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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.
Busse Brian reported acquisition or exercise transactions in this Form 4 filing.
Arlo Technologies reported that its General Counsel, Brian Busse, received a grant of 173,000 Performance Stock Units (PSUs). These PSUs give him the right to receive shares of Arlo common stock in the future if specific financial goals are met.
The award is tied to annual recurring revenue and gross margin milestones. The actual shares earned can range from 0% to 200% of the 173,000 target units, depending on performance, aligning executive compensation with the company’s financial results.
Binder Kurtis Joseph reported acquisition or exercise transactions in this Form 4 filing.
Arlo Technologies, Inc. reported that Chief Financial Officer Kurtis Joseph Binder was granted 390,000 Performance Stock Units (PSUs) on February 20, 2026. Each PSU is a contingent right to receive shares of common stock, depending on financial milestones for annual recurring revenue and gross margin.
The 390,000 units represent the target number of shares. The actual shares ultimately issued can range from 0% to 200% of this target, based on how Arlo performs against those specified financial goals.
MCRAE MATTHEW BLAKE reported acquisition or exercise transactions in this Form 4 filing.
Arlo Technologies director and CEO Matthew Blake McRae reported an equity award of 1,080,000 Performance Stock Units (PSUs). Each PSU is a contingent right to receive common shares, depending on financial milestones tied to annual recurring revenue and gross margin, plus a time-based vesting condition. The reported amount reflects the target number of PSUs, while the actual shares that may be issued can range from 0% to 250% of this target based on actual performance.
Brandes Investment Partners, L.P. reported a significant beneficial stake in Arlo Technologies, Inc. common shares. The firm beneficially owns 8,202,794 shares, giving it more than 5% of Arlo's outstanding common stock as of 12/31/2025.
Brandes has no sole voting or dispositive power. It shares voting power over 4,641,379 shares and shares dispositive power over all 8,202,794 shares. The position is certified as held in the ordinary course of business and not for the purpose of changing or influencing control of Arlo.
Brian Busse has filed a notice of proposed resale of restricted securities under Rule 144. He plans to sell 31,407 shares of common stock through Morgan Stanley Smith Barney on the NYSE, with an approximate sale date of February 6, 2026 and an aggregate market value of 386,149.69.
The shares to be sold were acquired on February 4, 2026 as performance stock units from the issuer, treated as compensation. The filing also lists several prior sales of common stock during the past three months by Busse, with individual transactions ranging from 8,245 to 149,521 shares. By signing the notice, Busse represents that he is not aware of any material adverse, nonpublic information about the issuer’s operations.
ARLO insider Matthew Blake McRae has filed a Form 144 indicating an intention to sell up to 95,326 shares of common stock. The planned sale, through Morgan Stanley Smith Barney on the NYSE around 02/06/2026, reflects an aggregate market value of $1,172,035.08 based on the form’s calculations.
The 95,326 shares were acquired on 02/04/2026 as performance stock units from the issuer, treated as compensation. Over the prior three months, McRae reported multiple sales of the issuer’s common stock, including 257,242 shares on 12/01/2025 and additional blocks in January and early February 2026.
Arlo Technologies’ general counsel Brian Busse reported stock transactions related to equity compensation and tax withholding. On February 4, 2026, he sold 15,922 shares of common stock at a weighted average price of $12.6452 to cover estimated tax obligations upon settlement of restricted stock units, then held 526,847 shares directly. That day he was also granted 57,410 shares of common stock at $0 following Board approval of performance criteria for a performance stock unit granted on January 28, 2022, increasing his direct holdings to 584,257 shares. On February 6, 2026, he sold a further 31,407 shares at $12.295, leaving him with 552,850 directly owned shares of Arlo common stock.
Arlo Technologies CEO Matthew Blake McRae reported multiple stock transactions in early February 2026. On February 4, he sold 58,604 shares of common stock at a weighted average price of $12.6452 and received 167,447 shares as a restricted stock unit grant following achievement of performance stock unit criteria. On February 5, he sold 18,085 shares at a weighted average price of $12.3766, and on February 6, he sold 95,326 shares at $12.295 per share.
The sales on February 4 and February 6 were made to cover estimated tax withholding on restricted stock units, while the February 5 sale covered tax withholding on performance stock units. After these transactions, he beneficially owned 1,011,288 shares of Arlo common stock directly.
An affiliate of Arlo Technologies filed a Rule 144 notice to sell 18,085 shares of common stock through Morgan Stanley Smith Barney on the NYSE. These shares were acquired on 02/03/2026 as performance stock units from the issuer and treated as compensation.
The seller, identified as Matthew Blake McRae, previously sold several blocks of Arlo common stock during the past three months, including 257,242 shares on 12/01/2025 for gross proceeds of 3,672,875.55. Shares of Arlo common stock outstanding were 105,597,611, providing a baseline for the company’s equity size.