Arlo
Arlo Technologies (NYSE: ARLO) is a smart home security company selling AI-powered wireless security cameras, video doorbells, and floodlights to residential and small-business consumers globally, monetizing a 6-million-subscriber base through hardware sales and high-margin Arlo Secure subscriptions.
- Company typePublic
- Founded2018
- HeadquartersSan Jose, United States
- Headcount501–1,000
- GTM typeB2C
- OfferingHardware or Manufacturing
What Arlo does
Arlo Technologies, Inc. (NYSE: ARLO) is a San Jose-based smart home security company that designs, manufactures, and sells wireless and wired security cameras, video doorbells, floodlight cameras, and a multi-function home security system with companion sensors. The company originated as a brand within NETGEAR and became an independent publicly traded company in 2018 following its spinoff. Arlo's product portfolio spans an entry-level Essential series (2K indoor/outdoor/pan-tilt models), a mid-tier Pro series (Pro 5, Pro 6 with 2K resolution and color night vision), and a premium Ultra series (Ultra 2, Ultra 3 with 4K HDR and a 180° field of view), alongside specialized products such as the Go 2 cellular camera for off-grid deployments. The technology stack is anchored by Arlo Intelligence, a computer-vision and natural-language AI platform that recognizes people, vehicles, packages, animals, and fire, generates event captions, supports custom-trained detection scenarios, and powers an Early Warning System integrated with RapidSOS for emergency dispatch.
The business model is a hybrid of one-time hardware sales and high-margin recurring subscription revenue. Arlo Secure plans (Basic, Secure, Secure Plus, Secure Pro) range from $7.99 to $17.99 per month in the US and add cloud video storage, advanced AI detection, activity zones, professional monitoring, and emergency SOS features; subscription/services revenue carries approximately 85% gross margins and now constitutes roughly 60% of total revenue. Distribution combines direct e-commerce (arlo.com) with major retail (Amazon, Walmart, Home Depot, and European regional retailers) and strategic channel partnerships — notably Samsung SmartThings (Matter 1.5 integration and the SmartThings Safe Premium emergency service), ADT, Comcast, and Verisure. Arlo sells in 25+ countries with localized websites and EU-based cloud storage to satisfy GDPR requirements, and serves over 11 million registered households and more than 6 million paid subscribers.
Financially, Arlo reported Q1 2026 revenue of $150.4 million, ARR of $357 million (29.2% YoY growth), GAAP gross margin of 48.3%, and adjusted EBITDA of $30.4 million (20.2% margin). Management's long-range targets are $700 million in ARR and 10 million paid accounts by 2030. The company is pursuing growth via deeper ecosystem integration (Samsung SmartThings Safe Premium), partnerships in professionally monitored security (ADT, Verisure), expansion into adjacent verticals through the April 2026 acquisition of Aloe Care Health, and continued product-line refreshes across the Essential, Pro, and Ultra tiers.
Arlo firmographics
Firmographics- Name
- Arlo
- Legal name
- Arlo Technologies, Inc.
- Website
- https://arlo.com
- Company type
- Public
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 501–1,000 employees
- Short description
- Arlo Technologies (NYSE: ARLO) is a smart home security company selling AI-powered wireless security cameras, video doorbells, and floodlights to residential and small-business consumers globally, monetizing a 6-million-subscriber base through hardware sales and high-margin Arlo Secure subscriptions.
- Ownership category
- akta.pro rank
Arlo industry classification
Industry- Product category
- Consumer Smart Home Security Cameras
- NAICS
- Security Systems Services (except Locksmiths) (561621), Automatic Environmental Control Manufacturing for Residential, Commercial, and Appliance Use (334512), Security Systems Services (56162)
- SIC
- Electric Housewares & Fans (3634), Industrial Instruments For Measurement, Display, And Control (3823)
- akta.pro primary industry
- Residential CCTV & Door/Perimeter Surveillance Packages (HSAHACAH)
- akta.pro secondary industries
- AI/Analytics Video Surveillance (Detection, LPR, People Counting) (HSAHACAF), Smart Doorbell Cameras (Wi‑Fi/App-Connected) (HSAHAIAE), Home Security & Access Control (Cameras, Alarms, Smart Locks) (HSAPAQAB), Smart Home Security Automation & Integration (Monitored) (HSAHAAAF)
Keywords
Where Arlo is headquartered
LocationHeadquarters
- HQ city
- San Jose
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Arlo business model
Business model- GTM type
- B2C
- Offering type
- Hardware or Manufacturing
- Cost components
- Supply Chain, Technology or R&D, Marketing or Sales, Operations, Personnel, Infrastructure
Revenue model
- Hardware Sales: One-time sales of security cameras, video doorbells, floodlights, and accessories through direct e-commerce and retail channels
- Subscription Services (Arlo Secure Plans): Recurring subscription revenue from Arlo Secure plans providing cloud storage, AI detection, professional monitoring, and emergency response features. Q1 2026 subscriptions and services revenue was $90.1 million, growing 30.9% year-over-year and representing approximately 60% of total revenue.
