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Arlo Technologies, Inc., together with its subsidiaries, provides cloud-based platform services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific regions. The company offers Arlo Essential Cameras and Doorbells delivers smart home protection, including automated privacy shield, 360-degree coverage, and 2K video resolution; Arlo Home Security System, an all-in-one multi-sensor that provides access to security experts for monitoring and responding to emergency situations; ARLO PRO 6, a pro series wireless security cameras; ARLO ULTRA 3, a 4K HDR video resolution, auto-zoom and tracking and an expansive 180-degree field of view camera; Arlo Go 2, a camera for monitoring remote areas, large properties, construction sites, vacation homes, boat or RV slips, and hard-to-access areas; and Arlo Floodlight Camera, a wire-free floodlight camera. It also provides security system accessories, charging accessories, and mounts. In addition, the company offers Arlo Secure subscriptions, including AI-powered recognition and detection; 2K secure plan and 4K secure plus plan cloud-based video recording; unlimited cameras; advanced object detection; smart interactive notifications; smoke and CO alarm detection; cloud-based activity zone; call a friend; and 24/7 priority support and professional monitoring services; Arlo Total Security, a subscription which provides 24/7 professional monitoring and security hardware; Arlo Safe, a personal safety app that offers one-touch emergency response, family safety, and crash detection and response services; and Arlo SmartCloud, a SaaS solution that delivers security cloud services for business. It sells its products through retailers, wholesale distributors, broadcast channels, wireless carriers, and security solution providers, as well as through its website. Arlo Technologies, Inc. was incorporated in 2018 and is headquartered in Carlsbad, California.
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A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.
Arlo Technologies makes wireless security cameras, video doorbells and cloud-connected smart-home security systems for consumers and small businesses. Long-term growth may be supported by rising smart-home adoption, expansion of subscription-based cloud and AI services, and product and channel diversification that could improve recurring revenue mix. Its brand and services focus may appeal to investors seeking exposure to hardware supported by recurring revenues.
Principal risks include intense competition from large tech platforms and low-cost manufacturers, hardware sales cyclicality and margin pressure, and execution risk in converting and retaining subscribers.
Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.
| Breakdown | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
| Income before tax | 15.67M | -29.41M | -20.86M | -55.65M | -55.35M |
| Net income | 14.93M | -30.50M | -22.04M | -56.63M | -56.03M |
| Selling general administrative | 66.10M | 72.13M | 56.37M | 55.93M | 49.49M |
| Selling and marketing expenses | 84.84M | 73.72M | 66.14M | 70.08M | 48.91M |
| Gross profit | 232.84M | 187.50M | 167.56M | 136.03M | 108.03M |
| Reconciled depreciation | 3.93M | 3.20M | 4.92M | 4.77M | 5.97M |
| Ebit | 15.67M | -34.89M | -24.90M | -55.07M | -49.43M |
| Ebitda | 19.60M | -31.69M | -20.24M | -48.50M | -32.74M |
| Depreciation and amortization | 3.93M | 3.20M | 4.66M | 6.57M | 16.69M |
| Non operating income net other | - | - | - | 0.30M | 4.78M |
| Operating income | 6.07M | -34.89M | -24.90M | -55.07M | -49.43M |
| Other operating expenses | 523.23M | 545.78M | 516.08M | 545.49M | 484.56M |
| Interest expense | - | - | - | 0.93M | 16.64M |
| Tax provision | 0.74M | 1.09M | 1.27M | 0.97M | 0.68M |
| Interest income | 5.45M | 5.58M | 3.94M | 0.93M | 0.01M |
| Net interest income | 5.45M | 5.58M | 3.25M | 0.93M | 0.01M |
