31,
2025

September 28,
2025

June 29,
2025

Cash, cash equivalents and short-term investments

$

141,131

$

167,498

$

166,425

$

165,544

$

160,401

Accounts receivable, net

$

63,607

$

52,174

$

39,666

$

76,698

$

61,450

Days sales outstanding

37

31

26

50

43

Inventories

$

48,415

$

43,958

$

41,185

$

44,371

$

30,877

Inventory turns

5.2

5.7

5.9

6.4

7.7

Weeks of channel inventory:

U.S. retail channel

9.6

13.2

10.1

12.5

12.5

U.S. distribution channel

5.9

9.5

3.0

5.5

11.0

APAC distribution channel

5.5

8.6

5.2

3.7

8.2

Deferred revenue

(current and non-current)

$

51,799

$

53,426

$

38,615

$

40,515

$

42,544

Cumulative registered accounts (1)

13,569

13,052

12,141

11,792

11,237

Cumulative paid accounts (2)

6,303

6,005

5,687

5,396

5,115

Annual recurring revenue (ARR) (3)

$

364,959

$

356,921

$

330,489

$

323,150

$

315,655

Headcount

384

369

376

374

382

Diluted shares

110,819

110,488

110,353

109,638

108,061

_________________________ (1)

Registered accounts at the end of a particular period are defined as the number of unique registered accounts on our platforms. The number of registered accounts does not directly correspond to the number of users. A single account may be shared by multiple users (which we consider as one account) and a single user may have multiple accounts (which we consider as multiple accounts).   (2)

Paid accounts at the end of a particular period are defined as any account worldwide where a subscription-based or otherwise recurring service fee was collected by Arlo (either directly from a user or from a partner).   (3)

ARR represents and is defined as the annualized paid subscriptions and services revenue we expect to recognize from subscription contracts, as calculated by taking the average paid subscriptions and services revenue per paid account of the reporting period multiplied by the number of paid accounts at the end of the reporting period.   REVENUE BY GEOGRAPHY

(In thousands, except percentage data)

  Three Months Ended

Six Months Ended

June 28,
2026

March 29,
2026

June 29,
2025

June 28,
2026

June 29,
2025

Americas

$

88,969

57.1

%

$

83,986

55.9

%

$

81,902

63.3

%

$

172,955

56.5

%

$

151,999

61.2

%

EMEA

61,479

39.4

%

60,665

40.3

%

43,320

33.5

%

122,144

39.9

%

86,215

34.7

%

APAC

5,489

3.5

%

5,731

3.8

%

4,183

3.2

%

11,220

3.6

%

10,257

4.1

%

Total

$

155,937

100.0

%

$

150,382

100.0

%

$

129,405

100.0

%

$

306,319

100.0

%

$

248,471

100.0

%

More News From Arlo Technologies, Inc.

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Arlo Technologies (ARLO - Free Report) , which belongs to the Zacks Internet - Software industry.

This maker of smart connected devices has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 42.43%.

For the last reported quarter, Arlo Technologies came out with earnings of $0.28 per share versus the Zacks Consensus Estimate of $0.19 per share, representing a surprise of 47.37%. For the previous quarter, the company was expected to post earnings of $0.16 per share and it actually produced earnings of $0.22 per share, delivering a surprise of 37.50%.

Price and EPS Surprise

For Arlo Technologies, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank.

Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Arlo Technologies has an Earnings ESP of +2.04% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #3 (Hold), it shows that another beat is possibly around the corner. The company's next earnings report is expected to be released on August 6, 2026.

Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a negative value does reduce the predictive power of this metric.

Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate.

Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

SAN JOSE, Calif.--(BUSINESS WIRE)--Arlo Technologies, Inc. (NYSE: ARLO), a leading provider of smart home security and monitoring services, today announced that it will hold a conference call with investors and analysts on Thursday, August 6, 2026 at 5:00 p.m. ET (2:00 p.m. PT) to discuss the Company's second quarter 2026 results. The news release announcing the second quarter 2026 results will be disseminated on August 6, 2026 after the market closes. The toll-free dial-in number for the live.

