# Arlo Technologies, Inc.: overview

ARLO · NYSE · CIK 1736946 · [Industrials](/sectors/industrials.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/arlo.md) · [Financials](/companies/arlo/financials.md) · [Filings](/companies/arlo/filings.md) · [Insiders](/companies/arlo/insiders.md)

Latest reported revenue: [$155.9m](/filings/0001736946-26-000060.md) for Q2 FY2026, three months to 2026-06-28, from the 10-Q filed Aug 6, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax, accession 0001736946-26-000060).

## Last eight quarters

| Line item | Unit | Q3 FY2024 (2024-09-29) | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-30) | Q2 FY2025 (2025-06-29) | Q3 FY2025 (2025-09-28) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-29) | Q2 FY2026 (2026-06-28) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [138](/filings/0001736946-25-000042.md) | [122 d](/filings/0001736946-26-000031.md) | [119](/filings/0001736946-26-000050.md) | [129](/filings/0001736946-26-000060.md) | [140](/filings/0001736946-25-000042.md) | [141 d](/filings/0001736946-26-000031.md) | [150](/filings/0001736946-26-000050.md) | [156](/filings/0001736946-26-000060.md) |
| Gross margin | % | [35.2%](/filings/0001736946-25-000042.md) | [36.9% d](/filings/0001736946-26-000031.md) | [44.3%](/filings/0001736946-26-000050.md) | [44.9%](/filings/0001736946-26-000060.md) | [40.5%](/filings/0001736946-25-000042.md) | [46.4% d](/filings/0001736946-26-000031.md) | [48.3%](/filings/0001736946-26-000050.md) | [48.2%](/filings/0001736946-26-000060.md) |
| Operating margin | % | [(4.0%)](/filings/0001736946-25-000042.md) | [(5.0%) d](/filings/0001736946-26-000031.md) | [(1.2%)](/filings/0001736946-26-000050.md) | [1.5%](/filings/0001736946-26-000060.md) | [0.6%](/filings/0001736946-25-000042.md) | [3.3% d](/filings/0001736946-26-000031.md) | [5.0%](/filings/0001736946-26-000050.md) | [1.6%](/filings/0001736946-26-000060.md) |
| Net margin | % | [(3.2%)](/filings/0001736946-25-000042.md) | [(4.0%) d](/filings/0001736946-26-000031.md) | [(0.7%)](/filings/0001736946-26-000050.md) | [2.4%](/filings/0001736946-26-000060.md) | [4.9%](/filings/0001736946-25-000042.md) | [4.1% d](/filings/0001736946-26-000031.md) | [9.9%](/filings/0001736946-26-000050.md) | [1.9%](/filings/0001736946-26-000060.md) |
| Diluted EPS | $ per share | [(0.04)](/filings/0001736946-25-000042.md) | not reported | [(0.01)](/filings/0001736946-26-000050.md) | [0.03](/filings/0001736946-26-000060.md) | [0.06](/filings/0001736946-25-000042.md) | not reported | [0.13](/filings/0001736946-26-000050.md) | [0.03](/filings/0001736946-26-000060.md) |
| Free cash flow | $m | [17.4 d](/filings/0001736946-25-000042.md) | [5.6 d](/filings/0001736946-26-000031.md) | [28.1](/filings/0001736946-26-000050.md) | not reported | not reported | not reported | not reported | not reported |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure.

