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We believe we are well-positioned to extend our current reach to the broader IoT market both within and beyond the home as we continue to launch new products and services within our smart security platform.
+Added: Subscriptions and Services
Arlo Secure is our 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.
−Removed: 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.
−Removed: A trial period of Arlo Secure is provided with various Arlo cameras, home security, and doorbell products.
+Added: Additionally, the 24/7, one-touch Emergency Response is available with the Secure Premium plan, enabling Arlo users to directly dispatch first responders during an emergency for quicker action.
+Added: Subscriptions of Arlo Secure are available with various Arlo cameras, home security, and doorbell products.
The features of Arlo Secure subscriptions include:
−Removed: • AI-powered Recognition and Detection – Leveraging advanced computer vision AI and recognition engines, Arlo Secure 5 provides more meaningful, detailed alerts so users can make informed decisions about their security and safety.
+Added: • AI-powered Recognition and Detection – Leveraging advanced computer vision AI and recognition engines, Arlo Secure 6 provides event captions, video search, advanced video and audio detection capabilities 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 camera to recognize certain objects or changes in view to trigger custom notifications.
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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.
−Removed: 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.
−Removed: 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.
+Added: Managed through the Arlo Secure App, the award-winning security system pairs with Arlo's advanced video security cameras, such as the Arlo Pro 6, 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.
+Added: Arlo Safe is a personal safety service with a panic button accessory featuring one-tap, 24/7 Emergency Response, family safety, 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.
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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.
−Removed: The features of Arlo Safe subscriptions include:
−Removed: • 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.
−Removed: • 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.
−Removed: • 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
−Removed: Arlo SmartCloud is a SaaS solution that delivers scalable security cloud services for business.
+Added: Arlo SmartCloud is a SaaS solution that delivers advanced smart security cloud services with Arlo Intelligence for businesses looking to rapidly integrate and deploy smart security at scale.
Its comprehensive offering includes computer vision, multi-object detection, audio analysis, security services, scaled storage and numerous ecosystem integrations.
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Smart Security Devices
−Removed: Arlo Essential Cameras and Doorbells (2nd Generation) , released in the third quarter of 2023, deliver smart home protection for everyone at an incredible value.
−Removed: 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.
−Removed: A new Video Doorbell with head-to-toe 180-degree field of view is also available.
−Removed: 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.
−Removed: Additionally, each device features USB-C connections for easy re-charging, and a new quick set-up process using Bluetooth for a faster, easier onboarding experience.
+Added: Arlo Essential Cameras and Doorbells , refreshed in the fourth quarter of 2025, deliver smart home protection for everyone at an incredible value.
+Added: The new 2025 lineup features the Arlo Essential Pan Tilt powered security cameras with 360-degree coverage and 2K video resolution, as well as new versions of the Essential Battery-Powered, Essential Indoor and Essential XL Security Cameras with dual-band WiFi for expanded connectivity options.
+Added: The Essential Video Doorbell with head-to-toe 180-degree field of view is also available with options for both 2K and HD video resolution.
+Added: The all-new Essential cameras offer customers smart security protection with easy DIY setup at affordable price points.
+Added: Additionally, each device features USB-C connections for easy re-charging, and a new quick set-up process for an even faster, easier onboarding experience.
+Added: Arlo Pro 6 , released in the fourth quarter of 2025, is the latest generation of Arlo’s award-winning Pro Series wireless security cameras.
+Added: Pro 6 is backed by the Arlo Secure App which features an updated, highly intuitive interface that streamlines access to critical tools like Emergency Response.
+Added: With an expanded field of view, dual-band WiFi and extended battery life with the Pro 6 XL version, the new Pro Series security cameras provide a step-up value for customers looking for superior video quality and convenience features like swappable batteries.
+Added: Arlo Ultra 3 , released in the fourth quarter of 2025, delivers ultimate protection with crisp 4K HDR video resolution, auto-zoom and tracking, and an expansive 180-degree field of view.
