Arlo Technologies, Inc. provides smart connected devices to monitor the environments in real-time with a Wi-Fi or a cellular network Internet connection in the Americas, Europe, the Middle-East and Africa, and the Asia Pacific regions.
The last earnings update was 55 days ago.
Value is all about what a company is worth versus what price it is
available for. If you went into a grocery store and all the bananas were on sale
at half price, they could be considered
INTRINSIC VALUE BASED ON FUTURE CASH FLOWS
It is not possible to calculate the future cash flow value for
Arlo Technologies. This is due to cash flow or dividend data being
unavailable. The share price is
PRICE RELATIVE TO MARKET
We can also value a company based on what the stock market is willing to pay for
it. This is similar to the price of fruit (e.g. Mangoes or Avocados) increasing
when they are out of season, or how much your home is worth.
The amount the stock market is willing to pay for
is considered below, and whether this is a fair price.
Price based on past earnings
Arlo Technologies's earnings available for a low price, and how does
this compare to other companies in the same industry?
Arlo Technologies is not considered high growth as it is expected to be loss making for the next 1-3 years.
Arlo Technologies's revenue is expected to grow by 7.2% yearly, however this is not considered high growth (20% yearly).
Past and Future Earnings per Share
The accuracy of the analysts who estimate the future performance data can
be gauged below. We look back 3 years and see if they were any good at
predicting what actually occurred. We also show the highest and lowest estimates
looking forward to see if there is a wide range.
Arlo Technologies's performance over the past 5 years by checking for:
Has earnings increased in past 5 years? (1 check)
Has the earnings growth in the last year exceeded that of the
industry? (1 check)
Is the recent earnings growth over the last year higher than the average annual growth over the
past 5 years? (1 check)
Is the Return on Equity (ROE) higher than 20%? (1 check)
Is the Return on Assets (ROA) above industry average? (1 check)
Has the Return on Capital Employed (ROCE) increased from 3 years ago? (1 check)
The above checks will fail if the company has reported a loss in the most recent
earnings report. Some checks require at least 3 or 5 years worth of data.
has a total score of
0/6, see the detailed checks below.
Note: We use GAAP Net Income excluding extraordinary items in all our calculations.
A company's financial position is much like your own financial position,
it includes everything you own
The boxes below represent the relative size of what makes up
Arlo Technologies's finances.
The net worth of a company is the difference between its assets and liabilities.
Arlo Technologies is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.
Arlo Technologies's cash and other short term assets cover its long term commitments.
This treemap shows a more detailed breakdown of
Arlo Technologies's finances. If any of them are yellow this
indicates they may be out of proportion and red means they relate to one of the
Liabilities and shares
The 'shares' portion represents any funds contributed by the owners (shareholders) and any profits.
High level of physical assets or inventory.
Debt is covered by short term assets, assets are 23.9x debt.
Nearly all companies have debt. Debt in itself isn’t
however if the debt is too high, or the company can’t afford to pay the interest
on its debts this may have impacts in the future.
The graphic below shows equity (available funds) and debt, we ideally want to
see the red area (debt) decreasing.
If there is any debt we look at the companies capability to repay it, and
whether the level has increased over the past 5 years.
Management is one of the most important areas of a company. We look at
unreasonable CEO compensation, how long the team and board of directors have
been around for and insider trading.
TENURE AS CEO
Mr. Matthew Blake McRae is Chief Executive Officer of Arlo Technologies, Inc. and it’s Director since February 2018. He serves as a Venture Partner at Okapi Venture Capital, LLC since joining the firm in 2018. He is also the Chairman of the Board and Founder of Blossom. He serves as Senior Vice President of Strategy at NETGEAR, Inc. Mr. McRae served as the Chief Technology Officer at VIZIO, Inc. since March 2010 and served as its Head of Marketing. He led many functions at VIZIO including product management, program management, hardware engineering, software engineering, cloud services, quality assurance, design, marketing, PR, digital, business development, and corporate development. Joining VIZIO in 2008, his accomplishments include architecting/launching the #1 Smart TV platform in the market, creating new product categories including the award winning audio lineup, driving key strategic partnerships, and cultivating the VIZIO brand. Mr. McRae served as Vice President and General Manager of Advanced Products Group at VIZIO, Inc. from August 2008 to March 2010. Prior to joining VIZIO, from July 2007 to August 2008, Mr. McRae served as Vice President of Marketing and Business Development of Fabrik, and prior to that, from 2001 to June 2007, he served as the Senior Director of Worldwide Business Development at Cisco Systems Inc. He has served on the board of Dedicated Hosting Services, Inc., (d/b/a Streaming Media Hosting) since 2014 and UC Irvine Institute for Innovation since June 2015. He served on the board of the Leatherby Center for Entrepreneurship and Business Ethics at the Business School of Chapman University from 2012 to 2015. Mr. McRae holds a Bachelor of Science in Economics from the Wharton School at the University of Pennsylvania and a Bachelor of Science in Computer Engineering from the University of Pennsylvania.
Insufficient data for Matthew to compare compensation growth.
Matthew's remuneration is higher than average for companies of similar size in Germany.
Management Team Tenure
Average tenure and age of the
management team in years:
The average tenure for the Arlo Technologies management team is less than 2 years, this suggests a new team.
CEO & Director
Chief Financial Officer
Senior Vice President of Products
General Counsel & Corporate Secretary
Board of Directors Tenure
Average tenure and age of the
board of directors in years:
The average tenure for the Arlo Technologies board of directors is less than 3 years, this suggests a new board.
Board of Directors
Chairman of the Board
CEO & Director
Who owns this company?
Recent Insider Trading
More shares have been bought than sold by Arlo Technologies insiders in the past 3 months.
Arlo Technologies, Inc. provides smart connected devices to monitor the environments in real-time with a Wi-Fi or a cellular network Internet connection in the Americas, Europe, the Middle-East and Africa, and the Asia Pacific regions. It offers Arlo Security Camera, a battery-operated Wi-Fi security camera; Arlo Q and Arlo Q Plus, an indoor wired solution that allow users to monitor their surroundings; Arlo Pro, a battery-operated weather-resistant Wi-Fi camera; Arlo Go, an LTE-enabled wire-free camera that provides untethered mobile monitoring; and Arlo Baby, a baby monitor with air quality and temperature sensors, motion and audio detection, and advanced night vision. The company also offers Arlo Pro 2, a battery-operated weather-resistant Wi-Fi camera with advancements in sound and motion detection; Arlo Security Light, a wire-free lighting product; Arlo Audio Doorbell, a smart audio doorbell solution to pair with Arlo camera or Arlo Security Light products; Arlo Chime, a product that plugs into standard wall outlet and pairs with the Arlo Audio Doorbell to play various ringtones or act as a siren; and accessories, such as charging accessories, device mounts, and device skins. In addition, it provides Arlo app for iOS and Android devices that allow users to connect various devices; and prepaid services, including even-day cloud video storage with the ability to connect up to five cameras and 90 days of customer support. The company offers its products through retail channels, wholesale distribution and wireless carrier channels, and paid subscription services through in-app purchases. Arlo Technologies, Inc. was incorporated in 2018 and is headquartered in San Jose, California.
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