Arlo Technologies, Inc. (‘Arlo’) protects everything that matters to people with home, business, and personal security services that combine a globally scaled cloud platform, monitoring and analytics capabilities, and app-controlled devices to create a personalized security ecosystem.
Arlo’s deep expertise in cloud services, cutting-edge artificial intelligence (‘AI’), and computer vision analytics, wireless connectivity, and intuitive user experience design delivers seamless, smart home securi...
Arlo Technologies, Inc. (‘Arlo’) protects everything that matters to people with home, business, and personal security services that combine a globally scaled cloud platform, monitoring and analytics capabilities, and app-controlled devices to create a personalized security ecosystem.
Arlo’s deep expertise in cloud services, cutting-edge artificial intelligence (‘AI’), and computer vision analytics, wireless connectivity, and intuitive user experience design delivers seamless, smart home security for Arlo users that is easy to set up and engage with every day. The company’s highly secure, cloud-based platform provides users with visibility, insight, and a powerful means to help protect and connect in real-time with the people and things that matter most, from any location with a Wi-Fi or a cellular connection – all rooted in a commitment to safeguard privacy for its users and their personal data.
As of December 31, 2024, the company has launched subscription services, such as Arlo Secure, Arlo Total Security, and Arlo Safe, and several categories of award-winning smart security devices, including smart Wi-Fi and LTE-enabled cameras, video doorbells, floodlight cameras, and home security systems. In addition, Arlo’s broad compatibility allows the platform to seamlessly integrate with third-party internet-of-things (‘IoT’) products and protocols, such as Amazon Alexa, Apple HomeKit, Apple TV, Google Assistant, and Samsung SmartThings. The company plans to continue to introduce new smart security devices to the Arlo platform, both in cameras and other categories, increase the number of registered accounts on its platform, keep them highly engaged through its mobile app, and generate incremental recurring revenue by offering them paid subscription services.
The company engages and contracts with certain third parties, such as ITS Partner LLC, e-Infochips Ltd., and Elinext Software Ltd., on research and development.
Market
The company’s total addressable market consists of individuals and business owners who use smart security devices to protect their loved ones and property. Outside of the home, the company has seen adoption of its cellular-enabled products in a variety of use cases, such as neighborhood watch, construction site monitoring, wildlife and outdoor trail surveillance, and event monitoring. The company’s Software as a Service (‘SaaS’) solution includes Arlo Secure, a subscription service with coverage for unlimited cameras and an enhanced Emergency Response solution, Arlo Total Security, a comprehensive subscription service with professional monitoring and security hardware, Arlo Safe, a personal safety service with a panic button accessory, as well as Arlo SmartCloud, a solution that delivers highly efficient and secure cloud services at scale.
Services
Arlo Secure
Arlo Secure is the company’s subscription service that provides advanced AI-based detection, DIY home security, as well as professional monitoring, and an enhanced Emergency Response capability. These premium services boast support for unlimited household security devices, along with advanced AI object detection, and smarter, more interactive notifications. Additionally, the 24/7, one-touch Emergency Response is available with the Secure Plus and Premium plans, enabling Arlo users to directly dispatch first responders during an emergency for quicker action. A trial period of Arlo Secure is provided with various Arlo cameras, home security, and doorbell products. The features of Arlo Secure subscriptions include:
AI-powered Recognition and Detection – Leveraging advanced computer vision AI and recognition engines, Arlo Secure provides more meaningful, detailed alerts so users can make informed decisions about their security and safety. Users can train Arlo AI to create personalized, custom detections to protect what matters most and can teach Arlo cameras to recognize certain objects or changes in view to trigger custom notifications.
Emergency Response – With one touch in the Arlo Secure App, users can directly dispatch fire, police, or medical responders to the camera’s location. If directed by the user, Arlo’s Emergency Response team can also provide critical location information to responders en route to better prepare them, such as gate codes, medical conditions of family members, and pet details.
2K and 4K Cloud-based Video Recording – View 30 days of recordings securely stored on Arlo’s SmartCloud platform, for ultimate peace of mind and protection even if the device is damaged or stolen in a break-in, storm, or other physical incident.
Unlimited Cameras – Users can enjoy Arlo Secure service for all cameras in their home with one all-encompassing plan and can add newly purchased Arlo cameras for no additional service charge.
Advanced Object Detection – Arlo processes and filters approximately 195 million events each day through advanced object detection backed by visual AI, allowing for better recognition of people, packages, vehicles, and animals to add key context to notifications and reduce unwanted alerts.
