Arlo Technologies Stock Price, News & Analysis

Arlo Technologies (NYSE:ARLO) has unveiled a comprehensive new lineup of smart home security cameras powered by advanced AI-driven Arlo Intelligence. The launch includes new Pan Tilt cameras for both indoor and outdoor use, featuring 360-degree coverage, starting at $34.99.

The company introduced updated versions across its entire range, including Essential Series (starting at $24.99), Pro Series ($124.99-$199.99), and Ultra Series ($199.99) with up to 4K HDR resolution. All products integrate with Arlo Secure subscription services, which offers AI-powered features starting at $7.99 monthly.

The announcement comes as Arlo reaches over 5 million subscribers globally, reinforcing its position as a leading smart security provider.

Arlo Technologies (NYSE:ARLO) reported strong Q2 2025 financial results, highlighted by record-breaking performance across multiple metrics. The company achieved $316 million in Annual Recurring Revenue (ARR), up 34% year-over-year, and record subscriptions revenue of $78 million, growing 30% year-over-year.

Key achievements include record GAAP net income of $0.03 per share, record non-GAAP EPS of $0.17, and record adjusted EBITDA of $18 million with a 14% margin. The company's subscription business showed remarkable strength with 5.1 million paid accounts and an 85% non-GAAP subscriptions gross margin.

For Q3 2025, Arlo projects revenue between $133-143 million and expects GAAP EPS of $0.04-0.10 and non-GAAP EPS of $0.12-0.18.

Arlo Technologies (NYSE: ARLO) has announced equity grants to 19 new non-executive employees under its 2018 Equity Incentive Plan, complying with NYSE Rule 303A.08. The grants, made on July 29, 2025, consist of restricted stock units (RSUs) covering 215,881 shares of common stock.

The RSU distribution is structured in two tiers: 17 employees received grants totaling 153,459 shares vesting equally over four years, while the remaining grants of 62,422 shares follow a five-year vesting schedule with varying percentages. All RSUs are contingent on continued employment.

Arlo Technologies (NYSE:ARLO), a smart home security brand, has scheduled its second quarter 2025 earnings conference call for Thursday, August 7, 2025 at 5:00 p.m. ET. The company will release its Q2 2025 financial results after market close on the same day.

Investors can access the call via toll-free number (833) 470-1428 or international number (404) 975-4839 using conference ID 290612. A live webcast and replay will be available on Arlo's Investor Relations website.

Arlo Technologies has achieved a significant milestone by surpassing $300M in annual recurring revenue (ARR), reaching this target in less than six years. The company's success is driven by its AI-powered smart security platform and subscription services, with an impressive install base of over 11 million registered households and more than 5 million paid subscribers. Arlo's SaaS platform, powered by Arlo Intelligence™, offers comprehensive security solutions including video surveillance, contact sensor monitoring, WiFi intrusion detection, and professional monitoring. The company's achievement will be celebrated at the NYSE opening bell ceremony on July 9, 2025. This milestone completion of their original five-year plan in just three years demonstrates Arlo's strong market position and operational excellence in the smart home security sector.

Arlo Technologies (NYSE: ARLO) reported strong Q1 2025 results with record subscriptions and services revenue of $68.8M, up 21.4% YoY. The company achieved record non-GAAP EPS of $0.15 and minimal GAAP net loss of $(0.01) per share. Key highlights include ARR growth of 21.8% to $276.4M and record subscriptions gross margin of 83.1%. Arlo generated record free cash flow of $28.1M with a 23.6% margin. The company's paid accounts grew 51.4% YoY to 4.9M. During Q1, Arlo executed a $15.2M share buyback and invested $12.5M in Origin Wireless. The company announced Arlo Secure 6.0 with new AI-powered features. For Q2 2025, Arlo expects revenue of $119M-$129M and non-GAAP EPS of $0.11-$0.17.

Arlo Technologies (NYSE: ARLO) has achieved a significant milestone by surpassing 5 million paid subscribers for its AI-powered security service, generating over $275 million in Annual Recurring Revenue (ARR). The company's subscriber base has grown more than ten-fold in the last five years, demonstrating exceptional growth in the consumer SaaS space.

The company boasts impressive customer retention metrics, with users staying an average of 7+ years and maintaining one of the lowest monthly churn rates among consumer subscription peers. At the core of Arlo's success is its sophisticated AI platform, Arlo Intelligence, which provides advanced security features including video, audio, and environmental event processing for enhanced threat detection and response.

Arlo Technologies (NYSE: ARLO) has unveiled Arlo Secure 6, its next-generation home security subscription service powered by advanced AI technology. The new service introduces several groundbreaking features including fire detection, advanced audio detection, detailed video event descriptions, and enhanced video search capabilities.

Building upon existing features like Person Recognition and Vehicle Recognition, Arlo Secure 6 adds crucial safety features including AI-generated event captions, keyword-based video search, and advanced detection capabilities for fire, screams, gunshots, dog barks, and glass breaks. The service will begin rolling out to customers starting May 2025, with a 30-day trial included on select Arlo products.

Arlo Technologies (NYSE: ARLO) has announced the granting of equity awards to new employees as part of its 2018 Equity Incentive Plan. The company's Compensation and Human Capital Committee approved restricted stock units (RSUs) for 21 new non-executive employees, covering a total of 173,418 shares of common stock. These RSUs will vest over a four-year period in equal annual installments, subject to continued employment with the company. The grants were made in accordance with NYSE Rule 303A.08 as inducement awards to attract new talent.