Arlo Technologies, Inc.
ARLONYSE
$13.31
↑ +1.8%Jul 17 close · end-of-day
Price
1Y↓ -17.9%
End-of-day closes; the latest point is the live 15-min-delayed price · split & dividend adjusted · chart by TradingView
Key statistics
Market Cap
$1.5B
Enterprise Value
$1.3B
P/E
47.5
P/S
2.6
P/B
9.2
EV/EBITDA
66.3
PEG
—
FCF Yield
—
Dividend Yield
—
Revenue (TTM)
$560.6M
Net Income (TTM)
$30.6M
Free Cash Flow (TTM)
—
Gross Margin
45.1%
Operating Margin
2.7%
Net Margin
5.5%
ROE
19.2%
ROIC
218.2%
Debt / Equity
—
Net Cash
$152.6M
Return 1Y
-18.0%
Company profile
Arlo Technologies, Inc., together with its subsidiaries, provides a cloud-based platform in the Americas, Europe, the Middle East, Africa, and Asia Pacific regions. It combines an intelligent cloud infrastructure and mobile app with various smart connected devices. The company offers Arlo essential indoor camera, Arlo Go 2 LTE/Wi-Fi security camera; Arlo Q and ArloQ Plus, an indoor wired solution that allows users to monitor their surroundings. Arlo also provides Arlo Baby, a baby monitor with air quality and temperature sensors, motion and audio detection, and advanced night vision.
- CEO
- Matthew McRae
- Sector
- Manufacturing
- Industry
- Recreation
- Employees
- 350
- Headquarters
- California
- Website
- arlo.com
Management & directors
- Binder Kurtis JosephCHIEF FINANCIAL OFFICER
- Busse BrianGENERAL COUNSEL
- Mcrae Matthew BlakeCEO
Roles derived from SEC Form 4 filings.
Earnings
ARLO Q1 2026 Earnings
Period ends 2026-03-29
MetricActualYoY
Revenue$150.4M↑ +26.3%
Diluted EPS$0.13↓ -1400.0%
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
Financial statements
| Line item | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|
| Revenue | $357.2M | $435.1M | $490.4M | $491.2M | $510.9M | $529.3M |
| Gross profit | $55.4M | $108.0M | $136.0M | $167.6M | $187.5M | $232.8M |
| Operating income | -$104.9M | -$60.1M | -$56.9M | -$24.9M | -$34.9M | $6.1M |
| Net income | -$101.3M | -$56.0M | -$56.6M | -$22.0M | -$30.5M | $14.9M |
| Diluted EPS | -$1.30 | -$0.68 | -$0.65 | -$0.24 | -$0.31 | $0.14 |
| Operating cash flow | -$46.5M | -$23.2M | -$46.0M | $38.3M | $51.3M | $78.7M |
| Free cash flow | -$50.4M | -$25.5M | -$48.0M | $35.5M | $48.6M | — |
| Gross margin | 15.5% | 24.8% | 27.7% | 34.1% | 36.7% | 44.0% |
| Operating margin | -29.4% | -13.8% | -11.6% | -5.1% | -6.8% | 1.1% |
| Net margin | -28.3% | -12.9% | -11.5% | -4.5% | -6.0% | 2.8% |
| Line item | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $127.4M | $137.7M | $121.6M | $119.1M | $129.4M | $139.5M | $141.3M | $150.4M |
| Gross profit | $46.9M | $48.4M | $44.9M | $52.7M | $58.1M | $56.5M | $65.5M | $72.7M |
| Operating income | -$12.8M | -$5.5M | -$6.0M | -$1.5M | $1.9M | $872,000.00 | $4.7M | $7.6M |
| Net income | -$11.6M | -$4.4M | -$4.9M | -$835,000.00 | $3.1M | $6.9M | $5.8M | $14.9M |
| Diluted EPS | -$0.12 | -$0.04 | -$0.05 | -$0.01 | $0.03 | $0.06 | $0.06 | $0.13 |