Smart Interactive Notifications – Users can take quicker action by responding to rich notifications or viewing an animated preview of a notification video through the lock screen on their smartphone.
Smoke and CO Alarm Detection – Users can get notified when the camera hears a smoke or CO alarm triggered.
Cloud-based Activity Zones – Users can reduce unwanted notifications by highlighting specific areas on their property where they want motion to be detected.
Call a Friend – Users can instantly call a friend through the Arlo App from their notification screen with one tap.
24/7 Priority Support – Users get priority technical support through the in-app Help Center with omnichannel access to phone, chat, community, or self-help articles.
24/7 Professional Monitoring – Users have access to live security experts who swiftly assist in an emergency, regardless of whether a user is home or away. Through Emergency Response, live agents can access authorized camera video to verify emergencies, potentially reducing false alarms, expediting response from emergency personnel in a crisis.
Arlo Total Security
Arlo Total Security is a comprehensive subscription service that offers 24/7 professional monitoring and security hardware with affordable monthly pricing and no upfront costs. At the heart of this innovative subscription service is Arlo’s Home Security System, which uses a first-of-its-kind, all-in-one multi-sensor capable of eight different sensing functions. With its all-in-one design, the Arlo multi-sensor can be placed anywhere—from walls to windows and doors, to underneath sinks and water heaters—to detect motion, door/window openings and tilt, water leaks, freezing temperatures, lighting changes, and T3/T4 smoke/CO alarm audio sirens. Managed through the Arlo Secure App, the award-winning security system pairs with Arlo's advanced video security cameras, such as the Arlo Pro 5s, to enable video verification by 24/7 professional monitoring security experts of an emergency situation – a growing requirement across municipalities to reduce false alarms and unnecessary utilization of emergency services.
Arlo Safe
Arlo Safe is a personal safety service with a panic button accessory featuring one-tap, 24/7 Emergency Response, family safety, automatic crash detection, and more. Ideal for everyone from city dwellers walking home at night, to college students out with friends, teenagers walking to/from school, daily commuters, or even elderly family members, Arlo Safe is an all-encompassing 24/7 personal safety solution for ultimate peace of mind while on the go. Features including 24/7 live agent emergency support, location sharing, family check-ins, and safety alerts provide on-the-go protection to keep the user safe in a time of need. Working in tandem with the Arlo Safe app, the Arlo Safe button can be used to alert safety experts and rapidly send emergency responders to the user’s location anytime, day or night. The features of Arlo Safe subscriptions include:
One-Touch Emergency Response – Access live safety experts 24/7 to rapidly send fire, police, or medical responders directly to the user’s exact location.
Family Safety – Never miss a moment with the ability to know where opt-in family members have been, see their current location, or send help directly to them in an emergency situation.
Crash Detection and Response – Advanced impact detection can expedite emergency response in the event of a vehicle accident by sharing appropriate location and medical information with first responders.
Other Services
Arlo SmartCloud is a SaaS solution that delivers scalable security cloud services for business. Its comprehensive offering includes computer vision, multi-object detection, audio analysis, security services, scaled storage, and numerous ecosystem integrations. Arlo SmartCloud is a fully managed robust global platform built for security, scalability, and reliability that can be deployed as part of advanced subscription services for hardware companies, automotive companies, service providers, insurance companies, home builders, smart communities, smart cities, traditional security companies, and other related verticals.
Products
Smart Security Devices
Arlo Essential Cameras and Doorbells (2nd Generation), released in the third quarter of 2023, deliver smart home protection for everyone at an incredible value. The new lineup features the Arlo Essential XL Outdoor Camera with 4X the battery life of the new standard Essential Outdoor Camera, as well as a new Essential Indoor Camera with an automated privacy shield. A new Video Doorbell with head-to-toe 180-degree field of view is also available. The all-new second-generation Essential cameras and doorbells offer several new advancements, with up to 2K video resolution, providing customers with powerful smart home security solutions at affordable price points. Additionally, each device features USB-C connections for easy recharging, and a new quick setup process using Bluetooth for a faster, easier onboarding experience.
The Arlo Home Security System, released in the fourth quarter of 2022, is a first-of-its-kind smart security system featuring the Arlo All-in-One Multi-Sensor capable of eight different sensing functions. The system, which is managed through the Arlo Secure App, pairs with Arlo’s 24/7 professional monitoring service, granting one-tap access to highly trained security experts who monitor and respond to emergency situations. Able to be placed anywhere, from walls to windows and doors, to under sinks and water heaters, the simple-to-install wireless multi-sensor can detect motion, door/window openings and tilt, water leaks, freezing temperatures, lighting changes, and T3/T4 smoke/CO alarm audio sirens.
