Arlo Technologies Inc
F:2VI
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Arlo Technologies Inc
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Arlo Technologies Inc
Arlo Technologies makes connected security products for homes and small businesses. Its main products are wireless cameras, video doorbells, floodlights, and related accessories that let customers watch live video, record activity, and get alerts through a mobile app. The company sells these devices directly and through retailers and online channels. Arlo also makes money from subscription services that unlock more useful features, such as cloud video storage, smarter alerts, and advanced monitoring tools. Customers pay for the hardware upfront and then can choose to keep paying for software and security services over time. That mix gives Arlo both product sales and recurring service revenue. What sets Arlo apart is that it sits at the point where hardware, software, and home security meet. It is not a traditional alarm company with installers and long contracts, and it is not just a camera maker either. Its business depends on making devices that are easy to install and then turning those devices into an ongoing service relationship through the app and subscription plan.
Arlo Technologies makes connected security products for homes and small businesses. Its main products are wireless cameras, video doorbells, floodlights, and related accessories that let customers watch live video, record activity, and get alerts through a mobile app. The company sells these devices directly and through retailers and online channels.
Arlo also makes money from subscription services that unlock more useful features, such as cloud video storage, smarter alerts, and advanced monitoring tools. Customers pay for the hardware upfront and then can choose to keep paying for software and security services over time. That mix gives Arlo both product sales and recurring service revenue.
What sets Arlo apart is that it sits at the point where hardware, software, and home security meet. It is not a traditional alarm company with installers and long contracts, and it is not just a camera maker either. Its business depends on making devices that are easy to install and then turning those devices into an ongoing service relationship through the app and subscription plan.
Q4 Beat: Arlo reported Q4 revenue of $141 million, surpassing the high end of guidance, with service revenue at $89 million—up 39% year-over-year.
Strong Profitability: Q4 EBITDA reached $23 million, up 138% year-over-year, and non-GAAP EPS was $0.22, well above guidance.
Record Recurring Revenue: Annual recurring revenue (ARR) hit $330 million, up 28% year-over-year, and full-year service revenue totaled $316 million, up 30%.
SaaS Metrics: Paid accounts grew to 5.7 million (up 24%), LTV to CAC ratio reached 4.0, and churn dropped to 1%.
2026 Guidance: Full-year revenue expected between $550 million and $580 million, with service revenue of $375–385 million and non-GAAP EPS of $0.75–$0.85.
Strategic Partnerships: New deals with Samsung and Comcast announced, expected to ramp in impact in 2027 and beyond.
Share Repurchase: Board approved an additional $50 million for share buybacks, underscoring belief that shares are undervalued.
