Arlo Technologies, Inc. (ARLO)

In the past six months, Arlo Technologies (ARLO) stock has experienced some fluctuations and notable events. As of February 6, 2026, the closing stock price was $12.40. The stock's 52-week high was $19.94, and its 52-week low was $7.84. Over the past week, the stock fell by -6.68%, and over the past month, it experienced a -13.09% fall, though it has shown a 2.74% increase over the last year. In early February 2026, Arlo Technologies' CEO, Matthew Blake McRae, reported multiple stock transactions, including selling shares to cover estimated tax withholding on restricted and performance stock units. Similarly, the General Counsel and Corporate Secretary, Brian Busse, and CFO and COO, Kurtis Binder, also sold shares in late January and early February 2026. On November 6, 2025, Arlo Technologies issued its quarterly earnings data, reporting $0.16 earnings per share, beating analysts' consensus estimates of $0.15. The company's revenue for the quarter was $139.53 million, up 1.3% compared to the same quarter last year, and also exceeded the consensus estimate. Arlo delivered an impressive second quarter for FY2025, with total revenue of $129 million and service revenue reaching a record $78 million, a 30% increase year-over-year. Service revenue now constitutes over 60% of Arlo's total revenue. The company also reported a 70% increase in non-GAAP Earnings Per Share (EPS) year-over-year, reaching $0.17. Arlo is planning an aggressive holiday season, mirroring its successful 2023 strategy of lowering device Average Selling Prices (ASPs) to drive growth in its services business, targeting 20% to 30% camera unit growth year-over-year for both Q3 and Q4 2025. The launch of Arlo Secure 6, an AI security service platform, has been instrumental in driving Average Revenue Per User (ARPU) expansion. A significant strategic partnership with ADT, North America's largest security company, was announced, expected to provide "material upside" to Arlo's subscriptions and services revenue starting in 2026.

Demand for Arlo Technologies' products and services exhibits seasonality. Product sales and related subscriber additions tend to fluctuate, particularly around holiday periods and the subsequent activation and trial periods for new devices. The company strategically plans for an aggressive holiday season, a strategy that proved successful in 2023 by lowering device ASPs to drive growth in its services business. Arlo anticipates 20% to 30% camera unit growth year-over-year for both Q3 and Q4, which is expected to contribute to service revenue growth in 2026.

Arlo Technologies, Inc. is a leading provider of smart home security solutions in the smart home and IoT industries, specializing in wireless, weather-resistant security cameras, audio doorbells, and integrated smart home accessories. Arlo's major products include Arlo Essential Cameras and Doorbells (2nd Generation), Arlo Home Security System, Arlo Pro 5S, Arlo Go 2, Arlo Ultra 2, and Arlo Floodlight Camera. The company also offers subscription services like Arlo Secure, Arlo Total Security, and Arlo Safe, which are a significant and growing part of its revenue model. Arlo's primary industry is Electronics (B2C).

Arlo Technologies maintains a significant global market presence, serving millions of customers worldwide. As of December 31, 2022, the Arlo platform had approximately 7.2 million cumulative registered accounts across more than 100 countries. The company's corporate headquarters are located in Carlsbad, California, having relocated from San Jose. Arlo also has a legal entity in India. A strategic partnership with Verisure is a major component of its distribution footprint, particularly in Europe, where the relationship is exclusive.

Arlo is recognized as an award-winning, industry leader committed to technological advancement and customer satisfaction. The company's new products launched in Q3 2025, across its Essential, Pro, and Ultra lines, have received high ratings from both professional and user reviews, highlighting ease of setup, high performance, and new capabilities. Arlo's deep expertise in product design, wireless connectivity, cloud infrastructure, and cutting-edge AI capabilities contributes to its reputation for delivering a seamless, smart home experience. There is no specific information in the provided search results detailing negative events that have significantly impacted Arlo Technologies, Inc.'s brand reputation in the past year.

Arlo Technologies, Inc. has 461 institutional owners and shareholders, holding a total of 127,917,523 shares. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, Brandes Investment Partners, Lp, iShares Core S&P Small-Cap ETF (IJR), Wasatch Advisors Inc, State Street Corp, Rice Hall James & Associates, Llc, Vanguard Total Stock Market Index Fund Investor Shares (VTSMX), Primecap Management Co/ca/, and Marshall Wace, Llp. Matthew McRae, the Chief Executive Officer and Director, is the largest individual shareholder, owning 1.66% of the company.