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Arlo Technologies helps consumers monitor their homes with cameras, video doorbells and home security systems controlled through its mobile app. Customers pay for devices through retailers such as Amazon and Best Buy or Arlo’s own online store, and can buy subscriptions directly from Arlo. Arlo Secure adds cloud video recording, AI detection and alerts; some plans also provide professional monitoring and emergency response. Subscriptions and services bring in more revenue than device sales.
The business depends on turning device buyers and free-trial users into paying subscribers and keeping them subscribed. It also relies heavily on Verisure, its largest customer and exclusive European distributor for retail channels and channels connected with Verisure’s security business. Verisure supplies a substantial share of revenue, but its extended agreement carries no minimum purchase requirement.
Arlo runs its platform on Amazon Web Services, making that infrastructure essential to delivering its services. Privacy and biometric-data laws govern how it processes customer information, while privacy and AI rules can require changes to, or restrict, its AI features.
The risk section is the longest, dullest part of the filing. This keeps only what can really hurt you: where it hits, how hard, when it plays out.
Every company claims an edge. Each one is checked against hard numbers like margins and returns: which hold, and which line gives way first.
Arlo's results hinge on paid-subscription growth and orders from Verisure, its exclusive European distributor and largest customer, which accounted for 32% of 2025 revenue.
ADT Inc. competes with Arlo for households paying for smart-security systems and ongoing monitoring. ADT's security-monitoring subscriber count is worth watching alongside Arlo's push to sell hardware and 24/7 professional monitoring for a monthly fee with no upfront cost.
Amazon's Ring and Blink compete with Arlo for households buying connected security cameras and doorbells. Watch news about those devices rather than Amazon's overall retail results for the competition facing Arlo's camera and doorbell sales.
Alphabet's Google Nest competes with Arlo for households buying connected cameras and smart-security services. Nest news is more relevant to that rivalry than Google's advertising revenue, which is the main source of Google Services revenue.
Comcast competes with Arlo for household security spending through its connected-home security offerings, while Arlo sells security devices and monitoring subscriptions. Watch Comcast's connected-home security developments within its broader business selling broadband, wireless, video and voice services.
Amazon.Com Inc earningsAMZN
Amazon’s report on Ring and Blink can show how household demand for connected security cameras and doorbells is changing—and what that means for Arlo’s device competition.
Look for Amazon’s comments on Ring and Blink device sales or demand; its overall retail results do not answer this security-market question. Stronger demand would show households are still buying connected security hardware, but Arlo would face tougher competition for camera and doorbell sales. Weaker demand could ease that competition, or signal that households are less interested in these devices.
ADT Inc. earningsADT
ADT’s report on security-monitoring subscribers can show whether households are still paying for ongoing monitoring, a service that also competes with Arlo’s subscriptions.
Compare changes in ADT’s monitoring subscribers with Arlo’s paid accounts and subscriptions and services revenue. More ADT subscribers would show that households still pay for ongoing monitoring, but also mean stronger competition for Arlo’s service customers. Fewer subscribers could leave Arlo more room to win customers, or signal that demand for paid monitoring is cooling.
Arlo Technologies, Inc. earningsThis company
Arlo’s report will show whether paid security services keep carrying growth as camera and other device sales recover from falling revenue and weak margins.
Read subscriptions and services revenue alongside paid accounts and average revenue per user, then compare those with product revenue and product gross margin. Growing service revenue, paid accounts and revenue per user would show a firmer recurring-revenue base; improving product revenue and margin would show that device sales are recovering with less drag from promotions. If services growth slows while product revenue and margin stay weak, recurring services are not yet offsetting the pressure on hardware.