+Added: Designed for elite-level security, the premium video capabilities of Ultra 3 combined with Arlo Secure’s advanced AI-capabilities such as custom detection and video search deliver maximum peace of mind for homes and businesses.
+Added: Arlo Floodlight Cameras , available in both a wire-free battery-powered model and a wired version that easily replaces conventional powered floodlights, brings powerful visibility with 2K HDR video resolution, a wide 160-degree field view, two-way audio, custom lighting configurations and a built-in siren to any home or small business.
+Added: The introduction of the wired floodlight camera in the third quarter of 2024 offers an adjustable security camera with ultra-bright 2000 lumen articulating floodlights for flexible coverage where it is needed.
+Added: The wired floodlight works with Amazon Alexa and Google Home for easy interaction, automation, and control.
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.
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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.
−Removed: Arlo Pro 5S , released in the fourth quarter of 2022, is an all-new wireless security camera with advanced 2K video resolution.
−Removed: 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.
−Removed: Pro 5S is backed by the Arlo Secure App which features an all-new,
−Removed: highly intuitive interface that streamlines access to critical tools like Emergency Response.
−Removed: Since Pro 5S operates on the lowest power band when in sleep mode, users will appreciate significant battery life improvements.
−Removed: Additionally, tri-band connectivity provides longer Wi-Fi range, and mitigates RF interference and active jamming attempts while maximizing picture quality.
−Removed: 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.
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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.
−Removed: 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.
−Removed: Arlo Ultra 2 works with Amazon Alexa, Google Assistant, and Apple Homekit for easy interaction, automation and control.
−Removed: Arlo Floodlight Camera , released in the first quarter of 2020, is the first wire-free floodlight camera on the market.
−Removed: 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.
−Removed: The floodlight camera can automatically measure the amount of surrounding light to allow for true customization for when the floodlight automatically turns on.
−Removed: The floodlight camera also offers three different light patterns – constant, flashing, and pulsating – which users can control manually on-demand or via automation rules.
−Removed: In the third quarter of 2024, we also released the all-new wired floodlight camera, which brings crystal clear details with 2K HDR video and a 160-degree field of view.
−Removed: It has an adjustable camera and ultra-bright 2000 lumen articulating floodlights for flexible coverage where it is needed.
−Removed: The wired floodlight works with Amazon Alexa and Google Home for easy interaction, automation, and control.
Arlo Accessories
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We work directly with our 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.
−Removed: We sell a substantial portion of our products through traditional and online retailers, including Amazon, Best Buy Co., Inc., Walmart, Inc., and Costco Wholesale Corporation and their affiliates.
+Added: We sell a substantial portion of our products through traditional and online retailers, including Amazon, Best Buy, Walmart, Sam’s Club, Home Depot, Lowe’s and Costco.
Wholesale Distributors .
Our distribution channel supplies our products to retailers, e-commerce resellers, wireless carriers and broadcast channels.
−Removed: We sell directly to our distributors, including Ingram Micro, Inc., D&H Distributing Company and Synnex Corporation.
+Added: We sell directly to our distributors, including Synnex Corporation and D&H Distributing Company.
Broadcast Channels .
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This sales channel is and will continue to be the key route-to-market for our current portable LTE-enabled camera and any future cellular-enabled security solutions.
−Removed: Security Solution Providers .
−Removed: We sell our products and services to security solution providers, including Verisure, from which we derived 43.2% of our revenue in 2024.
+Added: Security S olution Providers .
+Added: We sell our products and services to security solution providers, including Verisure.
In the third quarter of 2019, we launched our online direct to consumer store to sell our products directly to our customers.
We also sell our subscription services, such as Arlo Secure, Arlo Total Security, and Arlo Safe, directly to consumers.
−Removed: Agreement with Verisure
+Added: Agreements with Strategic Partners
+Added: We have several strategic partners who we engage with to provide our products and services to, and through whom we reach different geographies or markets.
Verisure is the exclusive distributor of our products in Europe for all retail channels and direct channels in connection with Verisure’s security business.
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Under the Supply Agreement, a purchase obligation is not deemed to exist until we receive and accept Verisure’s purchase order.
