ARLO at a glance
Arlo Technologies, Inc. (ARLO, SEC CIK 1736946) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and Form 4 insider filings as recently as September 29, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Arlo Technologies, Inc. (ARLO) reported revenue of $529.3 million (up 3.6% from FY2024) and net income of $14.9 million. Diluted EPS was $0.14.
- As of June 30, 2026, 33 institutional investment managers tracked by SignalX reported holding Arlo Technologies, Inc. (ARLO) shares worth $600.1 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Binder Kurtis Joseph on September 29, 2026 of 13,358 shares at $12.58 per share.
- In the last 90 days, ARLO insiders reported 0 open-market purchases ($0) and 9 open-market sales ($2.4M) on Form 4, a net sale of $2.4M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $529.3M
- +3.6% vs prior year
- Insiders · 90 days
- 0 buys · 9 sells
- Net −$2.4M
- 13F holders
- 33 funds
- $600.1M · −1 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
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
AI summary of the ARLO 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 28, 2026
Management Discussion & Analysis
- Revenue $155.9M, up 20.5% YoY from $129.4M, led by EMEA revenue up 41.9% to $61.5M
- Gross margin 48.2% vs 44.9% YoY; operating margin 1.6% vs 1.5%
- Subscriptions and services best-performing line, revenue $93.0M, up 19.0%; products gross margin improved to (0.4)% from (15.4)%
- Cash and investments $141.1M, with $45.0M unused borrowing capacity; investment sale generated $18.9M cash proceeds
- Near-term liquidity sufficient for at least 12 months; expected higher R&D and sales-and-marketing spending, with tariff-policy uncertainty as a headwind
Risk Factors
- No risk-factors section provided; changes from the 10-K cannot be assessed
- Share-repurchase exposure: $20.1 million remaining under the $50.0 million authorization through December 31, 2027
- Regulatory cost: 1% excise tax under the Inflation Reduction Act applies to share repurchases
- Insider-trading compliance: director terminated and replaced a 100,000-share sale plan on May 11, 2026
- Liquidity allocation: $21.7 million spent repurchasing 1,700,563 shares during the quarter
AI summary of the ARLO 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 financial results for quarter ended June 28, 2026
- Press release attached as Exhibit 99.1 contains detailed operating results
Item 5.07: Submission of Matters to a Vote of Security Holders
- Stockholders elected Grady K. Summers, Prashant Aggarwal, and Amy Rothstein to three-year Class II director terms
- Deloitte & Touche LLP appointment ratified for fiscal year ending December 31, 2026
Item 2.02: Results of Operations and Financial Condition
- Q1 fiscal 2026 results for quarter ended March 29, 2026
- Press release issued May 7, 2026
AI summaries of ARLO 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ARLO
Don't miss the next ARLO filing
- Alerts as it files. A push when ARLO files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut ARLO, by share count.
