Arlo Technologies Stock Price, News & Analysis

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.

Arlo Technologies (NYSE: ARLO) has announced a strategic partnership with RapidSOS, an AI-powered safety platform connected to over 21,000 911 and first responder agencies. The collaboration introduces enhanced emergency response features through video verification, allowing RapidSOS Safety Agents to assess live footage from Arlo cameras before escalating to emergency services.

The partnership offers two key services: 24/7 Emergency Response for all Arlo camera users, enabling one-tap alerts to Safety Agents, and 24/7 Professional Monitoring for Arlo Home Security System users, providing advanced protection for various security events. The integration with RapidSOS, which covers 99% of the U.S. and has powered over 600 million emergency responses, aims to reduce false alarms and improve response times by providing first responders with real-time visual confirmation and critical user information.

Arlo Technologies (NYSE: ARLO), a leading smart home security brand, has announced its participation in the Raymond James Institutional Investors Conference in Orlando.

The company will provide a management presentation that will be accessible via webcast on Arlo's IR website at http://investor.arlo.com. Interested participants are advised to join the webcast approximately 10 minutes before the scheduled start time. Following the event, a replay of the webcast will be made available on Arlo's IR website.