Arlo Technologies Inc
F:2VI
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Arlo Technologies Inc
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Arlo Technologies Inc
Arlo Technologies makes connected security products for homes and small businesses. Its main products are wireless cameras, video doorbells, floodlights, and related accessories that let customers watch live video, record activity, and get alerts through a mobile app. The company sells these devices directly and through retailers and online channels. Arlo also makes money from subscription services that unlock more useful features, such as cloud video storage, smarter alerts, and advanced monitoring tools. Customers pay for the hardware upfront and then can choose to keep paying for software and security services over time. That mix gives Arlo both product sales and recurring service revenue. What sets Arlo apart is that it sits at the point where hardware, software, and home security meet. It is not a traditional alarm company with installers and long contracts, and it is not just a camera maker either. Its business depends on making devices that are easy to install and then turning those devices into an ongoing service relationship through the app and subscription plan.
Arlo Technologies makes connected security products for homes and small businesses. Its main products are wireless cameras, video doorbells, floodlights, and related accessories that let customers watch live video, record activity, and get alerts through a mobile app. The company sells these devices directly and through retailers and online channels.
Arlo also makes money from subscription services that unlock more useful features, such as cloud video storage, smarter alerts, and advanced monitoring tools. Customers pay for the hardware upfront and then can choose to keep paying for software and security services over time. That mix gives Arlo both product sales and recurring service revenue.
What sets Arlo apart is that it sits at the point where hardware, software, and home security meet. It is not a traditional alarm company with installers and long contracts, and it is not just a camera maker either. Its business depends on making devices that are easy to install and then turning those devices into an ongoing service relationship through the app and subscription plan.
Record quarter: Arlo said Q1 was a “spectacular” quarter, with record revenue of $150.4 million and record EPS of $0.28, both well above the top end of guidance.
Subscriber growth: The company added 318,000 paid accounts, far above its target range of 190,000 to 230,000, and crossed 6 million paid accounts earlier than expected.
Services momentum: Subscription and services revenue reached a record $90 million, up 31% year over year, while ARPU rose to $15.60 and ARR climbed to $357 million.
Profitability: Consolidated gross margin moved above 50% for the first time, helped by service mix and better product margins, even with a 430 basis point tariff headwind.
Partnership pipeline: Management said ADT and Samsung launches are likely imminent, Comcast remains on track for a 2027 impact, and more partnership announcements could come before year-end.
Capital allocation: Arlo continues to balance buybacks, organic investment, and acquisitions; management reiterated the $50 million buyback and framed Aloe Care as a small but strategic bet on a large market.
