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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 8 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)
FY 2020
(Dec 31, 2020)
FY 2019
(Dec 31, 2019)
FY 2018
(Dec 31, 2018)
+ Total Revenue $529.30M $529.30M $510.89M $491.18M $490.41M $435.14M $357.15M $370.01M $464.92M
Revenue Growth % 0.0% 3.6% 4.0% 0.2% 12.7% 21.8% -3.5% -20.4% nan%
Cost of Revenue $296.46M $296.46M $323.38M $323.61M $354.38M $327.10M $301.76M $334.20M $372.84M
+ Gross Profit $232.84M $232.84M $187.50M $167.56M $136.03M $108.03M $55.39M $35.80M $92.08M
Gross Margin % 44.0% 44.0% 36.7% 34.1% 27.7% 24.8% 15.5% 9.7% 19.8%
Operating Expenses $226.77M $226.77M $222.40M $192.47M $192.91M $168.17M $160.25M $121.03M $166.85M
Research & Development $73.65M $73.65M $73.18M $68.65M $64.71M $59.06M $60.14M $69.38M $58.79M
+ Operating Income $6.07M $6.07M $-34.89M $-24.90M $-56.88M $-60.14M $-104.86M $-85.22M $-74.77M
Operating Margin % 1.1% 1.1% -6.8% -5.1% -11.6% -13.8% -29.4% -23.0% -16.1%
Other Income/Expense $9.60M $9.60M $-104.00K $107.00K $302.00K $4.78M $3.44M $913.00K $-1.18M
Income Before Tax $15.67M $15.67M $-29.41M $-20.86M $-55.65M $-55.35M $-100.63M $-81.57M $-74.71M
Income Tax Expense $741.00K $741.00K $1.09M $1.18M $975.00K $677.00K $625.00K $4.38M $772.00K
+ Net Income $14.93M $14.93M $-30.50M $-22.04M $-56.63M $-56.03M $-101.25M $-85.95M $-75.48M
Net Margin % 2.8% 2.8% -6.0% -4.5% -11.5% -12.9% -28.3% -23.2% -16.2%
Basic EPS 0.14 0.14 -0.31 -0.24 -0.65 -0.68 -1.30 -1.14 -1.12
Diluted EPS 0.14 0.14 -0.31 -0.24 -0.65 -0.68 -1.30 -1.14 -1.12
Basic Shares Outstanding - 104.2M 98.6M 92.8M 87.2M 82.7M 78.1M 75.1M 67.2M
Diluted Shares Outstanding - 110.2M 98.6M 92.8M 87.2M 82.7M 78.1M 75.1M 67.2M
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)
FY 2020
(Dec 31, 2020)
FY 2019
(Dec 31, 2019)
FY 2018
(Dec 31, 2018)
Cash & Cash Equivalents $146.44M $82.03M $56.52M $84.02M $175.75M $186.13M $236.68M $151.29M
Short-term Investments - - - - - - $19.99M $49.74M
Accounts Receivable $39.67M $57.33M $65.36M $65.96M $79.56M $77.64M $127.32M $166.04M
Inventory $41.19M $40.63M $38.41M $46.55M $38.39M $64.70M $68.62M $124.79M
Other Current Assets $13.21M $13.19M $10.27M $6.54M $9.92M $8.08M $16.96M $11.43M
Total Current Assets $260.49M $262.61M $250.53M $232.78M $303.62M $356.55M $469.57M $515.47M
Property Plant & Equipment $13.16M $4.76M $4.76M $7.34M $9.60M $15.82M $21.35M $49.43M
Goodwill $11.04M $11.04M $11.04M $11.04M $11.04M $11.04M $11.04M $15.64M
Intangible Assets - - - - - - $1.31M $2.82M
Other Non-current Assets $4.17M $4.29M $3.62M $4.08M $4.31M $2.40M $4.01M $8.45M
Total Assets $310.55M $298.40M $285.54M $272.20M $347.49M $413.97M $542.71M $595.95M
Accounts Payable $42.83M $63.78M $55.20M $52.13M $84.10M $62.17M $111.65M $82.54M
Accrued Liabilities $92.37M $85.73M $88.21M $98.86M $97.38M $121.77M $127.40M $172.04M
Deferred Revenue $37.14M $27.25M $18.04M $11.29M $29.44M $53.14M $50.36M $26.68M
Total Current Liabilities $172.34M $176.76M $161.45M $162.28M $210.93M $237.35M $293.90M $281.99M
Other Non-current Liabilities $3.63M $2.37M $3.79M $2.95M $1.00M $1.16M $606.00K $1.14M
Total Liabilities $182.71M $197.49M $182.26M $184.51M $234.84M $280.20M $339.34M $326.44M
Common Stock $105.00K $101.00K $95.00K $89.00K $84.00K $79.00K $76.00K $74.00K
Retained Earnings $-383.04M $-397.96M $-367.46M $-345.43M $-288.80M $-232.77M $-131.52M $-45.85M
Total Stockholders Equity $127.84M $100.91M $103.28M $87.69M $112.65M $133.77M $203.38M $269.50M
Total Liabilities & Equity $310.55M $298.40M $285.54M $272.20M $347.49M $413.97M $542.71M $595.95M
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)
FY 2020
(Dec 31, 2020)
FY 2019
(Dec 31, 2019)
FY 2018
(Dec 31, 2018)
Net Income $14.09M $14.93M $-30.50M $-22.04M $-56.63M $-56.03M $-101.25M $-85.95M $-75.48M
Depreciation & Amortization $3.93M $3.93M $3.20M $4.66M $4.77M $5.97M $10.21M $10.68M $5.31M
Stock-based Compensation $111.34M $62.33M $68.66M $47.95M $48.48M $38.03M $35.25M $22.89M $8.83M
Deferred Income Tax - $-159.00K $-88.00K $117.00K - - - - $-1.11M
Change in Receivables $-24.75M $-17.65M $-8.23M $-690.00K $-13.52M $1.74M $-49.77M $-38.25M $118.65M
Change in Inventory $-14.05M $1.43M $4.51M $-7.78M $7.89M $-29.26M $-2.86M $-53.60M $42.32M
Change in Payables $-49.94M $-21.07M $8.29M $3.72M $-32.52M $22.16M $-49.28M $28.79M $87.31M
Operating Cash Flow $149.39M $78.72M $51.31M $38.30M $-45.96M $-23.20M $-46.53M $9.17M $-17.69M
Capital Expenditure - - $2.69M $2.85M $2.01M $2.27M $3.89M $6.66M $21.67M
Acquisitions - - - - - - - - -
Investing Cash Flow $-23.27M $27.75M $10.84M $-50.69M $-31.77M $17.73M $-3.98M $76.26M $-71.28M
Stock Repurchased $76.99M $45.60M $4.42M - - - - - -
Financing Cash Flow $-70.53M $-42.07M $-40.77M $-15.14M $-13.94M $-4.97M $-23.00K $-38.00K $244.29M
Net Change in Cash $55.60M $64.41M $21.38M $-27.53M $-91.68M $-10.44M $-50.53M $85.39M $155.32M
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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