- Professional Monitoring: 24/7 professional monitoring services through Arlo Secure Pro plan, including emergency dispatch capabilities integrated with RapidSOS and Samsung SmartThings
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Unit Pricing | Pay-as-you-go | Arlo Essential Cameras (Entry-level) |
| Unit Pricing | Pay-as-you-go | Arlo Pro Series (Mid-range) |
| Unit Pricing | Pay-as-you-go | Arlo Ultra Series (Premium) |
| Unit Pricing | Pay-as-you-go | Arlo Video Doorbells |
| Subscription | Monthly | Arlo Secure Basic |
| Subscription | Monthly | Arlo Secure |
| Subscription | Monthly | Arlo Secure Plus |
| Subscription | Monthly | Professional Monitoring Add-on |
| Unit Pricing | Pay-as-you-go | Arlo Essential Pan Tilt 2K (Bundle) |
Go-to-market motion2 records
Distribution channels8 records
Marketing channels7 records
Arlo product offering
Product offeringCore offering
Arlo designs, manufactures, and sells wireless smart home security hardware including 2K/4K security cameras, video doorbells, floodlight cameras, and multi-function sensors. The hardware is paired with Arlo Secure subscription services that deliver AI-powered detection, cloud video storage, and 24/7 professional monitoring with emergency dispatch via RapidSOS.
Product overview
Arlo is a smart home security ecosystem offering a comprehensive portfolio of wireless and wired security cameras, video doorbells, floodlight cameras, and complete security systems. The product lineup spans from premium flagship models (Ultra 3 with 4K HDR and AI Early Warning System) through mid-range Pro series (Pro 5, Pro 6 with 2K resolution and advanced color night vision) to affordable Essential series (2K Indoor, Outdoor, XL with extended battery, and Pan Tilt models). Specialized products include the Go 2 cellular camera for off-grid locations and a range of video doorbells (2K and FHD variants with Chime accessories). The ecosystem integrates with major smart home platforms (Amazon Alexa, Google Assistant, Apple HomeKit, Samsung SmartThings via Matter 1.5), and is powered by Arlo Secure subscription services (Secure Pro with Emergency SOS, Secure, and Safe Plans) providing AI detection, cloud storage, and RapidSOS emergency response integration. A complete security system is available combining cameras with All-in-One Sensors supporting up to 8 detection functions. The company, backed by Verisure, has over 11 million registered households and 6 million paid subscribers.
Differentiator
Problem solved
Functional benefit
Brands
- Arlo Secure: Subscription service providing AI-powered detection, cloud video storage, and professional monitoring capabilities for Arlo security cameras.
- Arlo Safe
- Verisure Alarmsysteme
Products and services
- Arlo Ultra 3 Premium 4K HDR wireless outdoor security camera with color night vision, 180-degree field of view, noise cancellation, digital zoom tracking, integrated spotlight and siren, and Arlo Intelligence AI Early Warning System recognizing people, vehicles, packages, animals, and fire. Requires Arlo Secure subscription for advanced features.
- Arlo Ultra 2 XL
Quantifiable outcome
- 48.3% GAAP gross margin (Q1 2026), up from 45.8% in Q2 2025
- +4 more outcomes
Companies that use Arlo
Customer profileNamed customers3 records
Segments2 records
Ideal customer profiles3 records
Arlo technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration12 records
AI capability10 records
Feature8 records
Arlo partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and flagship.
- Samsung (SmartThings Safe Premium)coreArlo's monitoring infrastructure powers Samsung SmartThings Safe Premium, a new premium emergency assistance service providing 24/7 professional emergency dispatch. The service dispatches police, fire, or medical responders to user's GPS location after 10-second countdown.
- Samsung SmartThingscoreExpanded partnership to integrate AI-powered Arlo security cameras into Samsung SmartThings ecosystem using Matter 1.5 standard. Enables person detection, package recognition, and automated security responses within SmartThings app. Initial focus on US market with broader rollout planned. Powers Samsung SmartThings Safe Premium emergency service.
- RapidSOScorePartnership for smarter, AI-powered emergency response with video verification. Arlo cameras provide verified video data to 911 dispatchers through RapidSOS platform, enabling faster and more accurate emergency response.