Arlo Pro 5S, released in the fourth quarter of 2022, is an all-new wireless security camera with advanced 2K video resolution. The latest addition to the award-winning Pro series, Pro 5S boasts tri-band connectivity - operating via dual-band Wi-Fi and Arlo SecureLink technology. Pro 5S is backed by the Arlo Secure App, which features an all-new, highly intuitive interface that streamlines access to critical tools like Emergency Response. Since Pro 5S operates on the lowest power band when in sleep mode, users will appreciate significant battery life improvements. Additionally, tri-band connectivity provides longer Wi-Fi range and mitigates RF interference and active jamming attempts while maximizing picture quality. Pro 5S seamlessly pairs with other SecureLink devices for continuous security and connectivity, even during power and internet outages.
Arlo Go 2, released in the second quarter of 2022, is designed for monitoring remote areas, large properties, construction sites, vacation homes, boat or RV slips, and hard-to-access areas. Go 2 works with a 4G LTE cellular data plan to provide continuous connectivity and uninterrupted security. Arlo Go 2 features a 100% wire-free, weather-resistant design, swappable, rechargeable battery, and the ability to directly connect to Wi-Fi, when in range. Users can view and record 1080p full HD video day and night, capturing important details with color night vision thanks to an integrated spotlight. Two-way, full-duplex audio ensures clear communication with visitors, while a built-in siren can be triggered remotely or automatically to ward off intruders. Additionally, Arlo Go 2 is equipped with GPS positioning to track the camera’s whereabouts, allowing users to locate devices across an expansive area, or in the event of theft.
Arlo Ultra 2, released in the second quarter of 2020, is designed to deliver an enhanced user experience with improved range, building on advanced features, such as 4K video with HDR, an ultra-wide, 180-degree field of view, auto zoom and tracking on moving objects with clarity and detail, color night vision allowing the user to see video in color rather than traditional black and white, built-in siren that is automatically triggered by motion or audio, or manually triggered via the Arlo App, and more. Arlo Ultra 2 works with Amazon Alexa, Google Assistant, and Apple HomeKit for easy interaction, automation, and control.
Arlo Floodlight Camera, released in the first quarter of 2020, is the first wire-free floodlight camera on the market. The floodlight camera brings powerful LEDs, an integrated 2K HDR camera, 160-degree field of view, two-way audio, custom lighting configurations, and a built-in siren to any home or small business. The floodlight camera can automatically measure the amount of surrounding light to allow for true customization for when the floodlight automatically turns on. The floodlight camera also offers three different light patterns – constant, flashing, and pulsating – which users can control manually on-demand or via automation rules.
In the third quarter of 2024, the company also released the all-new wired floodlight camera, which brings crystal clear details with 2K HDR video and a 160-degree field of view. It has an adjustable camera and ultra-bright 2000-lumen articulating floodlights for flexible coverage where it is needed. The wired floodlight works with Amazon Alexa and Google Home for easy interaction, automation, and control.
Arlo Accessories
Security System Accessories provide added functionality to the Arlo Security System for greater peace of mind. The Wire-Free Outdoor Siren extends protection outside of the home with a loud wire-free siren featuring a weather-resistant design, built-in strobe, and adjustable volume settings. The Arlo Cellular and Battery Backup module gives the Arlo Security System up to 12 hours of power during outages and stacks discreetly beneath the Security System hub for a sleek all-in-one design.
Charging Accessories are designed to offer additional convenient ways to keep Arlo wire-free cameras up and running even longer. With the Arlo Charging Station, users can charge up to two batteries with fast-charging technology so there is always a battery ready to go. For those looking to eliminate battery swaps entirely, the mountable and weather-resistant Arlo Solar Panel connects to various Arlo cameras to keep batteries charged with just a few hours of direct sunlight.
Mounts feature innovative designs that allow users to mount their cameras outdoors or indoors, on ceilings or countertops. The Arlo Anti-Theft Mount enables users to lock their Arlo camera in place to prevent tampering and theft. Additional outdoor, tabletop, and other adjustable mounts give users added flexibility to customize their camera position to suit any unique location they need to monitor.
Sales Channels
The company sells its products through multiple sales channels worldwide, including traditional and online retailers, wholesale distributors, broadcast channels, wireless carriers, security solution providers, as well as directly to consumers through its own online store.
