ARLO Arlo Technologies, Inc.

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business: Smart home and business security ecosystem combining cloud platform, AI analytics, and app-controlled devices
• • New product launches Q4 2025: Essential Pan Tilt 2K camera, refreshed Essential series, Pro 6 series, Ultra 3 4K HDR camera, wired Floodlight camera
• • Strategic partnership with ADT in June 2025 to expand subscriptions and services, no revenue recognized from this yet
• • R&D staff count 186 as of December 31, 2025, focusing on AI, computer vision, and new product innovation
• • Verisure contributed 32% of total revenue in 2025 with a $46.3 million backlog expected to recognize within 6 months

Risk Factors

• • Regulatory risk: Impact of OBBBA tax reform enacted July 4, 2025, permitting immediate expensing of US R&D costs, affecting tax loss and cash obligations
• • Geopolitical risk: US tariffs and retaliatory tariffs risk disrupting supply chain, increasing freight costs by $13.5 million in 2025, impacting product delivery
• • Operational risk: Dependence on outsourced manufacturing and international suppliers exposes product cost and delivery to tariffs and freight volatility
• • Competitive risk: Declining product ASPs and increased promotional activities to stimulate subscriber growth indicating pressure from market competition
• • Financial risk: Accumulated deficit of $383 million as of December 31, 2025, with reliance on possibly dilutive public or private equity to meet future cash needs

Management Discussion & Analysis

• • Revenue $211.6M, declined 10% YoY from $235.1M
• • Operating loss widened, operating margin -4.7% vs -0.5% prior year
• • Smart Home segment revenue $118.3M, best performer, down 5% YoY
• • Security Solutions segment revenue $57.4M, worst performer, down 22% YoY
• • Operating cash flow negative $16.2M; capex $3.4M; no buybacks or dividends declared
• • Management expects continued market uncertainty and supply chain risks may impact 2027 results

What are the latest ARLO SEC filings in 2026?

Arlo Technologies, Inc. (ARLO) has filed a 10-K annual report on February 27, 2026, a 10-Q quarterly report on May 7, 2026, an 8-K current report on August 6, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did ARLO file its most recent 10-K annual report?

Arlo Technologies, Inc. (ARLO) filed its most recent 10-K annual report on February 27, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view ARLO 10-Q quarterly reports?

Arlo Technologies, Inc. (ARLO)'s most recent 10-Q quarterly report was filed on May 7, 2026. SignalX displays every ARLO 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has ARLO filed recently?

Arlo Technologies, Inc. (ARLO)'s most recent 8-K was filed on August 6, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find ARLO insider trading activity (Form 4)?

SignalX aggregates every ARLO Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does ARLO file with the SEC?

Arlo Technologies, Inc. (ARLO) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new ARLO filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Arlo Technologies, Inc. (ARLO).

What is ARLO's SEC CIK number?

Arlo Technologies, Inc. (ARLO)'s SEC CIK (Central Index Key) number is 1736946. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1736946 to look up all ARLO filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find ARLO return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Arlo Technologies, Inc. (ARLO) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.