# Arlo Technologies

Arlo Technologies is an Unclassified based in Carlsbad, United States.

## Overview

- **Organization type:** Unclassified
- **Headquarters:** Carlsbad, United States
- **Region:** North America
- **Address:** Carlsbad, CA, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** arlo.com
- **LinkedIn:** https://www.linkedin.com/company/arlo-smart-home

## Regulatory record

- **Reports private funds:** No

## About

Arlo Technologies was separated from Netgear in August 2018 under CEO Matthew McRae, a former Qualcomm and Vizio engineering executive. The spinout was structured to give the smart-security brand operational independence and a public listing on the NYSE. Within a year, Arlo closed a deal with Verisure, a European alarm-monitoring provider, contributing roughly one million accounts and establishing a direct foothold across 16 European countries. The firm's revenue model blends hardware sales of wireless cameras, doorbells, and floodlight units with an expanding AI-powered subscription service called Arlo Secure. Subscriptions cover cloud recording, object detection, and emergency response, and Arlo reported 4.3 million cumulative paid accounts and annual recurring revenue of $237.5 million in its Q1 2025 results (per the firm's earnings release, May 2025). Strategic partnerships with companies like Allstate for insurance-discount integrations and a channel presence in major North American retailers and European telecoms round out its go-to-market approach. Active regions span North America, Europe, and select Asia-Pacific markets including Australia and New Zealand. The firm operated with roughly 300–350 employees in recent years, with its headquarters in Carlsbad, California. In November 2024, Arlo paid down its remaining convertible notes early, eliminating interest expense and significantly de-levering the balance sheet (per the firm's Q4 2024 earnings release). The Verisure relationship remains central; the European partner holds a sizeable equity stake and continues to distribute Arlo devices alongside its traditional alarm services. Arlo's structural differentiator is its transition from a consumer-electronics margin profile to a recurring-revenue SaaS model layered on proprietary hardware. It does not sell software-only subscriptions to third-party cameras — the churn-resistant bundling of device and service creates an install base that becomes more valuable over time, while making a hostile takeover harder to execute without triggering Verisure's strategic rights and board representation.

## Sectors

- Hardware & Devices
- AI/ML

## People

- Matthew McRae — Chief Executive Officer

## Questions

### Who runs investment and product strategy at Arlo Technologies?

Matthew McRae has served as Chief Executive Officer since the company's separation from Netgear in 2018. He previously held senior engineering and strategy roles at Qualcomm and was CTO of Vizio, where he oversaw the smart-TV platform expansion. Investment decisions — including the Verisure European partnership and the 2024 convertible-note retirement — are driven by the CEO and the board, which includes Verisure-appointed directors reflecting that firm's ongoing equity interest in Arlo.

### What is the nature of Arlo's relationship with Verisure?

Verisure, a large European provider of professionally monitored alarm systems, acquired a strategic stake in Arlo around the time of the spinout and contributed approximately one million subscriber accounts in Europe. The partnership spans technology integration, co-distribution, and board representation. It effectively gives Arlo an established monitored-security channel in Europe while giving Verisure access to Arlo's wireless camera and AI platform for its existing customer base.

### How does Arlo's subscription bundling affect customer retention compared to other smart-home hardware companies?

Arlo's model ties premium features — cloud video storage, AI-based person and vehicle detection, and emergency response — to its own camera hardware. Customers who invest in Arlo devices face friction when switching to a competitor's platform because the software features do not fully port to third-party cameras. This hardware-plus-service lock-in supports a higher retention profile than app-only security services or cameras sold with limited cloud functionality.

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Last updated: 2026-06-03T20:00:00.000Z

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