Arlo Technologies, Inc.

Arlo Technologies, Inc. designs and sells smart security products and subscription services that help consumers and small businesses monitor homes, property, and personal safety. Its platform combines cloud-based video management, AI and computer vision analytics, and app-controlled devices such as cameras, video doorbells, floodlight cameras, and home security systems. Arlo also monetizes its installed base through recurring services including Arlo Secure, Arlo Total Security, and Arlo Safe. The company sells through retail, wholesale, wireless carriers, security solution providers, and its own direct-to-consumer online store, with a meaningful portion of revenue tied to subscriptions and strategic partners such as Verisure and ADT.

1,9 %

44,0 %

2,8 %

+3,6 %

1.51

1.27

— Arlo Technologies, Inc.
%
Subscription services55% Cloud-based paid services for video storage, monitoring, alerts, and personal safety features.
Connected security devices40% Cameras, doorbells, floodlight cameras, and home security hardware sold through retail and channel partners.
Accessories and mounts3% Mounts and related accessories that expand device placement and usability.
Partner and channel sales2% Revenue generated through strategic partners, security solution providers, carriers, and distributors.

Arlo sells primarily to consumers who want a self-installed smart security solution for homes, apartments, and personal...

  • Consumer smart security buyersprimary

    Households and individuals buy cameras, doorbells, and subscriptions to monitor property and receive alerts through the Arlo app.

  • Subscription usersprimary

    Existing device owners pay for cloud recording, advanced monitoring, and safety services to increase functionality and convenience.

  • Security solution providerssecondary

    Partners such as Verisure and ADT buy or distribute Arlo products and services to extend their own security offerings.

  • Retail and e-commerce channel customerssecondary

    Shoppers buying through major retailers and online marketplaces for broad availability and price comparison.

  • Wireless carrier customersemerging

    Customers using LTE-enabled cameras and cellular security solutions sold through carriers for connectivity and portability.

Arlo conducts business across three main regions: the Americas, EMEA, and APAC. In 2025, the Americas accounted for 64...

  • •Americas generated 64.2% of 2025 revenue and are the core market
  • •EMEA generated 31.6% of 2025 revenue and is supported by Verisure
  • •APAC contributed 4.2% of 2025 revenue and remains a smaller market
  • •Business spans more than 100 countries, broadening reach and complexity
  • •Europe is strategically important because Verisure is the exclusive distributor
  • •Regional mix affects channel strategy, pricing, and subscription adoption

Arlo’s strategy is to expand its installed base of registered and paid accounts and monetize that base through...

01
Expand subscription revenue from the installed baseshort-term

Recurring services improve revenue quality and reduce dependence on one-time device sales.

02
Broaden distribution through strategic partners and channelsmedium-term

Partnerships and multi-channel reach increase customer acquisition and geographic coverage.

03
Innovate in AI, cloud, and device categoriesmedium-term

Product differentiation is essential in a crowded smart security market.

04
Improve profitability and cash generationshort-term

The company has a history of losses and needs stronger operating leverage to fund growth.

Arlo faces intense competition from large technology and security brands, which can pressure pricing, channel access,...

critical

Cybersecurity and product vulnerability

Connected devices, cloud services, and the direct-to-consumer store create attack surfaces that could harm users and the brand.

Scope
Cloud platform, devices, customer data
Materiality
high
high

Supplier concentration and component shortages

Several key components come from limited or sole-source suppliers, so disruptions can delay production and increase costs.

Scope
Device hardware supply chain
Materiality
high
high

Partner concentration

Verisure represented 32% of total revenue in 2025, so partner demand or contract changes could materially affect results.

Scope
Europe distribution
Materiality
high
medium

Competitive pricing pressure

Large technology and security companies compete on price, features, and distribution, which can reduce margins and growth.

Scope
Consumer smart security market
Materiality
high
medium

Channel and inventory volatility

Retailers, distributors, and carriers can change ordering patterns quickly, affecting shipment timing and revenue recognition.

Scope
Retail and wholesale channels
Materiality
medium
Revenue recognition for devices and subscriptions
Top-line timing and gross margin
Contra-revenue treatment of marketing incentives
Reported revenue and margin presentation
Deferred revenue and backlog
Revenue visibility and working capital
Inventory valuation adjustments
Product gross profit
Capitalized software development costs
Operating expenses and earnings

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: 11/08/2026