+Added: For the year ended December 31, 2025, 32% of our total revenue was derived from Verisure.
As of December 31, 2025, we had a backlog of $46.3 million which represents performance obligations that will be recognized as revenue once fulfilled, which is expected to occur over the next six months.
−Removed: We believe we are well-positioned to compete within the broader smart security market, both within and beyond the home as we continue to launch new product lines and services on our highly secure, globally-scaled platform.
+Added: In June 2025, we entered into a partnership agreement with ADT, one of the largest security companies in North America.
+Added: The partnership is designed to leverage ADT’s large customer base to expand Arlo’s subscriptions and services revenue stream.
+Added: No revenue related to the partnership agreement with ADT was recognized in the year ended December 31, 2025.
+Added: We believe we are well-positioned to compete within the broader smart security market, both within and beyond the home as we continue to launch new services and product lines on our highly secure, globally-scaled platform.
However, our market is highly competitive and evolving, and we expect competition to increase in the future.
−Removed: We believe the principal competitive factors impacting the market for our products and services include price, service offerings, functionality, brand, technology, design, distribution channels and customer service.
+Added: We believe the principal competitive factors impacting the market for our services and products include price, service offerings, functionality, brand, technology, design, distribution channels and customer service.
We believe that we compete favorably in these areas based on our market position in the U.S.
−Removed: consumer network connected camera systems market, best-in-class technology, direct relationship with users and user engagement, trusted Arlo platform, strong Arlo brand and channel partners and deep strategic partnerships with key suppliers, such as Infineon Technologies AG, OmniVision Technologies Inc., Realtek and Qualcomm Incorporated.
+Added: consumer network connected camera systems market, best-in-class technology, direct relationship with users and user engagement, trusted Arlo platform, strong Arlo brand and channel partners and deep strategic partnerships with key suppliers, such as Infineon Technologies Americas Corp, OmniVision Technologies Inc., Realtek Semiconductor Corp, and Qualcomm Incorporated.
Moreover, our focus on building a smart security platform, combined with our leadership in innovation in the consumer network connected camera systems market, has led to the strength of our Arlo brand worldwide.
−Removed: We believe this focus allows us to compete favorably with
−Removed: companies that have introduced or have announced plans to introduce smart security devices or services.
+Added: We believe this focus allows us to compete favorably with companies that have introduced or have announced plans to introduce smart security services and devices.
Nevertheless, the smart security market remains highly competitive, and has a multitude of participants, including:
−Removed: large global technology companies, such as Amazon (Ring and Blink) and Google (Nest);
+Added: large global technology companies, such as Amazon (Blink and Ring) and Google (Nest);
security service vendors, such as ADT;
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We anticipate that current and potential competitors will also intensify their efforts to penetrate our target markets.
−Removed: For additional information, see “ Risk Factors-Risks Related to Our Business-Some of our competitors have substantially greater resources than we do, and to be competitive we may be required to lower our prices or increase our sales and marketing expenses, which could result in reduced margins and loss of market share .”
+Added: For additional information, see “ Risk Factors-Risks Related to Our Business-Some of our competitors have substantially greater resources than we do, and to be
+Added: competitive we may be required to lower our prices or increase our sales and marketing expenses, which could result in reduced margins and loss of market share .”
Research and Development
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While all of our products are primarily designed in North America, we currently outsource manufacturing to Foxconn Cloud Network Technology Singapore Pte.
−Removed: Ltd., Alpha Networks Inc., Pegatron Corporation, and Chicony Electronics Co., Ltd., which are all headquartered in Asia.
+Added: Ltd., Tonly Technology Co., Ltd, Alpha Networks Inc., Pegatron Corporation, and Chicony Electronics Co., Ltd., which are all headquartered in Asia.
Although we do not have any long-term purchase contracts, we have executed master product supply agreements with these manufacturers, which typically provide indemnification for intellectual property infringement, epidemic failure clauses, agreed-upon price concessions, division of each party’s intellectual property and product quality requirements.
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We focus on driving alignment of our product roadmaps with our manufacturers and determining what we can do collectively to reduce costs across the supply chain.
