Arlo Technologies Stock Price, News & Analysis

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.

Arlo Technologies (NYSE: ARLO) has scheduled its first quarter 2025 earnings conference call for Thursday, May 8, 2025, at 5:00 p.m. ET (2:00 p.m. PT). The company will release its Q1 2025 financial results after market close on the same day.

Investors and analysts can join the call using the toll-free number (833) 470-1428 for domestic participants or (404) 975-4839 for international callers, using conference ID 368397. A live webcast will be available on Arlo's Investor Relations website, with a replay accessible afterward at http://investor.arlo.com.

Arlo Technologies (NYSE: ARLO) reported strong Q4 and full-year 2024 results, with significant growth in key metrics. Annual Recurring Revenue (ARR) reached $257.3 million, up 22.5% year-over-year, while service revenue grew 20.8% to $243.0 million for the full year.

The company achieved record Q4 service gross margins, with GAAP at 81.2% and non-GAAP at 81.7%. Full-year free cash flow increased 37% to $48.6 million, representing a 9.5% margin. Paid accounts grew substantially to 4.6 million, up 63.5% year-over-year.

Strategic developments include the launch of AI-driven Arlo Secure 5.0, which generated record premium subscriber additions. The company also announced partnerships with Origin AI, RapidSOS, and expanded collaboration with Samsung. Additionally, Arlo executed a share buyback program, repurchasing $4.4 million of shares at an average price of $11.67.

Arlo Technologies (NYSE: ARLO) has announced an expanded partnership with Samsung SmartThings, enhancing smart home security capabilities. The spring 2025 update will integrate key features from Arlo Secure 5 into the SmartThings platform, including:

• Two-way audio communication for cameras and doorbells
• Event snapshots for improved visibility
• AI-powered object detection for identifying people, vehicles, and packages

The integration allows SmartThings users to customize notifications and automations based on Arlo's advanced computer vision technology. The collaboration aims to provide a more seamless and intelligent security experience for users of both platforms, leveraging Arlo Intelligence's advanced computer vision AI and recognition engines.