Arlo Technologies, Inc.
ARLO- Exchange
- NYSE
- Industry
- Services-Detective, Guard & Armored Car Services
- SEC CIK
- 0001736946
In the last 90 days, Arlo Technologies, Inc. insiders filed 1 open-market purchase and 3 sales; 261 institutions reported holding it in 13F filings for Q2 2026, worth $1.48B in total; no superinvestor holds it.
- Currency
- USD
- Source
- SEC XBRL data (10-K, 10-Q, 20-F, 40-F)
- Updated
- Nov 8, 2026, 10:57 PM ET
Revenue flow, FY2025
Where the revenue went in FY2025, from the income statement below. Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue; hover over a band or a bar for the exact amount.
Income statement
Each column is one fiscal year, newest first.
| Line item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Period end | Dec 31, 2025 | Dec 31, 2024 | Dec 31, 2023 | Dec 31, 2022 | Dec 31, 2021 |
| Filing | 10-K | 10-K | 10-K | 10-K | 10-K |
| Reported | Feb 26, 2026 | Feb 27, 2025 | Feb 29, 2024 | Mar 7, 2023 | Mar 1, 2022 |
| Revenue | $529.3M | $510.9M | $491.2M | $490.4M | $435.1M |
| Cost of revenue | $296.5M | $323.4M | $323.6M | $354.4M | $327.1M |
| Gross profit | $232.8M | $187.5M | $167.6M | $136.0M | $108.0M |
| Operating expenses | $226.8M | $222.4M | $192.5M | $192.9M | $168.2M |
| Research and development | $73.7M | $73.2M | $68.6M | $64.7M | $59.1M |
| Selling, general and administrative | $66.1M | $72.1M | $56.4M | $55.9M | $49.5M |
| Operating income | $6.07M | -$34.9M | -$24.9M | -$56.9M | -$60.1M |
| Income tax | $741.0K | $1.09M | $1.18M | $975.0K | $677.0K |
| Net income | $14.9M | -$30.5M | -$22.0M | -$56.6M | -$56.0M |
| EPS, basic | $0.14 | $-0.31 | $-0.24 | $-0.65 | $-0.68 |
| EPS, diluted | $0.14 | $-0.31 | $-0.24 | $-0.65 | $-0.68 |
| Weighted shares, basic | 104.2M | 98.6M | 92.8M | 87.2M | 82.7M |
| Weighted shares, diluted | 110.2M | 98.6M | 92.8M | 87.2M | 82.7M |
| Margins and growth | |||||
| Gross margin | 44.0% | 36.7% | 34.1% | 27.7% | 24.8% |
| Operating margin | 1.1% | -6.8% | -5.1% | -11.6% | -13.8% |
| Net margin | 2.8% | -6.0% | -4.5% | -11.5% | -12.9% |
| Revenue growth, year over year | +3.6% | +4.0% | +0.2% | +12.7% | +21.8% |
Balance sheet
Each column is one fiscal year, newest first.
| Line item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Period end | Dec 31, 2025 | Dec 31, 2024 | Dec 31, 2023 | Dec 31, 2022 | Dec 31, 2021 |
| Filing | 10-K | 10-K | 10-K | 10-K | 10-K |
| Reported | Feb 26, 2026 | Feb 27, 2025 | Feb 29, 2024 | Mar 7, 2023 | Mar 1, 2022 |
| Cash and equivalents | $146.4M | $82.0M | $56.5M | $84.0M | $175.7M |
| Accounts receivable | $39.7M | $57.3M | $65.4M | $66.0M | $79.6M |
| Inventory | $41.2M | $40.6M | $38.4M | $46.6M | $38.4M |
| Total current assets | $260.5M | $262.6M | $250.5M | $232.8M | $303.6M |
| Property, plant and equipment | $13.2M | $4.76M | $4.76M | $7.34M | $9.60M |
| Goodwill | $11.0M | $11.0M | $11.0M | $11.0M | $11.0M |
| Total assets | $310.5M | $298.4M | $285.5M | $272.2M | $347.5M |
| Accounts payable | $42.8M | $63.8M | $55.2M | $52.1M | $84.1M |
| Total current liabilities | $172.3M | $176.8M | $161.5M | $162.3M | $210.9M |
| Total liabilities | $182.7M | $197.5M | $182.3M | $184.5M | $234.8M |
| Shareholders' equity | $127.8M | $100.9M | $103.3M | $87.7M | $112.7M |
Cash flow statement
Each column is one fiscal year, newest first. Free cash flow is operating cash flow minus capital expenditures.
