Here are the DEF 14A proxy statements from Arlo Technologies, Inc. (ARLO) in our archive over the last 12 months, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A DEF 14A covers the proxy statement, with executive pay and the shareholder votes, 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, Inc. is asking stockholders to vote at its 2026 virtual annual meeting on three items: electing three Class II directors, ratifying Deloitte & Touche as auditor for 2026, and approving executive pay on an advisory basis.
Arlo highlights a subscription-led transformation, with 2025 annual recurring revenue of $330 million, up 28% from 2024, and subscriptions and services revenue of $316 million, up 30% and representing 60% of total revenue. Cumulative paid accounts reached 5.7 million, while net income was $15 million and GAAP EPS was $0.14. Non‑GAAP diluted EPS rose to $0.70 and adjusted EBITDA to $75 million, both showing strong year‑over‑year gains.
The company reports total shareholder return of nearly 300% since 2022 and emphasizes governance features such as an independent chair, fully independent committees, majority voting for directors, proxy access, robust stock ownership guidelines, and active engagement with investors representing about 70% of shares outstanding.