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What smart money is saying about Arlo TechnologiesUnited States flag

ARLO · Technology · Communication Equipment · Market cap $1.53B

2 funds in our archive have pitched Arlo Technologies — most recently Granahan Investment Management Small Cap Select in June 2026.

Company profile

Arlo Technologies, Inc. delivers a comprehensive, cloud-centric smart security ecosystem across the Americas, Europe, the Middle East, Africa, and Asia Pacific regions. This system seamlessly integrates an intelligent cloud backbone and a user-friendly mobile application with a diverse array of smart, internet-connected hardware. Its product portfolio encompasses a wide selection of security cameras, such as the Arlo Essential Indoor camera, the versatile Arlo Go 2 (supporting both LTE and Wi-Fi), and the mobile, wire-free Arlo Go LTE camera. For indoor monitoring, they offer the wired Arlo Q and Q Plus models. Specialized devices include the Arlo Baby monitor, equipped with air quality and temperature sensors, motion and audio detection, and superior night vision capabilities. The Arlo Chime, designed to complement the Arlo Video Doorbell, provides customizable ringtones and siren functionality. Arlo's advanced camera range features models like the Arlo Ultra and Ultra 2 (with integrated spotlights and pristine two-way audio with advanced noise cancellation), the Arlo Pro 3 and Pro 4 (boasting integrated spotlights and color night vision), and the wire-free Arlo Floodlight Camera. The Arlo Video Doorbell delivers direct video calls to mobile devices and customizable alerts, while other offerings include the Arlo Essential Spotlight, Essential XL Spotlight, and Essential Wire-Free Video Doorbell. The company also offers a suite of accessories, including various charging solutions, mounting options, and protective device skins. Complementing its hardware, Arlo provides the intuitive Arlo app for iOS and Android, enabling seamless device connectivity. Subscribers can also opt for Arlo Secure, a service offering unlimited camera coverage and advanced emergency response capabilities. Arlo's products are accessible through a diverse distribution network, encompassing retail outlets, wholesale partners, broadcast channels, wireless service providers, and specialized security solution firms, in addition to its official website. Established in 2018, Arlo Technologies, Inc. maintains its corporate headquarters in Carlsbad, California.

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1
Reported positions
0
Bought
0
Sold
2
Letters

Position history

Every position in Arlo Technologies on record in the archive was reported in Q2 2026, across 1 fund letter, with no move described.

Fund letters reporting a position in Arlo Technologies, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261002

Fund activity · 1 position

Fund coverage · 2 theses

  • Granahan Investment Management Small Cap Select
    June 2026

    Arlo Technologies is shifting toward a recurring, AI-enabled subscription model with long-term secular growth drivers.

    Read the full thesis
  • Granahan Investment Management SMID Cap Select
    June 2026

    Arlo Technologies sells AI-enabled smart home security solutions, with a growing subscription model, recurring revenue, and long-term secular growth potential.

    Read the full thesis

Read every full thesis on Arlo Technologies

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