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ARLO TECHNOLOGIES, INC.

CIK: 1736946 SIC: 3651
$529.30M
Revenue
$14.93M
Net Income
43.99%
Gross Margin
1.15%
Op. Margin
$149.39M
Free Cash Flow
Financial Statements Annual (10-K)
Showing 5 of 8 annual reports available (2018 - 2025)
Breakdown TTM
(Dec 31, 2025)
FY 2025
(Dec 31, 2025)
FY 2024
(Dec 31, 2024)
FY 2023
(Dec 31, 2023)
FY 2022
(Dec 31, 2022)
FY 2021
(Dec 31, 2021)
+ Total Revenue $529.30M $529.30M $510.89M $491.18M $490.41M $435.14M
Revenue Growth % 0.0% 3.6% 4.0% 0.2% 12.7% nan%
Cost of Revenue $296.46M $296.46M $323.38M $323.61M $354.38M $327.10M
+ Gross Profit $232.84M $232.84M $187.50M $167.56M $136.03M $108.03M
Gross Margin % 44.0% 44.0% 36.7% 34.1% 27.7% 24.8%
Operating Expenses $226.77M $226.77M $222.40M $192.47M $192.91M $168.17M
Research & Development $73.65M $73.65M $73.18M $68.65M $64.71M $59.06M
+ Operating Income $6.07M $6.07M $-34.89M $-24.90M $-56.88M $-60.14M
Operating Margin % 1.1% 1.1% -6.8% -5.1% -11.6% -13.8%
Other Income/Expense $9.60M $9.60M $-104.00K $107.00K $302.00K $4.78M
Income Before Tax $15.67M $15.67M $-29.41M $-20.86M $-55.65M $-55.35M
Income Tax Expense $741.00K $741.00K $1.09M $1.18M $975.00K $677.00K
+ Net Income $14.93M $14.93M $-30.50M $-22.04M $-56.63M $-56.03M
Net Margin % 2.8% 2.8% -6.0% -4.5% -11.5% -12.9%
Basic EPS 0.14 0.14 -0.31 -0.24 -0.65 -0.68
Diluted EPS 0.14 0.14 -0.31 -0.24 -0.65 -0.68
Basic Shares Outstanding - 104.2M 98.6M 92.8M 87.2M 82.7M
Diluted Shares Outstanding - 110.2M 98.6M 92.8M 87.2M 82.7M
Breakdown FY 2025
(Dec 31, 2025)
FY 2024
(Dec 31, 2024)
FY 2023
(Dec 31, 2023)
FY 2022
(Dec 31, 2022)
FY 2021
(Dec 31, 2021)
Cash & Cash Equivalents $146.44M $82.03M $56.52M $84.02M $175.75M
Accounts Receivable $39.67M $57.33M $65.36M $65.96M $79.56M
Inventory $41.19M $40.63M $38.41M $46.55M $38.39M
Other Current Assets $13.21M $13.19M $10.27M $6.54M $9.92M
Total Current Assets $260.49M $262.61M $250.53M $232.78M $303.62M
Property Plant & Equipment $13.16M $4.76M $4.76M $7.34M $9.60M
Goodwill $11.04M $11.04M $11.04M $11.04M $11.04M
Other Non-current Assets $4.17M $4.29M $3.62M $4.08M $4.31M
Total Assets $310.55M $298.40M $285.54M $272.20M $347.49M
Accounts Payable $42.83M $63.78M $55.20M $52.13M $84.10M
Accrued Liabilities $92.37M $85.73M $88.21M $98.86M $97.38M
Deferred Revenue $37.14M $27.25M $18.04M $11.29M $29.44M
Total Current Liabilities $172.34M $176.76M $161.45M $162.28M $210.93M
Other Non-current Liabilities $3.63M $2.37M $3.79M $2.95M $1.00M
Total Liabilities $182.71M $197.49M $182.26M $184.51M $234.84M
Common Stock $105.00K $101.00K $95.00K $89.00K $84.00K
Retained Earnings $-383.04M $-397.96M $-367.46M $-345.43M $-288.80M
Total Stockholders Equity $127.84M $100.91M $103.28M $87.69M $112.65M
Total Liabilities & Equity $310.55M $298.40M $285.54M $272.20M $347.49M
Breakdown TTM
(Dec 31, 2025)
FY 2025
(Dec 31, 2025)
FY 2024
(Dec 31, 2024)
FY 2023
(Dec 31, 2023)
FY 2022
(Dec 31, 2022)
FY 2021
(Dec 31, 2021)
Net Income $14.09M $14.93M $-30.50M $-22.04M $-56.63M $-56.03M
Depreciation & Amortization $3.93M $3.93M $3.20M $4.66M $4.77M $5.97M
Stock-based Compensation $111.34M $62.33M $68.66M $47.95M $48.48M $38.03M
