Arlo Technologies, Inc.
Close on Oct 19, 2026
- Market cap
- $1.36B
- P/E (TTM)
- 45.4
- Dividend yield
- –
About Arlo Technologies
Services-Detective, Guard & Armored Car Services, SIC 7381
Arlo Technologies provides smart security and surveillance solutions for residential, commercial, and personal use. Its products include wireless and wired security cameras, video doorbells, floodlights, multi-sensor alarm systems, and related accessories. The company also offers cloud-based software subscriptions such as Arlo Secure, Arlo Total Security, and Arlo Safe, providing cloud video storage, automated object detection, and professional emergency monitoring. Arlo sells its products and services directly to consumers as well as through retail outlets, distributors, and wireless carriers.
Headquartered in Carlsbad, California, Arlo employs approximately 376 full-time staff across North America, Europe, and the Asia-Pacific region. Product manufacturing is outsourced to suppliers operating primarily in Vietnam, Thailand, and Indonesia, with distribution coordinated through logistics hubs in the United States, Hong Kong, and Australia. In addition, Arlo supports its worldwide customer base using third-party data center facilities situated in the United States, Ireland, Singapore, and Australia.
Summary of the business section of Arlo Technologies's latest annual report, written by StockData.
Company profile
Company
- Legal name
- Arlo Technologies, Inc.
- Founded
- 2018
- Headquarters
- Carlsbad, CA
- Address
- 5770 Fleet Street 92008
- Phone
- (408) 890-3900
- Website
- arlo.com
- Employees
- 376, Dec 31, 2025
- Industry
- Services-Detective, Guard & Armored Car Services
- Incorporated in
- Delaware
- Fiscal year ends
- December 31
- Auditor
- PricewaterhouseCoopers LLP, San Jose, California
Stock & identifiers
- Ticker
- ARLO
- Exchange
- NYSE
- IPO date
- Aug 6, 2018
- Shares outstanding
- 108M, Jul 31, 2026
- Public float
- $1.45B, Jun 29, 2025
- Filer category
- Large accelerated filer
- SEC CIK
- 1736946
- CUSIP
- 04206A101
- ISIN
- US04206A1016
- LEI
- 549300T4EUX2OQ75HV52
- EIN
- 38-4061754
Executives and directors
Officers and directors who filed ownership reports (Forms 3, 4, 5) in the last two years
| Name | Position | Shares owned |
|---|---|---|
| Matthew Blake McRae | CEO, Director | 1,168,866 |
| Kurtis Joseph Binder | CHIEF FINANCIAL OFFICER | 345,541 |
| Brian Busse | GENERAL COUNSEL | 583,364 |
| Amy M. Rothstein | Director | 60,223 |
| Miller Jocelyn Carter | Director | 126,595 |
| Catriona M. Fallon | Director | 113,028 |
| Ralph E. Faison | Director | 411,050 |
| Grady Summers | Director | 234,014 |
| Prashant Aggarwal | Director | 25,451 |
CEO pay and shareholder return
Pay versus performance table from the proxy statement
| Fiscal year | CEO total pay | CEO pay actually paid | Other executives (avg) | Value of $100 invested | Peer group |
|---|---|---|---|---|---|
| FY2025 Mr.McRae | $7.36M | $20.82M | $3.31M | $180 | $139 |
| FY2024 Mr.McRae | $23.27M | $41.10M | $6.60M | $144 | $117 |
| FY2023 Mr.McRae | $9.91M | $36.54M | $1.37M | $122 | $118 |
| FY2022 Mr.McRae | $15.41M | -$4.02M | $4.28M | $45 | $98 |
| FY2021 Mr.McRae | $10.46M | $17.40M | $1.69M | $135 | $127 |
“Actually paid” adjusts reported pay for changes in the value of equity awards. Shareholder return assumes $100 invested at the start of the measurement period, as disclosed by the company.
Employees
Headcount reported in annual reports
“As of December 31, 2025, we employed approximately 376 full-time employees, of which 64% were based in the United States, and 36% were based in other global regions, such as Canada, Australia, Taiwan, India, and Ireland.”
Corporate history
Events identified from SEC filings
| Date | Event | Details |
|---|---|---|
| Apr 1, 2024 | Auditor change | Change in certifying accountant (8-K Item 4.01) |
| Aug 6, 2018 | IPO | Initial public offering priced (424B4 prospectus) |
| Aug 2, 2018 | Listing | Registration of securities on an exchange (Form 8-A) |