Arlo

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.

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

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

• Smart home security cameras
• Wireless video doorbells
• AI security monitoring
• Cloud video subscriptions
• Professional home monitoring

Headquarters

HQ city

San Jose

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2C

Offering type

Hardware or Manufacturing

Cost components

Supply Chain, Technology or R&D, Marketing or Sales, Operations, Personnel, Infrastructure

Revenue model

1. Hardware Sales: One-time sales of security cameras, video doorbells, floodlights, and accessories through direct e-commerce and retail channels
2. 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.
3. Professional Monitoring: 24/7 professional monitoring services through Arlo Secure Pro plan, including emergency dispatch capabilities integrated with RapidSOS and Samsung SmartThings

Pricing tiers

Go-to-market motion2 records

Distribution channels8 records

Marketing channels7 records

Core 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

Named customers3 records

Segments2 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration12 records

AI capability10 records

Feature8 records

Partnerships

Six partnerships are on record, tiered core and flagship.

• Samsung (SmartThings Safe Premium)coreStrategic or Co-development Partner · 25 June 2026Arlo'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 SmartThingscoreStrategic or Co-development Partner · 10 January 2026Expanded 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.
• RapidSOScoreTechnology or Integration · 27 February 2025Partnership 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 or Co-development PartnerStrategic 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.
• ComcastcoreStrategic or Co-development PartnerPartnership with Comcast to integrate Arlo cameras into Comcast's service ecosystem, expanding distribution through cable/satellite provider channels.
• VerisureflagshipStrategic or Co-development PartnerArlo 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

Direct 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

• Xx.com/ArloSmartHome
• YouTubeyoutube.com/ArloSmartHome
• Facebookfacebook.com/arlosmarthome
• Instagraminstagram.com/arlosmarthome
• TikToktiktok.com/@arlosmarthome

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Arlo