Arlo Technologies

ARLO

Market cap $1.63B

SAN JOSE, Calif.--(BUSINESS WIRE)--Arlo Technologies, Inc. (NYSE: ARLO), a leading provider of smart security services, announced today that it has completed the acquisition of Aloe Care Health, a leading AI-powered medical alert and fall prevention platform that delivers improved outcomes for patients and their caregivers. With 87% of adults over 65 looking to stay in their current home and 90% of U.S. homes not “aging ready” according to the U.S. Department of Health and Human Services, the a.

Arlo remains a compelling buy as small caps lag and market volatility persists, with fundamentals supporting upside. ARLO's ARR and paid subscriber base are growing over 20% y/y, driving EBITDA and free cash flow expansion. The company's improving margin profile and disciplined inventory management underpin its long-term growth thesis.

Brian Busse sold 25,525 direct shares for ~$352K on March 12, 2026, at a weighted average price of around $13.78 per share. This sale represented 4.19% of Busse's direct holdings prior to the transaction, with direct ownership declining from 608,889 to 583,364 shares.

CARLSBAD, Calif., March 3, 2026 /PRNewswire/ -- Arlo Technologies, Inc. (NYSE: ARLO), a leading smart home security company, recently announced that its Board of Directors has approved the repurchase of up to an aggregate of $50 million of shares of its common stock through open market purchases in a manner deemed to be in the best interests of the company and its stockholders.

Arlo Technologies, Inc. (ARLO) Q4 2025 Earnings Call Transcript

Arlo Technologies' tops Q4 estimates as revenues jump 16% Y/Y, driven by a 39% surge in subscription sales and expanding margins, with an upbeat 2026 outlook.

Shares of Arlo Technologies Inc (NYSE: ARLO) are trading higher Friday morning after the smart home security company posted stronger-than-expected fourth-quarter results and issued upbeat guidance for the first quarter. Here's what investors need to know.

While the top- and bottom-line numbers for Arlo Technologies (ARLO) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Arlo Technologies (ARLO) came out with quarterly earnings of $0.22 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.1 per share a year ago.

CARLSBAD, Calif.--(BUSINESS WIRE)--Arlo Technologies, Inc. (NYSE: ARLO), a leading smart home security platform company, today reported financial results for the fourth quarter and full year ended December 31, 2025. “Arlo's subscription services strategy delivered blockbuster results in 2025 generating record levels of subscription revenue and profitability with nearly 30% growth in ARR and subscriptions and services revenue, as well as a 750-basis point improvement in non-GAAP consolidated gro.