Arlo Technologies Förvaltning
Förvaltning kriterier kontrolleras 3/4
Arlo Technologies VD är Matt McRae, utsedd i Feb 2018, har en mandatperiod på 8.58 år. totala årliga ersättningen är $ 7.36M, bestående av 10.7% lön 89.3% bonusar, inklusive företagsaktier och optioner. äger direkt 1.09% av företagets aktier, värda $ 15.35M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 6.1 år respektive 8.1 år.
Viktig information
Matt McRae
Verkställande direktör
US$7.4m
Total ersättning
| VD-lön i procent | 10.74% |
| Anställning som VD | 8.6yrs |
| Ägande av VD | 1.1% |
| Ledningens genomsnittliga anställningstid | 6.1yrs |
| Styrelsens genomsnittliga mandatperiod | 8.1yrs |
Senaste uppdateringar av ledningen
Recent updates
Seeking Alpha • Aug 24
Arlo: Subscriber Momentum Is Undeniable
Summary Arlo Technologies offers compelling value and diversification as the market faces elevated valuations and potential correction risk. ARLO's core bull thesis centers on rapid subscriber growth, low churn (~1%), and high customer LTV approaching $1,000, supporting a recurring revenue model. Expansion into senior care via the Aloe Care acquisition increases ARLO’s TAM estimate to $285 billion by 2034, enhancing long-term growth prospects. With ~$140 million in cash and no debt, ARLO maintains strategic flexibility for M&A and organic growth, supporting my reiterated 'Buy' rating. Read the full article on Seeking Alpha
Uppdatering av berättelse • Jun 17
ARLO: Subscription Platform And Services Mix Will Drive Future Upside
Analysts have modestly adjusted their fair value framework for Arlo Technologies, maintaining a fair value estimate of $21.40. They also highlight fresh support from new coverage and price targets around $20 that emphasize the company’s subscription driven model and perceived mispricing relative to its services mix.Uppdatering av berättelse • Jun 03
ARLO: Recurring Subscription Platform Will Drive Multiyear Upside Potential
Analysts have trimmed the fair value estimate for Arlo Technologies by $0.10 to $21.40, as they factor in updated assumptions on growth, margins and a higher expected P/E multiple supported by recent research citing the shift to a recurring revenue model and subscription-focused economics. Analyst Commentary Bullish Takeaways Bullish analysts point to Arlo Technologies' shift from a low-cost hardware model to a premium, service-first platform as a core driver of its recurring revenue profile, which they see as better aligned with a higher P/E multiple.Analysartikel • May 11
Results: Arlo Technologies, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
Arlo Technologies, Inc. ( NYSE:ARLO ) just released its first-quarter report and things are looking bullish. The...Uppdatering av berättelse • Apr 26
ARLO: New Buyback Program Will Drive Multiyear Upside Potential
Analysts kept their $21.50 price target for Arlo Technologies unchanged, citing broadly steady assumptions around the discount rate, revenue growth, profit margin and future P/E as support for maintaining their valuation view. What's in the News The board adopted amended and restated bylaws that update references to the registered office and agent, modernize electronic communication and document transmission, and expressly allow remote-only stockholder meetings as determined by the board (Company filing).Uppdatering av berättelse • Apr 11
ARLO: Share Repurchases Will Support Future Upside Over Multiyear Horizon
Analysts have kept their price target for Arlo Technologies steady at $21.50, with small tweaks to inputs like discount rate, revenue growth, profit margin, and forward P/E. These adjustments reflect refined views rather than a change in the overall valuation outlook.Uppdatering av berättelse • Mar 28
ARLO: Share Repurchases And Samsung Partnership Will Support Future Upside
Analysts have trimmed their price target for Arlo Technologies from $23.20 to $21.50, citing updates to key assumptions including a higher discount rate, a revised profit margin outlook, and a different future P/E expectation. What's in the News Arlo Technologies announced a share repurchase program authorizing up to $50 million of buybacks, with the program running through December 31, 2027, unless changed by the Board of Directors (Key Developments).Analysartikel • Nov 20
Arlo Technologies, Inc. (NYSE:ARLO) May Have Run Too Fast Too Soon With Recent 27% Price Plummet
Arlo Technologies, Inc. ( NYSE:ARLO ) shares have had a horrible month, losing 27% after a relatively good period...Analysartikel • Sep 14
Why Arlo Technologies, Inc. (NYSE:ARLO) Could Be Worth Watching