Aloe Care Health Connect AI wellness and adherence solution will enable proactive conversations and keep families, caregivers and home care providers connected at scale.

, /PRNewswire/ -- Arlo Technologies, Inc. (NYSE: ARLO), a leading provider of smart home security and monitoring services, announces an expanded partnership between Aloe Care Health and Home Helpers® Home Care, a nationwide provider of comprehensive in-home care services.

Aloe Care's new ConnectAI wellness calling solution will be incorporated into Home Helpers' line of Direct Link® powered by Aloe Care's solution suite. As Arlo continues to integrate Aloe Care Health into its portfolio, this latest announcement underscores growing adoption of AI-powered connected care solutions for the aging-in-place market.

Home Helpers has incorporated Aloe Care's voice-activated medical alert and communication technology into its care model since 2022, helping extend support beyond traditional in-person visits. The addition of ConnectAI will complement Home Helpers' existing use of Direct Link® powered by Aloe Care's Smart Hub, Mobile Companion, and related technology as part of the Home Helpers Cared-4SM program, designed to address key factors that help clients remain safe, healthy, and independent at home.

"ConnectAI is designed to help organizations make care more proactive, personal, and scalable," said Evan Schwartz, SVP at Arlo Technologies. "By combining conversational AI with the in-person work of Home Helpers' professional Caregivers, we are helping improve outcomes, reduce avoidable falls and emergencies, and keeping older adults more meaningfully connected."

ConnectAI's capabilities will enhance Home Helpers Cared-4 program with proactive wellness check-ins, medication reminders, and actionable care insights. With the addition of ConnectAI, Home Helpers can deliver friendly, conversational wellness check-in calls and medication reminders through the Direct Link® powered by Aloe Care's Smart Hub, mobile phones, and landlines.

"Continuous innovation in home care is essential to meeting the evolving needs of the clients and families we serve," said Alan Wilson, Senior Director of Technology Solutions at Home Helpers Home Care. "We're proud to help lead the way in bringing innovations like ConnectAI to market, supporting safer, smarter, and more connected care for the future."

The ConnectAI solution is designed to help care teams stay informed, identify emerging issues earlier, and deliver more proactive, personalized support. Key benefits include:

Enhanced safety & risk management: Immediate alerts and predictive insights can help reduce the likelihood of falls and other emergencies. Operational efficiency: ConnectAI automates routine monitoring tasks, freeing caregivers to focus on 1:1 care and reducing staff load and burnout. Cost-savings: Reducing preventable hospitalizations and emergency responses meets the primary goal of better health outcomes with the added benefit of significant cost reductions. Scalable & future-ready: Adaptable to organizations of any size, with the ability to incorporate future AI advancements. For more information on the full range of Aloe Care Health products and services, visit www.aloecare.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.

About Home Helpers Home Care
Since 1997, Home Helpers® Home Care has provided exceptional in-home care to seniors and others. With independently owned and operated offices in more than 1,500 communities across the United States, we are committed to supporting the dignity and independence of the families we serve. Learn more at HomeHelpersHomeCare.com. For franchising information, visit HomeHelpersFranchise.com.

Source: Arlo-F

SOURCE Arlo Technologies, Inc.

Brian Busse, General Counsel of Arlo Technologies (ARLO +3.17%), reported the sale of 25,525 direct shares for approximately $352K following the addition of shares on March 12, 2026, according to a SEC Form 4 filing.

Transaction summaryMetricValueShares sold (direct)25,525Transaction value~$352KPost-transaction shares (direct)583,364Post-transaction value (direct ownership)~$7.88 millionTransaction value based on SEC Form 4 weighted average purchase price ($13.78); post-transaction value based on March 12, 2026 market close ($13.78).