Retailers: The company sells to traditional and online retailers, either directly or through wholesale distributors. It works directly with its retail channels on market development activities, such as co-advertising, including digital and traditional media, online promotions and video demonstrations, instant rebate programs, event sponsorship, and sales associate training. The company sells a substantial portion of its products through traditional and online retailers, including Amazon, Best Buy Co., Inc., Walmart, Inc., and Costco Wholesale Corporation and their affiliates.
Wholesale Distributors: The company’s distribution channel supplies its products to retailers, e-commerce resellers, wireless carriers, and broadcast channels. It sells directly to its distributors, including Ingram Micro, Inc., D&H Distributing Company, and Synnex Corporation.
Broadcast Channels: The company also sells its products through TV shopping networks such as HSN and QVC.
Wireless Carriers: The company supplies its products to major wireless carriers around the world, including AT&T, T-Mobile, Verizon, Telstra, and Vodafone. This sales channel is and will continue to be the key route-to-market for its current portable LTE-enabled camera and any future cellular-enabled security solutions.
Security Solution Providers: The company sells its products and services to security solution providers, including Verisure, from which it derived 43.2% of its revenue in 2024.
Arlo.com: In the third quarter of 2019, the company launched its online direct-to-consumer store to sell its products directly to its customers. The company also sells its subscription services, such as Arlo Secure, Arlo Total Security, and Arlo Safe, directly to consumers.
Agreement with Verisure
Verisure is the exclusive distributor of the company’s products in Europe for all retail channels and direct channels in connection with Verisure’s security business.
Manufacturing
While all of the company’s products are primarily designed in North America, it currently outsources manufacturing to Foxconn Cloud Network Technology Singapore Pte. Ltd., Alpha Networks Inc., Pegatron Corporation, and Chicony Electronics Co., Ltd., which are all headquartered in Asia.
Arlo Cloud Engineering Operations
The company serves its users from third-party data center hosting facilities. The company’s cloud platform runs in data centers in the United States and a data center in Ireland to serve its European Union users. The company also utilizes data centers in Singapore and Australia. It has designed its cloud environments to be highly resilient with built-in redundancy and provide failover to other data centers in its network.
Marketing
The company’s marketing programs are focused on building global brand awareness, increasing product adoption, and driving sales. The company’s marketing efforts target individuals interested in a smart security solution. The company also increases brand awareness by augmenting word-of-mouth recommendations from Arlo customers and key influencers, interacts digitally with current and prospective customers, and maintains and develops its strong channel partnerships and strong shelf presence. The company collaborates with its retail partners on market development activities to drive in-store and online engagement with the brand and drive purchases.
Customer Care
The company provides customer care to Arlo users globally through a variety of communication channels, including phone, chat, email, social media, and the company’s Arlo Community, as well as self-guided resources, such as knowledge-base articles, how-to videos, and technical documentation on its website. The online Arlo Community, in particular, serves as an efficient and engaging platform through which the company can deliver customer care and receive feedback from users. The company gathers and analyzes user feedback from all platforms to help inform its design and engineering teams about future enhancements to its products and services.
In order to best serve the company’s users globally, it manages and continually adjusts its resources worldwide through a mixture of permanent employees and subcontracted, outsourced resources. As the company’s installed base continues to grow in new geographies, categories, and technologies, it will continue to focus on building a scalable support infrastructure that enables its users to engage with it through the channel that is most convenient and efficient for their needs.
Intellectual Property
The company holds 135 issued United States patents, 50 pending United States patent applications, 66 international patents, including patents issued by China and the EU, and 43 pending patent applications outside of the United States.
The company also pursues the registration of its domain names and trademarks, and service marks in the United States and in certain locations outside the United States. The company currently has six registered trademarks and six pending trademark applications in the United States, as well as 82 registered trademarks and 25 pending trademark applications outside of the United States. The company currently holds trademark registrations for ‘ARLO’ in 13 countries: the United States, Argentina, Australia, Brazil, Canada, Chile, China, Japan, Mexico, New Zealand, Peru, Singapore, and Trinidad and Tobago, as well as the World Intellectual Property Organization.
Competitors
The company’s principal competitors include Amazon (Blink and Ring), Canary, D-Link, Eufy, Google (Nest), Foxconn Corporation (Belkin), Night Owl, Samsung, SimpliSafe, Swann, and Wyze. Other competitors include numerous local vendors, such as Netatmo, Logitech, Bosch, Instar, and Uniden.
History
Arlo Technologies, Inc. was incorporated in Delaware in 2018.
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