Arlo Technologies, Inc. ( NYSE:ARLO ), is not the largest company out there, but it saw a decent share price growth of...Uppdatering av berättelse • Aug 08
Home Security Adoption And ADT Partnership Will Expand Ecosystem
Arlo Technologies’ future P/E has more than doubled while its net profit margin has sharply contracted, suggesting that analysts now expect significantly higher growth or valuation multiples despite weaker profitability, leading to an increased consensus price target of $21.40 (up from $19.00). What's in the News Issued earnings guidance for Q3 2025 with expected revenue of $133 million–$143 million and net income per diluted share of $0.04–$0.10.Analysartikel • Jun 17
Arlo Technologies, Inc. (NYSE:ARLO) Stock Rockets 26% As Investors Are Less Pessimistic Than Expected
Arlo Technologies, Inc. ( NYSE:ARLO ) shares have continued their recent momentum with a 26% gain in the last month...Ny berättelse • May 27
Premium Service Plans And IoT Security Will Advance Expansion
Strong subscription and software growth, driven by premium plans and AI features, is accelerating recurring high-margin revenue and expanding long-term profitability.Analysartikel • Apr 04
Arlo Technologies, Inc. (NYSE:ARLO) Shares May Have Slumped 28% But Getting In Cheap Is Still Unlikely
The Arlo Technologies, Inc. ( NYSE:ARLO ) share price has fared very poorly over the last month, falling by a...Analysartikel • Mar 24
What Is Arlo Technologies, Inc.'s (NYSE:ARLO) Share Price Doing?
While Arlo Technologies, Inc. ( NYSE:ARLO ) might not have the largest market cap around , it received a lot of...Seeking Alpha • Mar 04
Arlo: The Value In This Name Is Starting To Get Recognized
Summary Shares of Arlo have soared after the company's Q4 earnings print, especially after its FY25 outlook called for substantial ~20% growth in services revenue. The company continues to add new subscribers at a rapid clip, with a better upsell rate into its $25/month Premium tier after its simplification of its subscription offerings. The company's gross margins also continue to improve, despite the company discounting its hardware to negative margin levels in order to encourage new product sales. The stock trades at a reasonable ~20x forward FCF multiple, considering multiple paths to continued margin expansion and subscriber pickups. Read the full article on Seeking AlphaSeeking Alpha • Nov 15
Arlo: Timeless Products, Strong Execution
Summary Arlo is a value-oriented pick with strong Q3 results and promising new features in its Security 5.0 platform, boosting premium plan sign-ups. Arlo's services revenue is growing rapidly, eclipsing hardware revenue, and the company has a long-term goal of 10 million paid accounts by 2030. Despite a competitive promotional environment, Arlo's strategy to drive hardware sales at lower margins is justified by its high-margin subscription services and low churn rates. Arlo's valuation multiples (~17x FCF and ~22x P/E) are reasonable given its 20%+ ARR growth and ~30% operating margin growth. I'm reiterating my buy rating here. Read the full article on Seeking AlphaAnalysartikel • Nov 10
Here's What Analysts Are Forecasting For Arlo Technologies, Inc. (NYSE:ARLO) After Its Third-Quarter Results
It's been a pretty great week for Arlo Technologies, Inc. ( NYSE:ARLO ) shareholders, with its shares surging 16% to...Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Jun 28 2026 | n/a | n/a | US$31m |
| Mar 29 2026 | n/a | n/a | US$31m |
| Dec 31 2025 | US$7m | US$790k | US$15m |
| Sep 28 2025 | n/a | n/a | US$4m |
| Jun 29 2025 | n/a | n/a | -US$7m |
| Mar 30 2025 | n/a | n/a | -US$22m |
| Dec 31 2024 | US$23m | US$790k | -US$31m |
| Sep 29 2024 | n/a | n/a | -US$25m |
| Jun 30 2024 | n/a | n/a | -US$22m |
| Mar 31 2024 | n/a | n/a | -US$17m |
| Dec 31 2023 | US$10m | US$790k | -US$22m |
| Oct 01 2023 | n/a | n/a | -US$45m |
| Jul 02 2023 | n/a | n/a | -US$58m |
| Apr 02 2023 | n/a | n/a | -US$62m |
| Dec 31 2022 | US$15m | US$790k | -US$57m |
| Oct 02 2022 | n/a | n/a | -US$41m |
| Jul 03 2022 | n/a | n/a | -US$42m |
| Apr 03 2022 | n/a | n/a | -US$54m |
| Dec 31 2021 | US$10m | US$750k | -US$56m |
| Oct 03 2021 | n/a | n/a | -US$64m |
| Jun 27 2021 | n/a | n/a | -US$67m |
| Mar 28 2021 | n/a | n/a | -US$73m |
| Dec 31 2020 | US$5m | US$779k | -US$101m |
| Sep 27 2020 | n/a | n/a | -US$66m |
| Jun 28 2020 | n/a | n/a | -US$80m |
| Mar 29 2020 | n/a | n/a | -US$84m |
| Dec 31 2019 | US$2m | US$750k | -US$86m |
Ersättning vs marknad: Matt s total kompensation ($USD 7.36M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 5.19M ).