Key questionsWhat is the context of this trade?
The sale of 25,525 shares followed Busse’s addition of 50,000 shares under a performance stock unit (PSU) plan. The sale of shares was only conducted to satisfy estimated tax withholding obligations. How significant is the reduction in ownership as a result of this sale?
The transaction reduced Busse's direct holdings by 4.19%, leaving him with 583,364 shares valued at approximately ~$7.88 million as of the transaction date. Company overviewMetricValueMarket capitalization$1.53 billionRevenue (TTM)$529.30 millionNet income (TTM)$14.93 million1-year price change (as of 3/21/26)32%

Today's Change

(

3.17

%) $

0.39

Current Price

$

12.71

Company snapshotArlo Technologies is a cloud-based platform that offers a portfolio of smart, connected security devices, including indoor and outdoor cameras, video doorbells, floodlight cameras, and accessories, all integrated with a proprietary cloud platform and mobile applications. Along with product sales, it has a subscription-based service model that drives recurring revenue and customer engagement. It targets residential and small-business customers seeking intelligent, cloud-enabled security and monitoring solutions across the Americas, Europe, the Middle East, Africa, and Asia.

What this transaction means for investorsIt’s important to emphasize that this sale was strictly to cover estimated taxes for the 50,000 PSUs that vested into shares on March 10, through Busse’s PSU plan with the company. And while having to sell over half the shares he gained for taxes, the general counsel member technically gained more shares than he lost when looking at the entire filing.

Arlo Technologies is less than a month removed from a very strong Q4 earnings report for its fiscal year of 2025. On Feb. 26, 2026, the company reported its first fiscal year of net income, after years of annual net losses. It also posted its largest year-over-year (YoY) increase in quarterly free cash flow since Q2 2021, with its 17.94 million in free cash flow being 220.59% higher than the previous year’s Q4.

The stock jumped in February 2026 after the strong postings, and it is up 2.57% so far this year. Early in March, the company announced a $50 million stock repurchase program, approved by its Board of Directors and set to continue through Dec. 31, 2027. This may help drive share prices even higher.

With strong financials and stock performance, Arlo Technologies looks like a considerable investment opportunity in the smart home security industry.

Posted by Defense World Staff on Mar 30th, 2026

Shares of Arlo Technologies, Inc. (NYSE:ARLO – Get Free Report) have received an average rating of “Moderate Buy” from the five research firms that are currently covering the firm, Marketbeat Ratings reports. Two investment analysts have rated the stock with a hold rating and three have assigned a buy rating to the company. The average 1 year price target among brokers that have covered the stock in the last year is $23.3333.

ARLO has been the topic of a number of research reports. Weiss Ratings upgraded Arlo Technologies from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, March 6th. Zacks Research downgraded shares of Arlo Technologies from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 6th.

View Our Latest Research Report on Arlo Technologies

Arlo Technologies Stock Up 0.3% ARLO opened at $13.50 on Friday. The firm has a market capitalization of $1.44 billion, a P/E ratio of 103.84 and a beta of 1.65. The stock has a fifty day moving average of $13.24 and a 200-day moving average of $14.85. Arlo Technologies has a 12-month low of $7.84 and a 12-month high of $19.94.

Arlo Technologies (NYSE:ARLO – Get Free Report) last posted its quarterly earnings results on Thursday, February 26th. The company reported $0.22 earnings per share for the quarter, beating the consensus estimate of $0.16 by $0.06. The firm had revenue of $141.30 million for the quarter, compared to analyst estimates of $135.57 million. Arlo Technologies had a return on equity of 10.76% and a net margin of 2.82%.Arlo Technologies’s quarterly revenue was up 16.2% on a year-over-year basis. During the same period in the previous year, the firm earned $0.10 earnings per share. Arlo Technologies has set its Q1 2026 guidance at 0.170-0.230 EPS. On average, analysts expect that Arlo Technologies will post -0.29 earnings per share for the current fiscal year.

Arlo Technologies announced that its board has initiated a share repurchase program on Wednesday, March 4th that authorizes the company to repurchase $50.00 million in shares. This repurchase authorization authorizes the company to buy up to 3.1% of its stock through open market purchases. Stock repurchase programs are often an indication that the company’s leadership believes its shares are undervalued.

