olivLaw · US equity research
Arlo Technologies, Inc. ARLO
Services-Detective, Guard & Armored Car Services · SIC 7381 · Vertical: Services-Detective, Guard & Armored Car Services (SIC 7381)
Arlo Technologies sells smart security devices for homes, businesses and personal safety, built on a cloud platform with recurring subscription revenue. Subscription income is growing fast, and the company raised its annual guidance for 2026, which makes the shift from hardware to services the central point of this analysis.
At the close of 04 Nov 2026, Arlo Technologies, Inc. (ARLO) stock was 15.22 USD (+11.01% on the day), with market capitalisation 1.6 bn USD, P/E 56.3 on diluted EPS of 0.27 USD over the last 12 months, beta 1.46, 52-week range 11.23–17.71 USD. Latest reported quarter (Q2 2026): revenue of 155.9 m USD (+20.5% YoY), net income of 3.0 m USD (−3.1% YoY), diluted EPS 0.03 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
Loading chart…
Technical reading
- RSI (14)
- 65.6
- strong (55–70)
- Bollinger (20, 2)
- 10.98 – 14.93
- above the upper band · %B 1.07 · band width 30.5%
- SMA 50 / 200
- 13.03 / 13.39
- mixed trend
- MACD (12, 26, 9)
- 0.44 / 0.17
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | +20.9% | −1.1% | +22.0 pp | — |
| 3 months | −4.5% | −0.5% | −4.0 pp | — |
| 6 months | +4.5% | +4.4% | +0.1 pp | — |
| Year to date | +8.8% | +12.3% | −3.5 pp | — |
| 1 year | −14.3% | +13.5% | −27.8 pp | −31.3% |
| 3 years | +65.3% | +76.4% | −11.2 pp | +68.7% |
| 5 years | +119.3% | +63.7% | +55.6 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q2 2026 · 28 Jun 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 137.7 m | 121.6 m | 119.1 m | 129.4 m | 139.5 m | 141.3 m | 150.4 m | 155.9 m |
| Cost of revenue | 89.3 m | 76.7 m | 66.3 m | 71.3 m | 83.0 m | 75.8 m | 77.7 m | 80.7 m |
| Gross profit | 48.4 m | 44.9 m | 52.7 m | 58.1 m | 56.5 m | 65.5 m | 72.7 m | 75.2 m |
| Research & development | 17.6 m | 15.3 m | 16.2 m | 18.5 m | 18.1 m | 20.9 m | 22.8 m | 23.7 m |
| Operating income | -5.5 m | -6.0 m | -1.5 m | 1.9 m | 872.0 k | 4.7 m | 7.6 m | 2.5 m |
| Depreciation & amortisation | 710.0 k | 805.0 k | 829.0 k | 858.0 k | 899.0 k | 1.3 m | 1.7 m | 2.9 m ≈ |
| Pre-tax income | -4.1 m | -4.7 m | -333.0 k | 2.9 m | 7.0 m | 6.1 m | 15.3 m | 3.5 m |
| Income tax | 329.0 k | 132.0 k | 502.0 k | -254.0 k | 154.0 k | 339.0 k | 415.0 k | 432.0 k |
| Net income | -4.4 m | -4.9 m | -835.0 k | 3.1 m | 6.9 m | 5.8 m | 14.9 m | 3.0 m |
| Diluted EPS | -0.04 | -0.05 ≈ | -0.01 | 0.03 | 0.06 | 0.05 ≈ | 0.13 | 0.03 |
| Operating cash flow | 18.4 m ≈ | 6.7 m | 30.9 m | 8.8 m ≈ | 19.2 m ≈ | 19.8 m | 27.9 m | 11.4 m ≈ |
| Capex | 961.0 k ≈ | 1.1 m | 2.8 m | — | — | — | — | — |
| Share repurchases | 0 ≈ | 4.4 m | 15.2 m | 910.0 k ≈ | 10.7 m ≈ | 18.8 m | 7.3 m | 22.9 m ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Today's P/E sits at the 50 percentile of its own 4-quarter history (min 46.3, median 78.6, max 536.6; quarters with earnings only).
