Arlo Technologies, Inc.
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Apple (AAPL) is reportedly developing a smart home device lineup with LG, causing shares of competitors like Resideo (REZI), Arlo (ARLO), and Allegion (ALLE) to fall. Resideo dropped 7.19% to $17.56, Arlo fell 6.64% to $11.95, and Allegion declined 4.70% to $147.91. Apple's shares rose 0.91% to $336.67. The move may intensify competition with Amazon (AMZN) and Alphabet (GOOG, GOOGL).
Binder Kurtis Joseph (CHIEF FINANCIAL OFFICER) sold 96,569 shares of Arlo Technologies, Inc. (ARLO) at an average of $12.46 ($12.44–$12.58, $1.20M total) across 2 trades over 2026-09-28 to 2026-09-29 under a Rule 10b5-1 trading plan.
Arlo introduced the Essential Solar Security Camera, priced at $99.99, featuring a solar panel, 2K video, and a battery lasting up to six months. Preorders are open, with shipping in mid-October. The camera offers smart home integration and AI features, but these require a subscription plan. Battery life varies based on usage and conditions, according to the company.
Over the past 7 days, AlphAI's AI scored 2 news stories mentioning ARLO (Arlo Technologies, Inc.). Coverage has skewed bearish: 0 bullish, 0 neutral, and 2 bearish.
Recent ARLO coverage spans earnings, technology and insider activity.
In the last 30 days, ARLO insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($1.2M). The most active reporter was Binder Kurtis Joseph, CHIEF FINANCIAL OFFICER, with 2 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Arlo’s market share may be threatened by Apple’s entry, prompting short‑term downside.
The insider sale may signal confidence concerns and could weigh on ARLO's stock.
The solar‑powered camera adds a low‑cost product to Arlo's lineup, potentially expanding addressable market and driving incremental revenue.
A modest insider sale disclosed via Form 4; no material impact expected on price.
Strong top‑line growth but significant post‑earnings sell‑off.
AlphAI scores every news story that mentions ARLO with an AI model for sentiment and relevance, and aggregates insider trades from Arlo Technologies, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Apple (AAPL) is reportedly developing a smart home device lineup with LG, causing shares of competitors like Resideo (REZI), Arlo (ARLO), and Allegion (ALLE) to fall. Resideo dropped 7.19% to $17.56, Arlo fell 6.64% to $11.95, and Allegion declined 4.70% to $147.91. Apple's shares rose 0.91% to $336.67. The move may intensify competition with Amazon (AMZN) and Alphabet (GOOG, GOOGL).
2 min readBinder Kurtis Joseph (CHIEF FINANCIAL OFFICER) sold 96,569 shares of Arlo Technologies, Inc. (ARLO) at an average of $12.46 ($12.44–$12.58, $1.20M total) across 2 trades over 2026-09-28 to 2026-09-29 under a Rule 10b5-1 trading plan.
1 min readArlo introduced the Essential Solar Security Camera, priced at $99.99, featuring a solar panel, 2K video, and a battery lasting up to six months. Preorders are open, with shipping in mid-October. The camera offers smart home integration and AI features, but these require a subscription plan. Battery life varies based on usage and conditions, according to the company.
1 min readArlo Technologies director Amy M. Rothstein sold 6,149 shares at an average price of $12.55 under a Rule 10b5-1 trading plan, reducing her direct holdings to 60,223 shares. The sale occurred on September 1, 2026, with prices ranging from $12.40 to $12.81.
2 min readNapco (NSSC) reported Q2 revenue of $55.81M, up 10% YoY, beating estimates. OSI Systems (OSIS) reported $484.1M, down 4.1% YoY, missing expectations. Arlo (ARLO) reported $155.9M, up 20.5% YoY, beating estimates. Zebra (ZBRA) reported $1.56B, up 20.4% YoY, beating estimates. Stocks reacted mixedly post-earnings.
3 min readArlo Technologies reported Q2 2026 revenue of $155.94M and net income of $3.03M, with diluted EPS of $0.03. It guided Q3 2026 revenue of $140M to $150M and diluted EPS from a loss to breakeven. Arlo raised full-year 2026 revenue to $580M to $600M and diluted EPS to $0.11 to $0.21, and the stock fell 7.2%.
7 min readArlo Technologies (ARLO) reported Q2 2026 revenue of $155.9M, up 21% YoY, with service revenue $93.0M (+19%) and paid accounts 6.3M (+23%). Non-GAAP gross margin was 50.6% and adjusted EBITDA $30.6M. Guidance: Q3 revenue $140M-$150M; FY2026 revenue raised to $580M-$600M.
6 min readArlo reported Q2 revenue of $155.9M, above analysts’ $148.9M, and adjusted EPS of $0.28 versus $0.20. Adjusted EBITDA was $30.63M. Paid accounts rose by nearly 300,000 to 6.3M, with ARPU and churn improvements lifting LTV 15% to $967. Q3 CY2026 guidance: revenue $145M midpoint and adjusted EPS $0.20. Margin pressure persisted as product margins normalized negative.
7 min readArlo Technologies (NYSE:ARLO) reported Q2 CY2026 revenue of $155.9 million, up 20.5% year on year and 4.7% above Wall Street estimates. Non-GAAP EPS was $0.28, 43.1% above consensus. For next quarter, the company guided revenue to $145 million at the midpoint. Shares rose 4.3% to $16.14 after the report.
6 min readArlo Technologies, Inc. (ARLO) filed an SEC Form 8-K — Results of Operations and Financial Condition. NEWS RELEASE Arlo Reports Second Quarter 2026 Results Record total revenue of $156 million, growing 21% year over year Record subscriptions and services revenue of $93 million, growing 19% year over year GAAP gross margin of 48%, growing 330 basis points and record non-GAAP gross
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