Insider Activity In other news, General Counsel Brian Busse sold 31,407 shares of the business’s stock in a transaction on Friday, February 6th. The shares were sold at an average price of $12.29, for a total transaction of $385,992.03. Following the transaction, the general counsel directly owned 552,850 shares in the company, valued at $6,794,526.50. The trade was a 5.38% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Matthew Blake Mcrae sold 153,433 shares of the company’s stock in a transaction on Thursday, March 12th. The stock was sold at an average price of $13.78, for a total transaction of $2,114,306.74. Following the completion of the transaction, the chief executive officer directly owned 1,168,866 shares in the company, valued at $16,106,973.48. This trade represents a 11.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 842,522 shares of company stock worth $11,321,821 in the last ninety days. Corporate insiders own 5.20% of the company’s stock.

Institutional Investors Weigh In On Arlo Technologies A number of hedge funds and other institutional investors have recently made changes to their positions in ARLO. AQR Capital Management LLC grew its stake in shares of Arlo Technologies by 28.8% in the 1st quarter. AQR Capital Management LLC now owns 406,688 shares of the company’s stock valued at $4,014,000 after buying an additional 90,970 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its stake in Arlo Technologies by 15.5% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 171,986 shares of the company’s stock valued at $1,698,000 after acquiring an additional 23,068 shares during the last quarter. Millennium Management LLC lifted its stake in Arlo Technologies by 116.1% in the first quarter. Millennium Management LLC now owns 455,692 shares of the company’s stock valued at $4,498,000 after acquiring an additional 244,783 shares during the last quarter. Goldman Sachs Group Inc. grew its position in Arlo Technologies by 115.1% in the first quarter. Goldman Sachs Group Inc. now owns 1,552,652 shares of the company’s stock worth $15,325,000 after acquiring an additional 830,770 shares in the last quarter. Finally, Jane Street Group LLC increased its stake in shares of Arlo Technologies by 279.8% during the 1st quarter. Jane Street Group LLC now owns 292,302 shares of the company’s stock worth $2,885,000 after purchasing an additional 215,343 shares during the last quarter. 83.18% of the stock is owned by hedge funds and other institutional investors.

Arlo Technologies Company Profile (Get Free Report)

Arlo Technologies, Inc (NYSE: ARLO) is a provider of smart home security products and services designed for residential and small business customers. The company offers a portfolio of wireless and Wi-Fi-enabled security cameras, video doorbells, smart lighting solutions, and associated accessories. Arlo integrates advanced video analytics, motion detection, cloud storage, and two-way audio capabilities to deliver end-to-end security and monitoring solutions accessible through mobile applications and web interfaces.

Founded as a division of Netgear, Inc in 2014 and spun off as an independent public company in 2018, Arlo Technologies has established a presence in North America, Europe, Australia and parts of Asia.

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Arlo Technologies, Inc. (NYSE:ARLO – Get Free Report) CFO Kurtis Joseph Binder sold 25,000 shares of the firm’s stock in a transaction dated Monday, April 6th. The stock was sold at an average price of $13.99, for a total value of $349,750.00. Following the sale, the chief financial officer directly owned 589,885 shares in the company, valued at $8,252,491.15. This trade represents a 4.07% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Kurtis Joseph Binder also recently made the following trade(s):

