Arlo Technologies, Inc. reported first quarter ended March 29, 2026 results: revenue $150,382, net income $15 million, EPS $0.14.
“$6.4 million resulting in a 51% return. Page 1 Three Months Ended March 29, 2026 December 31, 2025 March 30, 2025 (In thousands, except percentage and per share data) Revenue $ 150,382 $ 141,297 $ 119,066 GAAP gross margin 48.3 % 46.4 % 44.3 % Non-GAAP gross margin (2) 50.1 % 47.8 % 45.5 % GAAP earnings (loss) per share - basic $ 0.14 $ 0.05 $ (0.01) Non-GAAP”
Governance Changes
Arlo Technologies, Inc.: Amended and restated bylaws to modernize provisions, add proxy access, update quorum and voting thresholds, revise advance notice and other procedures (effective 2026-04-03).
“On April 3, 2026, the board of directors (the “Board”) of Arlo Technologies, Inc. (the “Company”) adopted amended and restated bylaws of the Company (as amended and restated, the “A&R Bylaws”) effective as of such adoption date.”
Earnings Releases
Arlo Technologies, Inc. reported first quarter ended March 31, 2024 results: revenue $124.2 million, EPS $(0.10). Guidance initiated.
“• Q1 total revenue of $124.2 million, an increase of 11.9% year over year. • Record Q1 service revenue of $56.7 million, growing 29.0% year over year. • Q1 GAAP services gross margin of 76.0% and non-GAAP services gross margin of 76.7%. • GAAP gross profit of $47.4 million, an increase of 34.5% year over year; non-GAAP gross profit of $48.9 million, an increase of 35.0% year over year. • GAAP gross margin of 38.1%; non-GAAP gross margin of 39.4%. • GAAP net loss per share of $(0.10); non-GAAP earnings per share of $0.09.”
Auditor Changes
Arlo Technologies, Inc. engaged Deloitte & Touche LLP as its auditor.
“the Audit Committee selected Deloitte & Touche LLP ("Deloitte") as its new independent registered public accounting firm for its fiscal year ending December 31, 2024, effective immediately.”
Auditor Changes
Arlo Technologies, Inc. dismissed PricewaterhouseCoopers LLP as its auditor.
“(a) Dismissal of Former Independent Registered Public Accounting Firm Arlo Technologies, Inc. (the “Company”) conducted a competitive process to determine its independent registered public accounting firm for the fiscal year ending December 31, 2024. Following a review and evaluation of the proposals from the participating firms, on March 27, 2024, the Audit Committee of the Board of Directors of the Company (the “Audit Committee”) dismissed PricewaterhouseCoopers LLP (“PwC”) as its independent registered public accounting firm effective immediately.”
Earnings Releases
Arlo Technologies, Inc. reported financial results for the fourth quarter and full year ended December 31, 2023.
“On February 29, 2024, Arlo Technologies, Inc. issued a press release announcing its financial results for the fourth quarter and full year ended December 31, 2023.”
Kurt Binder was appointed as Chief Operating Officer at Arlo Technologies, Inc..
“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 ”).”
Earnings Releases
Arlo Technologies, Inc. reported third quarter ended October 1, 2023 results: revenue $130.0 million, EPS GAAP EPS of $(0.01); record non-GAAP EPS of $0.09. Guidance initiated.
“Exchange Act, unless expressly incorporated by specific reference in such a filing. --- EX-99.1 (EX-99.1) --- NEWS RELEASE Arlo Reports Third Quarter 2023 Results Revenue of $130.0 million, at the high end of guidance range Annual recurring revenue (ARR) ended at $200.0 million, growing 59.5% year over year Free cash flow (FCF) of $7.0 million with FCF margin of”
Earnings Releases
Arlo Technologies, Inc. reported the second quarter ended July 2, 2023 results: revenue $115.1 million, EPS $(0.08). Guidance initiated.
“Exchange Act, unless expressly incorporated by specific reference in such a filing. --- EX-99.1 (EX-99.1) --- NEWS RELEASE Arlo Reports Second Quarter 2023 Results Revenue of $115 million, at the top end of guidance range ARR ended at $194 million, growing 66% year over year Free cash flow (FCF) of $12 million with FCF margin of 10% (1) Service gross profit”
Shareholder Votes
Arlo Technologies, Inc. shareholders approved Ratification of the Selection of Independent Registered Public Accounting Firm at the 2023-06-23 meeting.
