Summary
Arlo Technologies: Excellent Execution As Company Expands Into Senior Monitoring
Arlo Technologies remains a compelling small-cap buy, leveraging strong subscriber growth and a strategic expansion into senior care via the Aloe Care acquisition. ARLO posted Q1 revenue of $150.4M (+26% y/y), surpassing both company guidance and Wall Street expectations, with paid subscribers exceeding 6 million and churn at just 1.0%. Subscription revenue growth and rising ARPU drove annual recurring revenue to $357M (+29% y/y), while gross margin expanded to 50.1% and adjusted EBITDA margin hit 20.2%.
Arlo Technologies Q1 Earnings Call Highlights
Arlo Technologies NYSE: ARLO reported record first-quarter 2026 revenue and earnings, with management pointing to rapid growth in paid accounts, higher average revenue per user and expanding services margins as the main drivers of the quarter.
Arlo Technologies, Inc. (ARLO) Q1 2026 Earnings Call Transcript
Arlo Technologies, Inc. (ARLO) Q1 2026 Earnings Call Transcript
Arlo Technologies Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 108 | $1,422.13 | $1,422.9 | $0.77 | 0.05% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 99 | $670.23 | $1,272.64 | $602.41 | 89.88% |
 Charles Brandes Brandes Investment Partners | 10.22M | $113.95M | $133.36M | $19.4M | 17.03% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 194,994 | $2.82M | $2.54M | -$276,899.64 | -9.81% |
| BG Bart Gancher Intech Investment Management LLC | 267,805 | $3.6M | $3.45M | -$150,376.42 | -4.18% |
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Arlo Technologies Inc. Profile
| IT Services Industry | Information Technology Sector | Matthew Blake McRae CEO | NYSE Exchange | 04206A101 CUSIP |
| US Country | 376 Employees | - Last Dividend | - Last Split | - IPO Date |
Overview
Arlo Technologies, Inc., with its subsidiaries, operates a comprehensive cloud-based platform spanning the Americas, Europe, the Middle East, Africa, and the Asia Pacific regions. The company is recognized for providing advanced smart home protection solutions, including a variety of security cameras, doorbells, and systems designed for a wide range of environments from residential to remote areas. Their offerings extend to subscription-based services such as Arlo Secure and Arlo Total Security which offer enhanced monitoring and emergency response features. Incorporated in 2018 and headquartered in Carlsbad, California, Arlo Technologies has established a broad sales network through retailers, wholesale distributors, broadcast channels, wireless carriers, security solution providers, and its website.
Products and Services
- Arlo Essential Cameras and Doorbells (2nd Generation) - These devices offer smart home protection with features like an automated privacy shield, a wide 180-degree field of view, and superior 2K video resolution.
- Arlo Home Security System - An innovative all-in-one multi-sensor system that provides access to security experts for monitoring and emergency response, enhancing overall home safety.
- Arlo Pro 5S - A wireless security camera featuring 2K video resolution for clear and detailed images, designed for easy installation and flexibility in usage.
- Arlo Go 2 - This versatile camera is designed for monitoring remote areas, large properties, and hard-to-access locations, providing security where traditional cameras cannot reach.
- Arlo Ultra 2 - Offering 4K video with HDR, this camera delivers top-tier imaging quality with additional features like a broad 180-degree field of view, auto zoom and tracking on moving objects, and color night vision.
- Arlo Floodlight Camera - A wire-free, powerful floodlight camera that combines lighting and surveillance to enhance perimeter security around a property.
- Arlo Secure subscriptions - These subscriptions provide a range of services from emergency response to 24/7 priority support and professional monitoring, offering various plans such as 2K or 4K video recording, unlimited cameras, advanced object detection, and more.
- Arlo Total Security - This comprehensive subscription includes 24/7 professional monitoring along with essential security hardware for complete protection.
- Arlo Safe - A personal safety application that provides one-touch emergency response, family safety features, and crash detection and response, enhancing personal security on the go.
- Arlo SmartCloud - A Software as a Service (SaaS) solution delivering advanced security cloud services for businesses, ensuring enterprise-level security and data management.