Fiscal years
| Fiscal year | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 464.9 m | 370.0 m | 357.2 m | 435.1 m | 490.4 m | 491.2 m | 510.9 m | 529.3 m |
| Revenue YoY | +25.4% | −20.4% | −3.5% | +21.8% | +12.7% | +0.2% | +4.0% | +3.6% |
| Net income | -75.5 m | -86.0 m | -101.3 m | -56.0 m | -56.6 m | -22.0 m | -30.5 m | 14.9 m |
| Net income YoY | −1,252.6% | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable |
| Diluted EPS | -1.12 | -1.14 | -1.30 | -0.68 | -0.65 | -0.24 | -0.31 | 0.14 |
| Diluted EPS YoY | −1,118.2% | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable |
| net % | -16.2% | -23.2% | -28.3% | -12.9% | -11.5% | -4.5% | -6.0% | 2.8% |
| Free cash flow | -39.4 m | 2.5 m | -50.4 m | -25.5 m | -48.0 m | 35.5 m | 48.6 m | unavailable |
Reported results vs expectations
Loading…
Balance sheet & financial health
Fiscal year 2025 · 31 Dec 2025
- Cash
- 146.4 m USD
- Financial debt
- unavailable USD
- Net debt
- unavailable USD
- Equity
- 127.8 m USD
- Total assets
- 310.5 m USD
- Debt / equity
- unavailable
- Current ratio
- 1.51x
- ROE
- 13.1%
- ROA
- 4.9%
- FCF margin
- unavailable
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 357.2 m | 435.1 m | 490.4 m | 491.2 m | 510.9 m | 529.3 m | SEC (XBRL)· 27 Feb 2026verified |
| Cost of revenue | 301.8 m | 327.1 m | 354.4 m | 323.6 m | 323.4 m | 296.5 m | SEC (XBRL)· 27 Feb 2026verified |
| Gross profit | 55.4 m | 108.0 m | 136.0 m | 167.6 m | 187.5 m | 232.8 m | SEC (XBRL)· 27 Feb 2026verified |
| Research & development | 60.1 m | 59.1 m | 64.7 m | 68.6 m | 73.2 m | 73.7 m | SEC (XBRL)· 27 Feb 2026verified |
| Operating income | -104.9 m | -60.1 m | -56.9 m | -24.9 m | -34.9 m | 6.1 m | SEC (XBRL)· 27 Feb 2026verified |
| Depreciation & amortisation | 10.2 m | 6.0 m | 4.8 m | 4.7 m | 3.2 m | 3.9 m | SEC (XBRL)· 27 Feb 2026verified |
| EBITDA | -94.7 m ≈ | -54.2 m ≈ | -52.1 m ≈ | -20.2 m ≈ | -31.7 m ≈ | 10.0 m ≈ | SEC (XBRL)· 27 Feb 2026derived |
| Pre-tax income | -100.6 m | -55.4 m | -55.7 m | -20.9 m | -29.4 m | 15.7 m | SEC (XBRL)· 27 Feb 2026verified |
| Income tax | 625.0 k | 677.0 k | 975.0 k | 1.2 m | 1.1 m | 741.0 k | SEC (XBRL)· 27 Feb 2026verified |
| Net income | -101.3 m | -56.0 m | -56.6 m | -22.0 m | -30.5 m | 14.9 m | SEC (XBRL)· 27 Feb 2026verified |
| Diluted EPS | -1.30 | -0.68 | -0.65 | -0.24 | -0.31 | 0.14 | SEC (XBRL)· 27 Feb 2026verified |
| Weighted average diluted shares | 78.1 m | 82.7 m | 87.2 m | 92.8 m | 98.6 m | 110.2 m | SEC (XBRL)· 27 Feb 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 186.1 m | 175.7 m | 84.0 m | 56.5 m | 82.0 m | 146.4 m | SEC (XBRL)· 27 Feb 2026verified |
| Receivables | 77.6 m | 79.6 m | 66.0 m | 65.4 m | 57.3 m | 39.7 m | SEC (XBRL)· 27 Feb 2026verified |
| Inventories | 64.7 m | 38.4 m | 46.6 m | 38.4 m | 40.6 m | 41.2 m | SEC (XBRL)· 27 Feb 2026verified |
| Current assets | 356.5 m | 303.6 m | 232.8 m | 250.5 m | 262.6 m | 260.5 m | SEC (XBRL)· 27 Feb 2026verified |
| Property, plant & equipment, net | 15.8 m | 9.6 m | 7.3 m | 4.8 m | 4.8 m | 13.2 m | SEC (XBRL)· 27 Feb 2026verified |
| Goodwill | 11.0 m | 11.0 m | 11.0 m | 11.0 m | 11.0 m | 11.0 m | SEC (XBRL)· 27 Feb 2026verified |
| Intangibles (excl. goodwill) | 0 | — | — | — | — | 0 | SEC (XBRL)· 07 May 2026verified |
| Total assets | 414.0 m | 347.5 m | 272.2 m | 285.5 m | 298.4 m | 310.5 m | SEC (XBRL)· 27 Feb 2026verified |
| Accounts payable | 62.2 m | 84.1 m | 52.1 m | 55.2 m | 63.8 m | 42.8 m | SEC (XBRL)· 27 Feb 2026verified |
| Current liabilities | 237.3 m | 210.9 m | 162.3 m | 161.5 m | 176.8 m | 172.3 m | SEC (XBRL)· 27 Feb 2026verified |
| Total liabilities | 280.2 m | 234.8 m | 184.5 m | 182.3 m | 197.5 m | 182.7 m | SEC (XBRL)· 27 Feb 2026verified |
| Equity | 133.8 m † | 112.7 m † | 87.7 m † | 103.3 m † | 100.9 m † | 127.8 m † | SEC (XBRL)· 27 Feb 2026verified |
† equity attributable to the parent's shareholders: in these years the issuer no longer reports the total including non-controlling interests.
