Arlo Technologies: Excellent Execution As Company Expands Into Senior Monitoring

Arlo Technologies remains a compelling small-cap buy, leveraging strong subscriber growth and a strategic expansion into senior care via the Aloe Care acquisition. ARLO posted Q1 revenue of $150.4M (+26% y/y), surpassing both company guidance and Wall Street expectations, with paid subscribers exceeding 6 million and churn at just 1.0%. Subscription revenue growth and rising ARPU drove annual recurring revenue to $357M (+29% y/y), while gross margin expanded to 50.1% and adjusted EBITDA margin hit 20.2%.

Seeking Alpha • Jun 12, 2026

Arlo Technologies to Present at the William Blair Growth Stock Conference

SAN JOSE, Calif.--(BUSINESS WIRE)--Arlo Technologies, Inc. (NYSE: ARLO), a leading provider of smart security services, today announced that Arlo management will present at the William Blair 46th Annual Growth Stock Conference in Chicago. Event:   William Blair 46th Annual Growth Stock Conference Speakers:   Matthew McRae, CEO, and Kurt Binder, CFO and COO Date:   Thursday, June 4, 2026 Time:   10:40 a.m. CT Place:   Chicago, IL The presentation will also be webcast on Arlo's IR website at http.

Business Wire • May 21, 2026

Arlo Technologies Q1 Earnings Call Highlights

Arlo Technologies NYSE: ARLO reported record first-quarter 2026 revenue and earnings, with management pointing to rapid growth in paid accounts, higher average revenue per user and expanding services margins as the main drivers of the quarter.

MarketBeat • May 9, 2026

Arlo Technologies, Inc. (ARLO) Q1 2026 Earnings Call Transcript

Arlo Technologies, Inc. (ARLO) Q1 2026 Earnings Call Transcript

Seeking Alpha • May 8, 2026

Arlo Reports First Quarter 2026 Results

CARLSBAD, Calif.--(BUSINESS WIRE)--Arlo Technologies, Inc. (NYSE: ARLO), a leading smart home security platform company, today reported financial results for the first quarter ended March 29, 2026. “Our strong momentum continued into 2026 as Arlo delivered outstanding financial results in the first quarter, generating exceptional revenue growth and profitability. Record subscriptions and services revenue of $90 million and ARR of $357 million both grew by about 30%. Accelerating profitability r.

Business Wire • May 7, 2026

Arlo Technologies (ARLO) Beats Q1 Earnings and Revenue Estimates

Arlo Technologies (ARLO) came out with quarterly earnings of $0.28 per share, beating the Zacks Consensus Estimate of $0.19 per share. This compares to earnings of $0.15 per share a year ago.

Zacks Investment Research • May 8, 2026

Compared to Estimates, Arlo Technologies (ARLO) Q1 Earnings: A Look at Key Metrics

While the top- and bottom-line numbers for Arlo Technologies (ARLO) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Zacks Investment Research • May 8, 2026

Arlo Technologies Announces Inducement Awards Under NYSE Rule 303A.08

SAN JOSE, Calif., May 5, 2026 /PRNewswire/ -- Arlo Technologies, Inc. (NYSE: ARLO), a leading smart home security brand, today announced that it has made equity grants to new employees under its 2018 Equity Incentive Plan (the "Plan") in accordance with NYSE Rule 303A.08.

PRNewsWire • May 5, 2026

Arlo Technologies Schedules First Quarter 2026 Results Conference Call

SAN JOSE, Calif.--(BUSINESS WIRE)--Arlo Technologies, Inc. (NYSE: ARLO), a leading provider of smart security services, today announced that it will hold a conference call with investors and analysts on Thursday, May 7, 2026 at 5:00 p.m. ET (2:00 p.m. PT) to discuss the Company's first quarter 2026 results. The news release announcing the first quarter 2026 results will be disseminated on May 7, 2026 after the market closes. The toll-free dial-in number for the live audio call beginning at 5:00.

Business Wire • Apr 20, 2026

Arlo Acquires Aloe Care Health, Expanding Arlo SaaS Platform to Support Aging in Place and Wellness Care

SAN JOSE, Calif.--(BUSINESS WIRE)--Arlo Technologies, Inc. (NYSE: ARLO), a leading provider of smart security services, announced today that it has completed the acquisition of Aloe Care Health, a leading AI-powered medical alert and fall prevention platform that delivers improved outcomes for patients and their caregivers. With 87% of adults over 65 looking to stay in their current home and 90% of U.S. homes not “aging ready” according to the U.S. Department of Health and Human Services, the a.

Business Wire • Apr 16, 2026