Arlo Technologies, Inc.
Arlo Technologies, Inc. is classed by the SEC under Services-Detective, Guard & Armored Car Services (industry code 7381), based in Carlsbad, CA. Its latest filed balance sheet (2025-12-31) shows total assets of $360 million (its filed statements).
vs its business-model standard
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a marketplace business: prior from its industry code (SEC 7381, Services-Detective, Guard & Armored Car Services); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 5.1 out of ten, 9 of 9 metrics filed: past 3.5 out of ten, present 5.6 out of ten, future 5.6 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
- Surviving crises (past): 3.4 out of ten. 1 warning event since 2018; the latest 2024-04-01. 34th percentile among 35 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Track record (past): 3.6 out of ten. +4.6% a year over 9 filed years; profitable in 2 of 9. 36th percentile among 33 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Shareholder treatment (past): 3.5 out of ten. Share count grew 8.1% a year. 30% of cash flow returned. Insiders: 37 sales, 0 purchases. 35th percentile among 24 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Financial health (present): 6.0 out of ten. ROE 12%: 12¢ of profit per shareholder dollar. Leverage 59%: owes 59¢ per asset dollar. 60th percentile among 35 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Industry position (present): 4.3 out of ten. bottom 43% of 35 in its family; net margin 2.8%. 43rd percentile among 35 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Leadership (present): 7.6 out of ten. top 24% of 20 in its family for leadership; chief executive since 2018. 76th percentile among 20 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
- Room to expand (future): 6.8 out of ten. top 32% of 35 in its family for room to expand. 68th percentile among 35 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Growth drivers (future): 4.0 out of ten. bottom 40% of 33 in its family for growth drivers. 40th percentile among 33 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Expectations vs reality (future): 7.2 out of ten. top 28% of 29 in its family for expectations against reality. 72nd percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-02-27 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-06 for the period ended 2026-06-28 (on EDGAR). Newest results release: Form 8-K filed 2026-08-06 (on EDGAR). Newest filing: Form SCHEDULE 13G/A, 2026-10-09. Filings on record since 2018. Read from EDGAR 2026-10-12.
Where the revenue comes from
Product and service lines in fiscal 2025: Subscriptions and Services 60%, Product 40%. By geography: United States 62%, Spain 20%, Sweden 9%, Other countries 9%. As tagged in its annual report (Form 10-K, filed 2026-02-27).
Who runs it
Mcrae, Matthew Blake (CEO); Binder, Kurtis Joseph (CHIEF FINANCIAL OFFICER); Busse, Brian (GENERAL COUNSEL); Rothstein, Amy M (director); Aggarwal, Prashant (director); Carter, Miller Joycelyn (director); Faison, Ralph E (director); Fallon, Catriona M. (director); Summers, Grady (director). 9 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
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