ARLO TECHNOLOGIES INC (ARLO)
Information Technology · NYSE
Arlo combines AI-powered cloud security cameras and subscription services with emergency response and professional monitoring to deliver a personalized smart home security ecosystem.
What ARLO TECHNOLOGIES INC does
Arlo Technologies designs and sells cloud-connected smart security cameras, video doorbells, floodlight cameras, and home security systems, paired with AI-powered subscription services. The company operates a SaaS platform (Arlo Secure, Arlo Total Security, Arlo Safe) that provides AI-based detection, professional monitoring, cloud video storage, and emergency response capabilities. Arlo's ecosystem integrates with third-party IoT devices and voice assistants like Alexa and Google Assistant, serving homeowners, small businesses, and government customers.
Themes: ["Smart home security","AI-powered video surveillance","Cloud-based security services","Subscription/SaaS security","IoT integration and smart home ecosystem"]
Fundamentals
- Price$13.10 as of 2026-07-09 close
- Market cap$1.4B as of 2026-07-10
- 1-year return-20.5% as of 2026-07-09 close
- P/E46.55 as of 2026-07-10
- Net margin+5.5% as of 2026-07-10
- Gross margin+45.1% as of 2026-07-10
- ROE+22.9% as of 2026-07-10
- Debt / equity0.00 as of 2026-07-10
- Revenue growth (YoY)+10.8% as of 2026-07-10
- Beta1.58 as of 2026-07-10
Key risks (from latest filing)
["Competitive pressure from major technology companies and specialized security providers offering overlapping smart camera and home security products","Dependence on subscription revenue growth and customer retention; churn in subscriber base could materially impact recurring revenue","Reliance on third-party cloud infrastructure, wireless networks, and integration partnerships (Amazon Alexa, Apple HomeKit, Google) which are subject to operational disruptions and contractual changes"]
Competitors & peers
- Ring (Amazon) — video doorbells and smart security cameras
- Nest/Google Nest — smart cameras and video doorbells
- ADT — professional monitoring and security systems
- Vivint Smart Home — professional monitoring and smart home security
- Wyze — affordable smart cameras and home security devices
- Logitech Circle View — cloud-connected security cameras
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.