Arlo Technologies, Inc.

NYSE:ARLO Stock Report

Market Cap: US$1.2b

Arlo Technologies Management

Management criteria checks 3/4

Arlo Technologies' CEO is Matt McRae, appointed in Feb 2018, has a tenure of 6.83 years. total yearly compensation is $9.91M, comprised of 8% salary and 92% bonuses, including company stock and options. directly owns 3.15% of the company’s shares, worth $36.26M. The average tenure of the management team and the board of directors is 6.4 years and 6.3 years respectively.

Key information

Matt McRae

Chief executive officer

US$9.9m

Total compensation

CEO salary percentage8.0%
CEO tenure6.8yrs
CEO ownership3.2%
Management average tenure6.4yrs
Board average tenure6.3yrs

Recent management updates

Recent updates

Arlo: Timeless Products, Strong Execution

Nov 15

Here's What Analysts Are Forecasting For Arlo Technologies, Inc. (NYSE:ARLO) After Its Third-Quarter Results

Nov 10
Here's What Analysts Are Forecasting For Arlo Technologies, Inc. (NYSE:ARLO) After Its Third-Quarter Results

Arlo: Deftly Managing A Slowing Macro

Sep 03

Subdued Growth No Barrier To Arlo Technologies, Inc. (NYSE:ARLO) With Shares Advancing 26%

Jul 24
Subdued Growth No Barrier To Arlo Technologies, Inc. (NYSE:ARLO) With Shares Advancing 26%

Arlo Technologies, Inc. (NYSE:ARLO) Investors Are Less Pessimistic Than Expected

Jun 08
Arlo Technologies, Inc. (NYSE:ARLO) Investors Are Less Pessimistic Than Expected

Arlo: Services Momentum Is Driving Meaningful Cash Flow Growth

Apr 09

Arlo Technologies, Inc.'s (NYSE:ARLO) Shares Leap 33% Yet They're Still Not Telling The Full Story

Mar 02
Arlo Technologies, Inc.'s (NYSE:ARLO) Shares Leap 33% Yet They're Still Not Telling The Full Story

Arlo Technologies: Staying On The Sidelines For Now

Jan 25

Arlo Technologies, Inc.'s (NYSE:ARLO) Intrinsic Value Is Potentially 71% Above Its Share Price

Jan 15
Arlo Technologies, Inc.'s (NYSE:ARLO) Intrinsic Value Is Potentially 71% Above Its Share Price

Market Still Lacking Some Conviction On Arlo Technologies, Inc. (NYSE:ARLO)

Dec 24
Market Still Lacking Some Conviction On Arlo Technologies, Inc. (NYSE:ARLO)

Arlo Technologies: Despite Mixed Quarter, Upside Catalysts Still Remain

Nov 13

Arlo Technologies: Perfectly Positioned For Sustained Growth

Oct 19

Arlo: Executing On Its Subscription Strategy

Oct 05

Arlo Technologies: Buy This AI And Cloud Gem That Is Set To Double

Aug 29

We're Interested To See How Arlo Technologies (NYSE:ARLO) Uses Its Cash Hoard To Grow

Jul 24
We're Interested To See How Arlo Technologies (NYSE:ARLO) Uses Its Cash Hoard To Grow

Arlo: Let The Good Times Roll

Jun 21

Revenues Not Telling The Story For Arlo Technologies, Inc. (NYSE:ARLO) After Shares Rise 29%

Jun 10
Revenues Not Telling The Story For Arlo Technologies, Inc. (NYSE:ARLO) After Shares Rise 29%

We're Not Very Worried About Arlo Technologies' (NYSE:ARLO) Cash Burn Rate

Apr 05
We're Not Very Worried About Arlo Technologies' (NYSE:ARLO) Cash Burn Rate

Arlo: Small-Cap Rebound Play

Jan 31

We Think Arlo Technologies (NYSE:ARLO) Can Afford To Drive Business Growth

Dec 07
We Think Arlo Technologies (NYSE:ARLO) Can Afford To Drive Business Growth

Arlo: Faces Headwinds On Consumer Demand And Costs

Nov 16

Arlo Technologies Q3 2022 Earnings Preview

Nov 07

Arlo: Hidden Gem

Sep 04

Arlo appoints Gordon Mattingly as CFO

Aug 26

Companies Like Arlo Technologies (NYSE:ARLO) Are In A Position To Invest In Growth

