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Arlo Technologies (ARLO)



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Upturn Advisory Summary
08/28/2025: ARLO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 18.49% | Avg. Invested days 29 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.86B 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 1.85 | 52 Weeks Range 7.84 - 19.25 | Updated Date 08/28/2025 |
52 Weeks Range 7.84 - 19.25 | Updated Date 08/28/2025 | ||
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 2025-08-07 | When - | Estimate 0.15 | Actual 0.17 |
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 27.62 | Enterprise Value 1691038097 | Price to Sales(TTM) 3.67 |
Enterprise Value 1691038097 | Price to Sales(TTM) 3.67 | ||
Enterprise Value to Revenue 3.33 | Enterprise Value to EBITDA -7.98 | Shares Outstanding 104371000 | Shares Floating 100348209 |
Shares Outstanding 104371000 | Shares Floating 100348209 | ||
Percent Insiders 4.27 | Percent Institutions 94.44 |
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. It quickly established itself as a leading provider of wireless security cameras.
Core Business Areas
- Smart Home Security Cameras: Arlo's core business centers on the design, development, and marketing of wireless security cameras for both indoor and outdoor use, catering to residential and commercial customers.
- Subscription Services: Arlo offers subscription-based services, including cloud storage, advanced AI-based detection, and emergency response features, providing recurring revenue streams.
- Accessories: Arlo sells a range of accessories, such as solar panels, mounting brackets, and extended warranties, complementing its core camera offerings.
Leadership and Structure
Arlo Technologies is led by Matthew McRae as CEO. The company has a typical corporate structure with departments for product development, marketing, sales, and finance.
Top Products and Market Share
Key Offerings
- Arlo Pro Series: Arlo Pro series are wireless, weatherproof security cameras offering features such as 2K HDR video, integrated spotlight, and two-way audio. Competitors include Ring (owned by Amazon), Google Nest, and Blink. Arlo has strong brand recognition.
- Arlo Ultra Series: Arlo Ultra cameras offer advanced features like 4K HDR video, a wider field of view, and automatic zoom and tracking. Market share is slightly smaller due to higher price point. Competitors are Ring, Google Nest and Wyze.
- Arlo Go Series: The Arlo Go series are mobile security cameras that operate on a cellular network, ideal for remote locations without Wi-Fi. Competitors include Spartan Camera and Moultrie Mobile, focusing on cellular cameras rather than direct competitors. Revenue and user data are not explicitly published by the company.
- Arlo Security System: Arlou2019s new all-in-one sensor and key pad, provides users with protection from intrusion, water, light, temperature, and smoke/CO alarms. Competitors are Ring, SimpliSafe and ADT.
Market Dynamics
Industry Overview
The smart home security market is experiencing rapid growth, driven by increasing consumer awareness of security threats, rising disposable incomes, and advancements in technology. It is characterized by intense competition and continuous innovation.
Positioning
Arlo Technologies is positioned as a premium provider of wireless security cameras, focusing on high-quality products, advanced features, and a strong brand reputation. The focus is on the higher end of the consumer and commercial markets.
Total Addressable Market (TAM)
The smart home security market is expected to reach hundreds of billions of dollars over the next few years. Arlo is well-positioned to capture a share of this TAM but it's facing tough competition from low cost competitors such as WYZE.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- High-quality products with advanced features
- Extensive product portfolio
- Subscription-based revenue model
Weaknesses
- Relatively higher price point compared to competitors
- Dependency on subscription revenue
- Intense competition
- Negative earnings
Opportunities
- Expanding into new geographic markets
- Developing new products and services
- Partnering with other smart home device manufacturers
- Increasing adoption of AI-powered security solutions
Threats
- Increasing competition from low-cost providers
- Rapid technological advancements that could render existing products obsolete
- Data security and privacy concerns
- Economic downturns that could reduce consumer spending
Competitors and Market Share
Key Competitors
- AMZN
- GOOGL
- ADT
- SSAF
Competitive Landscape
Arlo Technologies competes with both established players and emerging startups in the smart home security market. Its advantages include its brand recognition, high-quality products, and subscription-based revenue model. Its disadvantages include its relatively higher price point and intense competition.
Growth Trajectory and Initiatives
Historical Growth: Arlo Technologies has experienced periods of rapid growth in revenue, driven by strong demand for its products. However, profitability has been a challenge.
Future Projections: Future growth is projected to be driven by continued demand for smart home security solutions, expansion into new markets, and the introduction of new products and services.
Recent Initiatives: Recent initiatives include the launch of new camera models, expansion of subscription services, and partnerships with other smart home device manufacturers.
Summary
Arlo Technologies is a major player in the smart home security market, recognized for its premium wireless cameras and subscription services. While its brand and product quality are strong, Arlo faces stiff competition and profitability challenges. Future success hinges on innovation, market expansion, and managing costs effectively. Investors should carefully consider the risks and opportunities associated with this competitive and rapidly evolving industry.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (SEC.gov)
- Market research reports
- Industry publications
- Analyst reports
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Financial data is based on publicly available information and may not be entirely accurate or up-to-date. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
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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