we are a passionate and diverse group of thought leaders, creators, and developers across all disciplines dedicated to changing how people protect and connect with the people and things they love. arlo is an award-winning, market leader in the smart home iot category that is focused on bringing together deep expertise in product design, wireless connectivity and rf engineering, cloud infrastructure and leading-edge ai capabilities to create a seamless smart home experience for arlo users that's easy to setup and a joy to interact with every day.
Company profile
Ticker
ARLO
Exchange
Website
CEO
Matthew McRae
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Arlo Technologies Canada Limited • Arlo Technologies International Ltd ...
IRS number
384061754
ARLO stock data
Latest filings (excl ownership)
ARS
2023 FY
Annual report to shareholders
26 Apr 24
DEFA14A
Additional proxy soliciting materials
26 Apr 24
DEF 14A
Definitive proxy
26 Apr 24
8-K
Changes in Registrant's Certifying Accountant
1 Apr 24
10-K
2023 FY
Annual report
29 Feb 24
8-K
Departure of Directors or Certain Officers
29 Feb 24
8-K
Arlo Reports Fourth Quarter and Full Year 2023 Results
29 Feb 24
S-8
Registration of securities for employees
19 Jan 24
10-Q
2023 Q3
Quarterly report
9 Nov 23
8-K
Arlo Reports Third Quarter 2023 Results
9 Nov 23
Transcripts
ARLO
Earnings call transcript
2023 Q4
29 Feb 24
ARLO
Earnings call transcript
2023 Q3
9 Nov 23
ARLO
Earnings call transcript
2023 Q2
10 Aug 23
ARLO
Earnings call transcript
2023 Q1
11 May 23
ARLO
Earnings call transcript
2022 Q4
7 Mar 23
ARLO
Earnings call transcript
2022 Q3
8 Nov 22
ARLO
Earnings call transcript
2022 Q2
10 Aug 22
ARLO
Earnings call transcript
2022 Q1
11 May 22
ARLO
Earnings call transcript
2021 Q3
10 Nov 21
ARLO
Earnings call transcript
2021 Q2
5 Aug 21
Latest ownership filings
4
MATTHEW BLAKE MCRAE
29 Apr 24
4
MATTHEW BLAKE MCRAE
18 Apr 24
4
Brian Busse
10 Apr 24
4
MATTHEW BLAKE MCRAE
2 Apr 24
4
Brian Busse
13 Mar 24
144
Notice of proposed sale of securities
13 Mar 24
4
Brian Busse
6 Mar 24
4
KURTIS JOSEPH BINDER
6 Mar 24
4
MATTHEW BLAKE MCRAE
6 Mar 24
144
Notice of proposed sale of securities
6 Mar 24
Financial summary
Quarter (USD) | Oct 23 | Jul 23 | Apr 23 | Dec 22 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 55.21 mm | 55.21 mm | 55.21 mm | 55.21 mm | 55.21 mm | 55.21 mm |
Cash burn (monthly) | 3.59 mm | 2.47 mm | 758.67 k | 3.91 mm | (no burn) | (no burn) |
Cash used (since last report) | 25.25 mm | 17.39 mm | 5.33 mm | 27.46 mm | n/a | n/a |
Cash remaining | 29.96 mm | 37.82 mm | 49.88 mm | 27.75 mm | n/a | n/a |
Runway (months of cash) | 8.3 | 15.3 | 65.7 | 7.1 | n/a | n/a |
Institutional ownership, Q3 2023
79.9% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 192 |
Opened positions | 25 |
Closed positions | 20 |
Increased positions | 58 |
Reduced positions | 76 |
13F shares | Current |
---|---|
Total value | 795.88 bn |
Total shares | 77.57 mm |
Total puts | 71.00 k |
Total calls | 887.30 k |
Total put/call ratio | 0.1 |
Largest owners | Shares | Value |
---|---|---|
BLK Blackrock | 14.02 mm | $144.43 bn |
Vanguard | 9.50 mm | $97.90 bn |
Primecap Management | 4.73 mm | $48.71 bn |
Brandes Investment Partners | 4.15 mm | $42.75 bn |
Rice Hall James & Associates | 3.59 mm | $36.94 bn |
STT State Street | 3.21 mm | $33.02 bn |
Cannell Capital | 2.32 mm | $23.92 bn |
Driehaus Capital Management | 2.10 mm | $21.63 bn |
Geode Capital Management | 1.81 mm | $18.66 bn |
Nuveen Asset Management | 1.76 mm | $18.17 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
28 Apr 24 | Mcrae Matthew Blake | Common Stock | Payment of exercise | Dispose F | No | No | 11.8 | 19,200 | 226.56 k | 2,286,604 |
28 Apr 24 | Mcrae Matthew Blake | Common Stock | Option exercise | Acquire M | No | No | 0 | 37,880 | 0.00 | 2,305,804 |
28 Apr 24 | Mcrae Matthew Blake | Performance Stock Units (PSUs) Common Stock | Option exercise | Dispose M | No | No | 0 | 37,880 | 0.00 | 340,920 |
9 Apr 24 | Busse Brian | Common Stock | Option exercise | Acquire M | No | No | 6.9 | 699 | 4.82 k | 605,604 |
9 Apr 24 | Busse Brian | Employee Stock Options Common Stock | Option exercise | Dispose M | No | No | 6.9 | 699 | 4.82 k | 0 |
4 Apr 24 | Mcrae Matthew Blake | Common Stock | Payment of exercise | Dispose F | No | No | 11.73 | 48,000 | 563.04 k | 2,267,924 |
4 Apr 24 | Mcrae Matthew Blake | Common Stock | Option exercise | Acquire M | No | No | 0 | 94,700 | 0.00 | 2,315,924 |
4 Apr 24 | Mcrae Matthew Blake | Performance Stock Units (PSUs) Common Stock | Option exercise | Dispose M | No | No | 0 | 94,700 | 0.00 | 378,800 |
1 Apr 24 | Mcrae Matthew Blake | Common Stock | Payment of exercise | Dispose F | No | No | 12.52 | 26,904 | 336.84 k | 2,221,224 |
1 Apr 24 | Mcrae Matthew Blake | Common Stock | Option exercise | Acquire M | No | No | 0 | 53,078 | 0.00 | 2,248,128 |
News
BWS Financial Maintains Buy on Arlo Technologies, Maintains $17 Price Target
24 Apr 24
Top 4 Tech Stocks That May Collapse In March
18 Mar 24
12 Information Technology Stocks Moving In Thursday's After-Market Session
29 Feb 24
Arlo Surpasses 3M Paid Subscription Accounts
29 Feb 24
Earnings Scheduled For February 29, 2024
29 Feb 24
Press releases
Arlo Technologies Announces Inducement Awards Under NYSE Rule 303A.08
1 May 24
Arlo Technologies Schedules First Quarter 2024 Results Conference Call
15 Apr 24
Arlo Announces Changes to Executive Leadership Team to Drive Expansion of Consumer-Oriented, Services-First Strategy
29 Feb 24
Arlo Technologies to Present at the Raymond James Institutional Investors Conference
28 Feb 24
Arlo Technologies to Update Long-Term Financial Targets during Virtual Investor Day
26 Feb 24