| Non recurring | - | - | - | 1.80M | 9.12M |
| Income tax expense | 0.74M | 1.09M | 1.18M | 0.97M | 0.68M |
| Total revenue | 529.30M | 510.89M | 491.18M | 490.41M | 435.14M |
| Total operating expenses | 226.77M | 222.40M | 192.47M | 191.11M | 157.46M |
| Cost of revenue | 296.46M | 323.38M | 323.61M | 354.38M | 327.10M |
| Total other income expense net | 9.60M | 5.48M | 4.04M | -0.58M | -5.93M |
| Net income from continuing ops | 14.93M | -30.50M | -44.88M | -56.63M | -56.03M |
| Net income applicable to common shares | - | - | - | -56.63M | -56.03M |
| Breakdown | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
| Total assets | 310.55M | 298.40M | 285.54M | 272.20M | 347.49M |
| Other current assets | 13.21M | 13.19M | 10.27M | 6.54M | 9.92M |
| Total liab | 182.71M | 197.49M | 182.26M | 184.51M | 234.84M |
| Total stockholder equity | 127.84M | 100.91M | 103.28M | 87.69M | 112.65M |
| Other current liab | 92.37M | 85.73M | 88.21M | 94.67M | 92.78M |
| Common stock | 0.10M | 0.10M | 0.10M | 0.09M | 0.08M |
| Capital stock | 0.10M | 0.10M | 0.10M | 0.09M | 0.08M |
| Retained earnings | -383.04M | -397.96M | -367.46M | -345.43M | -288.80M |
| Other liab | - | - | - | 2.95M | 2.44M |
| Good will | 11.04M | 11.04M | 11.04M | 11.04M | 11.04M |
| Other assets | - | - | - | 8.24M | 8.42M |
| Cash | 146.44M | 82.03M | 56.52M | 84.02M | 175.75M |
| Total current liabilities | 172.34M | 176.76M | 161.45M | 162.28M | 210.93M |
| Current deferred revenue | 37.14M | 27.25M | 18.04M | 11.29M | 29.44M |
| Net debt | -139.70M | -63.67M | -39.50M | -60.55M | -154.28M |
| Short term debt | - | 5.69M | 4.21M | 4.19M | 4.61M |
| Short long term debt total | 6.74M | 18.36M | 17.02M | 23.47M | 21.47M |
| Other stockholder equity | 510.76M | 498.74M | 470.32M | 433.14M | 401.37M |
| Property plant equipment | - | - | - | 7.34M | 24.41M |
| Total current assets | 260.49M | 262.61M | 250.53M | 232.78M | 303.62M |
| Long term investments | 12.50M | 0.00M | - | - | - |
| Net tangible assets | - | - | - | 87.69M | 101.61M |
| Short term investments | 19.98M | 69.42M | 79.97M | 29.70M | 0.00M |
| Net receivables | 39.67M | 57.33M | 65.36M | 65.96M | 79.56M |
| Inventory | 41.19M | 40.63M | 38.41M | 46.55M | 38.39M |
| Accounts payable | 42.83M | 63.78M | 55.20M | 52.13M | 84.10M |
| Accumulated other comprehensive income | 0.02M | 0.03M | 0.32M | -0.11M | - |
| Common stock total equity | - | - | - | 0.09M | 0.08M |
| Retained earnings total equity | - | - | - | -345.43M | -288.80M |
| Non currrent assets other | 16.67M | 4.29M | 7.75M | 6.85M | 8.42M |
| Non current assets total | 50.06M | 35.79M | 35.00M | 39.42M | 43.87M |
| Capital lease obligations | 6.74M | 18.36M | 17.02M | 23.47M | 26.08M |
| Breakdown | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
| Investments | 39.58M | 10.84M | -32.29M | -29.76M | 20.00M |
| Change to liabilities | - | - | - | -32.37M | -16.76M |
| Total cashflows from investing activities | 27.75M | 10.84M | -50.69M | -31.77M | 17.73M |
| Total cash from financing activities | -42.07M | -40.77M | -15.14M | -13.94M | -4.97M |
| Change to operating activities | - | - | - | 3.58M | -27.62M |
| Net income | 14.93M | -30.50M | -22.04M | -56.63M | -56.03M |
| Change in cash | 64.41M | 21.38M | -27.53M | -91.68M | -10.44M |
| Begin period cash flow | 82.03M | 60.65M | 88.18M | 179.86M | 190.29M |
| End period cash flow | 146.44M | 82.03M | 60.65M | 88.18M | 179.86M |
| Total cash from operating activities | 78.72M | 51.31M | 38.30M | -45.96M | -23.20M |
| Depreciation | 3.93M | 3.20M | 4.66M | 4.77M | 5.97M |
| Change to inventory | -1.43M | -4.51M | 7.78M | -7.89M | 29.26M |
| Change to account receivables | 17.65M | 8.23M | 0.69M | 13.52M | -1.74M |
| Sale purchase of stock | -45.60M | -4.42M | -23.64M | 4.26M | 8.23M |
| Other cashflows from financing activities | 3.53M | -36.35M | 8.49M | -13.94M | -4.97M |
| Change to netincome | - | - | - | 48.50M | 43.72M |
