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Upturn AI SWOT - About
ARLO 
Arlo Technologies (ARLO)
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Upturn Advisory Summary
10/10/2025: ARLO (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
5 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $23.2
1 Year Target Price $23.2
| 2 | Strong Buy |
| 3 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 12.51% | Avg. Invested days 31 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.74B USD | Price to earnings Ratio - | 1Y Target Price 23.2 |
Price to earnings Ratio - | 1Y Target Price 23.2 | ||
Volume (30-day avg) 5 | Beta 1.73 | 52 Weeks Range 7.84 - 19.25 | Updated Date 10/11/2025 |
52 Weeks Range 7.84 - 19.25 | Updated Date 10/11/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.07 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -1.38% | Operating Margin (TTM) 1.49% |
Management Effectiveness
Return on Assets (TTM) -1.73% | Return on Equity (TTM) -6.45% |
Valuation
Trailing PE - | Forward PE 21.55 | Enterprise Value 1638852770 | Price to Sales(TTM) 3.43 |
Enterprise Value 1638852770 | Price to Sales(TTM) 3.43 | ||
Enterprise Value to Revenue 3.23 | Enterprise Value to EBITDA -7.98 | Shares Outstanding 104370654 | Shares Floating 100555907 |
Shares Outstanding 104370654 | Shares Floating 100555907 | ||
Percent Insiders 4.07 | Percent Institutions 94.5 |
Upturn AI SWOT
Arlo Technologies
Company Overview
History and Background
Arlo Technologies was founded in 2018 as a spin-off from Netgear, focusing on smart home security solutions. Arlo aimed to provide wireless, easy-to-use security cameras and systems for consumers and businesses.
Core Business Areas
- Security Cameras: Arlo offers a range of wireless and wired security cameras for indoor and outdoor use, including models with various features like 4K resolution, night vision, and motion detection.
- Security Systems: Arlo provides complete home security systems that include cameras, sensors, and a base station, often with professional monitoring options.
- Subscription Services: Arlo offers subscription-based services that provide cloud storage, advanced analytics, and emergency response capabilities.
Leadership and Structure
Arlo Technologies is led by Matthew McRae (CEO). The company has a typical corporate structure with departments for product development, marketing, sales, and operations.
Top Products and Market Share
Key Offerings
- Arlo Pro Series: Wireless security cameras designed for easy installation and versatile placement. Arlo has about 20% market share in Wireless cameras. Competitors are Ring, Wyze, Blink and Google Nest.
- Arlo Ultra Series: High-end security cameras with 4K resolution and advanced features. Market share data is not readily available specifically for the Ultra series. Competitors are Ring, Wyze, Blink and Google Nest.
- Arlo Go Series: Mobile security cameras that operate on cellular networks. Market share data not readily available. Competitors are Ring, Wyze, Blink and Google Nest.
- Arlo Security System: Full suite of home security devices and monitoring that has an approximate 5-10% market share of the home security market. Competitors are Ring, ADT, Simplisafe and Frontpoint
Market Dynamics
Industry Overview
The smart home security market is experiencing rapid growth, driven by increasing consumer awareness of security risks and the availability of affordable and easy-to-use solutions. Key trends include the adoption of AI-powered analytics and the integration of security systems with other smart home devices.
Positioning
Arlo Technologies positions itself as a premium provider of wireless security solutions, emphasizing ease of use, high-quality video, and advanced features. Its competitive advantages include its established brand reputation and its comprehensive ecosystem of products and services.
Total Addressable Market (TAM)
The global smart home security market is expected to reach hundreds of billions of dollars in the coming years. Arlo Technologies is well-positioned to capture a significant share of this market, but faces competition from larger and more established players.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Innovative product portfolio
- User-friendly design
- Comprehensive ecosystem of products and services
- Wireless capabilities
Weaknesses
- Higher price point compared to competitors
- Reliance on subscription revenue
- Customer Service complaints
- Susceptible to Security Breaches
Opportunities
- Expanding into new markets
- Developing new AI-powered features
- Integrating with other smart home platforms
- Offering professional installation services
Threats
- Intense competition from larger companies
- Price wars
- Rapid technological advancements
- Data privacy concerns
- Economic downturn
Competitors and Market Share
Key Competitors
- Ring (AMZN)
- Google Nest (GOOGL)
- Wyze (Privately Held)
- Blink (AMZN)
- ADT (ADT)
Competitive Landscape
Arlo Technologies faces intense competition from larger, well-established companies. While Arlo has a strong brand and innovative products, it must continue to differentiate itself to maintain its market position.
Growth Trajectory and Initiatives
Historical Growth: Arlo Technologies has experienced growth in revenue, driven by increasing demand for its products. However, profitability has been inconsistent.
Future Projections: Analyst estimates vary, but generally project continued revenue growth for Arlo Technologies. Profitability projections are less certain.
Recent Initiatives: Arlo Technologies has focused on developing new AI-powered features, expanding its product portfolio, and strengthening its subscription services.
Summary
Arlo Technologies is a competitive player in the smart home security market, known for its innovative wireless solutions and strong brand. However, the company faces challenges related to profitability and intense competition. Focusing on AI development, market expansion, and strengthening its subscription services will be crucial for future success and maintaining its market position.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Analyst estimates
- Market research reports
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not financial advice. Market share data can vary. Investment decisions should be based on your own research and due diligence.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Arlo Technologies
Exchange NYSE | Headquaters Carlsbad, CA, United States | ||
IPO Launch date 2018-08-03 | CEO & Director Mr. Matthew Blake McRae | ||
Sector Industrials | Industry Building Products & Equipment | Full time employees 360 | Website https://www.arlo.com |
Full time employees 360 | Website https://www.arlo.com | ||
Arlo Technologies, Inc., together with its subsidiaries, provides cloud-based platform services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific regions. The company offers Arlo Essential Cameras and Doorbells (2nd Generation) delivers smart home protection, including automated privacy shield, 180-degree field of view, and 2K video resolution; Arlo Home Security System, an all-in-one multi-sensor that provides access to security experts for monitoring and responding to emergency situations; Arlo Pro 5S, a wireless 2K video resolution security camera; Arlo Go 2, a camera for monitoring remote areas, large properties, construction sites, vacation homes, boat or RV slips, and hard-to-access areas; Arlo Ultra 2 provides 4K video with HDR, an ultra-wide, 180-degree field of view, auto zoom and tracking on moving objects, and color night vision; and Arlo Floodlight Camera, a wire-free floodlight camera. It also provides security system accessories, charging accessories, and mounts. In addition, the company offers Arlo Secure subscriptions, including emergency response secure plus plan; 2K secure plan and 4K secure plus plan cloud-based video recording; unlimited cameras; advanced object detection; smart interactive notifications; smoke and CO alarm detection; cloud-based activity zone; call a friend; and 24/7 priority support and professional monitoring services; Arlo Total Security, a subscription which provides 24/7 professional monitoring and security hardware; Arlo Safe, a personal safety app that offers one-touch emergency response, family safety, and crash detection and response services; and Arlo SmartCloud, a SaaS solution that delivers security cloud services for business. It sells its products through retailers, wholesale distributors, broadcast channels, wireless carriers, and security solution providers, as well as through its website. Arlo Technologies, Inc. was incorporated in 2018 and is headquartered in Carlsbad, California.
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