Here are the 10-K annual reports from Arlo Technologies, Inc. (ARLO) in our archive since June 2025, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-K covers the audited annual report, with the full financial statements, so if you follow ARLO and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ARLO filings page.
Arlo Technologies files its Annual Report describing a smart security business built around connected cameras, doorbells, home security systems and SaaS offerings like Arlo Secure, Arlo Total Security, Arlo Safe and SmartCloud.
The company reports net income of $14.9 million for the year ended December 31 2025, but still carries an accumulated deficit of $383.0 million. The aggregate market value of non‑affiliate equity was $1,454 million as of June 29 2025, and there were 106,855,416 common shares outstanding as of February 20 2026.
Arlo highlights a strong subscription push and reliance on strategic partners. Verisure accounted for 32% of 2025 revenue, with a supply agreement extended through November 2029 and a backlog of $46.3 million expected to convert to revenue within six months. A new partnership with ADT began in June 2025, though no revenue was recognized yet.
Key risks include dependence on limited component suppliers and a small set of Asian manufacturers, exposure to logistics disruptions, intense competition from large technology and security players, significant cybersecurity and data‑privacy obligations, and the potential need for additional financing despite a $45.0 million undrawn revolving credit facility.