Arlo Technologies is executing a successful pivot toward high-margin subscription services, evidenced by record Q2 2026 revenue of $155.9M and gross margin expansion to 48.2%, up from 44.9% a year earlier. The company has achieved a definitive operational infl...
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Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
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Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 6, 2026 | $0.28+43.5% vs $0.20 | $156M+4.7% vs $149M |
Q2 2026 May 7, 2026 | $0.28+47.4% vs $0.19 | $150M+7.6% vs $140M |
Q1 2026 Feb 26, 2026 | $0.22+37.5% vs $0.16 | $141M+4.2% vs $136M |
Q4 2025 Nov 6, 2025 | $0.16+6.7% vs $0.15 | $140M+2.9% vs $136M |
Squarepoint Ops LLC decreased its position in shares of Arlo Technologies, Inc. (NYSE: ARLO) by 75.4% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 103,484 shares of the company's stock after selling 317,649 shares during the quarter. Squarepoint Ops
Threat Assessment and Arlo Summary Provide Greater Insight and Proactive Protection, Strengthening Arlo Secure Early Warning System's Comprehensive Capabilities CARLSBAD, Calif., Sept. 16, 2026 /PRNewswire/ -- Arlo Technologies, Inc. (NYSE: ARLO), a leading provider of smart home security services, today announced Arlo Secure 7, the latest evolution of its AI-powered smart security service.
Arlo Technologies, Inc. (ARLO) Presents at Citi's 2026 Global TMT Conference Transcript
BlackRock Inc. bought a new stake in shares of Arlo Technologies, Inc. (NYSE: ARLO) in the undefined quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 17,506,791 shares of the company's stock, valued at approximately $235,992,000. BlackRock Inc. owned 16.12% of Arlo Technologies as
Benchmark ARLO against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Arlo Technologies, Inc. (ARLO)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $13.41 | $1.46B | 95.79 | 3.6% | 2.82% | 13.05% | — | |
| $18.88 | $4.11B | -5.01 | 10.52% | 5.58% | 14.7% | — | |
| $16.85 | $1.99B | -33.04 | -4.93% | -2.54% | -9.55% | — | |
| $105.82 | $15.19B | 22.05 | 6.74% | 16.22% | 35.49% | — | |
| $89.96 | $13.54B | 29.21 | -2.18% | 7.23% | 5.04% | — | |
| $351.16 | $4.25T | 32.48 | 15.13% | 54.77% | 50.84% | — |
Arlo Technologies, Inc. (ARLO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Arlo Technologies, Inc. (ARLO) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
Jun 23, 2026·SEC
May 7, 2026·SEC
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Arlo Technologies, Inc. (ARLO) stock FAQ — growth, dividends, profitability & financials explained
Arlo Technologies, Inc. (ARLO) reported $587.1M in revenue for fiscal year 2025. This represents a 218% increase from $184.6M in 2016.
Arlo Technologies, Inc. (ARLO) grew revenue by 3.6% over the past year. Growth has been modest.
Yes, Arlo Technologies, Inc. (ARLO) is profitable, generating $30.5M in net income for fiscal year 2025 (2.8% net margin).
Arlo Technologies, Inc. (ARLO) has a return on equity (ROE) of 13.1%. This is reasonable for most industries.
Arlo Technologies, Inc. (ARLO) generated $66.9M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