Cash flow · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | -46.5 m | -23.2 m | -46.0 m | 38.3 m | 51.3 m | 78.7 m | SEC (XBRL)· 27 Feb 2026verified |
| Capex | 3.9 m | 2.3 m | 2.0 m | 2.8 m | 2.7 m | — | SEC (XBRL)· 27 Feb 2025verified |
| Free cash flow | -50.4 m ≈ | -25.5 m ≈ | -48.0 m ≈ | 35.5 m ≈ | 48.6 m ≈ | — | SEC (XBRL)· 27 Feb 2025derived |
| Investing cash flow | -4.0 m | 17.7 m | -31.8 m | -50.7 m | 10.8 m | 27.8 m | SEC (XBRL)· 27 Feb 2026verified |
| Financing cash flow | -23.0 k | -5.0 m | -13.9 m | -15.1 m | -40.8 m | -42.1 m | SEC (XBRL)· 27 Feb 2026verified |
| Share repurchases | — | — | 0 | 0 | 4.4 m | 45.6 m | SEC (XBRL)· 27 Feb 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
1 indicators that do not apply to the sector.
Valuation
olivLaw classification
- indicators available: 5 of at least 6
- score weight coverage: 35.4% of at least 60%
- valuation methods computed: 0 of at least 1
A scoring methodology on indicators and valuation, not investment advice.
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: 1.6 bn USD
Key indicators
Coverage and freshness
Score by group
35% · Insufficient data
Estimated value range
unavailable — no valuation method could be computed
Valuation assumptions are editorial choices, not measured; beta is not measured.
Valuation methods
- DCF (discounted cash flow)unavailable · the input exists, but its latest figure is far older than the latest reported period: not used
- Peers: EV/EBITDAunavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
- Peers: P/Eunavailable · not enough peers
- Dividend discount (DDM)unavailable · the company pays no dividend: a dividend model needs an explicit initiation assumption
no valuation method could be computed
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Insufficient data
Minimum-evidence gate: indicators available: 5 of at least 6; score weight coverage: 35.4% of at least 60%; valuation methods computed: 0 of at least 1
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | unavailable | unavailable | — |
| Net margin · Quality | 5.2% | 60 (vs peers) | 18% |
| FCF conversion · Quality | unavailable | unavailable | — |
| Revenue CAGR 3Y · Growth | 2.6% | 21 (on a fixed band) | 24% |
| EPS CAGR 3Y · Growth | unavailable | unavailable | — |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Interest coverage · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | 1.4x | 50 (on a fixed band) | 12% |
| P/E (TTM) · Valuation | 56.3x | 0 (on a fixed band) | 29% |
| EV/EBITDA · Valuation | unavailable | unavailable | — |
| FCF yield · Valuation | unavailable | unavailable | — |
| Shareholder yield (distributions) · Returns | 3.6% | 52 (on a fixed band) | 18% |
| Payout ratio (FCF) · Returns | unavailable | unavailable | — |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet· partial50/100 · 1/3 factors with a value
- Growth· partial21/100 · 1/2 factors with a value
- Quality· partial60/100 · 1/3 factors with a value
- Returns· partial52/100 · 1/2 factors with a value
- Valuation· partial0/100 · 1/3 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
ARLO TECHNOLOGIES, INC. (ARLO). Latest full fiscal year: 2025; data up to 2026-06-28.
Figures computed from the financial statements: revenue 529.3 m USD in 2025; YoY growth 3.6%; net margin 5.2%; ROE 22.1%.
