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Summers Grady reported acquisition or exercise transactions in this Form 4 filing.
Arlo Technologies director Summers Grady received an equity grant in the form of restricted stock units. The award covers 14,931 RSUs, each representing one share of common stock upon vesting. The RSUs will vest on the date of Arlo’s 2027 annual meeting of stockholders, after which Grady will hold 234,014 shares directly.
Brandes Investment Partners filed an Amendment No. 2 to a Schedule 13G/A reporting beneficial ownership of 10,221,551 common shares of Arlo Technologies (CUSIP 04206A101). The filing lists this position as 9.57% of the class and shows shared voting power of 5,934,600 and shared dispositive power of 10,221,551. The document header shows 03/31/2026 and the signature date is 05/08/2026.
Arlo Technologies, Inc. Chief Financial Officer Kurtis Joseph Binder sold 65,000 shares of common stock in an open-market transaction at an average price of $15.6996 per share. After this sale, he directly holds 499,885 shares of Arlo common stock. The transaction was carried out under a pre-arranged Rule 10b5-1 trading plan adopted by the reporting person.
Kurtis Binder filed a Form 144 notifying the proposed sale of 65,000 Performance Stock Units under Rule 144. The notice lists multiple recent 10b5-1 sales by Binder, including transactions on 03/12/2026 for 179,419 shares and other dispositions in March and April 2026.
Arlo Technologies reported strong results for the quarter ended March 29, 2026, with revenue of $150.4 million, up 26.3% year over year, and net income of $14.9 million compared with a loss a year ago. Subscriptions and services revenue rose to $90.1 million, while product revenue reached $60.3 million, lifting total gross margin to 48.3%. The company ended the quarter with 13.1 million cumulative registered accounts, 6.0 million cumulative paid accounts, and annual recurring revenue of $356.9 million. Arlo closed the $48.9 million Canary asset acquisition and announced the Aloe Care Health deal for $15 million cash plus up to $25 million in earnout. It also sold a strategic investment for $18.9 million in cash and repurchased 0.6 million shares for $8.0 million, ending with $167.5 million in cash and short-term investments and an undrawn $45 million credit facility.
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.
Vanguard Portfolio Management reports beneficial ownership of 5,515,883 shares of Arlo Technologies Inc Common Stock, representing 5.16% of the class. The filing shows sole dispositive power over 5,515,883 shares and sole voting power over 88,338 shares, per the Schedule 13G disclosure.
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.
Arlo Technologies, Inc. Chief Financial Officer Kurtis Joseph Binder sold 25,000 shares of common stock in an open-market transaction at a weighted average price of $15.1943 per share. After this sale, he directly holds 564,885 shares. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan adopted on November 28, 2025, indicating it was scheduled in advance rather than timed discretionarily.