−Removed: Our operations teams based in the United States, Ireland, Taiwan, and Vietnam coordinate with our manufacturers’ engineering, manufacturing and quality control personnel to develop the requisite manufacturing processes, quality checks and testing and general oversight of the manufacturing activities.
+Added: Our operations teams based in the United States, Canada, Ireland, Taiwan, and Vietnam coordinate with our manufacturers’ engineering, manufacturing and quality control personnel to develop the requisite manufacturing processes, quality checks and testing and general oversight of the manufacturing activities.
We believe this model has enabled us to quickly and efficiently deliver high-quality and innovative products, while enabling us to minimize costs and manage inventory.
−Removed: Our products are manufactured and packaged for retail sale by our manufacturers mostly in Vietnam, Thailand, and Indonesia, and shipped to our logistics hubs located in the United States, Hong Kong, and Australia.
+Added: Our products are manufactured and packaged for retail sale by our manufacturers mostly in Vietnam, Thailand, and Indonesia, and shipped to our logistics hubs in the United States, Hong Kong, and Australia.
Our operations team coordinates with our manufacturers to ensure that the shipment of our products from the manufacturers to these logistics hubs meets customer demand.
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Customer Care
−Removed: We provide customer care to Arlo users globally through a variety of communication channels, including phone, chat, email, social media and our Arlo Community, as well as self-guided resources such as knowledge-base articles, how-to videos and technical documentation on our website.
−Removed: We believe that providing timely, responsive customer support and educational content to our users helps foster an ongoing engagement that builds loyalty to our brand and also enables us to understand user needs as they evolve.
−Removed: The online Arlo Community in particular serves as an efficient and engaging platform through which we can deliver customer care and receive feedback from users.
−Removed: We gather and analyze user feedback from all platforms to help inform our design and engineering teams about future enhancements to our products and services.
−Removed: In order to best serve our users globally, we manage and continually adjust our resources worldwide through a mixture of permanent employees and subcontracted, outsourced resources.
−Removed: As our installed base continues to grow in new geographies, categories and technologies, we will continue to focus on building a scalable support infrastructure that enables our users to engage with us through the channel that is most convenient and efficient for their needs.
+Added: We provide global customer care to Arlo users through a range of communication channels, including phone, chat, email, social media, the Arlo Community, and self‑service options such as knowledge‑base articles, how‑to videos, and technical documentation on our website.
+Added: We believe that timely, responsive support—combined with accessible educational content—helps drive ongoing user engagement, build loyalty to our brand, and provide valuable insight into the evolving needs of our users.
+Added: The Arlo Community continues to be a highly effective and efficient platform for peer‑to‑peer support, product education, and real‑time user feedback.
+Added: We regularly analyze user interactions and feedback from all channels and share these insights with our product, design, and engineering teams to help inform future enhancements to our products and services.
+Added: To support our global user base, we manage and continually optimize our service operations through a combination of Arlo employees and subcontracted, outsourced resources.
+Added: As our installed base expands across new geographies, product categories, and technologies, we remain focused on building a scalable, flexible support infrastructure that enables users to reach us through the channels that are most convenient and efficient for their needs.
Fiscal Periods
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Environmental, Social, and Governance
−Removed: We believe that responsible and sustainable business practices support our long-term success.
−Removed: As a company, we are deeply committed to protecting all stakeholders including support of our employees, our environment, and our communities.
−Removed: That commitment is reflected through various corporate initiatives as well as day-to-day activities, including our adoption of sustainability-focused policies and procedures, our publicly recognized and award-winning focus on fostering an inclusive workplace, our constant drive toward more efficient use of materials and energy, our careful and active management of our supply chain, our services and products which help reduce carbon footprints and enhance road safety, and our impactful and globally integrated ethics and compliance program.
−Removed: Our adoption of environmental, social and governance (“ESG”) practices is based on several principles that help position our business for long-term, sustainable success.
−Removed: We believe a holistic ESG approach creates competitive advantage over business rivals as our partners, suppliers, and customers increasingly require relationships with companies that boast sustainable and adaptable business operations.