Valuation cannot be computed from the available data.
Insufficient data for a verdict (indicators available: 5 of at least 6; score weight coverage: 35.4% of at least 60%; valuation methods computed: 0 of at least 1).
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
No signal among the computed factors. That is not an absence of risk: factors without data were not assessed, and business risks (margins, inventory, demand) are in the source-based analysis.
What contradicts it
- Revenue CAGR 3Y: 2.6%
- P/E (TTM): 56.3x
Not assessed (insufficient data or a ratio without meaning): ROIC, FCF conversion, EPS CAGR 3Y, Net debt / EBITDA, Interest coverage, EV/EBITDA, FCF yield, Payout ratio (FCF).
Versus the vertical median
Services-Detective, Guard & Armored Car Services (SIC 7381) · same industry (4-digit SIC) · compared with 5 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| ALLEAllegion plc | 16.2 bn | 24.0 | 33.6% | 15.7% | +7.8% | +16% / +82% |
| ADTADT Inc. | 7.5 bn | 12.2 | 16.9% | 11.9% | +4.7% | +20% / +69% |
| ARLOArlo Technologies, Inc. | 1.6 bn | 56.3 | 22.1% | 5.2% | +3.6% | −14% / +65% |
| GFAIGuardforce Ai Co., Limited | 4.6 m | — | -20.5% | -16.1% | +0.2% | −79% / −95% |
| SUGPSU Group Holdings Ltd | 2.5 m | — | -20.1% | -9.6% | +5.5% | −99% / unavailable |
| CIGLConcorde International Group Ltd | — | — | -3,579.0% | -797.3% | −1.6% | unavailable / unavailable |
1- and 3-year price returns: for ARLO from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | 9.26 Total return -39% · Per year -39% | 16.39 Total return 8% · Per year 8% | 24.71 Total return 62% · Per year 62% |
| 3 years | 8.64 Total return -43% · Per year -17% | 17.24 Total return 13% · Per year 4% | 28.59 Total return 88% · Per year 23% |
| 5 years | 8.07 Total return -47% · Per year -12% | 18.14 Total return 19% · Per year 4% | 33.09 Total return 117% · Per year 17% |
- Exit P/E± 4.31
- Net margin± 3.02
- Annual revenue growth± 2.52
- Annual dilution± 0.25
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
Arlo Technologies sells smart security devices for homes, businesses and personal safety, built on a cloud platform with recurring subscription revenue. Subscription income is growing fast, and the company raised its annual guidance for 2026, which makes the shift from hardware to services the central point of this analysis.
SWOT
Strengths
- The company has a large base of paid accounts and a developed cloud platform, which provides recurring revenue and a direct relationship with users 1.
- Subscription gross margins are very high compared with hardware, which supports overall profitability 13.
- The Arlo brand is recognized and supported by distributor and carrier partnerships in several countries 1.
Weaknesses
- Hardware sales fell in 2025 and carry negative margins, which depends on shipment volumes to a few large customers 1.
- The company relies on a limited number of third-party manufacturers located mainly in Asia, which raises operational risk 1.
- Revenue is heavily concentrated in one European distribution partner that accounted for a major share of total revenue 1.
Opportunities
- Expanding services for businesses, cities and insurance partners could diversify recurring revenue sources 1.
- The partnership with a major North American security provider could expand paid subscriber numbers if it converts into sales 1.
- Continued growth in ARR and paid accounts could allow further improvement in profitability in the coming years 23.
Threats
- Large technology competitors have much greater resources and could cut prices, which would affect Arlo's margins 1.
- US tariff policy and possible retaliatory trade measures could raise costs and delay deliveries 12.
- Lower consumer confidence and inflation could reduce demand for new devices and, over time, subscriptions 2.
Risks
- Dependence on third-party manufacturershigh
Products are made by a few outside manufacturers, and disruptions in Asia could halt shipments and affect sales 1.
- Customer concentrationhigh
One European partner has represented a large share of revenue, and a change in its orders could affect results 1.
- Competitive pricing pressuremedium
If large competitors cut prices, Arlo could be forced to follow, with an effect on margins 1.
- Tariffs and shipping costsmedium
Tariffs and higher air freight costs could reduce product margins, and tariff refunds are not assured 13.
- Reliance on skilled stafflow
Losing key employees or struggling to hire engineers could delay the launch of new products 1.
Investment thesis
What would need to be true (bull case)
- If recurring revenue keeps growing faster than hardware sales, the company could steadily improve profitability and cash generation.
