Arlo Technologies to Hold Q4 2025 Earnings Call
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 26 2026
0mins
Should l Buy ARLO?
Source: Newsfilter
- Earnings Call Scheduled: Arlo Technologies will hold a conference call on February 26, 2026, at 5:00 p.m. ET to discuss its Q4 and full-year 2025 results, which is expected to impact investor confidence positively.
- Results Release Timing: The company will release its Q4 and full-year 2025 results after market close, allowing timely information dissemination that aids investors in making informed decisions.
- Dial-in Information Provided: The toll-free dial-in number for the call is (833) 470-1428, with an international number of (646) 844-6383, ensuring global investor participation and enhancing transparency.
- Webcast Availability: A live webcast of the conference call will be available on Arlo's Investor Relations website, with replay options, further improving interaction and communication between the company and its investors.
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Analyst Views on ARLO
Wall Street analysts forecast ARLO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ARLO is 23.50 USD with a low forecast of 22.00 USD and a high forecast of 26.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 12.020
Low
22.00
Averages
23.50
High
26.00
Current: 12.020
Low
22.00
Averages
23.50
High
26.00
About ARLO
Arlo Technologies, Inc. is a smart home security platform company. The Company offers advanced home, business, and personal security services that combine a globally scaled cloud platform, advanced monitoring and analytics capabilities, and app-controlled devices to create a personalized security ecosystem. Its expertise in cloud services, artificial intelligence (AI) and computer vision analytics, wireless connectivity and intuitive user experience design deliver seamless, smart home security for its users. Its cloud-based platform provides users with visibility, insight and a powerful means to help protect and connect in real-time with the people and things that matter, from any location with a Wi-Fi or a cellular connection. Its products include Arlo Essential Cameras and Doorbells; Arlo Home Security System; Arlo Pro 5S; Arlo Go 2; Arlo Ultra 2; Arlo Floodlight Camera, and others. Its services include Arlo Secure, Arlo Total Security, Arlo Safe, and other services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Arlo Technologies Grants Equity Incentives to New Employees
- Equity Incentive Plan: Arlo Technologies granted 17,380 restricted stock units (RSUs) to three new non-executive employees under its 2018 Equity Incentive Plan, aimed at attracting talent and strengthening the team.
- Vesting Conditions: The RSUs will vest in four equal annual installments, contingent on each employee's continued service, thereby ensuring alignment between employee commitment and company growth.
- Company Background: Arlo is a leading smart home security brand focused on protecting users' homes and personal safety through advanced security solutions, committed to delivering a seamless smart security experience that enhances users' quality of life.
- Privacy Protection Commitment: Arlo emphasizes the importance of user privacy protection, pledging to implement industry-standard data protection measures to ensure the security and control of users' personal information, thereby enhancing brand trust and loyalty.
See More
Arlo Technologies Grants Equity to New Employees Under 2018 Plan
- Equity Incentive Plan: Arlo Technologies granted 17,380 restricted stock units (RSUs) to three new non-executive employees under its 2018 Equity Incentive Plan, aimed at attracting talent and strengthening the team.
- Grant Details: The RSUs will vest in four equal annual installments, ensuring that employees remain with the company at the vesting date, thereby enhancing employee retention and loyalty.
- Company Background: Arlo Technologies is a leading smart home security brand focused on protecting users' homes and personal safety with advanced security solutions, having recently launched several award-winning smart devices and services.
- Privacy Protection Commitment: Arlo is committed to safeguarding user privacy alongside security, implementing industry-standard data protection measures to ensure the safety and control of users' personal information.
See More
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- Earnings Call Scheduled: Arlo Technologies will hold a conference call on February 26, 2026, at 5:00 p.m. ET to discuss its Q4 and full-year 2025 results, which is expected to impact investor confidence positively.
- Results Release Timing: The company will release its Q4 and full-year 2025 results after market close, allowing timely information dissemination that aids investors in making informed decisions.
- Dial-in Information Provided: The toll-free dial-in number for the call is (833) 470-1428, with an international number of (646) 844-6383, ensuring global investor participation and enhancing transparency.
- Webcast Availability: A live webcast of the conference call will be available on Arlo's Investor Relations website, with replay options, further improving interaction and communication between the company and its investors.
See More
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- Transaction Overview: On January 9, Arlo Technologies' General Counsel Brian Busse exercised 50,000 options and sold 18,841 shares for a total of $257,920, indicating a liquidity event to meet tax obligations while retaining 551,014 shares directly.
- Ownership Change: This sale reduced Busse's direct ownership to 551,014 shares, with a trading proportion of 3.31%, which is modest compared to the 20.78% maximum single-event ratio over the past year, suggesting stability in his holdings.
- Market Performance: The shares were sold at a weighted average price of approximately $13.69, close to the market close of $13.58 on January 9, reflecting a total return of 14.4% over the past year for Arlo Technologies.
- Business Growth: Arlo Technologies reported annual recurring revenue of $323 million, up nearly 34% year-over-year, with subscription services contributing to over half of total revenue, highlighting the company's ongoing potential for growth in high-quality, recurring revenue streams.
See More
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- Options Exercise Context: The transaction coincided with the exercise of 50,000 options, suggesting that while Busse satisfied tax obligations, he retains over half a million shares, maintaining a strong economic link to the company's performance.
- Financial Performance Highlights: Arlo reported annual recurring revenue of $323 million, up nearly 34% year-over-year, with subscription services contributing over half of total revenue, showcasing the company's potential for sustained growth in high-quality recurring revenue.
- Market Performance Analysis: Despite executives periodically monetizing equity tied to compensation, Arlo's stock has performed in line with the broader market and has even seen a slight increase post-transaction, indicating a positive market outlook for its future.
