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.
Matthew Blake McRae, identified as both CEO and a director of Arlo Technologies (ARLO), reported a disposition of 520,557 shares of common stock on 08/12/2025. The Form 4 lists a weighted average sale price of $17.3963 with individual sale prices ranging from $16.40 to $18.47. The filing states the shares were sold to satisfy estimated tax withholding obligations upon the settlement of performance stock units, meaning the disposition was executed to cover tax liabilities tied to equity compensation. After the reported transaction the reporting person beneficially owns 1,621,835 shares. Table II shows no derivative securities reported on this Form 4.
Arlo Technologies CFO Kurtis Joseph Binder reported the sale of 113,912 shares of Arlo common stock on 08/08/2025. The sales were effected at a weighted average price of $18.558 per share with reported price range $18.26 to $19.05. The Form 4 shows the transactions were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 29, 2024.
After the reported sales, the filing shows the reporting person beneficially owns 809,615 shares of Arlo common stock on a direct basis. No derivative securities are reported on this Form 4 and the disclosure provides that full per-price breakdowns will be provided upon request.
Arlo Technologies reporting person Brian Busse, the company’s General Counsel, recorded equity awards and share acquisitions on 08/08/2025. The filing shows an acquisition of 100,000 shares of common stock and an award of 100,000 performance stock units (PSUs). After the transactions Busse beneficially owns 710,756 shares directly. Each PSU represents a contingent right to one share and vests only if specified milestones tied to the company’s cumulative paid subscribers and blended gross margins are achieved, so the PSUs are not immediately vested. The PSU award lists a reported price of $0 and the filing indicates 0 derivative securities beneficially owned following the transaction.
Arlo Technologies CEO Matthew Blake McRae had 1,000,000 performance stock units convert to common stock and completed preplanned sales. The PSUs converted on 08/08/2025 after meeting milestones tied to cumulative paid subscribers and blended gross margins, resulting in the acquisition of 1,000,000 shares. On the same date he sold 236,018, 89,526 and 6,081 shares under a Rule 10b5-1 trading plan, totaling 331,625 shares, at weighted-average prices of $17.0185, $18.2159 and $18.8709, respectively. Reported beneficial ownership moved from 2,474,017 shares to 2,142,392 shares following the transactions.
Arlo Technologies, Inc. (ARLO) Form 144 notifies a proposed sale of 520,557 common shares acquired as performance stock units on 08/08/2025. The shares are listed for sale through Morgan Stanley Smith Barney on the NYSE with an aggregate market value of $9,055,765.74 and the issuer's outstanding shares listed as 104,370,654.
The filing also records prior open-market sales by Matthew Blake McRae totaling 1,594,479 shares in the past three months, producing gross proceeds of $27,134,796.12. The filer certifies no knowledge of undisclosed material adverse information and references trading-plan disclosure language in the remarks.
Form 144 for Arlo Technologies, Inc. reports a proposed sale of 50,018 common shares through Morgan Stanley Smith Barney (address shown) with an aggregate market value of $870,128.13. The filing lists 104,370,654 shares outstanding and an approximate sale date of 08/12/2025.
The shares to be sold were acquired on 08/08/2025 as Performance Stock Units from the issuer and payment is described as compensation. The filing also discloses a prior sale of 46,029 common shares on 06/05/2025 generating $723,838.25, identified as sold by Brian Busse. The notice includes the standard representation that the seller has no undisclosed material adverse information.
Arlo Technologies reports a proposed insider sale under Form 144 of 113,912 common shares to be executed through Morgan Stanley Smith Barney on the NYSE, with an aggregate market value of $1,871,574.16. That amount represents about 0.11% of the 104,370,654 shares outstanding.
The securities were acquired as compensation: 61,200 restricted stock units on 07/30/2024 and 52,712 performance stock units on 03/17/2025. The filing records Rule 10b5-1 sales in the past three months totaling 168,747 shares for gross proceeds of $2,763,220.52. The filer represents there is no undisclosed material nonpublic information and cites reliance on a trading plan.
Arlo Technologies (ARLO) posted a profitable Q2 2025, reversing last year’s loss. Total revenue in the quarter rose 1.5% YoY to $129.4 million, driven by a 29.7% surge in subscriptions & services to $78.2 million, which now makes up 60% of sales. Product revenue fell 23.7% to $51.2 million, reflecting promotional pricing and weaker EMEA demand.
Gross margin expanded to 44.9% (36.8% LY) as higher-margin service growth and lower cloud costs offset a $7.9 million product gross loss. Operating profit reached $1.9 million versus a $12.8 million loss, and net income hit $3.1 million ($0.03 diluted EPS) versus a $11.6 million loss.
For the six-month period, revenue slipped 1.3% to $248.5 million, but ARLO delivered $2.3 million net income versus a $21.2 million loss, and generated $39.7 million operating cash flow (up 51%). Paid subscriber accounts climbed 28.5% to 5.1 million, lifting ARR 34% to $315.7 million. Deferred revenue rose 55% to $42.1 million.
Liquidity remains solid: $160.4 million cash & short-term investments, plus an undrawn $45 million revolver. The company repurchased 1.5 million shares for $16.1 million, leaving $29.4 million authorized. Inventory fell 24% YoY; accounts payable dropped 21%. Key risks include continued product revenue contraction, negative product margins, and 35% revenue concentration with top customer Verisure.
Form 4 shows CEO & Director Matthew Blake McRae executed two transactions in Arlo Technologies (ARLO) common stock. On 08-03-2025 he converted 26,540 performance stock units (PSUs) into an equal number of shares (Code M). PSUs vest only after both time and share-price hurdles are met, indicating the performance condition was achieved. Immediately after conversion he held 1,488,245 shares.
On 08-04-2025 McRae sold 14,228 shares at $15.968 per share (Code S). The filing states the sale was solely to cover estimated tax-withholding liabilities arising from the PSU settlement. His direct ownership after the sale totals 1,474,017 shares. He also retains up to 159,237 unvested PSUs, representing the maximum remaining that could convert to common stock.
Net result: the CEO increased his stake by 12,312 shares despite the tax-driven sale. Size of transaction is modest relative to his overall holdings and does not signal a change in strategic positioning, but the PSU vesting confirms achievement of specific performance milestones.
FAQ
What is the current stock price of Arlo Technologies (ARLO)?
What is the market cap of Arlo Technologies (ARLO)?
