Arlo Technologies, Inc. filings document the company's smart security platform business, NYSE-listed common stock, operating results, governance matters, and shareholder votes. Recent Form 8-K reports furnish quarterly and annual financial results, including subscription and services metrics, gross margin measures, and related earnings-release exhibits.
Arlo's proxy and governance filings cover annual meeting procedures, director elections, auditor ratification, executive and board matters, and stockholder voting results. Other Form 8-K disclosures document amendments to the company's bylaws, including provisions for electronic communications, remote meetings, proxy access, and related corporate-governance mechanics.
Arlo (ARLO) insider Brian Busse has filed a notice of proposed sale of company stock. The filing covers the planned sale of 18,841 common shares through broker Morgan Stanley Smith Barney on or about January 9, 2026, with an indicated aggregate market value of $257,933.29. These shares were acquired on January 8, 2026 as performance stock units from the issuer, treated as compensation.
The filing also reports that during the prior three months, Busse sold 149,521 common shares on November 14, 2025, generating gross proceeds of $2,149,140.09. By signing the notice, the seller represents that they are not aware of undisclosed material adverse information about Arlo’s current or prospective operations.
Arlo Technologies, Inc. CEO and director reported two recent transactions in company stock. On 11/28/2025, he made a charitable gift of 563,293 shares of common stock to a donor advised fund for no consideration, after which he held 1,198,828 shares directly. On 12/01/2025, he sold 257,242 shares of common stock in an open-market transaction under a pre-arranged Rule 10b5-1 trading plan adopted on March 14, 2025. The reported sale had a weighted average price of $14.2779 per share, within a range of $14.06 to $14.42, leaving him with 941,586 shares of Arlo common stock held directly.
Matthew McRae filed a notice to sell 257,242 shares of ARLO common stock under Rule 144 through Morgan Stanley Smith Barney, with an indicated aggregate market value of $3,730,009.00. The filing notes that 105,992,268 common shares are outstanding and that the shares to be sold were acquired on 11/26/2024 as performance stock units from the issuer.
Over the previous three months, Matthew McRae reported separate open‑market sales of ARLO common stock, including 18,645 shares on 11/04/2025 for gross proceeds of $333,089.20, 95,430 shares on 10/02/2025 for $1,621,565.65, and 49,795 shares on 09/08/2025 for $911,412.82. The shares are listed on the NYSE.
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 $333,089.27, with an approximate sale date of 11/04/2025 on the NYSE.
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 $5,762,249.68, and 520,557 shares on 08/12/2025 for $9,055,765.74. This notice discloses an intended sale and related prior transactions under Rule 144.
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.