Every 8-K that Arlo Technologies, Inc. (ARLO) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, 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 reported record second-quarter 2026 revenue of $156 million, up 21% year over year, driven by subscriptions and services revenue of $93.0 million, up 19.0% and representing 59.7% of total. GAAP gross margin reached 48.2% and non-GAAP gross margin 50.6%, both higher than a year earlier.
GAAP net income was $3.0 million (GAAP diluted EPS $0.03), while non-GAAP net income was $31.1 million with non-GAAP diluted EPS of $0.28, including a $0.07 tariff refund impact. Adjusted EBITDA was $30.6 million, a 19.6% margin. Annual recurring revenue reached $365.0 million, up 15.6%. Cash and short-term investments totaled $141.1 million after the Aloe Care Health acquisition and $22 million of share repurchases.
For third quarter 2026, Arlo targets revenue of $140–$150 million and non-GAAP diluted EPS of $0.17–$0.23. For full-year 2026 it guides to revenue of $580–$600 million and non-GAAP diluted EPS of $0.90–$1.00, reflecting increased annual guidance on both revenue and EPS.
Arlo Technologies, Inc. reported the results of its 2026 Annual Meeting of Stockholders held on June 18, 2026. As of the record date of April 20, 2026, 108,959,014 shares of common stock were outstanding and entitled to vote.
Stockholders elected three Class II directors to serve until the 2029 annual meeting: Grady K. Summers, Prashant (Sean) Aggarwal, and Amy Rothstein. Summers received 86,994,679 votes for and 3,784,234 votes withheld, Aggarwal received 73,306,605 for and 17,472,308 withheld, and Rothstein received 73,564,461 for and 17,214,452 withheld, with 9,387,572 broker non-votes for each.
Stockholders also ratified Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 99,747,458 votes for, 154,347 against, and 264,680 abstentions. In an advisory vote, stockholders approved named executive officer compensation with 87,375,090 votes for, 3,363,271 against, 40,552 abstentions, and 9,387,572 broker non-votes.
Arlo Technologies reported record first-quarter 2026 results, driven by its subscription business and higher profitability. Subscriptions and services revenue reached $90.1 million, up 30.9% year over year and nearly 60% of total revenue, while annual recurring revenue climbed 29.2% to $356.9 million. GAAP gross margin improved to 48.3%, and adjusted EBITDA rose to $30.4 million with a 20.2% margin. GAAP EPS was $0.14 and non-GAAP EPS was $0.28, both record levels.
The company reinforced its growth strategy and capital returns. Arlo ended the quarter with 6.0 million cumulative paid accounts and free cash flow of $25.4 million. It acquired Aloe Care Health to expand AI-powered aging-in-place services, repurchased $8.0 million of stock under a $50 million program, and realized a $6.4 million gain from selling its Origin Wireless investment. For the second quarter of 2026, Arlo forecasts revenue of $145–$155 million and GAAP diluted EPS of $0.00–$0.06, with non-GAAP diluted EPS of $0.17–$0.23.
Arlo Technologies, Inc. reported that its board of directors adopted amended and restated bylaws effective April 3, 2026. The revisions modernize meeting mechanics, electronic communications, notice rules and board committee procedures, and align many provisions more closely with Delaware corporate law.
A key change adds a proxy access right, allowing an eligible stockholder or group of up to 40 stockholders owning at least 3% of the company’s voting power for at least three years to include director nominees in Arlo’s annual proxy materials, up to the greater of two directors or 20% of the board. The bylaws also tighten and expand advance notice requirements for stockholder proposals and nominations, including new disclosure obligations, record ownership requirements and incorporation of universal proxy rules.
The amendments further clarify quorum and voting standards at stockholder and board meetings, expand flexibility for remote-only meetings, and refine who may chair meetings. Indemnification and expense advancement provisions for directors and executive officers are broadened and clarified, including coverage for certain non-party involvement in proceedings, future Delaware law changes, and detailed procedures for enforcing indemnification rights and advancing expenses.
Arlo Technologies reported strong fourth-quarter and full-year 2025 results driven by its subscription model. Annual recurring revenue reached $330.5M, up 28.4%, while 2025 subscriptions and services revenue grew 30.2% to $316.4M, nearly 60% of total revenue.
Full-year GAAP gross margin improved to 44.0% and non-GAAP gross margin to 45.1%, both up more than 7 percentage points. Adjusted EBITDA rose to $74.7M, up 85.4%, with a 14.1% margin, and GAAP EPS turned positive at $0.14. Free cash flow was $66.9M with a 12.6% margin.
In Q4 2025, subscriptions and services revenue was a record $89.4M, 63.3% of total revenue, with record gross margins and non-GAAP EPS of $0.22. The company ended the year with $166.4M in cash, cash equivalents and short-term investments and 5.7 million cumulative paid accounts. Management also highlighted a new Comcast partnership and guided Q1 2026 revenue to $135–$145M with GAAP diluted EPS of $0.01–$0.07 and non-GAAP diluted EPS of $0.17–$0.23.
Arlo Technologies filed an 8-K and furnished a press release announcing results for the third quarter ended September 28, 2025. The press release is attached as Exhibit 99.1.
The company states the information under Item 2.02, including Exhibit 99.1, is being furnished and not deemed filed under the Exchange Act. Arlo’s common stock trades on the NYSE under the symbol ARLO.