- The raised annual guidance and record margins in the second quarter suggest the subscription model can work at scale.
- Partnerships with large security companies and carriers could open new distribution channels without heavy marketing costs.
What would break the thesis
- If hardware sales keep falling and margins stay negative, profitability could depend too heavily on one subscription segment.
- Competitors with much larger resources could force price cuts that limit margin expansion.
- Trade tensions and tariffs could raise costs and delay products, especially if tariff refunds do not materialize.
What to watch
- Third-quarter results and delivery against the 2026 revenue and EPS guidanceQ3 2026
- Development of ARR and the number of paid accountsQ3 2026
- Effect of US tariffs on production costs and gross margin2026
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
Arlo Technologies, Inc. develops a smart security platform that combines cameras, alarm systems, video doorbells and cloud services. The company describes its model as one where revenue comes mainly from paid subscriptions such as Arlo Secure, Arlo Total Security and Arlo Safe, while devices are sold through retail, distributors, carriers and its own online store. In fiscal 2025, subscription and service revenue was 316.4 million USD out of total revenue of 529.3 million USD 1.
A key strategic partner is Verisure, the exclusive distributor of Arlo products in Europe, which accounted for 32% of total revenue in 2025 1. The company also signed a partnership with ADT in June 2025 meant to extend subscriptions through ADT's customer base, although no revenue from that partnership was recognized in 2025 1.
Market context
The company describes the smart home and business security market as highly competitive and evolving, with large technology firms, security service providers and telecom operators among the participants 1. Arlo says it also targets the broader IoT market and uses beyond the home, such as construction site monitoring or remote areas 1. Costs and demand may also be shaped by US tariff policy, which the company monitors closely 2.
On the demand side, the company notes that inflation, weaker consumer confidence and high interest rates could reduce demand for new devices, which could in turn weigh on subscription sales over the longer term 2.
Trends
- Growth of subscription servicestailwind
Paid accounts and recurring revenue keep rising from quarter to quarter, which could support margins over the longer term if the trend holds 23.
- US tariff policymixed
Tariffs on products made outside the US raise production costs and can reduce margin, although the company has also included an expected tariff refund in its guidance 3.
- Pressure on consumer demandheadwind
Inflation and high interest rates could reduce purchases of new devices, especially in retail, which could slow hardware sales 2.
- Expansion into business and IoT servicestailwind
The SmartCloud platform and partnerships with insurance, automotive and smart city players could open new recurring revenue sources 1.
Competitive position
The company says it faces competition from large technology companies such as Amazon, with Blink and Ring, and Google, with Nest, as well as security service providers such as ADT and telecom operators such as AT&T, Verizon and Comcast 1. Many competitors have far greater financial and marketing resources, and Arlo acknowledges it may have to lower prices if competition intensifies 1.
Arlo supports its position through technology, direct user relationships and brand recognition, and cites partnerships with component suppliers such as Qualcomm and Infineon as advantages 1. Lower-priced hardware makers, including several based in Asia, keep steady pressure on pricing 1.
- Amazon (Blink and Ring)AMZN
Large technology company offering security cameras and doorbells under the Blink and Ring brands, named by Arlo as a main competitor.
- Google (Nest)GOOGL
Technology company offering home security products under the Nest brand, identified by Arlo as a competitor.
- ADTADT
Major North American security service provider that is also Arlo's partner under the June 2025 agreement.
- Eufy and Wyze
Consumer camera and security system makers that the company lists among competitors in the lower-priced segment.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
No news in our archive over the last 180 days.
SEC filings
- Current report27 Oct 2026Other events · Financial statements and exhibits
- Quarterly report06 Aug 2026
- Current report06 Aug 2026Results of operations · Financial statements and exhibits
- Current report23 Jun 2026Shareholder vote
- Quarterly report07 May 2026
- Current report07 May 2026Results of operations · Financial statements and exhibits
- Proxy statement24 Apr 2026
- Current report07 Apr 2026Amendments to articles or bylaws · Financial statements and exhibits
- Annual report27 Feb 2026
- Current report26 Feb 2026Results of operations · Financial statements and exhibits
Sources
- [1] Form 10-K, fiscal year ended 2025-12-31 · SEC / Arlo Technologies, Inc. · 27 Feb 2026
- [2] Form 10-Q, quarter ended 2026-06-28 · SEC / Arlo Technologies, Inc. · 06 Aug 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Arlo Technologies, Inc. · 06 Aug 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.