Arlo Technologies, Inc. Due Diligence

Run due diligence on Arlo Technologies, Inc.: check compliance and get alerts when suppliers or ownership change.

United States · owned by Independent (United States) · arlo.com · 50 vendors

Arlo is an American company that makes wireless security cameras. Arlo was considered a brand by Netgear, before being spun off as a separate, independent company in 2018.

Resilience scores

Technology vendors

Services catalogue

4 services in catalogue across 3 categories; runs on 50 sub-vendors.

Insights

Last updated 2026-09-13 · revision 16

50 direct vendors, 269 subvendors

Direct vendors by controlling owner country (sample)

Subvendors by controlling owner country (sample)

Compliance

9 in-scope frameworks identified; showing 3.

Cyber Resilience Act (source) — No public evidence

Evidence: https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=OJ:L_202402847, https://www.fcc.gov/iot-labeling, https://investor.arlo.com/sec-filings/annual-reports

NIS2 (source) — No public evidence

Evidence: https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32022L2555, https://www.enisa.europa.eu/topics/cybersecurity-policy/nis-directive-new, https://investor.arlo.com/sec-filings/annual-reports

BIOMETRIC DATA LAWS — No public evidence

Evidence: https://www.ilga.gov/legislation/ilcs/ilcs3.asp?ActID=3004&ChapterID=57, https://www.arlo.com/en-us/legal/privacy.html, https://investor.arlo.com/sec-filings/annual-reports

Financials

Three-year financials

Financial Resilience Score: 5/10

This score reflects a company in a critical strategic transition. While its current profitability is weak, its strategic direction towards recurring revenue shows promise. Arlo's primary strength is the rapid growth of its service revenue. The number of paid subscribers has been increasing consistently. As of the end of FY 2022, Arlo had 2.24 million paid accounts, a significant increase year-over-year. This shift provides a more predictable and high-margin revenue stream compared to one-time hardware sales. Arlo has established a strong brand in the premium segment of the DIY (do-it-yourself) home security market, often associated with high-quality video and advanced features. While product (hardware) gross margins are volatile and subject to supply chain pressures, service gross margins are high and improving, which is a positive indicator for future profitability as the service segment grows. The company is not yet profitable and has a history of burning cash. Achieving profitability is the single most significant challenge and depends entirely on scaling its subscriber base faster than its operating expenses. Arlo faces fierce competition from deep-pocketed rivals like Amazon (Ring, Blink) and Google (Nest), as well as lower-cost competitors like Wyze. This puts constant pressure on pricing and marketing spend. Despite the pivot to services, the company's ecosystem still relies on initial hardware sales to acquire new subscribers. A slowdown in the housing market or consumer discretionary spending could negatively impact this funnel. The continued losses have eroded shareholder equity, which can be a concern for investors and lenders.

Key strengths: Growing Recurring Revenue, Strong Brand Recognition, Improving Margins

Risk factors: Consistent Net Losses, Intense Competition, Dependence on Hardware Sales, Negative Stockholders' Equity

Revenue by product/service

Workforce by country

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