Arlo Technologies/$ARLO

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About Arlo Technologies

Arlo Technologies Inc is engaged in the provision of security and video monitoring solutions for homes and businesses. It combines a cloud infrastructure and mobile app with various smart connected devices to provide users with visibility, insight, and a means to help protect and connect in real-time with the people and things from any location with a Wi-Fi or a cellular connection. The company offers subscription services such as Arlo Secure, Arlo Total Security, and Arlo Safe, and several categories of smart security devices, including smart Wi-Fi and LTE-enabled cameras, video doorbells, floodlight cameras, and home security systems. Geographically, the company generates a majority of its revenue from the United States, followed by Spain, Sweden, and other countries.

Ticker

$ARLO

Sector

Digital Hardware

Primary listing

NYSE

Employees

360

ARLO Metrics

BasicAdvanced
$1.8B
-
-$0.07
1.76
-

What the Analysts think about ARLO

Analyst ratings (Buy, Hold, Sell) for Arlo Technologies stock.

Bulls say / Bears say

For Q2 2025, Arlo’s annual recurring revenue (ARR) grew 34.3% year-over-year to $315.7 million, subscriptions and services revenue climbed 29.7% to $78.2 million—making up 60.4% of total revenue and delivering a record subscription gross margin of 84.3%.
On May 8, 2025, Arlo passed 5 million paid subscription accounts, driving over $275 million in ARR and showing strong customer retention with the average subscriber staying more than seven years.
In Q1 2025, Arlo generated record free cash flow of $28.1 million with a 23.6% free cash flow margin, strengthened its balance sheet to $153.1 million in cash and short-term investments, and completed a $15.2 million share buyback to boost shareholder value.
Arlo’s Q2 2025 product segment posted a negative GAAP gross margin of 15.4%, indicating cost pressures and declining profitability in hardware.
Total revenue for Q1 2025 fell 4% year-over-year to $119.1 million, highlighting continued weakness in device sales despite subscription growth.
Analysts point out Arlo still encounters issues with product revenue and international sales, where tariffs and competitive pressure have held back growth outside the U.S.
Data summarised monthly by Lightyear AI. Last updated on 7 Oct 2025.

ARLO Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

ARLO Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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