On Thursday, March 12th, Kurtis Joseph Binder sold 179,419 shares of Arlo Technologies stock. The stock was sold at an average price of $13.78, for a total value of $2,472,393.82. On Wednesday, March 4th, Kurtis Joseph Binder sold 9,665 shares of Arlo Technologies stock. The stock was sold at an average price of $15.11, for a total value of $146,038.15. On Tuesday, March 3rd, Kurtis Joseph Binder sold 12,539 shares of Arlo Technologies stock. The stock was sold at an average price of $14.93, for a total value of $187,207.27. On Friday, January 9th, Kurtis Joseph Binder sold 55,043 shares of Arlo Technologies stock. The stock was sold at an average price of $13.69, for a total value of $753,538.67. Arlo Technologies Stock Performance Shares of NYSE ARLO opened at $13.60 on Thursday. Arlo Technologies, Inc. has a fifty-two week low of $8.37 and a fifty-two week high of $19.94. The firm has a market capitalization of $1.45 billion, a PE ratio of 104.62 and a beta of 1.71. The stock’s 50-day simple moving average is $13.32 and its 200-day simple moving average is $14.66.

Arlo Technologies (NYSE:ARLO – Get Free Report) last issued its earnings results on Friday, February 27th. The company reported $0.22 earnings per share for the quarter, topping the consensus estimate of $0.16 by $0.06. The business had revenue of $141.30 million for the quarter, compared to analyst estimates of $135.57 million. Arlo Technologies had a return on equity of 10.76% and a net margin of 2.82%.The business’s quarterly revenue was up 16.2% on a year-over-year basis. During the same quarter last year, the company earned $0.10 EPS. On average, sell-side analysts forecast that Arlo Technologies, Inc. will post -0.29 earnings per share for the current fiscal year.

Arlo Technologies declared that its board has initiated a share repurchase program on Wednesday, March 4th that permits the company to buyback $50.00 million in outstanding shares. This buyback authorization permits the company to buy up to 3.1% of its stock through open market purchases. Stock buyback programs are often a sign that the company’s leadership believes its stock is undervalued.

Institutional Inflows and Outflows Several hedge funds and other institutional investors have recently modified their holdings of the stock. Arizona State Retirement System grew its stake in shares of Arlo Technologies by 2.3% in the 3rd quarter. Arizona State Retirement System now owns 30,597 shares of the company’s stock valued at $519,000 after purchasing an additional 702 shares during the last quarter. Smartleaf Asset Management LLC grew its stake in shares of Arlo Technologies by 86.0% in the 3rd quarter. Smartleaf Asset Management LLC now owns 1,616 shares of the company’s stock valued at $28,000 after purchasing an additional 747 shares during the last quarter. Quarry LP grew its stake in shares of Arlo Technologies by 42.0% in the 3rd quarter. Quarry LP now owns 2,649 shares of the company’s stock valued at $45,000 after purchasing an additional 783 shares during the last quarter. Oregon Public Employees Retirement Fund grew its stake in shares of Arlo Technologies by 3.4% in the 4th quarter. Oregon Public Employees Retirement Fund now owns 24,268 shares of the company’s stock valued at $340,000 after purchasing an additional 800 shares during the last quarter. Finally, Farther Finance Advisors LLC grew its stake in shares of Arlo Technologies by 12.5% in the 4th quarter. Farther Finance Advisors LLC now owns 7,631 shares of the company’s stock valued at $107,000 after purchasing an additional 849 shares during the last quarter. 83.18% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes A number of research analysts recently issued reports on ARLO shares. Zacks Research downgraded Arlo Technologies from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, January 6th. Weiss Ratings upgraded Arlo Technologies from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Friday, March 6th. Three analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, Arlo Technologies presently has a consensus rating of “Moderate Buy” and a consensus target price of $23.33.

Get Our Latest Research Report on ARLO

Arlo Technologies Company Profile (Get Free Report)

Arlo Technologies, Inc (NYSE: ARLO) is a provider of smart home security products and services designed for residential and small business customers. The company offers a portfolio of wireless and Wi-Fi-enabled security cameras, video doorbells, smart lighting solutions, and associated accessories. Arlo integrates advanced video analytics, motion detection, cloud storage, and two-way audio capabilities to deliver end-to-end security and monitoring solutions accessible through mobile applications and web interfaces.

Founded as a division of Netgear, Inc in 2014 and spun off as an independent public company in 2018, Arlo Technologies has established a presence in North America, Europe, Australia and parts of Asia.