| Line item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Period end | Dec 31, 2025 | Dec 31, 2024 | Dec 31, 2023 | Dec 31, 2022 | Dec 31, 2021 |
| Filing | 10-K | 10-K | 10-K | 10-K | 10-K |
| Reported | Feb 26, 2026 | Feb 27, 2025 | Feb 29, 2024 | Mar 7, 2023 | Mar 1, 2022 |
| Operating cash flow | $78.7M | $51.3M | $38.3M | -$46.0M | -$23.2M |
| Capital expenditures | – | $2.69M | $2.85M | $2.01M | $2.27M |
| Free cash flow | – | $48.6M | $35.5M | -$48.0M | -$25.5M |
| Depreciation and amortization | $3.93M | $3.20M | $4.66M | $4.77M | $5.97M |
| Stock-based compensation | $62.3M | $68.7M | $47.9M | $48.5M | $38.0M |
| Share buybacks | $45.6M | $4.42M | – | – | – |
| Investing cash flow | $27.8M | $10.8M | -$50.7M | -$31.8M | $17.7M |
| Financing cash flow | -$42.1M | -$40.8M | -$15.1M | -$13.9M | -$4.97M |
| Net change in cash | $64.4M | $21.4M | -$27.5M | -$91.7M | -$10.4M |
| Ratio | |||||
| Stock-based compensation, % of revenue | 11.8% | 13.4% | 9.8% | 9.9% | 8.7% |
Shares outstanding
Common shares outstanding as stated on the cover of each 10-K and 10-Q. The date is the cover date, not the period end; a rising count means dilution.
| Cover date | Shares outstanding | Change in a year | Filing |
|---|---|---|---|
| Oct 30, 2026 | 107.5M | +1.5% | SEC |
| Jul 31, 2026 | 107.6M | +3.1% | SEC |
| May 1, 2026 | 108.6M | +5.0% | SEC |
| Feb 20, 2026 | 106.9M | +4.3% | SEC |
| Oct 31, 2025 | 106.0M | +5.6% | SEC |
| Aug 1, 2025 | 104.4M | +4.4% | SEC |
| May 2, 2025 | 103.4M | +6.0% | SEC |
| Feb 25, 2025 | 102.4M | +6.5% | SEC |
Notes and known gaps
How these numbers are put together, and what they can't tell you.
- Numbers come from the XBRL data in each period's original 10-K, 10-Q, 20-F or 40-F, or its amendment. They are shown as filed: later filings don't restate earlier periods here.
- Reported is the filing date of the first 8-K with Item 2.02 (results of operations) after the period ended, no later than the 10-Q or 10-K and within 120 days. Companies that release results only in the 10-Q, and foreign companies, which use Form 6-K, have none.
Known gaps
- Foreign companies that file Form 20-F or 40-F have annual statements only: their quarterly results are furnished on Form 6-K, which has no XBRL data.
- EPS and share counts are as reported at the time, not adjusted for later stock splits.
- For ADRs, EPS is per ordinary share, not per ADS (one TSMC ADS is five ordinary shares).
- For banks, revenue may be interest income only, depending on how the bank tags its filings; cost of revenue and gross profit are usually blank.
- Companies with several share classes, such as Berkshire Hathaway, may have no EPS and no cover share count.
- Depreciation and amortization is missing for some companies that report it under their own XBRL tags.