Highest-materiality recent filing
Arlo Q1: record revenue $150.4M, EPS $0.14; adjusted EBITDA $30.4M (+85% YoY)
Record subscriptions & services revenue $90.1M (+30.9% YoY); ARR $356.9M (+29.2% YoY).
Arlo amends bylaws; adds proxy access for long-term 3% holders
Adds proxy access: stockholder/group owning 3% for 3+ years may nominate up to 20% of board.
Arlo Q4 ARR $330.5M (+28% YoY); record subscription rev; Comcast partnership announced
Q4 subscriptions and services revenue $89.4M (+39% YoY), 63.3% of total revenue; ARR $330.5M (+28%).
Arlo Q3 2025: Record subscriptions revenue $79.9M, ARR up 34% YoY, GAAP EPS $0.07
Q3 revenue $139.5M; subscriptions revenue $79.9M (+29.2% YoY), 57.3% of total revenue.
Arlo reports record Q2: ARR $316M (+34%), subs rev $78M (+30%), GAAP EPS $0.03
Record subscriptions and services revenue of $78.2M, up 29.7% YoY; GAAP subs gross margin 84.3%.
Arlo elects directors, ratifies auditor, approves say-on-pay at 2025 annual meeting
Ralph Faison (66.1M for, 17.1M withheld) and Jocelyn Carter-Miller (76.8M for, 6.4M withheld) elected as Class I directors.
Arlo Q1: record non-GAAP EPS $0.15, free cash flow $28.1M, ARR up 21.8%
Subscriptions and services revenue $68.8M (+21.4% YoY); ARR $276.4M (+21.8% YoY).
Arlo Q4 ARR $257.3M (+22.5% YoY), record service margin 81.7%, FY FCF $48.6M
ARR ended at $257.3M, up 22.5% YoY; cumulative paid accounts grew 63.5% YoY to 4.6M.
Arlo enters $45M revolving credit facility with HSBC; no amounts drawn
Three-year revolving credit facility of $45M maturing Nov 14, 2027; includes $10M LC sublimit.
Arlo amends CEO and GC retention agreements, replaces cash bonus with performance RSUs
Committee approved amendment for CEO Matt McRae and GC Brian Busse: final cash bonus replaced with performance-vesting RSUs.
Arlo Q3: Record service revenue $61.9M (+21% YoY); non-GAAP EPS $0.11, FCF $17.4M
Record service revenue $61.9M, up 21.2% YoY; ARR $241.6M, up 20.8% YoY.
Arlo authorizes $50M stock repurchase program through end of 2026
Board approved repurchase of up to $50 million of common stock, through open-market purchases.
Arlo Q2 revenue $127.4M (+10.8% YoY); service revenue record $60.3M; non-GAAP EPS $0.10
Q2 total revenue $127.4M, up 10.8% YoY; service revenue record $60.3M, up 19.7% YoY.
Arlo shareholders reject advisory vote on executive compensation at 2024 annual meeting
Proposal 3 (say-on-pay): 30.99M for, 42.99M against, 1.82M abstain – not approved.
Arlo Q1: record service revenue $56.7M (+29% YoY); GAAP loss $(0.10), non-GAAP EPS $0.09
Record service revenue $56.7M (+29% YoY); ARR $227.0M (+24.3% YoY).
Arlo Technologies dismisses PwC as auditor, appoints Deloitte & Touche
Audit committee dismissed PwC as independent auditor effective March 27, 2024 after a competitive selection process.
Arlo names CFO Kurt Binder as additional Chief Operating Officer
Kurt Binder appointed COO effective Feb 28, 2024, retaining his CFO role.
Arlo reports Q4 GAAP EPS $0.01, non-GAAP EPS $0.11; record service revenue $55.9M
Q4 total revenue $135.1M (+14% YoY); service revenue $55.9M (record, +45.9% YoY).
On February 29, 2024, Arlo Technologies, Inc. (“ Company ”) announced that the Compensation and Human Capital Committee (“ Committee ”) of the Board of Directors (“ Board ”) of the Company had, on February 2, 2024, approved the appointment of Kurt Binder as the Company’s Chief Operating Officer, effective as of February 28, 2024 (“ Start Date ”).
Max materiality 0.85 · Median 0.72 · Most common event earnings