Arlo Technologies, Inc.
arlo.comWhat Do They Do?
Sells smart security devices and security and personal-safety services to consumers, businesses and security providers.
10-K for FY2025, filed Feb 27, 2026To date, we have launched subscription services such as Arlo Secure, Arlo Total Security, and Arlo Safe, and several categories of…View ↗
Our total addressable market consists of individuals and business owners who use smart security devices to protect their loved ones and…View ↗
Arlo SmartCloud is a SaaS solution that delivers advanced smart security cloud services with Arlo Intelligence for businesses looking to…View ↗
Security Solution Providers. We sell our products and services to security solution providers, including Verisure.View ↗
How Do They Make Money?
Arlo bills paid subscriptions before monthly or annual service periods and earns that revenue over the subscription period; it generally earns product-sale revenue when devices ship.
10-K for FY2025, filed Feb 27, 2026Our gross revenue consists primarily of paid subscriptions and services revenue and sales of devices. Our paid subscription services are…View ↗
Revenue from contracts with customers is recognized when control of the promised goods or services is transferred to the customers in an…View ↗
Transaction price for our product revenue is calculated as selling price net of variable consideration which may include estimates for…View ↗
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10-K for FY2025, filed Feb 27, 2026
FY2025 revenue by product or service ↗
$529.3M
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10-K for FY2025, filed Feb 27, 2026
$529.3M ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Subscriptions And Services
Recurring
10-K for FY2025, filed Feb 27, 2026 |
60% |
Subscriptions And Services, FY2025
$316.4M Sources
|
Recurring |
|
Products
Sold outright
10-K for FY2025, filed Feb 27, 2026 |
40%
FY2022: 72%
|
Products, FY2025
$212.9M Sources
|
Sold outright |
Who Are Their Customers?
Retailers buy directly or through wholesale distributors; Arlo also sells to distributors, wireless carriers and security providers, and sells devices and subscriptions directly to consumers through Arlo.com.
10-K for FY2025, filed Feb 27, 2026We sell our products through multiple sales channels worldwide, including traditional and online retailers, wholesale distributors…View ↗
Retailers. We sell to traditional and online retailers, either directly or through wholesale distributors. We work directly with our retail…View ↗
Wholesale Distributors. Our distribution channel supplies our products to retailers, e-commerce resellers, wireless carriers and broadcast…View ↗
Wireless Carriers. We supply our products to major wireless carriers around the world, including AT&T, T-Mobile, Verizon, Telstra and…View ↗
Security Solution Providers. We sell our products and services to security solution providers, including Verisure.View ↗
Arlo.com. In the third quarter of 2019, we launched our online direct to consumer store to sell our products directly to our customers. We…View ↗
10-K for FY2025, filed Feb 27, 2026
Our customers consist primarily of retailers, wholesale distributors and security solution providers who sell or distribute our products to…View ↗
Do Revenues Turn Into Profits?
Yes. It kept 3 cents of every revenue dollar as net income in FY2025.
10-K for FY2025, filed Feb 27, 2026
How Are They Changing?
10-Q for Q2 FY2026, filed Aug 6, 2026
Open tableView ↗
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Aug 6, 2026
Raised 2026 revenue and EPS guidance and acquired Aloe Care Health
Arlo said it was increasing annual guidance for total revenue and EPS; the release also cites cash outflows for its acquisition of Aloe Care Health.
Sources
8-K, filed Aug 6, 2026
Record subscriptions and services revenue of $93.0 million, growing 19.0% year over year, accounting for 59.7% of total revenues. Ended…View ↗
Growing. Revenue grew 22% in 4 years, from $435.1M in FY2021 to $529.3M in FY2025, about 5% a year.
Added a bundled security service
The earlier report describes Arlo Secure and Arlo Safe; the latest report also describes Arlo Total Security, which bundles professional monitoring with security hardware.
10-K for FY2022, filed Mar 7, 2023
Who Do They Compete With?
Competes with Amazon, Google, ADT, AT&T, Verizon, Comcast, TP Link, Eufy, and Wyze
10-K for FY2025, filed Feb 27, 2026We believe that we compete favorably in these areas based on our market position in the U.S. consumer network connected camera systems…View ↗
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