## Last five fiscal years

| Line item | Unit | FY2021 (2021-12-31) | FY2022 (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [435](/filings/0001736946-24-000012.md) | [490](/filings/0001736946-25-000014.md) | [491](/filings/0001736946-26-000031.md) | [511](/filings/0001736946-26-000031.md) | [529](/filings/0001736946-26-000031.md) |
| Gross margin | % | [24.8%](/filings/0001736946-24-000012.md) | [27.7%](/filings/0001736946-25-000014.md) | [34.1%](/filings/0001736946-26-000031.md) | [36.7%](/filings/0001736946-26-000031.md) | [44.0%](/filings/0001736946-26-000031.md) |
| Operating margin | % | [(13.8%)](/filings/0001736946-24-000012.md) | [(11.6%)](/filings/0001736946-25-000014.md) | [(5.1%)](/filings/0001736946-26-000031.md) | [(6.8%)](/filings/0001736946-26-000031.md) | [1.1%](/filings/0001736946-26-000031.md) |
| Net margin | % | [(12.9%)](/filings/0001736946-24-000012.md) | [(11.5%)](/filings/0001736946-25-000014.md) | [(4.5%)](/filings/0001736946-26-000031.md) | [(6.0%)](/filings/0001736946-26-000031.md) | [2.8%](/filings/0001736946-26-000031.md) |
| Diluted EPS | $ per share | [(0.68)](/filings/0001736946-24-000012.md) | [(0.65)](/filings/0001736946-25-000014.md) | [(0.24)](/filings/0001736946-26-000031.md) | [(0.31)](/filings/0001736946-26-000031.md) | [0.14](/filings/0001736946-26-000031.md) |
| Free cash flow | $m | [(25.5)](/filings/0001736946-24-000012.md) | [(48.0)](/filings/0001736946-25-000014.md) | [35.5](/filings/0001736946-26-000031.md) | [48.6](/filings/0001736946-26-000031.md) | not reported |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/arlo/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $236.0m | 17,506,791 |  | Added +462,415 |
| [BRANDES INVESTMENT PARTNERS, LP](/funds/1015079.md) | 2026-06-30 | $145.0m | 10,753,652 |  | Added +534,798 |
| [WASATCH ADVISORS LP](/funds/814133.md) | 2026-06-30 | $79.7m | 5,915,935 |  | Added +489,668 |
| [VANGUARD PORTFOLIO MANAGEMENT LLC](/funds/2100121.md) | 2026-06-30 | $78.6m | 5,829,891 |  | Added +402,346 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $66.0m | 4,894,701 |  | Added +576,780 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $62.2m | 4,617,160 |  | Added +165,952 |
| [RICE HALL JAMES & ASSOCIATES, LLC](/funds/1230765.md) | 2026-06-30 | $50.3m | 3,732,962 |  | Added +73,074 |
| [GEODE CAPITAL MANAGEMENT, LLC](/funds/1214717.md) | 2026-06-30 | $36.9m | 2,736,321 |  | Added +258,110 |
| [Jupiter Topco LLC](/funds/2146052.md) | 2026-06-30 | $34.6m | 2,563,579 |  | Not compared |
| [RENAISSANCE TECHNOLOGIES LLC](/funds/1037389.md) | 2026-06-30 | $27.6m | 2,049,849 |  | Added +431 |

## Recent filings

[All 589 filings](/companies/arlo/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-27 | 06:04 ET | [8-K](/filings/0001736946-26-000066.md) | 8.01 Other events; 9.01 Financial statements and exhibits | 0001736946-26-000066 |
| 2026-08-06 | 16:25 ET | [10-Q](/filings/0001736946-26-000060.md) | Quarterly report, period 2026-06-28 | 0001736946-26-000060 |
| 2026-08-06 | 16:09 ET | [8-K](/filings/0001736946-26-000058.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001736946-26-000058 |
| 2026-06-23 | 16:55 ET | [8-K](/filings/0001736946-26-000054.md) | 5.07 Shareholder vote results | 0001736946-26-000054 |
| 2026-05-07 | 16:22 ET | [10-Q](/filings/0001736946-26-000050.md) | Quarterly report, period 2026-03-29 | 0001736946-26-000050 |
| 2026-05-07 | 16:10 ET | [8-K](/filings/0001736946-26-000048.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001736946-26-000048 |
| 2026-04-24 | 16:02 ET | [DEF 14A](/filings/0001140361-26-016680.md) | Proxy statement, period 2026-06-18 | 0001140361-26-016680 |
| 2026-04-07 | 06:01 ET | [8-K](/filings/0001193125-26-144462.md) | 5.03 Amendment to articles or bylaws; 9.01 Financial statements and exhibits | 0001193125-26-144462 |
| 2026-02-27 | 21:47 ET | [10-K](/filings/0001736946-26-000031.md) | Annual report, period 2025-12-31 | 0001736946-26-000031 |
| 2026-02-26 | 16:50 ET | [8-K](/filings/0001736946-26-000029.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001736946-26-000029 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001736946-26-000031.md), filed Feb 27, 2026.

## Forecast league

Q3 FY2026, the quarter ended 2026-09-28, is open for forecasts until the first results filing for it is accepted by EDGAR. Results are due by \[object Promise\]. [Forecast this quarter](/leagues/2026q3/targets/21b4c25c-9882-480e-a857-d5649909745a)

## About the filer

- CIK: 1736946
- Tickers: ARLO
- Exchange: NYSE
- SIC code: 7381 Services-Detective, Guard & Armored Car Services
- State of incorporation: DE
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 30, 2026, 11:10 ET. No prices; not investment advice.