Arlo Technologies, Inc. revenue by segment ARLO

Annual Quarterly

Arlo Technologies, Inc. splits its revenue into 3 lines in its filings. The largest line in fiscal 2025, which ended Dec 31, 2025 was Subscriptions And Services at $316.4 million, 60% of the total.

USD in millions. The percent under a figure is the change from the year before.

Line	FY 2026 Sep 27, 2026	FY 2025 Dec 31, 2025	FY 2024 Dec 31, 2024	FY 2023 Dec 31, 2023	FY 2022 Dec 31, 2022	FY 2021 Dec 31, 2021	FY 2020 Dec 31, 2020	FY 2019 Dec 31, 2019
Revenue	597	529	511	491	490	435	357	370
Subscriptions And Services	369 +26.6% share 61.8%	316 +30.2% share 59.8%	243 +20.8% share 47.6%	201 +47.4% share 41.0%	136 +31.8% share 27.8%	104 +43.2% share 23.8%	72 +54.6% share 20.2%	47 share 12.6%
Product	228 +4.5% share 38.2%	213 -20.5% share 40.2%	268 -7.6% share 52.4%	290 -18.1% share 59.0%	354 +6.7% share 72.2%	332 +16.4% share 76.2%	285 -11.9% share 79.8%	323 share 87.4%
NRE Service	—	—	—	—	—	—	—	0 share 0.1%

How these figures are calculated

Annual columns are full-year amounts from the annual report (Form 10-K, 20-F, or 40-F). If a company restates a year, the latest filed number is shown. USD in millions. Each group is a separate split of total revenue, so the groups are not added together. Share of revenue is that line divided by total revenue. The first column adds the latest year-to-date segment amount to the last fiscal year and subtracts the year-ago year-to-date amount. More on our methodology.

Company profile

Industry: Services-Detective, Guard & Armored Car Services (SIC 7381)
Listed as: ARLO (NYSE)
Fiscal year ends: December 31
Incorporated in: DE
Headquarters: Carlsbad, CA
SEC filer status: Large accelerated filer
SEC CIK: 1736946

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Source: SEC EDGAR filings. This is company-reported data, not investment advice.