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ARLO Arlo Technologies, Inc.

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Arlo Technologies, Inc. operates in the Services-Detective, Guard & Armored Car Services industry.

$12.16−2.25%

Oct 16 close · 1D EOD · Databento

TechnologyServices-Detective, Guard & Armored Car ServicesSmall-capSEC EDGAR FY 2025-12-31

On the WireNo stories on ARLO yet. Follow the company and the next one lands in Following.

What happened

Daily closes · dots are Wire stories

What’s next

Expected around early November, going by its own filing history. The company has not announced a date yet. Its matching report came Nov 6, 2025 and Nov 7, 2024, after the close.

Last report

Aug 6, 2026−1.55%

after the close

Last 4, next close

median 7.41% either way

up 2 of 4

Every report since 2022 →Earnings calendar →

DateEventSourceNext close

Aug 6Earnings release, after the close · 8-KSEC EDGARSEC EDGAR ↗−1.55%

Next close = the first close after the event against the close before it. Prior-session closes only; not a call, not advice.

What happened · big days

13 big days in a year, and what we hold on each

A big day is a close more than 5.61% from the one before, three times ARLO’s median day (1.87%). On 1 of the 13, its peer group moved the same way at least half as far. We show what we hold. We never name a cause.

every other trading daya big day, numbered in the list below±5.61%Hover a bar for its day. Click a big day to open it.

Shaded: since our stories began, Jun 10. Tap a bar for its day.

#DayARLOWhat we hold that dayGroup (median of 3) · each

1 Nov 4, 2025−6.43%
Before our storiesgroup −3.6%, moved with ARLO
1Nov 4, 2025−6.43%
Before our stories
−3.6% moved with ARLOADT −8.1 · SUGP −3.6 · ALLE +0.5
2 Nov 7, 2025−12.46%
Resultsgroup +1.4%, did not move with it
2Nov 7, 2025−12.46%
ResultsFirst close after the Nov 6 results filing
+1.4% did not move with itSUGP −5.1 · ADT +1.4 · ALLE +1.4
3 Nov 10, 2025+6.34%
Before our storiesgroup −0.3%, did not move with it
3Nov 10, 2025+6.34%
Before our stories
−0.3% did not move with itSUGP +29.1 · ALLE −0.3 · ADT −1.7
4 Nov 14, 2025−6.17%
Before our storiesgroup −2.0%, did not move with it
4Nov 14, 2025−6.17%
Before our stories
−2.0% did not move with itSUGP −2.6 · ALLE −2.0 · ADT −1.4
5 Jan 23, 2026−6.68%
Before our storiesgroup −2.3%, did not move with it
5Jan 23, 2026−6.68%
Before our stories
−2.3% did not move with itSUGP −8.5 · ADT −2.3 · ALLE −0.1
6 Feb 5, 2026−5.65%
Before our storiesgroup +1.3%, did not move with it
6Feb 5, 2026−5.65%
Before our stories
+1.3% did not move with itSUGP −7.7 · ADT +1.3 · ALLE +1.6
7 Feb 11, 2026−6.55%
Before our storiesgroup +0.3%, did not move with it
7Feb 11, 2026−6.55%
Before our stories
+0.3% did not move with itADT −5.0 · ALLE +0.3 · SUGP +0.7
8 Feb 27, 2026+27.15%
Resultsgroup −1.1%, did not move with it
8Feb 27, 2026+27.15%
ResultsFirst close after the Feb 26 results filing
−1.1% did not move with itALLE +0.5 · ADT −1.1 · SUGP −1.5
9 May 11, 2026−10.89%
Before our storiesgroup −1.2%, did not move with it
9May 11, 2026−10.89%
Before our stories
−1.2% did not move with itALLE −1.5 · ADT −1.2 · SUGP +1.6
10 Jul 27, 2026+7.85%
Nothing on ARLOgroup +1.6%, did not move with it
10Jul 27, 2026+7.85%
Nothing on ARLONo ARLO story, brief or results filing in our record that day
+1.6% did not move with itALLE +3.1 · ADT +1.6 · SUGP −1.3
11 Aug 4, 2026+6.27%
Nothing on ARLOgroup −0.5%, did not move with it
11Aug 4, 2026+6.27%
Nothing on ARLONo ARLO story, brief or results filing in our record that day
−0.5% did not move with itALLE +2.5 · ADT −0.5 · SUGP −19.6
12 Sep 9, 2026−6.95%
Nothing on ARLOgroup −2.4%, did not move with it
12Sep 9, 2026−6.95%
Nothing on ARLONo ARLO story, brief or results filing in our record that day
−2.4% did not move with itALLE −2.8 · ADT −2.4 · SUGP −0.6
13 Oct 7, 2026−6.64%
Nothing on ARLOgroup −0.9%, did not move with it
13Oct 7, 2026−6.64%
Nothing on ARLONo ARLO story, brief or results filing in our record that day
−0.9% did not move with itALLE −4.7 · ADT −0.9 · SUGP +549.3

A story on the same day is not a cause, and a group move is not proof either. Group: the median of ALLE, ADT and SUGP that day, the largest companies in ARLO’s SEC industry; “moved with ARLO” means the same direction and at least half the size.

