Arlo Technologies, Inc.
For the period ended Dec 31, 2025. Filed Feb 27, 2026.
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A company's yearly report to the SEC, with audited financial statements. It is the fullest account a company gives of its business, its finances and the risks it sees.
FY2025 · Filed Feb 27, 2026
ARLO$12.32+1.5%Stored close · as of Nov 10, 2026
Extracted filing text, with the paragraph anchors used by the comparison.
See the whole filing, with its images and exhibitsContents
Item 15. Exhibit and Financial Statement Schedules
(a) The following documents are filed as part of this report:
(1) Consolidated Financial Statements.
The following consolidated financial statements of Arlo Technologies, Inc. are filed as part of this Annual Report on Form 10-K in Item 8, Financial Statements and Supplementary Data.
| Page | |
|---|---|
| Report of Independent Registered Public Accounting Firm(Deloitte & Touche LLP; Costa Mesa, California; PCAOB ID: 34) | 75 |
| Report of Independent Registered Public Accounting Firm(PricewaterhouseCoopers LLP; San Jose, California; PCAOB ID: 238) | 77 |
| Consolidated Balance Sheets as of December 31, 2025 and 2024 | 78 |
| Consolidated Statements of Operations and Comprehensive Income (Loss) for the three years ended December 31, 2025, 2024 and 2023 | 79 |
| Consolidated Statements of Stockholders’ Equity for the three years ended December 31, 2025, 2024 and 2023 | 80 |
| Consolidated Statements of Cash Flows for the three years ended December 31, 2025, 2024 and 2023 | 81 |
| Notes to Consolidated Financial Statements | 82 |
(2) Financial Statement Schedules.
All financial statement schedules have been omitted as the information is not required under the related instructions or is not applicable or because the information required is already included in the consolidated financial statements or the notes to those consolidated financial statements.
(3) Exhibits.
INDEX TO EXHIBITS
| Incorporated by Reference | ||||
|---|---|---|---|---|
| Exhibit Number · Exhibit Description · Form · Date · Number · Filed Herewith | ||||
| 3.1 | Amended and Restated Certificate of Incorporation of Arlo Technologies, Inc. | 8-K | 8/7/2018 | 3.1 |
| 3.2 | Amended and Restated Bylaws of Arlo Technologies, Inc. | 8-K | 8/7/2018 | 3.2 |
| 4.1 | Common Stock Certificate of Arlo Technologies, Inc. | S-1/A | 7/23/2018 | 4.1 |
| 4.2 | Description of Common Stock of Arlo Technologies, Inc. | 10-K | 2/26/2021 | 4.2 |
| 10.1 | Registration Rights Agreement, by and between NETGEAR, Inc. and Arlo Technologies, Inc. dated as of August 2, 2018 | 8-K | 8/7/2018 | 10.6 |
| 10.2 * | Confirmatory Employment Letter with Matthew McRae | 8-K | 8/7/2018 | 10.7 |
| 10.3 * | Confirmatory Employment Letter with Brian Busse | 8-K | 8/7/2018 | 10.10 |
| 10.4 * | Change in Control and Severance Agreement | 8-K | 8/7/2018 | 10.11 |
| 10.5 * | 2018 Employee Stock Purchase Plan | 10-K | 2/22/2019 | 10.14 |
| 10.6 * | Indemnification Agreement for directors and executive officers | S-1/A | 7/23/2018 | 10.16 |
| 10.7 | Cooperation Agreement, dated April 30, 2019, by and among Arlo Technologies, Inc. and the VIEX Parties listed therein | 8-K | 5/1/2019 | 10.1 |
| 10.8 † | Asset Purchase Agreement, by and between Arlo Technologies, Inc. and Verisure S.à.r.l. dated as of November 4, 2019 | 10-K | 2/28/2020 | 10.23 |
| 10.9 † | Supply Agreement, by and between Arlo Technologies, Inc. and Verisure S.à.r.l. dated as of November 4, 2019, as amended on June 23, 2020, November 1, 2021, and December 1, 2021 | 10-K | 3/2/2022 | 10.23 |
| 10.10 * | Form of Change in Control and Severance Agreement for non-CEO Executive Officers | 10-Q | 8/6/2020 | 10.3 |
| 10.11 * | Performance Stock Unit Award under 2018 Equity Incentive Plan to Matthew McRae, dated September 9, 2021 | 10-Q | 11/10/2021 | 10.2 |
| 10.12 | Credit Agreement, by and among Arlo Technologies, Inc., the lenders that are from time to time parties thereto and HSBC Bank USA, National Association, as Administrative Agent, Issuing Bank and Swingline Lender, dated as of November 14, 2024 | 8-K | 11/18/2024 | 10.1 |
