Welcome to our dedicated page for Arlo Technologies SEC filings (Ticker: ARLO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The SEC filings page for Arlo Technologies, Inc. (NYSE: ARLO) provides access to the company’s official regulatory disclosures as a publicly traded smart home security platform company. These documents offer detailed information on Arlo’s financial performance, governance, executive compensation, and key corporate events.
Arlo files current reports on Form 8‑K to furnish press releases on quarterly financial results and other material developments. For example, the company has used Form 8‑K to announce results for specific quarters, including metrics such as annual recurring revenue (ARR), subscriptions and services revenue, gross margins, adjusted EBITDA, and non‑GAAP net income per share. These filings explain how non‑GAAP measures are calculated and why management uses them alongside GAAP results.
Investors can also review annual and quarterly reports (Forms 10‑K and 10‑Q, when available in the broader filing set) for more extensive discussions of Arlo’s smart home security business, risk factors, and management’s analysis of operations. The company notes in its earnings materials that additional information on potential risk factors is included in these periodic filings, particularly in sections labeled “Risk Factors.”
Governance-related filings, such as those covering the annual meeting of stockholders, provide insight into matters like director elections, ratification of the independent registered public accounting firm, and advisory votes on executive compensation. For instance, an 8‑K summarizing the 2025 Annual Meeting details voting outcomes on board elections, auditor ratification, and say-on-pay proposals.
Through this page, users can also track equity-related disclosures, including inducement awards under equity incentive plans, which are often announced via press releases and associated filings. Stock Titan’s interface surfaces these filings with AI-powered summaries that clarify complex sections, highlight key metrics, and help readers quickly understand how each document relates to Arlo’s smart home security platform, subscription services, and overall financial profile.
Arlo Technologies (ARLO) General Counsel Brian Busse reported an open‑market sale of 149,521 shares of common stock on 11/14/2025 at a weighted average price of $14.3735 per share. The transaction was executed under a Rule 10b5-1 trading plan adopted on August 15, 2025.
After the sale, Busse beneficially owns 519,855 shares directly. The filing notes price executions ranged between $14.12 and $14.79, with full trade‑level details available upon request.
Arlo Technologies (ARLO) received a Schedule 13G from Wasatch Advisors LP, which reported beneficial ownership of 5,505,467 common shares, representing 5.3% of the class as of 09/30/2025.
Wasatch reports sole voting power over 4,128,237 shares and sole dispositive power over 5,505,467 shares, with no shared voting or dispositive power. The filing certifies the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.
Arlo Technologies (ARLO) reported Q3 results highlighted by a services-driven mix shift and a return to profitability. Revenue was $139.5 million, with subscriptions and services at $79.9 million and products at $59.6 million. Net income reached $6.9 million, or $0.06 per diluted share, as total gross margin improved to 40.5% from 35.2% a year ago. A $4.1 million gain from an early lease termination also contributed to results.
Recurring metrics continued to strengthen. Annual recurring revenue was $323.2 million, supported by 5.396 million cumulative paid accounts and 11.792 million cumulative registered accounts as of September 28, 2025. Operating cash flow for the first nine months was $59.0 million, cash and cash equivalents were $86.0 million, and short‑term investments were $79.5 million. The company repurchased 2.1 million shares for $26.8 million under its $50 million program, leaving $18.8 million authorized. Arlo ended the quarter with no borrowings and $45.0 million of unused capacity on its revolving credit facility. Americas revenue grew while EMEA declined, and product gross margin was negative, reflecting promotional activity and higher duties and freight.
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.
Arlo Technologies (ARLO) CEO and director reported Form 4 activity. On 11/03/2025, 33,175 shares of common stock were acquired upon settlement of performance stock units (code M). On 11/04/2025, 18,645 shares were sold at a weighted average price of $17.8648 to cover estimated tax withholding related to that settlement. Following these transactions, the reporting person directly owns 1,762,121 common shares. In addition, up to 33,175 shares remain eligible for issuance under the outstanding PSUs, subject to vesting conditions.
Arlo Technologies (ARLO) filed a Form 144 indicating that Matthew Blake McRae plans to sell 18,645 shares of common stock. The shares were acquired on 11/03/2025 via performance stock units as compensation. The proposed sale is listed with Morgan Stanley Smith Barney as broker, for an aggregate market value of
The filing lists 104,370,654 shares outstanding. It also reports recent Rule 144 sales by McRae over the past three months, including 331,625 shares on 08/08/2025 for gross proceeds of
Arlo Technologies (ARLO) disclosed an insider transaction by its Chief Financial Officer. On 10/15/2025, the CFO sold 51,668 shares of common stock in open-market trades under a Rule 10b5-1 plan adopted on May 15, 2025, at a weighted average price of $17.8162 (range $17.61–$17.99). After these sales, the officer beneficially owns 416,013 shares, held directly.
Arlo Technologies (ARLO) filed a Form 144 for a proposed sale of 51,668 shares of common stock, with an aggregate market value of $902,639.96. The filing lists Morgan Stanley Smith Barney LLC (Executive Financial Services) as broker and indicates an approximate sale date of 10/15/2025 on the NYSE. The shares were acquired on 05/02/2025 via Performance Stock Units, matching the 51,668 shares to be sold.
The notice also reports recent sales for KURTIS BINDER under 10b5-1, including 135,494 shares on 09/30/2025 for $2,289,156.61, 81,440 shares on 09/29/2025 for $1,388,071.50, 125,000 shares on 09/02/2025 for $2,214,051.34, and 113,912 shares on 08/08/2025 for $2,113,978.90. Shares outstanding were 104,370,654 at the time referenced in the form.
Arlo Technologies, Inc. (ARLO) filed a Form 144 notice reporting a proposed sale of 9,171 common shares through Morgan Stanley Smith Barney with an aggregate market value of $155,815.29, noting an approximate sale date of 10/02/2025 on the NYSE. The filing shows those 9,171 shares were acquired as Performance Stock Units from the issuer on 08/08/2025 and the payment classified as compensation on 10/01/2025. The filing also discloses a prior sale in the past three months by Brian Busse of 50,018 common shares on 08/12/2025 for $870,128.13. The notice includes the standard Form 144 representation that the seller does not possess undisclosed material adverse information.
Insider sale notice for ARLO common stock. The filing reports a proposed sale of 95,430 shares of common stock acquired as Performance Stock Units on 10/01/2025, with an approximate sale date of 10/02/2025 through Morgan Stanley Smith Barney on the NYSE. The filing lists an aggregate market value of 1,621,355.7 for those shares and shows payment recorded as compensation.
The document also discloses prior dispositions by Matthew Blake McRae totaling 941,585 shares sold between 07/29/2025 and 09/08/2025, generating $16,376,926.43 in gross proceeds. Several required header fields are blank in the submission (for example, the issuer name and filer CIK/CCC are not provided), so some issuer-identifying details cannot be confirmed from this notice.
FAQ
What is the current stock price of Arlo Technologies (ARLO)?
What is the market cap of Arlo Technologies (ARLO)?