- Ask anything. An AI agent that reads every ARLO filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Binder Kurtis Joseph | Sell | Sep 29, 2026 | 13,358 | $12.58 |
| Binder Kurtis Joseph | Sell | Sep 28, 2026 | 83,211 | $12.44 |
| Rothstein Amy M | Sell | Sep 1, 2026 | 6,149 | $12.55 |
| Rothstein Amy M | Sell | Aug 7, 2026 | 9,251 | $16.13 |
| Rothstein Amy M | Sell | Aug 5, 2026 | 2,100 | $16.00 |
| Binder Kurtis Joseph | Sell | Aug 4, 2026 | 27,297 | $15.52 |
| Rothstein Amy M | Sell | Aug 4, 2026 | 5,010 | $15.34 |
| Binder Kurtis Joseph | Sell | Aug 3, 2026 | 13,971 | $15.01 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $510.9M | $529.3M |
| Gross Profit | - | $187.5M | $232.8M |
| Operating Income | -$24.9M | -$34.9M | $6.1M |
| Net Income | - | -$30.5M | $14.9M |
| Gross Margin | - | 36.7% | 44.0% |
| Op. Margin | - | -6.8% | 1.1% |
| Net Margin | - | -6.0% | 2.8% |
| Balance Sheet | |||
| Total Assets | $285.5M | $298.4M | $310.5M |
| Equity | - | $100.9M | $127.8M |
| ROE | - | -30.2% | 11.7% |
| Per Share | |||
| EPS | - | $-0.31 | $0.14 |
| Cash Flow | |||
| Operating CF | - | $51.3M | $78.7M |
| CapEx | $2.8M | $2.7M | - |
Source: XBRL data in Arlo Technologies, Inc. (ARLO)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ARLO share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 33 | $600.1M |
| Q1 2026 | 34 | $621.5M |
| Q4 2025 | 30 | $618.6M |
| Q3 2025 | 29 | $757.6M |
| Q2 2025 | 29 | $736.1M |
| Q1 2025 | 27 | $252.9M |
| Q4 2024 | 23 | $253.1M |
| Q3 2024 | 19 | $136.1M |
- State Street Corp+576.8K (+13%)
- BlackRock+462.4K (+3%)
- Dimensional Fund Advisors+446.0K (+750%)
- Vanguard Portfolio Management LLC+402.3K (+7%)
- Northern Trust+174.3K (+13%)
- D.E. Shaw & Co−1.10M (-61%)
- JPMorgan Chase & Co−240.0K (-69%)
- AQR Capital Management−168.8K (-27%)
- Prudential Financial−53.2K (-33%)
- Raymond James Financial−24.6K (-6%)
- HANCOCK WHITNEY CORP+20.8K
- Citadel Advisors LLC−454.5K
- Millennium Management−64.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 224 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ARLO filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 29, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 28, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 8-K | Jun 23, 2026 | - | Analysis | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | May 11, 2026 | - | - | |
| 8-K | May 7, 2026 | - | Analysis | |
| 10-Q | May 7, 2026 | Mar 29, 2026 | Analysis | |
| SC 13G | Apr 28, 2026 | - | - | |
| 4 | Apr 21, 2026 | - | - | - |
| 8-K | Apr 7, 2026 | - | Analysis | - |
| 4 | Apr 7, 2026 | - | - | - |
| 4 | Mar 12, 2026 | - | - | - |
| 4 | Mar 12, 2026 | - | - | - |
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ARLO SEC filings: frequently asked questions
Are ARLO insiders buying or selling?
In the last 90 days, Arlo Technologies, Inc. (ARLO) officers, directors and 10% owners reported no open-market purchases and 9 open-market sales worth $2.4 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ARLO stock?
As of June 30, 2026, the largest Arlo Technologies, Inc. (ARLO) holders among the 13F filers tracked by SignalX were BlackRock ($236.0 million), Vanguard Portfolio Management LLC ($78.6 million), State Street Corp ($66.0 million), Vanguard Capital Management LLC ($62.2 million), Renaissance Technologies LLC ($27.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ARLO's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Arlo Technologies, Inc. (ARLO) reported revenue of $529.3 million (up 3.6% from FY2024) and net income of $14.9 million. Diluted EPS was $0.14. The figures come from the XBRL data in the 10-K.
What are the main risks in ARLO's latest 10-K?
In the 10-K filed February 27, 2026, Arlo Technologies, Inc. (ARLO) flagged: 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. (AI summary of the Risk Factors section.)
What did ARLO report in its latest 8-K?
Arlo Technologies, Inc. (ARLO) filed an 8-K on August 6, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 financial results for quarter ended June 28, 2026.
What are the latest ARLO SEC filings?
Arlo Technologies, Inc. (ARLO) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on September 29, 2026.
What is ARLO's SEC CIK number?
Arlo Technologies, Inc. (ARLO)'s SEC Central Index Key (CIK) is 1736946. EDGAR lists every ARLO filing under that number.
Ask anything about ARLO
The research agent reads ARLO's filings, financials, insider trades and 13F holders, then answers with sources.