- ADTcoreStrategic partnership with ADT to expand Arlo's reach in the professionally monitored home security market. Collaboration enables ADT customers to access Arlo's AI-powered cameras and subscription services.
- ComcastcorePartnership with Comcast to integrate Arlo cameras into Comcast's service ecosystem, expanding distribution through cable/satellite provider channels.
- VerisureflagshipArlo is part of Verisure, a global leader in professionally monitored alarm systems. Arlo cameras integrate with Verisure's 24/7 monitoring center and rapid response services. Verisure provides alarm monitoring and emergency response while Arlo provides intelligent video surveillance.
Scale indicators10 records
Recent moves6 records
Expansion highlights6 records
Arlo competitors and assessment
Company assessmentDirect peers
- Ring (Amazon): Amazon-owned direct competitor in video doorbells and home security cameras with comparable cloud-storage subscription model (Ring Protect). Deeply embedded in Amazon's ecosystem and a primary head-to-head rival for Arlo's residential camera and doorbell lines.
- SimpliSafe: DIY home security company offering cameras, sensors, and 24/7 professional monitoring subscriptions. Competes with Arlo's professionally monitored Arlo Secure Pro tier and is a frequent comparison point for monitored home security buyers.
- Eufy (Anker Innovations): Direct competitor in 2K/4K wireless home security cameras, video doorbells, and floodlights. Differentiates on local-storage-first approach with optional cloud — a positioning that pressures Arlo's subscription-heavy model.
- Blink (Amazon): Amazon's value-tier home security camera and doorbell line. Competes with Arlo's Essential series on price and benefits from Amazon's distribution and Prime ecosystem.
- Google Nest: Google's smart home security line (cameras, doorbells, alarm system) bundled with Nest Aware subscriptions. Directly competes with Arlo on AI features, and reviewers benchmark Arlo against Nest on subscription value and out-of-box functionality.
Broad incumbents
- Vivint: Smart home and professionally monitored security provider offering integrated cameras, smart locks, and energy management. Overlaps with Arlo's premium, bundled security positioning in the installed/subscription home security market.
- ADT: Established professionally monitored home security incumbent and Arlo partner. Offers broader home security (alarms, sensors, cameras, monitoring centers) overlapping with Arlo's premium subscription offerings.
- Verisure: European leader in professionally monitored alarm systems and Arlo partner. Comparable to Arlo on the monitored-service layer and serves as both a channel partner and an adjacent peer in the home security market.
Emerging players
- Wyze: Aggressively low-priced smart home security camera competitor with optional Cam Plus subscription. Pressures Arlo's Essential-tier pricing and is a credible alternative for budget-conscious buyers.
- Reolink: Direct-to-consumer security camera specialist offering 4K PoE and wireless cameras with local storage. Competes with Arlo on advanced-resolution, DIY security at typically lower price points.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Arlo social profiles
Digital presenceArlo compliance and trust
Trust signalCompliance4 records
Arlo financial estimates
Financial estimateRevenue estimate
Valuation estimate
Arlo leadership team
Management profileNumber of profiles
Profiles4 records
Arlo funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Arlo M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Arlo
What does Arlo do?
Arlo designs, manufactures, and sells wireless smart home security hardware including 2K/4K security cameras, video doorbells, floodlight cameras, and multi-function sensors. The hardware is paired with Arlo Secure subscription services that deliver AI-powered detection, cloud video storage, and 24/7 professional monitoring with emergency dispatch via RapidSOS.
Is Arlo a public or private company?
Arlo is a public company. It is classified as public and is currently operating.
When was Arlo founded?
Arlo was founded in 2018. It employs 501 to 1,000 people.
Where is Arlo based?
Arlo is headquartered in San Jose, United States, in the North America region.
How does Arlo make money?
Three revenue lines are on record. Hardware Sales are the primary driver. The others are subscription Services (Arlo Secure Plans) and professional Monitoring.
Who are Arlo's main competitors?
Direct peers on record are Ring (Amazon), SimpliSafe, Eufy (Anker Innovations), Blink (Amazon) and Google Nest. Broad incumbents are Vivint, ADT and Verisure. Emerging players are Wyze and Reolink.
Does Arlo have an API?
No public API is recorded for Arlo.
What industry is Arlo in?
Arlo's product category is Consumer Smart Home Security Cameras. Its primary akta.pro industry code is HSAHACAH, Residential CCTV & Door/Perimeter Surveillance Packages, with a secondary code of HSAHACAF, AI/Analytics Video Surveillance (Detection, LPR, People Counting). Its NAICS code is 561621 and its SIC code is 3634.