See More
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- Technology Integration: Building on last year's momentum, this collaboration further incorporates Arlo's AI-powered object detection technology, enabling users to receive real-time customized notifications about their home, which enhances their ability to make informed security decisions.
- User Experience Enhancement: Leveraging Arlo's advanced platform, SmartThings users will be able to respond more quickly to security events, improving the convenience and safety of home management, which solidifies both companies' leadership positions in the smart home sector.
- Market Outlook: This partnership not only showcases Arlo and Samsung's commitment to innovation in the smart home space but also lays the groundwork for future smart security service offerings, which is expected to boost both companies' competitiveness in the rapidly evolving smart home market.
See More
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- Equity Incentive Plan: Arlo Technologies granted 17,380 restricted stock units (RSUs) to three new non-executive employees under its 2018 Equity Incentive Plan, aimed at attracting talent and strengthening the team.
- Vesting Conditions: The RSUs will vest in four equal annual installments, contingent on each employee's continued service, thereby ensuring alignment between employee commitment and company growth.
- Company Background: Arlo is a leading smart home security brand focused on protecting users' homes and personal safety through advanced security solutions, committed to delivering a seamless smart security experience that enhances users' quality of life.
- Privacy Protection Commitment: Arlo emphasizes the importance of user privacy protection, pledging to implement industry-standard data protection measures to ensure the security and control of users' personal information, thereby enhancing brand trust and loyalty.
See More
Arlo Technologies Grants Equity to New Employees Under 2018 Plan
- Equity Incentive Plan: Arlo Technologies granted 17,380 restricted stock units (RSUs) to three new non-executive employees under its 2018 Equity Incentive Plan, aimed at attracting talent and strengthening the team.
- Grant Details: The RSUs will vest in four equal annual installments, ensuring that employees remain with the company at the vesting date, thereby enhancing employee retention and loyalty.
- Company Background: Arlo Technologies is a leading smart home security brand focused on protecting users' homes and personal safety with advanced security solutions, having recently launched several award-winning smart devices and services.
- Privacy Protection Commitment: Arlo is committed to safeguarding user privacy alongside security, implementing industry-standard data protection measures to ensure the safety and control of users' personal information.
See More
Arlo Technologies to Hold Q4 2025 Earnings Call
- Earnings Call Scheduled: Arlo Technologies will hold a conference call on February 26, 2026, at 5:00 p.m. ET to discuss its Q4 and full-year 2025 results, which is expected to impact investor confidence positively.
- Results Release Timing: The company will release its Q4 and full-year 2025 results after market close, allowing timely information dissemination that aids investors in making informed decisions.
- Dial-in Information Provided: The toll-free dial-in number for the call is (833) 470-1428, with an international number of (646) 844-6383, ensuring global investor participation and enhancing transparency.
- Webcast Availability: A live webcast of the conference call will be available on Arlo's Investor Relations website, with replay options, further improving interaction and communication between the company and its investors.
See More
Arlo Technologies' General Counsel Sells 18,841 Shares for $257,920
- Transaction Overview: On January 9, Arlo Technologies' General Counsel Brian Busse exercised 50,000 options and sold 18,841 shares for a total of $257,920, indicating a liquidity event to meet tax obligations while retaining 551,014 shares directly.
- Ownership Change: This sale reduced Busse's direct ownership to 551,014 shares, with a trading proportion of 3.31%, which is modest compared to the 20.78% maximum single-event ratio over the past year, suggesting stability in his holdings.
- Market Performance: The shares were sold at a weighted average price of approximately $13.69, close to the market close of $13.58 on January 9, reflecting a total return of 14.4% over the past year for Arlo Technologies.
- Business Growth: Arlo Technologies reported annual recurring revenue of $323 million, up nearly 34% year-over-year, with subscription services contributing to over half of total revenue, highlighting the company's ongoing potential for growth in high-quality, recurring revenue streams.
See More
Arlo Technologies General Counsel Sells 18,841 Shares for $257,920
- Share Sale Details: On January 9, Arlo Technologies' General Counsel Brian Busse sold 18,841 shares for $257,920.10, representing 3.31% of his direct holdings, reducing his ownership from 569,855 to 551,014 shares, indicating ongoing commitment to the company.
- Options Exercise Context: The transaction coincided with the exercise of 50,000 options, suggesting that while Busse satisfied tax obligations, he retains over half a million shares, maintaining a strong economic link to the company's performance.
- Financial Performance Highlights: Arlo reported annual recurring revenue of $323 million, up nearly 34% year-over-year, with subscription services contributing over half of total revenue, showcasing the company's potential for sustained growth in high-quality recurring revenue.
- Market Performance Analysis: Despite executives periodically monetizing equity tied to compensation, Arlo's stock has performed in line with the broader market and has even seen a slight increase post-transaction, indicating a positive market outlook for its future.
See More
Arlo Partners with Samsung SmartThings to Enhance Smart Security Services
- Partnership Expansion: Arlo has entered into an agreement with Samsung SmartThings to integrate new capabilities from its Smart Security Platform into SmartThings, aiming to meet the growing consumer demand for smart security services in the U.S. market, thereby enhancing users' peace of mind at home.
- Technology Integration: Building on last year's momentum, this collaboration further incorporates Arlo's AI-powered object detection technology, enabling users to receive real-time customized notifications about their home, which enhances their ability to make informed security decisions.
- User Experience Enhancement: Leveraging Arlo's advanced platform, SmartThings users will be able to respond more quickly to security events, improving the convenience and safety of home management, which solidifies both companies' leadership positions in the smart home sector.
- Market Outlook: This partnership not only showcases Arlo and Samsung's commitment to innovation in the smart home space but also lays the groundwork for future smart security service offerings, which is expected to boost both companies' competitiveness in the rapidly evolving smart home market.
See More