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Acquisition will accelerate Arlo’s reach into new markets with the addition of AI-powered care services to address fastest-growing age segment of adults 65 and older

Transaction aligns with Arlo’s strategy to leverage its strong capital position to further fuel growth as paid accounts surpass the 6 million mark

SAN JOSE, Calif.--(BUSINESS WIRE)--Arlo Technologies, Inc. (NYSE: ARLO), a leading provider of smart security services, announced today that it has completed the acquisition of Aloe Care Health, a leading AI-powered medical alert and fall prevention platform that delivers improved outcomes for patients and their caregivers. With 87% of adults over 65 looking to stay in their current home and 90% of U.S. homes not “aging ready” according to the U.S. Department of Health and Human Services, the acquisition of Aloe Care Health accelerates Arlo’s AI-powered services for aging-in-place care in collaboration with healthcare providers, patients and their families.

Growing nearly five times faster than the total population, adults 65 and older represent 1 in 6 Americans, with other countries globally experiencing a similar trend1. The addition of Aloe Care Health accelerates Arlo’s expansion of its award-winning portfolio of smart home security solutions to address this fastest-growing segment of the population. With Aloe Care’s portfolio of unique, patented hardware, advanced ambient sensing technology, AI-driven fall prevention, family caregiving app, and wellness services, coupled with advanced emergency response and smart call triage routing, patients will enjoy faster, easier coordination of care that delivers better health outcomes with lower costs driven by a reduction in hospitalizations.

“Today’s announcement highlights Arlo’s entry into an enormous, underserved market that demands innovation and new services to enable an appropriate level of care at home,” said Matthew McRae, CEO of Arlo Technologies. “We are excited to combine Aloe Care’s class-leading solutions with Arlo’s scaled, AI-driven, and privacy-first SaaS platform to maximize the impact in this critical market.”

“Older adults and their caregivers are embracing technology to support aging in place, and demand for smarter solutions is accelerating rapidly,” said Evan Schwartz, CEO and Co-Founder of Aloe Care Health. “We are thrilled to be joining Arlo to further innovate on the aging-in-place experience, delivering proactive services driven by data and leveraging the capabilities of Arlo’s robust AI-powered SaaS platform to address the global smart home healthcare market that is expected to grow to $285 billion by 20342.”

For more information on the full range of Arlo’s portfolio of smart home solutions, 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.

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

More News From Arlo Technologies, Inc.

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SAN JOSE, Calif., May 5, 2026 /PRNewswire/ -- Arlo Technologies, Inc. (NYSE: ARLO), a leading smart home security brand, today announced that it has made equity grants to new employees under its 2018 Equity Incentive Plan (the "Plan") in accordance with NYSE Rule 303A.08.

Arlo Technologies (ARLO - Free Report) came out with quarterly earnings of $0.28 per share, beating the Zacks Consensus Estimate of $0.19 per share. This compares to earnings of $0.15 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +47.37%. A quarter ago, it was expected that this maker of smart connected devices would post earnings of $0.16 per share when it actually produced earnings of $0.22, delivering a surprise of +37.5%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Arlo Technologies, which belongs to the Zacks Internet - Software industry, posted revenues of $150.38 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 7.99%. This compares to year-ago revenues of $119.07 million. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Arlo Technologies shares have added about 4.2% since the beginning of the year versus the S&P 500's gain of 7.6%.

What's Next for Arlo Technologies?While Arlo Technologies has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Arlo Technologies was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.20 on $144.8 million in revenues for the coming quarter and $0.80 on $569.05 million in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Software is currently in the top 38% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Sangoma Technologies Corporation (SANG - Free Report) , another stock in the same industry, has yet to report results for the quarter ended March 2026. The results are expected to be released on May 13.

This company is expected to post quarterly loss of $0.04 per share in its upcoming report, which represents a year-over-year change of -33.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Sangoma Technologies Corporation's revenues are expected to be $52.25 million, down 10% from the year-ago quarter.

