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Arlo Technologies Inc's Business Segments
Arlo Technologies Inc's reported revenue by business segment and by geographic region, quarterly and annual, normalized against the consolidated income statement. Free below: the top 3 rows per table, this quarter and this fiscal year. Subscriber access adds the full segment history and operating income by segment.
Segment Data As of Q1 FY2026
Reportable Segments
1
Largest Segment
Reportable
Total Revenue
$ 150
Regions Reported
2
Revenue Share by Reportable Segment - Q1 FY2026
- Reportable0%
Revenue by Reportable Segment - Q1 FY2026
| Segment | Revenue (Millions) | % of Total |
|---|---|---|
| Reportable | $ 150 | - |
Revenue Share by Region - Q1 FY2026
- Americas56.1%
- Asia Pacific3.8%
Revenue by Geographic Region - Q1 FY2026
| Region | Revenue (Millions) | % of Total |
|---|---|---|
| Americas | $ 84 | 56.1% |
| Asia Pacific | $ 6 | 3.8% |
Revenue by Product & Service Category - Q1 FY2026
- Subscriptions And Services60.2%
- Product40.3%
Revenue by Product & Service Category - Q1 FY2026
| Category | Revenue (Millions) | % of Total |
|---|---|---|
| Subscriptions And Services | $ 90 | 60.2% |
| Product | $ 60 | 40.3% |
Product and service categories are a supplemental disclosure and are not required to sum to consolidated revenue or to the reportable segments above.
Description of Arlo Technologies Inc
Arlo Technologies, Inc. is redefining the way people experience the connected lifestyle by combining an intelligent cloud infrastructure and mobile app with a variety of smart connected products. Arlos significant expertise in product design, wireless connection, cloud infrastructure, and cutting-edge AI capabilities is focused on providing Arlo users with a seamless, smart home experience that is simple to set up and interact with on a daily basis. Our cloud-based platform gives customers visibility, information, and a powerful way to help safeguard and connect in real-time with the people and things that matter most, from any place with Wi-Fi or cellular service.
In addition, Arlo's broad compatibility allows the platform to seamlessly integrate with third-party internet-of-things ('IoT') products and protocols, such as Amazon Alexa, Apple HomeKit, Apple TV, Google Assistant, IFTTT, Stringify and Samsung SmartThings. Since the launch of our first product in December 2014, we have shipped over 22.9 million smart connected devices, and, as of December 31, 2021, our smart platform had approximately 6.1 million cumulative registered accounts across more than 100 countries around the world. We plan to continue to introduce new smart connected devices to the Arlo platform both in cameras and new categories, increase the number of registered accounts on our platform, keep them highly engaged through our mobile app and generate incremental recurring revenue by offering them paid subscription services.
In addition, Arlo's broad compatibility allows the platform to seamlessly integrate with third-party internet-of-things ('IoT') products and protocols, such as Amazon Alexa, Apple HomeKit, Apple TV, Google Assistant, IFTTT, Stringify and Samsung SmartThings. Since the launch of our first product in December 2014, we have shipped over 22.9 million smart connected devices, and, as of December 31, 2021, our smart platform had approximately 6.1 million cumulative registered accounts across more than 100 countries around the world. We plan to continue to introduce new smart connected devices to the Arlo platform both in cameras and new categories, increase the number of registered accounts on our platform, keep them highly engaged through our mobile app and generate incremental recurring revenue by offering them paid subscription services.
Arlo Technologies, Inc. is a prominent player in the home automation and security industry, primarily recognized for its innovative smart home security solutions. The company focuses on segments that cater to residential and small business security needs, leveraging advanced technology to provide high-quality video surveillance and monitoring solutions. Below is an extensive overview of the segments, products, and services Arlo Technologies offers.
Segments
1. Home Security Systems: Arlos primary segment, focusing on smart surveillance solutions for residential properties. This includes a range of cameras that integrate with modern smart home systems.
2. Business Security Solutions: Arlo also caters to small to medium-sized businesses, offering tailored solutions that address their specific security needs while maintaining ease of use and installation.
3. Smart Home Devices: Beyond security cameras, Arlos offerings encompass various smart home devices that integrate with their surveillance systems, enhancing home automation capabilities.
4. Software and Applications: Arlo provides software solutions, including mobile applications and web platforms, that allow users to manage their security systems efficiently from anywhere.
Products
1. Security Cameras
- Wireless Security Cameras: Arlo’s flagship products are its wireless cameras, designed for both indoor and outdoor use. They feature high-definition video recording, night vision, motion detection, and two-way audio.
- Floodlight Cameras: These cameras combine powerful floodlight technology with security features, providing both illumination and surveillance.
- Video Doorbells: Integrated with smart technology to enhance home entry security, these doorbells allow homeowners to see and communicate with visitors remotely.