| Capital expenditures | 11.83M | 2.69M | 2.85M | 2.01M | 2.27M |
| Change receivables | - | - | - | 13.52M | -1.74M |
| Cash flows other operating | - | - | - | -15.86M | -45.80M |
| Cash and cash equivalents changes | - | - | - | -91.68M | -10.44M |
| Change in working capital | 3.67M | 11.14M | 9.34M | -42.59M | -16.86M |
| Stock based compensation | 62.33M | 68.66M | 47.95M | 48.48M | 38.03M |
| Other non cash items | -5.92M | -1.17M | -1.73M | -0.17M | 5.99M |
| Free cash flow | 66.90M | 48.62M | 35.45M | -47.97M | -25.46M |
Sector: Industrials Industry: Building Products & Equipment
|
Stock Name
|
Change
(USD) |
Price
(USD) |
Trailing
PE (x) |
Forward
PE (x) |
Price Sales
TTM (x) |
Price to Book Value (x)
|
Enterprise Value
to Revenue (x) |
Enterprise Value
to EBITDA (x) |
|---|---|---|---|---|---|---|---|---|
| ARLO Arlo Technologies |
-0.46 3.26% |
13.67 | 105.57 | 18.73 | 2.98 | 12.51 | 2.72 | 143.97 |
| TT Trane Technologies plc |
6.63 1.60% |
419.96 | 31.50 | 24.51 | 4.19 | 10.87 | 4.37 | 22.35 |
| CARR Carrier Global Corp |
0.45 0.82% |
55.62 | 36.51 | 22.03 | 2.37 | 3.73 | 2.86 | 17.62 |
| DKILY Daikin Industries Ltd ADR |
0.04 0.30% |
13.20 | 23.81 | 22.12 | 0.01 | 2.07 | 1.37 | 9.40 |
| CODGF Compagnie de Saint-Gobain S.A |
1.39 1.89% |
74.80 | 13.39 | 9.62 | 0.89 | 1.39 | 0.98 | 6.19 |
Arlo Technologies, Inc., together with its subsidiaries, provides cloud-based platform services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific regions. The company offers Arlo Essential Cameras and Doorbells delivers smart home protection, including automated privacy shield, 360-degree coverage, and 2K video resolution; Arlo Home Security System, an all-in-one multi-sensor that provides access to security experts for monitoring and responding to emergency situations; ARLO PRO 6, a pro series wireless security cameras; ARLO ULTRA 3, a 4K HDR video resolution, auto-zoom and tracking and an expansive 180-degree field of view camera; Arlo Go 2, a camera for monitoring remote areas, large properties, construction sites, vacation homes, boat or RV slips, and hard-to-access areas; and Arlo Floodlight Camera, a wire-free floodlight camera. It also provides security system accessories, charging accessories, and mounts. In addition, the company offers Arlo Secure subscriptions, including AI-powered recognition and detection; 2K secure plan and 4K secure plus plan cloud-based video recording; unlimited cameras; advanced object detection; smart interactive notifications; smoke and CO alarm detection; cloud-based activity zone; call a friend; and 24/7 priority support and professional monitoring services; Arlo Total Security, a subscription which provides 24/7 professional monitoring and security hardware; Arlo Safe, a personal safety app that offers one-touch emergency response, family safety, and crash detection and response services; and Arlo SmartCloud, a SaaS solution that delivers security cloud services for business. It sells its products through retailers, wholesale distributors, broadcast channels, wireless carriers, and security solution providers, as well as through its website. Arlo Technologies, Inc. was incorporated in 2018 and is headquartered in Carlsbad, California.
| Name | Title | Year Born |
|---|---|---|
| Mr. Matthew Blake McRae | CEO & Director | 1974 |
| Mr. Brian Busse | Gen. Counsel & Corp. Sec. | 1969 |
| Mr. Kurtis Joseph Binder | CFO, Principal Financial Officer & Principal Accounting Officer | 1970 |
| Mr. Vipul Doshi | Sr. VP of Operations | NA |
| Ms. Julie Nash | Chief Information Officer | NA |
| Ms. Lily Knowles | Sr. VP of Sales, Marketing & Customer Care | NA |
| Ms. Antoinette Switzer | Sr. VP of Worldwide HR | NA |
| Mr. Scott McManigal | Sr. VP of Design & Experience | NA |
| Mr. Tim Johnston | Sr. VP of Product | NA |
| Mr. Kurtis Joseph Binder | CFO & COO | 1970 |
Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
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