Arlo Technologies, Inc. (ARLO) Q1 2026 Earnings Call Transcript

On May 22, 2026, Arlo Technologies Inc ARLO shares rose 3.4% to $13.16. This increase comes in the context of a 52-week trading range of $11.05 to $19.94. The stock has seen a mixed performance over the past month, down 9.8%, and is also down 5.9% year-to-date.

GF Value™ verdict: Current price of $13.16 is 16.4% overvalued compared to the GF Value™ estimate of $11.31.GF Score™ of 64/100 indicates an above-average investment quality.Most notable signal: Insiders sold $7.5 million in stock over the last three months, indicating a lack of buying interest. Is ARLO Overvalued or Undervalued? With a current price of $13.16 and a GF Value™ estimate of $11.31, Arlo Technologies Inc is deemed to be 16.4% overvalued at present. This overvaluation suggests that the stock may carry a higher risk for potential investors, as the market price exceeds the intrinsic value calculated by GuruFocus. The GF Valuation label categorizes ARLO as "Modestly Overvalued," which signals that caution may be warranted for new investors considering entering the stock at this price point.

GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. The current market price suggests that the potential for a margin of safety is limited, emphasizing the importance of careful consideration before making investment decisions. As such, investors may want to monitor the market closely for any signs of correction or changes in the company's fundamentals.

How Does ARLO's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 48.7x 105.8x Forward P/E 16.2x - The current P/E ratio of 48.7x is significantly below its 5-year median P/E of 105.8x, indicating that the stock is trading at a lower valuation compared to its historical averages. This analysis aligns with the GF Value™ verdict that suggests the stock is overvalued, as the market price does not appear to reflect its historical valuation levels adequately.

What Does ARLO's GF Score™ Tell Us? Metric Rating GF Score™ 64 Financial Strength 7/10 Profitability 3/10 Growth 2/10 Valuation 6/10 Momentum 7/10 The GF Score™ of 64/100 indicates that Arlo Technologies Inc is rated above average in terms of investment quality. The financial strength score of 7/10 suggests that the company has a solid financial foundation. However, the profitability and growth scores of 3/10 and 2/10 highlight areas of concern, particularly in generating consistent earnings and pursuing growth opportunities. Meanwhile, the momentum score of 7/10 reflects a relatively strong recent performance, although it is juxtaposed with the overall lower scores in profitability and growth.

What Are Insiders Doing with ARLO Stock? In the past three months, insiders at Arlo Technologies Inc have sold $7.5 million worth of stock, with no reported buying activity. This trend may suggest a lack of confidence among insiders regarding the company's current valuation or future prospects. Insider selling can be a red flag for potential investors, as it may indicate that those with the most intimate knowledge of the company do not foresee significant short-term value appreciation.

What This Means for Investors Based on the GF Value™ assessment, Arlo Technologies Inc is currently overvalued at a price of $13.16 compared to its intrinsic value of $11.31. The company's financial metrics and insider activity further underscore the importance of caution for potential investors considering entering the stock at this level.

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 64/100, indicating that it is rated above average in terms of investment quality based on various financial metrics.

Is ARLO overvalued or undervalued?

ARLO is currently overvalued, with its price of $13.16 being 16.4% higher than the GF Value™ estimate of $11.31.

What is ARLO's P/E ratio?

ARLO's P/E ratio is 48.7x, which is significantly below its 5-year median of 105.8x, suggesting that it is trading at a lower valuation relative to its historical performance.

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].

Arlo Technologies remains a compelling small-cap buy, leveraging strong subscriber growth and a strategic expansion into senior care via the Aloe Care acquisition. ARLO posted Q1 revenue of $150.4M (+26% y/y), surpassing both company guidance and Wall Street expectations, with paid subscribers exceeding 6 million and churn at just 1.0%. Subscription revenue growth and rising ARPU drove annual recurring revenue to $357M (+29% y/y), while gross margin expanded to 50.1% and adjusted EBITDA margin hit 20.2%.