What’s next · results

Before the next report: what the first day after the last four did

Six trading days after each results filing (SEC 8-K, Item 2.02). ARLO reports after the close, so day 1 is the next close. 3 of 4 times, day 6 ended on the same side as day 1.

Reported Nov 6, 2025

day 1−12.46%day 6−16.53%

Reported Feb 26, 2026

day 1+27.15%day 6+12.64%

Reported May 7, 2026

day 1+2.35%day 6−17.32%

Reported Aug 6, 2026

day 1−1.55%day 6−7.37%

Next report: expected early NovemberEstimated from the dates of its last four results filings. Not announced. Since the Aug 6 report: −21.40%. Four reports is a small sample.

Every report since 2022 →

Each line is ARLO’s close against its close before the filing, on licensed end-of-day closes. What happened after each report, not a forecast; a move on the day is not a cause.

The numbers · FY2025, filed

SEC EDGAR

Market cap$1.3B

Revenue$529.3M+3.60%

Net income$14.9M

EPS, diluted$0.14+145.20%

Gross margin44.0%

Operating margin1.1%

Return on equity11.7%

All filed figures

Snapshot

SEC EDGAR · FY 2025-12-31

SectorTechnology

Market Cap$1.3B

Enterprise Value$1.2B

Income$14.9M

Sales$529.3M

Book/sh$1.19

Cash/sh$1.36

Dividend TTM—

Payout—

Employees—

IPO—

Quick Ratio1.27

Current Ratio1.51

Debt/Eq—

EPS (ttm)$0.14

EPS this Y145.2%

EPS past 3/5Y—

Sales past 3/5Y2.6%

EPS Y/Y TTM145.2%

Sales Y/Y TTM3.6%

Shs Outstand107.61M

ROA4.8%

ROE11.7%

ROIC—

Gross Margin44.0%

Oper. Margin1.1%

Profit Margin2.8%

Every figure here is filed with the SEC. Valuation and estimate metrics (P/E, PEG, EV/EBITDA, price targets, forward EPS) are omitted until our market-data feed is licensed for display — we’d rather show fewer numbers than blank ones. Deeper lines (cash flow, balance sheet) below.

Revenue by fiscal year

$435.1M

FY21

$490.4M

FY22

$491.2M

FY23

$510.9M

FY24

$529.3M

FY25

Operating leverage — margins

GrossOperatingNet

Financials, annual · income and cash flowSEC EDGAR · open ▸

Financials — annual

SEC EDGAR · last 5 FY · tap a row to explain it

USD	FY2021	FY2022	FY2023	FY2024	FY2025
Revenue	$435.1M	$490.4M	$491.2M	$510.9M	$529.3M
Gross Profit	$108.0M	$136.0M	$167.6M	$187.5M	$232.8M
Operating Income	$-60.1M	$-56.9M	$-24.9M	$-34.9M	$6.1M
Net Income	$-56.0M	$-56.6M	$-22.0M	$-30.5M	$14.9M
Diluted EPS	$-0.68	$-0.65	$-0.24	$-0.31	$0.14
Operating Cash Flow	$-23.2M	$-46.0M	$38.3M	$51.3M	$78.7M
Free Cash Flow	$-25.5M	$-48.0M	$35.5M	$48.6M	—

Same industry

ARLO against three same-industry peers, a year at 100

ARLO is down 30.7% in a year. Allegion is down 11.8% and ADT 20.3%. Of these three, only SU Group (−79.5%) did less. Weekly closes, Oct 17, 2025 = 100, on a log scale, so the same percentage move is the same height on every line.

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ARLO −30.7%. Allegion −11.8%, ADT −20.3%, SU Group −79.5%. Weekly closes, Oct 17, 2025 = 100, log scale.

Share this chart

End-of-day closes (Databento EOD), the last close of each week. The three peers are the largest US-listed companies by market value in ARLO’s SEC industry (Services-Detective, Guard & Armored Car Services) with a year of closes. It shows what the closes did; a move here is not a cause, a forecast or a call.

Same industry

In the screener →

ALLE$13.3B ADT$4.6B SUGP$3M

Build basket with ARLO Screener

Fundamentals sourced from SEC EDGAR filings (public domain). For informational purposes only. Not investment advice.