Arlo Technologies(NYSE) ARLO

Arlo makes cameras and doorbells to protect homes and businesses. People use a phone app to watch their property from anywhere. These systems use artificial intelligence to detect people and packages.

Watching Over the Home

• Security Cameras: Wi-Fi and cellular-powered devices for monitoring indoor and outdoor spaces.
• Subscription Services: Cloud-based plans like Arlo Secure that offer professional monitoring and automated emergency response.
• Video Doorbells: Front-door cameras featuring two-way audio and a wide field of view for deliveries.
• Security Systems: All-in-one sensors that detect motion, water leaks, and smoke or carbon monoxide alarms.

Expanding the Arlo Network

• Entered a partnership agreement with ADT in June 2025 to expand service revenue.
• Refreshed the Essential, Pro, and Ultra camera product lines in the fourth quarter of 2025.
• Extended a distribution and supply agreement with Verisure through November 2029 for the European market.
• Introduced Arlo SmartCloud to provide cloud services and data analytics to other business partners.

Why Arlo Stands Out

Arlo runs a globally scaled cloud platform that processes approximately 300 million events every day using visual intelligence. The company designs its devices to work seamlessly with connected home systems from Amazon, Apple, and Google.

The Recent Numbers

• Revenue was $141.3 million in Q4 2025, up 16.2% from Q4 2024.
• Gross profit reached $65.5 million in Q4 2025, up 46.1% from the previous year.
• Net income hit $5.8 million in Q4 2025, up 218.6% as the metric turned positive.
• Free cash flow hit $17.9 million in Q4 2025, up 220.6% year-over-year.

The Big Picture

Arlo has evolved from a hardware seller into a service-focused security platform. This shift toward recurring subscription revenue has helped the company improve its profitability and market position.