Aug 18
Companies Like Arlo Technologies (NYSE:ARLO) Are In A Position To Invest In Growth

CEO Compensation Analysis

How has Matt McRae's remuneration changed compared to Arlo Technologies's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 29 2024n/an/a

-US$25m

Jun 30 2024n/an/a

-US$22m

Mar 31 2024n/an/a

-US$17m

Dec 31 2023US$10mUS$790k

-US$22m

Oct 01 2023n/an/a

-US$45m

Jul 02 2023n/an/a

-US$58m

Apr 02 2023n/an/a

-US$62m

Dec 31 2022US$15mUS$790k

-US$57m

Oct 02 2022n/an/a

-US$41m

Jul 03 2022n/an/a

-US$42m

Apr 03 2022n/an/a

-US$54m

Dec 31 2021US$10mUS$750k

-US$56m

Oct 03 2021n/an/a

-US$64m

Jun 27 2021n/an/a

-US$67m

Mar 28 2021n/an/a

-US$73m

Dec 31 2020US$5mUS$779k

-US$101m

Sep 27 2020n/an/a

-US$66m

Jun 28 2020n/an/a

-US$80m

Mar 29 2020n/an/a

-US$84m

Dec 31 2019US$2mUS$750k

-US$86m

Sep 29 2019n/an/a

-US$145m

Jun 30 2019n/an/a

-US$127m

Mar 31 2019n/an/a

-US$111m

Dec 31 2018US$14mUS$547k

-US$75m

Sep 30 2018n/an/a

-US$34m

Jul 01 2018n/an/a

-US$15m

Apr 01 2018n/an/a

US$1m

Dec 31 2017US$877kUS$104k

US$7m

Compensation vs Market: Matt's total compensation ($USD9.91M) is above average for companies of similar size in the US market ($USD3.21M).

Compensation vs Earnings: Matt's compensation has been consistent with company performance over the past year.

CEO

Matt McRae (50 yo)

6.8yrs

Tenure

US$9,911,634

Compensation

Mr. Matthew Blake McRae, also known as Matt, serves as Venture Partner at Okapi Venture Capital LLC since joining the firm in 2018. He is Chief Executive Officer of Arlo Technologies, Inc. since February 2...

Leadership Team

NamePositionTenureCompensationOwnership
Matthew McRae
CEO & Director6.8yrsUS$9.91m3.15%
$ 36.3m
Kurtis Binder
CFO, COO and Principal Financial & Accounting Officer2.3yrsUS$748.18k0.83%
$ 9.5m
Brian Busse
General Counsel & Corporate Secretary6.4yrsUS$1.99m0.61%
$ 7.0m
Samir Kapoor
Chief Technology Officerless than a yearno datano data
Lily Knowles
Senior Vice President of Sales6.9yrsno datano data
Antoinette Switzer
Senior Vice President of Worldwide Human Resources6.4yrsno datano data
Scott McManigal
Senior Vice President of Design & Experience6.8yrsno datano data
Michael Werdann
Chief Revenue Officerless than a yearno datano data

6.4yrs

Average Tenure

54yo

Average Age

Experienced Management: ARLO's management team is seasoned and experienced (6.4 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Matthew McRae
CEO & Director6.3yrsUS$9.91m3.15%
$ 36.3m
Jocelyn Carter-Miller
Independent Director6.3yrsUS$237.00k0.11%
$ 1.2m
Ralph Faison
Independent Chairman of the Board6.3yrsUS$289.50k0.37%
$ 4.3m
Catriona Fallon
Independent Director3.3yrsUS$244.00k0.074%
$ 846.6k
Prashant Aggarwal
Independent Director6.2yrsUS$234.50k0.047%
$ 539.4k
Grady Summers
Independent Director6.3yrsUS$239.50k0.19%
$ 2.2m
Amy Rothstein
Independent Director5.6yrsUS$247.00k0.061%
$ 702.7k

6.3yrs

Average Tenure

53yo

Average Age

Experienced Board: ARLO's board of directors are considered experienced (6.3 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/30 20:23
End of Day Share Price 2024/12/27 00:00
Earnings2024/09/29
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Arlo Technologies, Inc. is covered by 10 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Hamed KhorsandBWS Financial Inc.
Anthony StossCraig-Hallum Capital Group LLC
Jeffrey RandDeutsche Bank