−Removed: Environmental
−Removed: We are committed to providing customers with high quality products, conducting operations in a socially responsible, ethical, and sustainable manner to protect the environment and promoting compliance with all relevant regulations, customer specifications, and environmental legislation.
−Removed: This commitment continues to be a driving force at our company, and a principle that is deeply ingrained in our values.
−Removed: As we continue to further expand our ESG and Sustainability program, we have driven an improvement in our management of our environmental practices.
−Removed: We strive for continuous improvement by establishing internal targets and
−Removed: timelines to improve our carbon footprint which we expect will help improve our risk ratings even further.
−Removed: Additionally, our engagement with the various stakeholders including ESG rating agencies, have enabled us to expand the scope of analysis in our annual ESG reporting to our external stakeholders.
−Removed: We believe in fostering a culture of fairness and inclusion within our company and with our partners.
−Removed: We prioritize open communication and collaboration with our employees and partners to address any concerns related to recruitment, working hours, compensation, discrimination, and the freedom to associate.
−Removed: By collaborating closely, we have created a welcoming and respectful work environment at Arlo and beyond, promoting equal and humane treatment within our company as well as at our partners.
−Removed: We believe we can play a crucial role in driving positive social change and, in our commitment to humane treatment globally, we have continued to administer our Conflict Mineral Program.
−Removed: All of our employees and our Original Design Manufacturers (“ODMs”) are expected to follow the requirements of the Conflict Minerals Program, improve employee practices, and maintain tight control over supply chain relationships to ensure compliance in accordance with the Organization for Economic Co-operation and Development (“OECD”).
−Removed: In addition, we have a zero tolerance policy for both forced labor and human trafficking.
−Removed: In an effort to support the California Transparency in Supply Chains Act of 2010 (“SB657”) and to confront slavery, we have committed to assess risks related to our supply chain and our direct commercial suppliers and to evaluate suppliers’ compliance with the Arlo Technologies Supplier Code of Conduct via periodic audits.
−Removed: We are committed to fostering an inclusive workplace by implementing policies, norms, and programs that reflect the voice of all of our employees.
−Removed: We provide equal opportunities for career advancement with access available to all employees.
−Removed: Our work environment is supportive with many well-being initiatives aimed at creating a safe workplace for all.
−Removed: We continue to seek opportunities to ensure we are incorporating a wide range of viewpoints to decision making, because we believe those efforts support a long-term and sustainable track record of operational success.
−Removed: We prioritize the well-being of employees by offering comprehensive benefits, promoting work-life balance, providing mental health support, and fostering a culture that values employee health and professional development.
−Removed: We strive to have a positive impact on the local communities where we have offices.
−Removed: Our leadership team and employees have committed to work closely with local charities in their communities to support philanthropic initiatives, such as fundraising for humanitarian crises and working with young people with autism and other learning difficulties.
−Removed: Charitable giving is a core part of our community outreach.
−Removed: We make a purposeful effort to support local small businesses and local suppliers in certain of our purchasing decisions.
−Removed: We are committed to providing customers with high quality products that comply with regulatory laws, directives, standards and industry regulations.
−Removed: Our products, including Verisure's Arlo branded products, go through rigorous testing and certification processes to achieve regulatory compliance.
−Removed: Ethics is a key foundational element in our Corporate Social Responsibility Program.
−Removed: Our Code of Ethics is at the core of our corporate governance policy and provides guidance on standard business conduct for all of our employees and partners.
−Removed: We demonstrate transparency and accountability, which are core components of our business, in our corporate governance, decision-making processes, and reporting practices, including regular disclosure of social and environmental impact metrics and engagement with stakeholders.
−Removed: All of our employees are required to take and pass yearly training courses on Anti-Bribery and Anti-Corruption to ensure they understand the importance of following local laws and regulations with respect to those topics.
−Removed: In addition, we and our manufacturing partners are committed to meeting ISO standards and maintaining ISO 9001 and/or ISO 14001 certifications.
