Recent Updates — ARLO

Arlo Technologies' Board of Directors authorized a new stock repurchase program allowing the company to buy back up to $100 million of its common stock. The authorization, announced on October 27, 2026, permits open market purchases subject to Rule 10b-18 and prevailing market conditions. The program is scheduled to continue through December 31, 2028, unless extended or shortened by the Board. Arlo Technologies operates in the smart home security industry, providing AI-powered cameras, video doorbells, and cloud-based subscription services.

Arlo Technologies, Inc. reported second quarter 2026 financial results for the period ended June 28, 2026, announcing record total revenue of $156 million, a 21% year-over-year increase. Subscriptions and services revenue reached $93 million, up 19%, while GAAP net income was $3 million and adjusted EBITDA hit a record $31 million. The company raised its full-year 2026 guidance to $580–$600 million in total revenue and $0.90–$1.00 in non-GAAP EPS, citing strong subscription growth and operational execution. Arlo Technologies operates in the smart home security industry, providing connected devices, cloud-based platforms, and subscription services for residential safety.