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 Technologies Chief Financial Officer Kurtis Joseph Binder reported two stock transactions. On February 27, he acquired 22,204 shares of common stock as a grant at no cost, increasing his direct holdings. On March 3, he sold 12,539 shares at a weighted average price of $14.9281 per share to satisfy estimated tax withholding obligations upon settlement of restricted stock units. After these transactions, he directly owned 470,635 shares of Arlo common stock.
Arlo Technologies CEO Matthew Blake McRae reported two stock transactions. On February 27, he acquired 50,118 shares of common stock as a grant with a per-share value of $0.0000, increasing his direct holdings. On March 3, he sold 27,931 shares of common stock at a weighted average price of $14.9282, with prices ranging from $14.9045 to $14.9285, to satisfy estimated tax withholding obligations upon settlement of restricted stock units. After the March 3 sale, he directly owned 1,033,475 shares of Arlo common stock.
Matthew Blake McRae reported proposed sales of common stock under a Form 144 filing and disclosed multiple recent dispositions. The filing lists a proposed sale of 27,931 Restricted Stock Units scheduled 03/03/2026 and prior sales on 12/01/2025, 01/09/2026, 01/30/2026, 02/04/2026, 02/05/2026, and 02/06/2026 with share and dollar amounts reported for each transaction.
Arlo Technologies reported insider resale activity and a recent insider sale of common stock. The filing lists 12,539 common shares associated with Morgan Stanley Smith Barney dated 03/03/2026 and a proposed sale of Restricted Stock Units dated 02/27/2026. It also shows Kurtis Joseph Binder sold 55,043 shares on 01/09/2026 for $753,500.14.
ARLO filing: a Form 144 notice shows a proposed sale of 6,966 Restricted Stock Units reported as "Compensation" with an 03/03/2026 date. The filing also lists prior sales by Brian Busse totaling 74,415 shares across four trades dated 01/09/2026, 01/30/2026, 02/04/2026 and 02/06/2026, with dollar proceeds shown per trade.
Arlo Technologies files its Annual Report describing a smart security business built around connected cameras, doorbells, home security systems and SaaS offerings like Arlo Secure, Arlo Total Security, Arlo Safe and SmartCloud.
The company reports net income of $14.9 million for the year ended December 31 2025, but still carries an accumulated deficit of $383.0 million. The aggregate market value of non‑affiliate equity was $1,454 million as of June 29 2025, and there were 106,855,416 common shares outstanding as of February 20 2026.
Arlo highlights a strong subscription push and reliance on strategic partners. Verisure accounted for 32% of 2025 revenue, with a supply agreement extended through November 2029 and a backlog of $46.3 million expected to convert to revenue within six months. A new partnership with ADT began in June 2025, though no revenue was recognized yet.
Key risks include dependence on limited component suppliers and a small set of Asian manufacturers, exposure to logistics disruptions, intense competition from large technology and security players, significant cybersecurity and data‑privacy obligations, and the potential need for additional financing despite a $45.0 million undrawn revolving credit facility.
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.