| Operating cash flow | $6.5M | $18.4M | $6.7M | $30.9M | $8.8M | $19.2M | $19.8M | $27.9M |
| Free cash flow | $6.2M | $17.4M | $5.6M | $28.1M | — | — | — | — |
| Gross margin | 36.8% | 35.2% | 36.9% | 44.3% | 44.9% | 40.5% | 46.4% | 48.3% |
| Operating margin | -10.0% | -4.0% | -5.0% | -1.2% | 1.5% | 0.6% | 3.3% | 5.0% |
| Net margin | -9.1% | -3.2% | -4.0% | -0.7% | 2.4% | 4.9% | 4.1% | 9.9% |
Company news
Jul 16, 2026
Jul 10, 2026
Analyst estimates
Coming soonConsensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
Insider transactions
BoughtSoldMonthly insider $ volume · trailing 12 months
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-07-06 | BINDER KURTIS JOSEPH· CHIEF FINANCIAL OFFICER | Sale | 16,507 | $12.83 | $211,705.58 | filing |
| 2026-06-22 | Rothstein Amy M | Sale | 5,260 | $13.02 | $68,510.97 | filing |
| 2026-06-18 | Rothstein Amy M | Award | 14,931 | $0.00 | $0.00 | filing |
| 2026-06-18 | Fallon Catriona M. | Award | 14,931 | $0.00 | $0.00 | filing |
| 2026-06-18 | FAISON RALPH E | Award | 14,931 | $0.00 | $0.00 | filing |
| 2026-06-18 | Summers Grady | Award | 14,931 | $0.00 | $0.00 | filing |
| 2026-06-18 | Aggarwal Prashant | Award | 14,931 | $0.00 | $0.00 | filing |
| 2026-06-18 | CARTER MILLER JOYCELYN | Award | 14,931 | $0.00 | $0.00 | filing |
| 2026-05-08 | BINDER KURTIS JOSEPH· CHIEF FINANCIAL OFFICER | Sale | 65,000 | $15.70 | $1.0M | filing |
| 2026-04-17 | BINDER KURTIS JOSEPH· CHIEF FINANCIAL OFFICER | Sale | 25,000 | $15.19 | $379,857.50 | filing |
| 2026-04-06 | BINDER KURTIS JOSEPH· CHIEF FINANCIAL OFFICER | Sale | 25,000 | $13.99 | $349,640.00 | filing |
| 2026-03-12 | BINDER KURTIS JOSEPH· CHIEF FINANCIAL OFFICER | Sale | 179,419 | $13.78 | $2.5M | filing |
| 2026-03-12 | MCRAE MATTHEW BLAKE· CEO | Sale | 153,433 | $13.78 | $2.1M | filing |
| 2026-03-12 | Busse Brian· GENERAL COUNSEL | Sale | 25,525 | $13.78 | $351,609.43 | filing |
| 2026-03-10 | Busse Brian· GENERAL COUNSEL | Option exercise | 50,000 | — | — | filing |
| 2026-03-10 | BINDER KURTIS JOSEPH· CHIEF FINANCIAL OFFICER | Option exercise | 333,334 | — | — | filing |
| 2026-03-10 | MCRAE MATTHEW BLAKE· CEO | Option exercise | 288,824 | — | — | filing |
| 2026-03-04 | BINDER KURTIS JOSEPH· CHIEF FINANCIAL OFFICER | Sale | 9,665 | $15.11 | $146,077.78 | filing |
| 2026-03-03 | MCRAE MATTHEW BLAKE· CEO | Sale | 27,931 | $14.93 | $416,959.55 | filing |
| 2026-03-03 | BINDER KURTIS JOSEPH· CHIEF FINANCIAL OFFICER | Sale | 12,539 | $14.93 | $187,183.45 | filing |
| 2026-03-03 | Busse Brian· GENERAL COUNSEL | Sale | 6,966 | $14.93 | $103,989.14 | filing |
| 2026-02-27 | Busse Brian· GENERAL COUNSEL | Award | 13,005 | $0.00 | $0.00 | filing |
| 2026-02-27 | BINDER KURTIS JOSEPH· CHIEF FINANCIAL OFFICER | Award | 22,204 | $0.00 | $0.00 | filing |
| 2026-02-27 | MCRAE MATTHEW BLAKE· CEO | Award | 50,118 | $0.00 | $0.00 | filing |
| 2026-02-06 | MCRAE MATTHEW BLAKE· CEO | Sale | 95,326 | $12.30 | $1.2M | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.