Welcome to our dedicated page for Arlo Technologies news (Ticker: ARLO), a resource for investors and traders seeking the latest updates and insights on Arlo Technologies stock.
Arlo Technologies, Inc. reports news tied to its smart home security platform, connected security devices, and subscription services. The company offers cloud-based monitoring and analytics for homes, businesses, and personal security through products such as wire-free Wi-Fi and LTE-enabled cameras, video doorbells, floodlights, security systems, and services including Arlo Secure and Arlo Safe.
Recurring updates cover subscriptions and services revenue, annual recurring revenue, gross margin trends, product and service expansion, investor events, employee equity awards, and capital allocation actions such as stock repurchases. News also reflects Arlo's completed expansion into AI-powered aging-in-place and wellness care services through the acquisition of Aloe Care Health.
Arlo (NYSE: ARLO) completed the acquisition of Aloe Care Health on April 16, 2026, expanding Arlo’s AI-powered SaaS platform into aging-in-place and wellness care.
The deal adds Aloe Care’s patented hardware, ambient sensing, AI fall-prevention, caregiving app, and emergency triage to Arlo’s portfolio as paid accounts surpass 6 million.
Arlo (NYSE: ARLO) announced that its Board approved a stock repurchase program to buy up to $50 million of common stock through open-market purchases. The program is expected to continue through December 31, 2027 and repurchases are anticipated to be effected pursuant to Rule 10b-18.
The company said the buyback is part of its capital allocation plan to return value to shareholders while considering market conditions, trading volumes and economic cost.
Arlo (NYSE: ARLO) reported strong fourth quarter and full‑year 2025 results driven by subscription growth and margin expansion. ARR ended at $330.5M (up 28.4% YoY); full‑year subscriptions and services revenue was $316.4M (up 30.2% YoY). Full‑year adjusted EBITDA was $74.7M with a 14.1% margin; GAAP gross margin rose to 44.0%.
The company announced a partnership with Comcast and provided Q1 2026 revenue outlook of $135–$145M and non‑GAAP EPS of $0.17–$0.23.
Arlo Technologies (NYSE: ARLO) said CEO Matthew McRae will present at two investor conferences in March 2026: Raymond James on March 3, 2026 at 1:05 p.m. ET in Orlando and Roth on March 23, 2026 at 9:30 a.m. PT in Dana Point.
Both presentations will be webcast on Arlo’s investor relations site with replay available following each event; attendees should join about 10 minutes early.
Arlo Technologies (NYSE: ARLO) announced inducement equity awards under NYSE Rule 303A.08 dated February 4, 2026. The Compensation and Human Capital Committee granted restricted stock units covering an aggregate of 17,380 shares to three new non-executive employees.
The RSUs vest in four equal annual installments and are contingent on each employee's continued service at each vesting date.
Arlo Technologies (NYSE: ARLO) will hold a conference call on Thursday, February 26, 2026 at 5:00 p.m. ET (2:00 p.m. PT) to discuss fourth quarter and full year 2025 results. The related earnings release will be issued after market close on February 26, 2026. The live audio call uses toll-free (833) 470-1428, international (646) 844-6383, and conference ID 913053. A live webcast and replay will be available at Arlo's Investor Relations website http://investor.arlo.com. Investors and analysts should use the listed dial-in numbers or the webcast to access the call.
Arlo (NYSE: ARLO) announced on January 5, 2026 an expanded agreement with Samsung SmartThings to integrate Arlo's Smart Security SaaS platform into the SmartThings app, initially focusing on the U.S. market.
The collaboration builds on prior integration that added Arlo's AI-powered object detection (package, people, pet identification) and aims to deliver deeper controls and faster responses to security events using Arlo Intelligence computer-vision and recognition engines.
The companies said the work intends to enhance SmartThings users' ability to access security services and receive customized notifications from Arlo cameras.
Arlo Technologies (NYSE: ARLO) announced that management will present at the Raymond James TMT and Consumer Conference in New York on Tuesday, December 9, 2025 at 10:00 a.m. ET. Matthew McRae, CEO, is listed as the speaker.
The presentation will be webcast live and replayed on Arlo’s investor relations site at http://investor.arlo.com. Attendees are advised to access the webcast about 10 minutes before the scheduled start time.
Corsair (Nasdaq: CRSR) announced a CFO transition: Gordon Mattingly will join as Chief Financial Officer effective December 2, 2025, succeeding Michael G. Potter.
Michael Potter will remain as an employee advising the CEO through December 31, 2025 and continue as a consultant through March 31, 2026 to support the handover. Mattingly brings more than 20 years of finance and operational leadership, including roles at Arlo (NYSE: ARLO) where he helped lead a spin-off, an IPO, and a shift to a subscription-led model. Management highlighted Mattingly's consumer hardware and SaaS experience to support Corsair's growth and recurring-revenue objectives.
Arlo (NYSE: ARLO) reported third quarter 2025 results for the period ended September 28, 2025, with ARR of $323.2M (+33.8% YoY) and record subscriptions & services revenue of $79.9M (+29.2% YoY), which represented 57.3% of total revenue. The company posted record GAAP subscriptions and services gross margin of 84.5% and record non-GAAP margin of 85.1%. Adjusted EBITDA was $17.1M (12.2% margin) and non-GAAP EPS was $0.16. Arlo ended the quarter with $165.5M in cash and short-term investments and reiterated Q4 2025 revenue guidance of $131M–$141M.