Ersättning vs inkomst: Ersättningen från Matt har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
Matt McRae (52 yo)
8.6yrs
Anställning
US$7,358,402
Kompensation
Mr. Matthew Blake McRae, also known as Matt, serves as an Independent Director at Snap Inc. since December 4, 2025. He serves as Venture Partner at Okapi Venture Capital LLC since joining in 2018. He is Ch...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO & Director | 8.6yrs | US$7.36m | 1.09% $ 15.3m | |
| CFO & COO | 4yrs | US$4.29m | 0.41% $ 5.8m | |
| General Counsel & Corporate Secretary | 8.2yrs | US$2.34m | 0.54% $ 7.7m | |
| Chief Technology Officer | 2.5yrs | inga uppgifter | inga uppgifter | |
| Senior Vice President of Marketing & Customer Care | 8.7yrs | inga uppgifter | inga uppgifter | |
| Senior Vice President of Worldwide Human Resources | 8.2yrs | inga uppgifter | inga uppgifter | |
| Senior Vice President of Design & Experience | 8.5yrs | inga uppgifter | inga uppgifter | |
| Chief Revenue Officer | 1.9yrs | inga uppgifter | inga uppgifter | |
| Senior Vice President of Global Finance | 2.7yrs | inga uppgifter | inga uppgifter | |
| Senior Vice President of Aloe Care | less than a year | inga uppgifter | inga uppgifter | |
| Investor Relations Executive | no data | inga uppgifter | inga uppgifter |
6.1yrs
Genomsnittlig anställningstid
56yo
Genomsnittlig ålder
Erfaren ledning: ARLO s ledningsgrupp är erfaren och erfaren ( 6.1 års genomsnittlig anställning).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO & Director | 8.1yrs | US$7.36m | 1.09% $ 15.3m | |
| Independent Director | 8.1yrs | US$255.00k | 0.10% $ 1.5m | |
| Independent Chairman of the Board | 8.1yrs | US$312.50k | 0.37% $ 5.2m | |
| Independent Director | 5.1yrs | US$257.00k | 0.091% $ 1.3m | |
| Independent Director | 7.9yrs | US$247.50k | 0.0098% $ 138.2k | |
| Independent Director | 8.1yrs | US$252.50k | 0.20% $ 2.9m | |
| Independent Director | 7.3yrs | US$255.00k | 0.042% $ 594.7k |
8.1yrs
Genomsnittlig anställningstid
55yo
Genomsnittlig ålder
Erfaren styrelse: ARLO s styrelse anses vara erfaren ( 8.1 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/10 18:36 |
| Aktiekurs vid dagens slut | 2026/09/10 00:00 |
| Intäkter | 2026/06/28 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Arlo Technologies, Inc. bevakas av 10 analytiker. 7 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Anthony Stoss | Craig-Hallum Capital Group LLC |
| Jeffrey Rand | Deutsche Bank |
| Robert Cihra | Guggenheim Securities, LLC |