What is Arlo Technologies's market cap?

Arlo Technologies (ARLO) has a market capitalization of $1.5B and trades on NYSE.

What is Arlo Technologies's revenue and profitability?

Arlo Technologies generated $560.6M in trailing twelve-month revenue with net income of $30.6M, representing a net margin of 5.5%. Gross margin stands at 45.1%, with free cash flow of $77.5M. These figures are based on the Q1 2026 filing.

Who are Arlo Technologies's competitors?

Arlo Technologies's key competitors include Blink, Nest, Comcast, and others. These companies compete in similar markets and product categories.

Who does Arlo Technologies partner with?

Arlo Technologies's notable partners include Verisure, ADT, Amazon, and others.

Where is Arlo Technologies headquartered?

Arlo Technologies is headquartered in United States of America and employs approximately 363 people. It has been publicly traded since 2018.

Arlo Technologies

ARLO

Arlo Technologies is a provider of advanced home, business, and personal security services that integrate a globally scaled cloud platform with AI-powered analytics and smart hardware.

Market cap

$1.51B-10.5%

Revenue$560.6M+10.9%

Net income$30.6M+241%

Free cash flow$77.5M+35.4%

EPS (diluted)$0.28+227%

Trailing twelve months · change vs. prior year

Table of contents

Earnings

Q1 2026 report

May 7, 2026

Revenue$150.4MBeat by $10.7M EPS$0.28Beat by $0.09

Read the full report

Next report

Aug 6, 2026 (In 1 week)

Revenue estimate$148.9M

EPS estimate$0.19

Financials

Q1 2026

Income statement

See full

Revenue$150.4M+26.3%

Gross profit$72.7M+37.8%

Operating income$7.6M+621%

Net income$14.9M+1,882%

EPS (diluted)$0.13+1,400%

Balance sheet

See full

Cash & equivalents$152.6M+81.7%

Total debt$8.2M-61.3%

Total equity$159.4M+54.2%

Total assets$360.2M+21.5%

Cash flow

See full

Operating cash flow$27.9M-9.9%

CapEx$463.0K-83.5%

Free cash flow$27.4M-2.5%

Valuation & ratios

Valuation

See full

Market cap$1.51B-10.5%

Enterprise value$1.36B-16.8%

P/E49.2×—

P/S2.7×-0.6×

Profitability

See full

Gross margin45.1%+7.0pp

Operating margin2.7%+1.6pp

Net margin5.5%+3.8pp

FCF margin13.8%+2.5pp

Returns & leverage

See full

Return on equity23.3%+15.8pp

Debt / equity0.1×-0.2×

Current ratio1.5×+0.1×

Segments

By geography

See full

Americas$84.0M+19.8%

EMEA$60.7M+41.4%

APAC$5.7M-5.6%

By segment

See full

Reportable Segment$150.4M+26.3%

By product

See full

Subscriptions and services$90.1M+30.9%

Competitors

By market cap

Alphabet Inc.$3.99T+70.7%

Amazon$2.49T+0.7%

Comcast$80.9B-35.4%

ADT$5.2B-24.6%

Alarm.com Holdings$2.7B-4.5%

Arlo Technologies$1.5B-10.8%

Evolv Technologies Holdings, Inc.$980.3M-12.9%

Cloudastructure Inc. Cl A$5.7M-82.6%

By revenue growth

Evolv Technologies Holdings, Inc.+40.9%

Alphabet Inc.+20.1%

Amazon+14.2%

Arlo Technologies+10.9%

Alarm.com Holdings+8.6%

ADT+3.3%

Comcast+0.6%

By net margin

Alphabet Inc.54.77%+23.7pp

Alarm.com Holdings12.27%-1.0pp

ADT12.14%+1.1pp

Amazon10.65%+0.5pp

Comcast8.97%-9.5pp

Arlo Technologies5.47%+9.8pp

Evolv Technologies Holdings, Inc.-43.77%+16.9pp

Profile

Arlo Technologies is a provider of advanced home, business, and personal security services that integrate a globally scaled cloud platform with AI-powered analytics and smart hardware. The company's core value proposition centers on a personalized security ecosystem that delivers real-time visibility and automated protection through a combination of award-winning devices and recurring subscription services.

Competitive position

Arlo is a leading innovator in the consumer network connected camera market, leveraging a high-margin recurring revenue model and deep AI integration to differentiate from traditional hardware manufacturers.

GeographiesNorth America, Europe, Asia-Pacific

Customer segmentsResidential, Small and Medium Business (SMB), Enterprise, Public Sector

Business modelSubscription SaaS, Hardware-as-a-Service, Direct-to-Consumer (DTC), B2B2C

SuppliersSemiconductor suppliers (SoCs, image sensors, Wi-Fi chips), Contract manufacturers (EMS providers in Asia), Cloud infrastructure providers (Data center hosting)

CustomersBig-box retailers, E-commerce platforms, Telecommunications carriers, Professional security monitoring firms

CountryUnited States of America

Listed2018

Employees363.0

CEOMatthew Blake McRae

SectorIndustrials

IndustrySecurity & Protection Services

Websitearlo.com

FilingsSEC EDGAR

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Questions, answered.

What is Arlo Technologies's market cap?: Arlo Technologies (ARLO) has a market capitalization of $1.5B and trades on NYSE.
What is Arlo Technologies's revenue and profitability?: Arlo Technologies generated $560.6M in trailing twelve-month revenue with net income of $30.6M, representing a net margin of 5.5%. Gross margin stands at 45.1%, with free cash flow of $77.5M. These figures are based on the Q1 2026 filing.
Who are Arlo Technologies's competitors?: Arlo Technologies's key competitors include Blink, Nest, Comcast, and others. These companies compete in similar markets and product categories.
Who does Arlo Technologies partner with?: Arlo Technologies's notable partners include Verisure, ADT, Amazon, and others.
Where is Arlo Technologies headquartered?: Arlo Technologies is headquartered in United States of America and employs approximately 363 people. It has been publicly traded since 2018.