Arlo Technologies, Inc. filings document the company's smart security platform business, NYSE-listed common stock, operating results, governance matters, and shareholder votes. Recent Form 8-K reports furnish quarterly and annual financial results, including subscription and services metrics, gross margin measures, and related earnings-release exhibits.
Arlo's proxy and governance filings cover annual meeting procedures, director elections, auditor ratification, executive and board matters, and stockholder voting results. Other Form 8-K disclosures document amendments to the company's bylaws, including provisions for electronic communications, remote meetings, proxy access, and related corporate-governance mechanics.
Arlo Technologies, Inc. reported revenue of $149.2 million for the three months ended September 27, 2026, up 6.9% year over year, while net income was $0.9 million versus $6.9 million. Subscriptions and services revenue rose 20.1% to $96.0 million, while product revenue fell 10.8% to $53.1 million. Gross profit increased 22.8% to $69.4 million; the prior-year quarter included a $4.1 million gain on early lease termination.
For the nine months ended September 27, 2026, revenue rose 17.4% to $455.5 million and net income was $18.8 million, compared with $9.2 million. As of September 27, 2026, annual recurring revenue was $369.9 million and cumulative paid accounts were 6.643 million, up 14.5% and 23.1%, respectively. Arlo repurchased and retired 3.3 million shares for $44.0 million; on October 27, 2026, its board approved a new program for up to $100.0 million, expected to continue through December 31, 2028 unless extended or shortened by the board. Canary and Aloe Care contributed $7.8 million of subscriptions and services revenue and $2.0 million of operating income during the nine months.
Arlo Technologies, Inc. (ARLO) reported third-quarter 2026 revenue of $149.177 million for the period ended September 27, 2026. Subscriptions and services revenue was $96.032 million, up 20.1% year over year and representing 64.4% of revenue. GAAP net income was $0.862 million versus $6.873 million a year earlier; diluted GAAP EPS was $0.01 versus $0.06. Adjusted EBITDA was $26.922 million, up 57.6%, with an 18.0% margin. GAAP and non-GAAP gross margins were 46.5% and 49.0%, up 600 and 760 basis points year over year, respectively.
ARR was $369.902 million, up 14.5%, and paid accounts were 6.6 million, up 23.1%. Year-to-date free cash flow was $50.567 million; cash, cash equivalents and short-term investments totaled $144.049 million at quarter-end. Arlo repurchased $14 million of common stock in the quarter under a $50 million program and authorized a separate repurchase program of up to $100 million through December 31, 2028. Q4 2026 outlook is revenue of $137 million–$147 million, GAAP diluted EPS of $(0.03)–$0.03, and non-GAAP diluted EPS of $0.17–$0.23. Arlo said tariffs increase product costs and could impact sales and reduce product margin.
Arlo Technologies, Inc. Chief Financial Officer Kurtis Joseph Binder sold 33,394 shares of common stock on November 4, 2026, at a weighted average price of $15.0286 per share. The sale was made under a Rule 10b5-1 trading plan adopted on March 10, 2026. Binder directly held 312,147 shares after the transaction.
Arlo Technologies, Inc. (ARLO) reports a Rule 144 notice by officer Kurtis Binder for a proposed sale of 33,394 common shares, with an aggregate market value of $457,831.74, through Morgan Stanley Smith Barney LLC. The related acquisition entry identifies 33,394 shares as acquired from the issuer through restricted stock units on September 26, 2026. It also lists two sales during the preceding three months identified as 10b5-1 sales: 13,358 shares for $168,004.90 on September 29, 2026, and 83,211 shares for $1,035,160.71 on September 28, 2026.
Vanguard Capital Management reported beneficial ownership of 5,394,652 shares of Arlo Technologies, Inc. common stock, equal to 5.01% of the class, as of September 30, 2026. It reported sole voting power over 816,520 shares and sole dispositive power over 5,394,652 shares, with shared voting and dispositive power of zero.
The reported ownership reflects securities beneficially owned or deemed beneficially owned by Vanguard Capital Management LLC and its named affiliates and business divisions: Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC, and Vanguard Investments Australia Ltd. It includes securities held by Vanguard funds and client accounts over which those entities exercise the stated powers. Vanguard Capital Management, including registered investment companies and other managed accounts, has the right to receive or direct dividends or sale proceeds; no other person's interest in the reported securities is more than 5%.
Arlo Technologies, Inc. authorized repurchases of up to an aggregate of $100 million of its common stock through December 31, 2028. The company expects to conduct them through open-market purchases, considering economic cost and prevailing market conditions, including the stock’s relative trading prices and volumes. Repurchases are expected to be effected pursuant to Rule 10b-18 of the Securities Exchange Act of 1934; the board may extend or shorten the program.
Arlo describes the number and dollar amount of shares ultimately repurchased, if any, and their timing as forward-looking statements. The company lists stock-price volatility as a risk that may inhibit repurchases and says Arlo and its stockholders may not realize the program’s benefits. Management said the board and management believe the shares are undervalued relative to Arlo’s long-term value; this is the company’s stated view.
Arlo Technologies, Inc. is the issuer whose common stock Wasatch Advisors reports beneficially owning 4,865,838 shares, or 4.5%. Wasatch Advisors reported sole voting power over 3,471,743 shares and sole dispositive power over 4,865,838 shares; shared voting and dispositive power were each zero. The amendment identifies ownership of 5 percent or less of the class.
Arlo Technologies, Inc. Chief Financial Officer Kurtis Joseph Binder reported selling 83,211 shares on September 28, 2026, at a weighted average price of $12.4382 per share; those shares were sold to satisfy estimated tax withholding upon restricted stock unit settlement. He reported selling 13,358 shares on September 29, 2026, at a weighted average price of $12.5771 per share. Both sales were under a Rule 10b5-1 trading plan adopted March 10, 2026.
Arlo Technologies officer Kurtis Binder reported a proposed sale of 13,358 common shares, with an aggregate market value of $168,310.80 and an approximate sale date of September 29, 2026. The same number of shares is listed as restricted stock units acquired from Arlo on September 26, 2026. Binder also reported four sales in the preceding three months, including 83,211 shares on September 28, 2026, for $1,035,160.71; three earlier sales are identified as 10b5-1 sales. The notice bears the signature of Kurt Joseph Binder.
Arlo Technologies, Inc. officer Kurtis Joseph Binder gave notice of a proposed sale of 83,211 common shares, with an aggregate market value of $1,034,996.14. Morgan Stanley Smith Barney is listed as broker, and the approximate sale date is September 28, 2026, on the NYSE. The remarks state the sale is pursuant to the issuer’s sell-to-cover policy for tax withholding obligations resulting from restricted stock unit vesting.