TacticScaleWhat Arlo Technologies Does & How It Makes Money (ARLO)
Updated October 2026 · reflects Arlo Technologies's latest reported financials
Smart home security camera maker with cloud subscription services. Arlo sells camera and security hardware through retailers, distributors, wireless carriers, security providers and its own website.
How Arlo Technologies makes money
Arlo sells camera and security hardware through retailers, distributors, wireless carriers, security providers and its own website. It also earns recurring revenue from Arlo Secure, Arlo Total Security and other subscriptions that cover cloud video storage, AI detection and professional monitoring.
What Arlo Technologies does
Arlo Technologies, based in Carlsbad, California and incorporated in 2018, sells connected security devices for homes and small properties. Its products include the Essential line of cameras and doorbells, the Pro 6 and 4K Ultra 3 cameras, the Go 2 camera for remote sites, a wire-free floodlight camera and an all-in-one Home Security System. It also sells accessories, charging gear and mounts, and sells in the Americas, EMEA and Asia Pacific. The company's main strategic focus is its cloud platform. Arlo Secure plans offer AI-powered object detection, 2K and 4K cloud recording, smoke and CO alarm detection and professional monitoring. Arlo Total Security combines hardware with 24/7 monitoring in one subscription. Arlo Safe extends the platform to personal safety with emergency response and crash detection, and Arlo SmartCloud offers security cloud services to businesses as SaaS.
Products & services
- Arlo Secure subscriptions
- Arlo Pro 6 / Ultra 3 cameras
- Arlo Essential Cameras and Doorbells
- Arlo Home Security System
- Arlo Total Security
- Arlo SmartCloud
What is Arlo Technologies worth?
On an owner-earnings DCF, Arlo Technologies's most-likely value is about $17 versus a recent price near $12 (35% below fair value). But TacticScale only calls a stock undervalued when the price sits below its conservative no-growth floor (~$6) with a margin of safety — so the honest verdict here is “Fairly priced — no edge.” Fair value earns its keep only at the extremes, not in the wide middle.
Price sits in the normal range — fair value isn't actionable here; it earns its keep only when price drops below the no-growth floor, or runs to roughly double the optimistic case.
Analysis, not advice. Fair value is a margin-of-safety estimate from a deterministic owner-earnings DCF, not a price target or recommendation. See the full breakdown →
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