Arlo Technologies, Inc. (ARLO)

Over the past six months, Arlo Technologies' stock experienced several notable events. Arlo reported better-than-expected Q3 2025 revenue and adjusted EPS, but shares fell, suggesting a "sell-the-news" reaction. The CFO and General Counsel sold shares, reducing their ownership. Arlo announced an expanded partnership with Samsung SmartThings, resulting in a stock gain. Participation in conferences led to stock gains, while inducement RSU grants had minimal impact. As of January 12, 2026, the stock price had fallen over the preceding 10 days and was down over the past six months, but it showed an increase over the year prior.

Demand for Arlo Technologies' products and services exhibits seasonality, with sales and subscriber additions increasing around holiday periods. The company plans for an "aggressive holiday season," mirroring its successful 2023 strategy of lowering device ASPs to drive growth in its services business. Management plans for competitive pricing and promotional activity during the holiday season to accelerate new subscriber acquisition, targeting camera unit growth year-over-year for Q3 and Q4.

Arlo Technologies, Inc. provides security and video monitoring solutions for homes and businesses, utilizing a cloud infrastructure and mobile application integrated with smart devices. The company has shifted its business model to prioritize services, aiming to generate recurring revenue from subscriptions. Major products include Wi-Fi and LTE-enabled cameras, video doorbells, and home security systems with features like wire-free designs, high-resolution video, and AI smart detection. Arlo offers subscription plans such as Arlo Secure, Arlo Total Security, Arlo Safe, and Arlo SmartCloud, enhancing device functionality with features like cloud video recording, advanced object detection, and emergency response.

Arlo Technologies operates in the Americas, EMEA, and APAC regions. The Americas is its largest market, accounting for 61.4% of 2023 revenue, followed by EMEA at 33.5% and APAC at 5.1%. The company serves millions of customers in over 100 countries and is headquartered in Carlsbad, California, with offices in other locations including San Jose, Irvine, Chatswood, Richmond, Hong Kong, Bengaluru, Cork, and Taipei.

In the past year, Arlo Technologies has focused on enhancing its brand reputation through strategic initiatives. The company launched a "Secure by Design" campaign, emphasizing end-to-end encryption and AI analytics, contributing to a market share of 22% in smart home security by Q1 2025. Arlo is committed to data protection and privacy, reinforcing a positive brand image. The company also launched over 100 new SKUs across its product lines, likely contributing positively to its brand perception as an innovator.

Arlo Technologies, Inc. is predominantly owned by large financial institutions, holding approximately 83.18% to 99.18% of the company's stock. Major institutional owners include BlackRock, Inc., The Vanguard Group, Inc., and State Street Corp. Insider ownership is a smaller factor, with approximately 2.64% to 5.20% of the stock held by insiders. Matthew McRae, the CEO, is the largest individual shareholder, owning 1.66% of the company.