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MARKETS / NYSE / ARLO
NYSE · SERVICES-DETECTIVE, GUARD & ARMORED CAR SERVICES · LARGE CAP

Arlo Technologies, Inc. ARLO

9 fiscal years on record · USD · FY2025 reported · SEC filings only
$529.3M
▲ 3.6% YoY
$14.9M
In brief

What this company does

Arlo Technologies has launched subscription services including Arlo Secure, Arlo Total Security and Arlo Safe, along with several categories of smart security devices, including smart Wi-Fi and LTE-enabled cameras, video doorbells, floodlight cameras and home security systems. Arlo SmartCloud is a SaaS solution that delivers smart security cloud services with Arlo Intelligence for businesses looking to integrate and deploy smart security at scale, with an offering that includes computer vision, multi-object detection, audio analysis, security services, scaled storage and ecosystem integrations. Its products are manufactured and packaged for retail sale mostly in Vietnam, Thailand and Indonesia, and shipped to logistics hubs in the United States, Hong Kong and Australia. As of December 31, 2025, it employed approximately 376 full-time employees, 64% of whom were based in the United States and 36% in other regions, including Canada, Australia, Taiwan, India and Ireland. For the year ended December 31, 2025, 32% of its total revenue was derived from Verisure. It was incorporated in Delaware in January 2018.

Written from the business description in Arlo Technologies, Inc.'s annual report to the U.S. Securities and Exchange Commission, filed 27 February 2026. Every sentence was checked against that document before publication.

Growth
USD 529.3M
Revenue, FY2025 · full 9-year series below
Revenue $M Net income $M
FY2025 · Revenue 529.3 · Net income 14.9
200M400M-40M-80M201720182019202020212022202320242025
Compound annual growth
+2.6%
+8.2%
3 yrs
5 yrs
10 yrs
15 yrs

Revenue compounded at +8.2% a year over five years.

Compound annual rates per period — left blank where that exact year isn't on file, the series crosses a loss, or (per-share rows) a split falls inside the window.

Profitability
3 cents
of every revenue dollar became profit
Operating margin Net margin
FY2025 · Operating 1.1% · Net 2.8%
-10%-20%201720182019202020212022202320242025
ROE
FY2025 · ROE 13.1%
5%10%-20%-40%-60%201720182019202020212022202320242025

Each USD of equity produced 13 cents of profit this year.

Cash & shareholders
USD 45.6M
returned in FY2025 · dividends + net buybacks
Free cash flow $M
FY2024 · FCF 48.6
20M40M-20M-40M201720182019202020212022202320242025
Net buybacks $M Dividends $M
FY2025 · Dividends — · Net buybacks 45.6
20M40M2022202320242025

USD 45.6M in buybacks — 306% of the year's profit, so the payout drew on cash built up earlier.

Total assetsUSD 310.5M
EquityUSD 127.8M
CashUSD 146.4M
Current ratio1.51×

Equity funds 41% of total assets.

The 9-year record
9 fiscal years
Every figure from documents filed with the SEC · USD
row low → row highnegative
Metric 202520242023202220212020201920182017
Revenue $B0.50.50.50.50.40.40.40.50.4
Operating income $B0.0−0.0−0.0−0.1−0.1−0.1−0.1−0.10.0
EBITDA $B0.0−0.0−0.0−0.1−0.1−0.1−0.1−0.10.0
Income tax $B0.00.00.00.00.00.00.00.00.0
Net income $B0.0−0.0−0.0−0.1−0.1−0.1−0.1−0.10.0
Free cash flow $B·0.00.0−0.0−0.0−0.10.0−0.0−0.0
EPS, diluted $0.14−0.31−0.24−0.65−0.68−1.30−1.14−1.120.11
Dividend / sh $·········
Payout %·········
ROE %13.1−29.9−23.1−56.5−45.5−60.1−36.4−38.25.2
Shares out B0.110.100.100.090.080.080.080.07·

Slide the table for earlier years · "·" marks a figure not available in our data for that year.

Provenance
Company facts, as filed
How we verify · 0 failures in 43 reconciliationsAUDITED

Reconciled in 9 of 19 fiscal years. 52 checks could not be computed.

EPS recomputationBalance-sheet identityGross profitBalance-sheet liquiditymoeda_consistente0 failures
ActivityServices-Detective, Guard & Armored Car Services
Listed onNYSE
Incorporated inDelaware
Fiscal year endsDecember 31
Data on record since2017

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