“Proposal 2. Ratification of the Selection of Independent Registered Public Accounting Firm The Company’s stockholders ratified the selection by the Audit Committee of the Board of Directors of the Company of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2023. The final voting results are as follows: Votes For Votes Against Abstentions Broker Non-Votes 80,010,670 1,341,112 8,544 —”
Shareholder Votes
Arlo Technologies, Inc. shareholders approved Election of Directors at the 2023-06-23 meeting.
“Proposal 1. Election of Directors The Company’s stockholders elected the three persons listed below as Class II directors, each to serve until the Company’s 2026 Annual Meeting of Stockholders and until their respective successors are duly elected and qualified. The final voting results are as follows: Votes For Votes Withheld Broker Non-Votes Prashant (Sean) Aggarwal 46,435,776 16,835,135 18,089,415 Amy Rothstein 51,008,462 12,262,449 18,089,415 Grady K. Summers 49,030,088 14,240,823 18,089,415”
Earnings Releases
Arlo Technologies, Inc. reported second quarter of 2023 (three months ended July 2, 2023) results: revenue $105 - $115 million.
“Second Quarter 2023 Business Outlook (4) A reconciliation of our business outlook on a GAAP and non-GAAP basis is provided in the following table: Three Months Ended July 2, 2023 Revenue Net Income (Loss) per Diluted Share (In millions, except per share data) GAAP $105 - $115 $(0.15) - $(0.09) Estimated adjustment for stock-based compensation and other expense — 0.16 Non-GAAP $105 - $115 $0.01 - $0.07”
Earnings Releases
Arlo Technologies, Inc. reported first quarter ended April 2, 2023 results: revenue Q1 total revenue of $111.0 million, EPS GAAP net loss per share of $(0.16); non-GAAP earnings per diluted share of $0.01.
“Exchange Act, unless expressly incorporated by specific reference in such a filing. --- EX-99.1 (EX-99.1) --- NEWS RELEASE Arlo Reports First Quarter 2023 Results Revenue of $111 million, above the high end of guidance range Free cash flow (FCF) of $9 million with FCF margin of 8% (1) Service revenue of $44 million, growing 47% year over year Service gross margin”
Earnings Releases
Arlo Technologies, Inc. reported financial results for the fourth quarter and full year ended December 31, 2022.
“On March 7, 2023, Arlo Technologies, Inc. issued a press release announcing its financial results for the fourth quarter and full year ended December 31, 2022.”
Earnings Releases
Arlo Technologies, Inc. reported fourth quarter of 2022 results: revenue $105 - $115, EPS Non-GAAP $(0.13) - $(0.06).
“Fourth Quarter 2022 Business Outlook (3) A reconciliation of our business outlook on a GAAP and non-GAAP basis is provided in the following table: Three Months Ending December 31, 2022 Revenue Net Loss per Diluted Share (in millions, except per share data) GAAP $105 - $115 $(0.30) - $(0.23)”
Earnings Releases
Arlo Technologies, Inc. reported third quarter ended October 2, 2022 results: revenue Revenue of $128 million, EPS non-GAAP net loss per diluted share of $(0.05).
“Exchange Act, unless expressly incorporated by specific reference in such a filing. --- EX-99.1 (EX-99.1) --- NEWS RELEASE Arlo Reports Third Quarter 2022 Results Revenue of $128 million, growing 15% year over year Q3 ARR ended at $125 million, growing 56% year over year 1.7 million in Cumulative Paid Accounts, growing 91% year over year Carlsbad, California -”
Kurt Binder was appointed as Chief Financial Officer at Arlo Technologies, Inc..
“On August 22, 2022, the Board of Directors of the Company (the “ Board ”) appointed Kurt Binder as the Company’s Chief Financial Officer, principal financial officer and principal accounting officer, to be effective as of September 26, 2022”
Gordon Mattingly resigned as Chief Financial Officer at Arlo Technologies, Inc..
“On August 22, 2022, Gordon Mattingly informed Arlo Technologies, Inc. (“ Company ”) of his resignation from the positions of Chief Financial Officer, principal financial officer and principal accounting officer of the Company, to be effective as of September 21, 2022.”
Catriona Fallon was appointed as Class III Director and Chair of Audit Committee at Arlo Technologies, Inc..
“On August 16, 2021, the Board of Directors (the “Board”) of Arlo Technologies, Inc. (the “Company”) appointed Catriona Fallon as a member of the Board upon the recommendation of the Nominating and Corporate Governance Committee of the Board (the “Nominating Committee”).”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.