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) 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.
Arlo Technologies (NYSE: ARLO) announced on October 28, 2025 that its Compensation and Human Capital Committee granted inducement restricted stock units under the 2018 Equity Incentive Plan to seven new non-executive employees totaling 150,255 shares.
Six employees received RSUs covering 50,255 shares that vest in four equal annual installments. One employee received RSUs covering 100,000 shares that vest over five years: 15% at year one, 25% at years two, three and four, and 10% at year five. All RSUs vest only upon continued service to the company on applicable vesting dates.
Arlo Technologies (NYSE: ARLO) will host a conference call on Thursday, November 6, 2025 at 5:00 p.m. ET (2:00 p.m. PT) to discuss third quarter 2025 results.
The third quarter 2025 earnings release will be issued after market close on November 6, 2025. The live audio call dial-ins are (833) 470-1428 (toll-free) and (646) 844-6383 (international); conference ID 270899. A live webcast and a replay will be available at http://investor.arlo.com.
Arlo Technologies (NYSE:ARLO), a smart home security platform company, announced its participation in the upcoming Piper Sandler Growth Frontiers Conference in Nashville. CEO Matthew McRae will present on September 10, 2025, at 1:30 p.m. CT.
The presentation will be accessible via webcast on Arlo's investor relations website, with interested parties advised to join approximately 10 minutes before the scheduled start time. A replay will be made available on the company's IR website following the event.
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.