2. Smart Home Security Systems
- Arlo Smart Hub: Serves as the core of Arlos home security offering, connecting various Arlo devices and enabling smart features like remote access and real-time notifications.
- Alarms and Sensors: Arlo offers motion detectors, door/window sensors, and sirens that can be integrated into a comprehensive security system.
3. Accessories
- Mounting Kits: Arlo provides a selection of mounting solutions to install cameras in optimal locations, ensuring proper video capture.
- Power Options: Solar panel chargers and battery replacements are available to enhance the longevity and flexibility of their devices.
4. Software Features
- AI-based Features: Arlo includes advanced AI capabilities, such as person detection, package detection, and vehicle monitoring, to reduce false alarms and enhance the security experience.
- Cloud Recording: Offering various subscription plans, Arlo provides cloud storage solutions for recorded footage, allowing users to access past recordings.
- Smart Alerts: Users can receive customized alerts based on specific activities detected by the cameras, ensuring timely notifications of potential security issues.
Services
1. Installation Services: Arlo offers guidance on installation, with some models featuring easy DIY setup. Additionally, they may partner with local services for professional installations.
2. Subscription Plans
- Arlo Secure: A subscription service that provides enhanced features, such as extended cloud storage, advanced AI detection, and 24/7 professional monitoring options.
- Arlo Smart Plans: Offering different tiers of service, these plans cater to varying storage needs and features, including extra cloud storage periods and access to enriched monitoring options.
3. Customer Support and Resources
- Technical Support: Arlo provides a range of support options, including troubleshooting guides, community forums, and direct customer service assistance.
- Mobile Application: The Arlo app enables users to manage their security systems easily, providing access to live feeds, recorded clips, and settings control.
By focusing on innovation and interconnectedness, Arlo Technologies Inc. has established itself as a significant player in the smart home security market, continuing to expand its product and service offerings to meet evolving consumer demands for safety and convenience.
Segments
1. Home Security Systems: Arlos primary segment, focusing on smart surveillance solutions for residential properties. This includes a range of cameras that integrate with modern smart home systems.
2. Business Security Solutions: Arlo also caters to small to medium-sized businesses, offering tailored solutions that address their specific security needs while maintaining ease of use and installation.
3. Smart Home Devices: Beyond security cameras, Arlos offerings encompass various smart home devices that integrate with their surveillance systems, enhancing home automation capabilities.
4. Software and Applications: Arlo provides software solutions, including mobile applications and web platforms, that allow users to manage their security systems efficiently from anywhere.
Products
1. Security Cameras
- Wireless Security Cameras: Arlo’s flagship products are its wireless cameras, designed for both indoor and outdoor use. They feature high-definition video recording, night vision, motion detection, and two-way audio.
- Floodlight Cameras: These cameras combine powerful floodlight technology with security features, providing both illumination and surveillance.
- Video Doorbells: Integrated with smart technology to enhance home entry security, these doorbells allow homeowners to see and communicate with visitors remotely.
2. Smart Home Security Systems
- Arlo Smart Hub: Serves as the core of Arlos home security offering, connecting various Arlo devices and enabling smart features like remote access and real-time notifications.
- Alarms and Sensors: Arlo offers motion detectors, door/window sensors, and sirens that can be integrated into a comprehensive security system.
3. Accessories
- Mounting Kits: Arlo provides a selection of mounting solutions to install cameras in optimal locations, ensuring proper video capture.
- Power Options: Solar panel chargers and battery replacements are available to enhance the longevity and flexibility of their devices.
4. Software Features
- AI-based Features: Arlo includes advanced AI capabilities, such as person detection, package detection, and vehicle monitoring, to reduce false alarms and enhance the security experience.
- Cloud Recording: Offering various subscription plans, Arlo provides cloud storage solutions for recorded footage, allowing users to access past recordings.
- Smart Alerts: Users can receive customized alerts based on specific activities detected by the cameras, ensuring timely notifications of potential security issues.
Services
1. Installation Services: Arlo offers guidance on installation, with some models featuring easy DIY setup. Additionally, they may partner with local services for professional installations.
2. Subscription Plans
- Arlo Secure: A subscription service that provides enhanced features, such as extended cloud storage, advanced AI detection, and 24/7 professional monitoring options.
- Arlo Smart Plans: Offering different tiers of service, these plans cater to varying storage needs and features, including extra cloud storage periods and access to enriched monitoring options.
3. Customer Support and Resources
- Technical Support: Arlo provides a range of support options, including troubleshooting guides, community forums, and direct customer service assistance.
- Mobile Application: The Arlo app enables users to manage their security systems easily, providing access to live feeds, recorded clips, and settings control.
By focusing on innovation and interconnectedness, Arlo Technologies Inc. has established itself as a significant player in the smart home security market, continuing to expand its product and service offerings to meet evolving consumer demands for safety and convenience.