−Removed: We are committed to ethical practices in the development and deployment of technology, including responsible data handling, protection of user privacy, and avoidance of harmful applications such as surveillance or discrimination algorithms.
−Removed: Data privacy is a point of emphasis within our organization and is critical to our competitive differentiation.
−Removed: We believe the customer data belongs to the customer, and we only use that data to improve their safety and security.
−Removed: Without an effective and efficient management system, we would not be able to optimize the value of the Corporate Social Responsibility Program and fulfill our responsibility as a loyal global citizen.
−Removed: Our program includes review of management system in the areas of Ethics, Labor and Environment, and Health and Safety to help establish an organized framework for identifying, evaluating and remediating issues as they arise.
−Removed: Our Nominating and Corporate Governance Committee has oversight over reviewing our practices and initiatives with respect to ESG matters that are expected to have a significant impact on us.
+Added: We believe that responsible and sustainable business practices support our long-term success and strive to proactively manage and address the environmental, social, and governance (“ESG”) topics most important to our stakeholders.
+Added: We have integrated ESG considerations into many of our business practices and policies, and work together with our customers, suppliers, and strategic partners to promote improvement in human rights, labor, environment, health and safety, anti-corruption, ethics and management system standards within our operations and our supply chain.
+Added: For more information on ESG, including our climate and energy-usage performance, see our recently published ESG report on our website at https://www.arlo.com/en-us/esg-report.html.
Human Capital Resources
−Removed: The human capital measures and objectives we employ to drive our business results focus primarily on our talent and culture as we look to develop the Arlo workforce for the future.
−Removed: We nurture and develop our talent through carefully crafted processes and development opportunities that drive culture and performance at Arlo.
−Removed: This then translates into our performance management and compensation and reward systems.
−Removed: We aim to have the right people in the right roles at the right time to drive our business outcomes, ensuring top talent for our critical roles.
−Removed: We embed fairness, equity and inclusion into our culture strategy.
−Removed: Building a healthy workplace for our employees is key to our culture as we engage all of our employees who together are redefining how people protect and connect with what matters most.
−Removed: We believe in leadership excellence as we connect our group success with individual performance.
−Removed: We strive to attract and retain exceptionally talented and ethical employees from all backgrounds, and we are proud of the culture that we have built.
−Removed: We continue to shape our desired experience, in line with the promised employee value proposition and desired culture to drive engagement and high performance.
−Removed: We believe that great teams make great products and as such, our talented employees, located throughout the United States, Canada, Australia, Taiwan, India, and Ireland, communicate, connect and work together to deliver a world-class end-to-end smart security solution.
−Removed: We believe that we maintain a great working relationship with our employees, as evidenced by our regular employee engagement surveys, and we have not experienced any labor disputes.
−Removed: We want our employees’ voices to be heard and believe that when our workplace encourages employees to fully participate in an inclusive environment, we can provide high quality outcomes for our customers.
−Removed: Arlo is proud to be an equal opportunity workplace.
−Removed: We always strive to treat all employees and job applicants based on merit, qualifications, personality, and talent, and to draw from a diverse candidate pool as we recruit new talent across all levels.
−Removed: We aim to connect people from all backgrounds and beliefs and strive for a truly inclusive and collaborative working environment.
−Removed: Arlo has built a healthy and fair workplace in which all of our employees can thrive.
−Removed: We believe that high quality security solutions are developed by inclusive representative teams that are empowered to innovate responsibly.
−Removed: We connect people from all backgrounds and beliefs and strive for an inclusive and collaborative working environment.
−Removed: We host a number of events and days of observance with guest and internal speakers at Arlo.
−Removed: Each year, we hold a “Month of Understanding” with speakers on a wide variety of topics.
−Removed: These events provide a platform for dialogue and an opportunity for every employee to learn, discuss, and appreciate differences between colleagues as we grow to drive greater inclusion at Arlo and truly reflect the customers we serve.
−Removed: We continually strive to be a deeply inclusive employer with diversity reflected in our teams.