| 10.13 * | Form of Service and Cash Balance Performance-Based Restricted Stock Unit Agreement for Executive Officers | 10-Q | 5/11/2022 | 10.1 |
| 10.14 * | Form of Service and Stock Market Performance-Based Restricted Stock Unit Agreement for Executive Officers | 10-Q | 5/11/2022 | 10.2 |
| 10.15 * | Performance Stock Unit Award under 2018 Equity Incentive Plan | 10-Q | 5/11/2022 | 10.3 |
| 10.16 * | Form of Notice of Stock Option Grant (Change in Control) | 10-Q | 11/9/2022 | 10.1 |
| 10.17 * | Form of Notice of Stock Option Grant (Global) | 10-Q | 11/9/2022 | 10.2 |
| 10.18 * | Form of Notice of Grant of Restricted Stock Units (Standard) | 10-Q | 11/9/2022 | 10.3 |
| 10.19 * | Form of Notice of Grant of NEO Service and Performance-Based Stock Option (IPO Grant) | 10-Q | 11/9/2022 | 10.4 |
| 10.20 * | Form of Notice of Grant of Restricted Stock Units (Non-Employee Director) | 10-Q | 11/9/2022 | 10.5 |
| 10.21 * | Form of Notice of Grant of Service and Performance-Based Restricted Stock Units (Cash Balance) | 10-Q | 11/9/2022 | 10.6 |
| 10.22 * | Form of Notice of Grant of Service and Performance-Based Restricted Stock Units (TSR) | 10-Q | 11/9/2022 | 10.7 |
| 10.23 * | Employment Offer Letter with Kurt Binder, dated August 23, 2022 | 8-K | 8/26/2022 | 10.1 |
| 10.24 * | Arlo Technologies, Inc. 2018 Equity Incentive Plan, as amended | 10-Q | 11/6/2025 | 10.1 |
| 10.25 * | Form of Retention Agreement | 10-Q | 11/9/2022 | 10.10 |
| 10.26 * | Form of Notice of Grant of Performance-Based Restricted Stock Units (Retention Agreement) | 10-Q | 11/9/2022 | 10.11 |
| 10.27 * | Form of Notice of Grant of Restricted Stock Units (Inducement Award) | 10-Q | 11/9/2022 | 10.12 |
| 10.28 * | Form of Notice of Grant of Performance-Based Restricted Stock Units (Inducement Award) | 10-Q | 11/9/2022 | 10.13 | |
| 10.29 * | Amended and Restated Non-Employee Director Compensation Policy | 10-Q | 8/8/2024 | 10.1 | |
| 10.30 * | Form of Amendment to Retention Agreement | 8-K | 11/7/2024 | 10.1 | |
| 19.1 | Insider Trading Policy | 10-K | 2/27/2025 | 19.1 | |
| 21.1 | List of subsidiaries and affiliates | X | |||
| 23.1 | Consent of Deloitte & Touche LLP, Independent Registered Public Accounting Firm | X | |||
| 23.2 | Consent of PricewaterhouseCoopers LLP, Independent Registered Public Accounting Firm | X | |||
| 24.1 | Power of Attorney (included on the Signatures page) | X | |||
| 31.1 | Rule 13a-14(a)/15d-14(a) Certification of Principal Executive Officer | X | |||
| 31.2 | Rule 13a-14(a)/15d-14(a) Certification of Principal Financial Officer | X | |||
| 32.1 | Section 1350 Certification of Principal Executive Officer | X | |||
| 32.2 | Section 1350 Certification of Principal Financial Officer | X | |||
| 97 † | Arlo Technologies, Inc. Clawback Policy | 10-K | 2/29/2024 | 97 | |
| 101.INS | Inline XBRL Instance Document - the instance document does not appear in the Interactive Data File because its XBRL tags are embedded within the Inline XBRL document | X | |||
| 101.SCH | Inline XBRL Taxonomy Extension Schema Document | X | |||
| 101.CAL | Inline XBRL Taxonomy Extension Calculation Linkbase Document | X | |||
| 101.DEF | Inline XBRL Taxonomy Extension Definition Linkbase Document | X | |||
| 101.LAB | Inline XBRL Taxonomy Extension Label Linkbase Document | X | |||
| 101.PRE | Inline XBRL Taxonomy Extension Presentation Linkbase Document | X | |||
| 104 | 104 Cover Page Interactive Data File (formatted as Inline XBRL and contained in Exhibit 101) | X | |||
| * | Indicates management contract or compensatory plan or arrangement. | ||||
| † | Pursuant to Item 601(b)(10) of Regulation S-K, certain portions of this exhibit have been omitted by means of marking such portions with asterisks because the Registrant has determined that the information is both not material and is the type that the Registrant treats as private or confidential. | ||||
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