Deferred Income Tax - $-159.00K $-88.00K $117.00K - -
Change in Receivables $-24.75M $-17.65M $-8.23M $-690.00K $-13.52M $1.74M
Change in Inventory $-14.05M $1.43M $4.51M $-7.78M $7.89M $-29.26M
Change in Payables $-49.94M $-21.07M $8.29M $3.72M $-32.52M $22.16M
Operating Cash Flow $149.39M $78.72M $51.31M $38.30M $-45.96M $-23.20M
Capital Expenditure - - $2.69M $2.85M $2.01M $2.27M
Investing Cash Flow $-23.27M $27.75M $10.84M $-50.69M $-31.77M $17.73M
Stock Repurchased $76.99M $45.60M $4.42M - - -
Financing Cash Flow $-70.53M $-42.07M $-40.77M $-15.14M $-13.94M $-4.97M
Net Change in Cash $55.60M $64.41M $21.38M $-27.53M $-91.68M $-10.44M
SEC Filing Format - Data shown as it appears in the Q3 2025 (10-Q) filing Period ended: Sep 30, 2025
Condensed Consolidated Statements of Operations
Description Sep 30, 2025 Sep 30, 2025
Current Prior Year Current YTD Prior Year YTD
Total Revenue $139.53M $137.67M $388.00M $389.31M
Cost of Revenue $83.02M $89.25M $220.69M $246.66M
Gross Profit $56.51M $48.42M $167.31M $142.65M
Operating Expenses $55.63M $53.87M $165.95M $171.51M
Research & Development $18.14M $17.56M $52.80M $57.92M
Operating Income $872.00K $-5.45M $1.35M $-28.86M
Other Income/Expense $503.00K $-57.00K $-102.00K $-100.00K
Income Before Tax $7.03M $-4.11M $9.56M $-24.68M
Income Tax Expense $154.00K $329.00K $402.00K $960.00K
Net Income $6.87M $-4.44M $9.16M $-25.64M
Basic EPS 0.07 -0.04 0.09 -0.26
Diluted EPS 0.06 -0.04 0.08 -0.26
Basic Shares Outstanding $105.20M $99.73M $103.78M $97.93M
Diluted Shares Outstanding $109.64M $99.73M $108.66M $97.93M
Condensed Consolidated Balance Sheets
Description Sep 30, 2025 Dec 31, 2024
Cash & Cash Equivalents $86.01M $82.03M
Accounts Receivable $76.70M $57.33M
Inventory $44.37M $40.63M
Other Current Assets $15.11M $13.19M
Total Current Assets $301.72M $262.61M
Property Plant & Equipment $12.39M $4.76M
Goodwill $11.04M $11.04M
Other Non-current Assets $3.56M $4.29M
Total Assets $350.87M $298.40M
Accounts Payable $78.16M $63.78M
Accrued Liabilities $94.00M $85.73M
Deferred Revenue $40.07M $27.25M
Total Current Liabilities $212.23M $176.76M
Other Non-current Liabilities $2.20M $2.37M
Total Liabilities $221.64M $197.49M
Common Stock $105.00K $101.00K
Retained Earnings $-388.80M $-397.96M
Total Stockholders Equity $129.23M $100.91M
Total Liabilities & Equity $350.87M $298.40M
Condensed Consolidated Statements of Cash Flows
Description Sep 30, 2025 Sep 30, 2025
Current Prior Year Current YTD Prior Year YTD
Net Income $6.87M $-4.44M $9.16M $-25.64M
Depreciation & Amortization $899.00K $710.00K $2.59M $2.40M
Stock-based Compensation - - $45.13M $54.16M
Change in Receivables - - $19.40M $3.10M
Change in Inventory - - $4.70M $16.61M
Change in Payables - - $14.42M $38.16M
Operating Cash Flow - - $58.95M $44.63M
Investing Cash Flow - - $-30.43M $11.23M
Stock Repurchased - - $26.82M -
Financing Cash Flow - - $-24.54M $-35.83M
Net Change in Cash - - $3.98M $20.03M

All values are in USD (United States Dollars). Data is sourced from SEC EDGAR 10-K filings.

Annual data represents full fiscal year results. FY = Fiscal Year ending.

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