Arlo Technologies, Inc.

Arlo Debuts Essential Solar Security Camera Designed for Year-Round, Low-Maintenance Protection

Arlo Technologies introduced the Essential Solar Security Camera, its first solar-powered camera, priced at $99.99 with pre-orders open and shipping mid-October. The camera features an integrated 1.2W solar panel and a category-leading 14,790mAh battery that can run up to six months without sunlight, targeting low-maintenance, year-round protection. The launch ties into Arlo's subscription-led strategy: AI features like Threat Assessment and Event Captions require an Arlo Secure Early Warning System plan, supporting recurring-service monetization.

•26d ago

Arlo Announces Secure 7 Smart Security Service with New AI-Powered Features to Help Users Stay Ahead of Potential Threats

Arlo Technologies launched Arlo Secure 7, the latest evolution of its AI-powered smart security service, adding two new features: Threat Assessment and Arlo Summary. Threat Assessment identifies urgent, high-risk events such as break-ins, fire, armed threats, or theft and automatically triggers a matched response within seconds, from activating a camera's siren or spotlight to escalating to a live Safety Agent and professional monitoring for emergency dispatch. Arlo Summary generates a plain-language recap of the prior 24 hours of camera activity. A new Arlo Ultra Secure Plan adds 24/7 video recording for up to three cameras with 30-day retention, joining the Smart Aware, Smart Secure, and Ultra Secure tiers, with features rolling out to customers over the next month. The update deepens Arlo's subscription-first services strategy, a key recurring-revenue driver, though the release discloses no pricing, subscriber metrics, or financial targets.

•1mo ago

ARLO: 10-Q · periodic report

Arlo Technologies reported Q2 fiscal 2026 revenue of $155.9 million, up 20.5% year over year, with first-half revenue of $306.3 million, up 23.3%. Q2 net income was $3.0 million (diluted EPS $0.03), while first-half net income jumped to $17.9 million from $2.3 million a year ago. Subscription momentum stayed strong: annual recurring revenue reached $365.0 million, up 15.6%, cumulative paid accounts grew 23.2% to 6.3 million, and total gross margin expanded to 48.2% from 44.9%. The half included two closed acquisitions — Canary Connect for $48.9 million in total consideration and Aloe Care Health for $15.0 million cash plus an earnout of up to $25.0 million — extending Arlo into AI smart-home security and aging-in-place care. An $8.0 million IEEPA tariff refund boosted Q2 product margins, with another $6.3 million received after quarter-end. Arlo ended June with $141.1 million in cash and short-term investments, repurchased 2.3 million shares for $29.9 million under its $50 million buyback, and left its $45 million HSBC revolver undrawn. Customer concentration with Verisure (40% of first-half revenue, 60% of receivables) remains the key risk to monitor.

SEC 10-Q•2mo ago

Arlo Reports Second Quarter 2026 Results

Arlo reported record Q2 revenue of $156 million, up 21% year-over-year, driven by subscription and services revenue which grew 19% to $93 million and accounted for 59.7% of total sales. Profitability expanded significantly with adjusted EBITDA rising 70% to a record $31.6 million and non-GAAP EPS increasing to $0.28 from $0.17 in the prior year. Management raised full-year 2026 guidance, projecting revenue of $580-$600 million and non-GAAP EPS of $0.90-$1.00, while repurchasing $22 million of stock during the quarter.

•2mo ago

Arlo to Deploy New Aloe Care AI-Powered Wellness Service with Home Helpers® Home Care

Arlo Technologies announced an expanded partnership between Aloe Care Health and Home Helpers Home Care to deploy the new ConnectAI wellness calling solution. The AI-powered service will be integrated into Home Helpers' Direct Link line and Cared-4 program, enabling proactive wellness check-ins, medication reminders, and actionable care insights. This deployment highlights the continued integration of Aloe Care into Arlo's portfolio and reinforces the company's focus on the aging-in-place market through connected care solutions.

•3mo ago

Arlo Reports First Quarter 2026 Results

Arlo delivered a strong Q1 with record revenue of $150.4 million, fueled by 31% year-over-year growth in subscription revenue to $90.1 million. Profitability accelerated sharply, with adjusted EBITDA jumping 85% to $30.4 million and non-GAAP EPS rising to $0.28. The company repurchased $8 million of stock under a new $50 million authorization and announced the acquisition of Aloe Care Health, while guiding for Q2 revenue between $145 million and $155 million.

•5mo ago