ARLO
IndustrialsArlo Technologies, Inc. · Security & Protection Services · $1B
What is Arlo Technologies, Inc.?
Arlo Technologies is a cloud-based smart home security company serving customers across the Americas, Europe, the Middle East, Africa, and Asia Pacific. Its platform pairs intelligent cloud infrastructure with a suite of connected cameras and smart devices.
Arlo generates revenue by selling smart security hardware — including wire-free cameras, video doorbells, and floodlight cameras — alongside subscription-based cloud services through its Arlo Secure platform. The subscription tier provides advanced features such as continuous video recording, intelligent alerts, and extended cloud storage. This hardware-plus-recurring-subscription model is central to Arlo's strategy for building a more predictable revenue base over time.
Arlo was established as an independent company in 2018 and is headquartered in Carlsbad, California.
- Wire-free and LTE-enabled outdoor security cameras
- Arlo Video Doorbell with direct-to-mobile video calls
- Arlo Secure subscription for cloud storage and smart alerts
- Indoor cameras including baby monitors with environmental sensors
- Arlo app for iOS and Android device management
Is ARLO a Good Stock to Buy?
UQS Score rates ARLO as Below Average overall, reflecting a mixed picture across its five quality pillars.
Arlo's Growth pillar and Risk pillar both carry Good ratings, suggesting the company is expanding its subscriber base at a meaningful pace while maintaining a manageable risk profile relative to its size. The Valuation pillar also reads as Good, meaning the stock does not appear to carry an excessive premium relative to its fundamentals.
The Moat pillar is rated Weak, pointing to limited durable competitive advantages in a crowded smart home security market. The Quality pillar sits at Neutral, indicating room for improvement in underlying business fundamentals.
See the exact pillar breakdown and full financial metrics by signing up for a UQS Pro account. Sign up free →
Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.
Does ARLO pay dividends?
No — Arlo Technologies, Inc. does not currently pay a dividend.
Arlo does not currently pay a dividend. As a growth-oriented small-cap company, Arlo reinvests available resources into expanding its subscriber base, developing new hardware, and scaling its cloud platform. Investors focused on income generation should be aware that no cash distributions are expected in the near term given the company's current growth-first posture.
When does ARLO report earnings?
Arlo Technologies reports earnings on a quarterly cadence, consistent with standard practice for US-listed equities.
Arlo's recent reporting periods have reflected the ongoing transition toward a subscription-led model, with paid subscriber growth serving as a key metric investors watch closely. Hardware revenue can fluctuate with consumer demand cycles, while service revenue trends provide a clearer view of platform adoption.
For the most recent quarter's results and upcoming reporting schedule, visit Arlo Technologies' investor relations page directly.
ARLO Price History
+120.6% over 5Y
Monthly close, adjusted for stock splits and dividend reinvestment.
What if I invested in Arlo Technologies, Inc.?
Based on Arlo Technologies, Inc.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.
ARLO Long-term Outlook
Arlo's Good Growth rating suggests the company's subscriber expansion trajectory remains a meaningful positive. The Good Risk rating indicates the business is not facing acute near-term financial stress. However, the Weak Moat rating is a structural concern — without stronger differentiation, sustaining growth against well-resourced competitors in the smart home security space will require continued product and platform investment. The Good Valuation rating provides some cushion, suggesting the market has not priced in an overly optimistic scenario.
Growth drivers
- Continued conversion of hardware users to paid Arlo Secure subscribers
- Expansion of the connected device ecosystem with new camera and doorbell products
- International market penetration across Europe and Asia Pacific
Key risks
- Weak competitive moat in a market with large, well-funded rivals
- Dependence on consumer hardware demand, which is sensitive to economic cycles
- Execution risk in scaling subscription services while managing hardware margins
ARLO vs Peers
Arlo operates in the broader security technology space alongside companies with varying business models and end markets.
Napco focuses on professional-grade security hardware and recurring service revenue for commercial and institutional customers, rather than the consumer smart home segment.
Evolv targets enterprise and public venue security with AI-powered weapons detection systems, a distinctly different use case from Arlo's residential camera platform.
GEO operates government-contracted correctional and detention facilities, representing a government-services model that contrasts sharply with Arlo's consumer technology approach.
Frequently Asked Questions
What does Arlo Technologies do?
Arlo Technologies provides a cloud-based smart home security platform that combines connected cameras, video doorbells, and other smart devices with a mobile app and subscription service called Arlo Secure. The company sells hardware to consumers and earns recurring revenue through paid cloud subscriptions that unlock advanced features like intelligent alerts and extended video storage.
Does ARLO pay dividends?
Arlo Technologies does not pay a dividend. The company is focused on growing its subscriber base and expanding its platform, and currently reinvests resources into the business rather than returning cash to shareholders through distributions.
When does ARLO report earnings?
Arlo reports financial results on a quarterly basis, in line with standard US-listed company practice. For the exact date of the next earnings release, check Arlo Technologies' official investor relations page, as our data source does not cover specific upcoming dates.
Is ARLO a good stock to buy?
UQS Score rates ARLO as Below Average overall. The Growth and Risk pillars are rated Good, and Valuation also reads as Good, but the Weak Moat and Neutral Quality ratings weigh on the composite score. Whether ARLO fits your portfolio depends on your risk tolerance and investment goals — the full pillar breakdown is available to Pro members.
Is ARLO overvalued?
The UQS Valuation pillar for ARLO is rated Good, suggesting the stock does not appear to carry an excessive premium relative to its current fundamentals. That said, valuation should always be considered alongside quality and moat strength — view the complete analysis with a Pro membership.
How does ARLO compare to its competitors?
