Arlo Technologies, Inc.

Annual Trend FY 2018 FY 2019 FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025
Cash and cash equivalents $151.3m $236.7m $186.1m $175.7m $84.0m $56.5m $82.0m $146.4m
Short-term investments $49.7m $20.0m $20.0m $0 $29.7m $80.0m $69.4m $20.0m
Accounts receivable, net $166.0m $127.3m $77.6m $79.6m $66.0m $65.4m $57.3m $39.7m
Inventories $124.8m $68.6m $64.7m $38.4m $46.6m $38.4m $40.6m $41.2m
Prepaid expenses and other current assets $23.6m $17.0m $8.1m $9.9m $6.5m $10.3m $13.2m $13.2m
Total current assets $515.5m $469.6m $356.5m $303.6m $232.8m $250.5m $262.6m $260.5m
Long-term investment $0 $12.5m
Property and equipment, net $49.4m $21.4m $15.8m $9.6m $7.3m $4.8m $4.8m $13.2m
Goodwill $15.6m $11.0m $11.0m $11.0m $11.0m $11.0m $11.0m $11.0m
Operating lease right-of-use assets, net $0 $31.3m $24.0m $14.8m $12.8m $11.4m $15.7m $9.2m
Other non-current assets $8.4m $4.0m $2.4m $4.3m $4.1m $3.6m $4.3m $4.2m
Deferred revenue $26.7m $50.4m $53.1m $29.4m $11.3m $18.0m $27.2m $37.1m
Non-current operating lease liabilities $0 $29.0m $25.0m $21.5m $19.3m $17.0m $18.4m $6.7m
Other non-current liabilities $1.1m $606k $1.2m $1.0m $2.9m $3.8m $2.4m $3.6m
Total stockholders’ equity $269.5m $203.4m $133.8m $112.7m $87.7m $103.3m $100.9m $127.8m
Total assets $595.9m $542.7m $414.0m $347.5m $272.2m $285.5m $298.4m $310.5m
Total liabilities and stockholders’ equity $595.9m $542.7m $414.0m $347.5m $272.2m $285.5m $298.4m $310.5m
Accounts payable $82.5m $111.7m $62.2m $84.1m $52.1m $55.2m $63.8m $42.8m
Accrued liabilities $172.0m $127.4m $121.8m $97.4m $98.9m $88.2m $85.7m $92.4m
Total current liabilities $282.0m $293.9m $237.3m $210.9m $162.3m $161.5m $176.8m $172.3m
Total liabilities $326.4m $339.3m $280.2m $234.8m $184.5m $182.3m $197.5m $182.7m
Preferred stock: $0.001 par value; 50,000,000 shares authorized; none issued or outstanding 0 0 0 0 0 0 0 0
Common stock: $0.001 par value; 500,000,000 shares authorized; shares issued and outstanding: 105,030,947 at December 31, 2025 and 100,885,158 at December 31, 2024 74k 76k 79k 84k 89k 95k 101k 105k
Additional paid-in capital $315.3m $334.8m $366.5m $401.4m $433.1m $470.3m $498.7m $510.8m
Accumulated other comprehensive income $0 ($2k) $3k $0 ($107k) $320k $34k $16k
Accumulated deficit ($45.8m) ($131.5m) ($232.8m) ($288.8m) ($345.4m) ($367.5m) ($398.0m) ($383.0m)