Arlo competes in the broader security technology space but is distinct in its consumer-focused, cloud-subscription model. Peers like Napco Security serve commercial markets, while Evolv Technologies targets enterprise venues. Arlo's differentiation lies in its direct-to-consumer hardware-plus-subscription approach, though its Weak Moat rating reflects the competitive pressure it faces.
What is ARLO's market cap bracket?
Arlo Technologies is classified as a small-cap company. This places it in a segment of the market that can offer growth potential but also carries higher volatility and liquidity risk compared to large-cap or mega-cap peers.
Who founded Arlo Technologies?
Arlo Technologies was spun off from Netgear and began operating as an independent publicly traded company in 2018. Information about the founding leadership team is widely available through public filings and the company's official investor relations materials.
Is ARLO a long-term quality investment?
As a long-term quality indicator, ARLO's Below Average UQS Score reflects meaningful gaps — particularly in Moat and Quality — that investors should weigh carefully. The Good Growth rating offers some optimism about the platform's trajectory, but durable competitive advantages are a key factor in long-term quality assessments. Pro members can access the full breakdown.
What is the main competitive advantage of Arlo Technologies?
Arlo's primary competitive positioning comes from its integrated hardware-and-cloud ecosystem, where devices are designed to work seamlessly with the Arlo Secure subscription service. However, the UQS Moat pillar rates this advantage as Weak, reflecting the difficulty of sustaining differentiation in a market where large consumer electronics and tech companies also compete.
What sector does ARLO belong to?
Arlo Technologies is classified under the Industrials sector. Within that broad classification, the company operates specifically in smart home security technology, combining consumer hardware with cloud-based software services.
Is ARLO a growth stock or value stock?
Based on UQS pillar ratings, ARLO leans toward a growth profile — the Growth pillar is rated Good, reflecting meaningful subscriber expansion. The Valuation pillar is also rated Good, meaning it is not priced at a steep premium. This combination suggests a growth-oriented stock that is not obviously expensive at current levels.
Unlock Full ARLO Analysis
Sign in to unlock the detailed analysis behind the UQS Score.
- ✓View the exact UQS Score and all five pillar ratings
- ✓Access complete financial metrics and trend data
- ✓Compare ARLO against sector peers side by side
- ✓See the full Moat and Quality deep-dive breakdown
- ✓Track score changes with portfolio watchlist alerts
- ✓Get the complete analyst-grade view in one place
Pro Analysis
ARLO — Score History
| Date | UQS | Quality | Moat | Growth | Risk | Value | Change |
|---|---|---|---|---|---|---|---|
| May 23, 2026 | 54.2 | 57.5 | 26.0 | 64.9 | 68.4 | 67.3 | -0.3 |
| May 22, 2026 | 54.5 | 58.1 | 26.0 | 64.9 | 68.4 | 68.4 | +0.1 |
| May 21, 2026 | 54.4 | 58.1 | 26.0 | 64.9 | 68.4 | 67.6 | -0.1 |
| May 20, 2026 | 54.5 | 58.1 | 26.0 | 64.9 | 68.4 | 68.3 | +0.1 |
| May 19, 2026 | 54.4 | 58.1 | 26.0 | 65.2 | 68.4 | 67.2 | -0.3 |
| May 16, 2026 | 54.7 | 58.1 | 26.0 | 65.2 | 68.4 | 68.8 | +0.3 |
| May 15, 2026 | 54.4 | 57.8 | 26.0 | 65.2 | 68.4 | 67.8 | -0.1 |
| May 14, 2026 | 54.5 | 57.8 | 26.0 | 65.2 | 68.4 | 68.0 | +0.6 |
| May 13, 2026 | 53.9 | 56.2 | 26.0 | 65.2 | 68.4 | 67.2 | +0.2 |
| May 12, 2026 | 53.7 | 56.2 | 26.0 | 65.2 | 68.4 | 65.6 | +0.5 |
ARLO — Pillar Breakdown
Quality
— 57.5/100 (25%)Arlo Technologies, Inc. shows solid profitability with healthy returns on capital and reasonable margins.
How effectively capital is deployed to generate returns.
Profitability relative to shareholders' equity.
Ability to convert revenue into operating profit.
Bottom-line profit as a share of revenue.
Asset productivity — how much gross profit each dollar of assets generates.
Free cash flow relative to market value.
Growth
— 64.9/100 (20%)Arlo Technologies, Inc. demonstrates healthy growth trends across revenue and earnings.
Revenue trajectory over the last twelve months.
Compound annual revenue growth rate over 3 years.
Year-over-year earnings per share growth.
Analyst consensus for future revenue growth.
Analyst consensus for future earnings growth.
Risk
— 68.4/100 (15%)Arlo Technologies, Inc. maintains a reasonable risk profile with manageable debt levels.
Debt levels relative to earnings capacity.
Total debt relative to shareholder equity.
Short-term liquidity — ability to pay near-term obligations.
Earnings capacity relative to interest payments.
Valuation
— 67.3/100 (15%)Arlo Technologies, Inc. trades at a reasonable valuation with decent earnings yield and FCF multiples.
Inverse of forward P/E — higher yield means cheaper stock.
How many years of FCF the market cap represents.
P/E relative to earnings growth — lower is more attractive.
Enterprise value multiple relative to sector median.
Moat
— 26/100 (25%)Arlo Technologies, Inc. operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for ARLO.
Score Composition
Financial Data
More Stock Analysis
How is the ARLO UQS Score Calculated?
The UQS (Unified Quality Score) for Arlo Technologies, Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.
Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.
Moat (25%) assesses Arlo Technologies, Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.
Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.
Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.
Valuation (15%) measures whether Arlo Technologies, Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.
Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.