−Removed: We encourage employees to truly be themselves and thrive in an environment where their voices matter, differences are understood and
−Removed: valued, and where they are supported to express their unique ideas openly.
−Removed: We aim to foster a highly engaged and energized workplace, where everyone is treated with dignity and respect and is excited to achieve more.
−Removed: As of December 31, 2024, we had a total of 360 full-time employees, of which approximately 63% were based in the United States, and approximately 37% were based in other global regions.
+Added: Our vision—to bring peace of mind by connecting and protecting what people care about most, drives everything we do, including how we build and develop our team.
+Added: As a rapidly scaling SaaS company our success depends on attracting, developing, and retaining exceptional talent who can execute on our ambitious growth targets while maintaining our culture of innovation and customer focus.
+Added: Workforce Composition and Strategic Talent
+Added: Our Workforce
+Added: As of December 31, 2025, we employed approximately 376 full-time employees, of which 64% were based in the United States, and 36% were based in other global regions, such as Canada, Australia, Taiwan, India, and Ireland.
+Added: Our geographic distribution enables 24/7 platform operations and access to world-class engineering talent.
+Added: Talent Development
+Added: We nurture and develop our talent through carefully crafted processes that drive culture and performance.
+Added: We aim to have the right people in the right roles at the right time to drive our business outcomes.
+Added: Key development areas include:
+Added: • Technical skills training
+Added: • Leadership programs to prepare managers for scaling teams
+Added: • Cross-functional collaboration
+Added: • Performance management tied to both company metrics and individual contributions
+Added: Culture and Belonging
+Added: We work hard to attract and retain exceptionally talented and ethical employees from all backgrounds, and we're proud of the culture we've built.
+Added: Our vision—to bring peace of mind by connecting and protecting what people care about most—guides our culture and how we work together.
+Added: We believe that delivering an exceptional customer experience starts with our values and how we treat each other.
+Added: Serving our global customer base requires a workforce where everyone feels they belong and are listened to.
+Added: It matters to us that each of our employees' voices and expertise are heard and valued.
+Added: We believe that when our workplace encourages employees to fully participate in a collaborative environment, we deliver better outcomes for our customers.
+Added: Arlo is an equal opportunity workplace, recruiting talent based on merit, qualifications, personality, and skills from candidate pools that reflect the communities we serve.
+Added: We host regular events and forums with guest and internal speakers.
+Added: These events provide a platform for dialogue and listening—an opportunity for every employee to learn, discuss, and appreciate differences between colleagues as we continue to reflect the customers we serve.
+Added: We work to foster a highly engaged and energized workplace, where everyone is treated with dignity and respect.
+Added: We maintain strong working relationships with our employees, as evidenced by our regular employee engagement surveys, and we have not experienced any material labor disputes.
Compensation and Benefits
−Removed: We strive to provide our employees with compensation that is market-competitive and internally equitable.
−Removed: We recognize our people are most likely to thrive when they have the resources to meet their needs and the time and support to succeed in their professional and personal lives.
−Removed: In support of this, we offer a wide variety of benefits for employees around the world and invest in tools and resources that are designed to support our employees’ individual growth and development.
+Added: We provide our employees with compensation that is market-competitive, internally equitable, and performance-based.
+Added: Given our need to compete for specialized talent, we benchmark against technology companies to ensure our compensation packages attract and retain top talent.
+Added: We recognize that our people are most likely to thrive when they have the resources to meet their needs and the time and support to succeed in their professional and personal lives.
+Added: Our compensation philosophy includes:
+Added: • Base Salaries:
+Added: Competitively positioned for critical technical and commercial roles
+Added: • Performance Bonuses:
+Added: Tied to company performance metrics as well as individual contributions
+Added: • Equity Compensation:
+Added: Ensuring employees participate in the long-term value creation as our company grows
+Added: • Comprehensive Benefits:
+Added: A wide variety of health, wellness, and professional development benefits for employees around the world
+Added: We invest in tools, classes, programs, and resources designed to support our employees' individual growth and development, helping them build the skills needed to scale our platform and achieve our long-range goals.
Health and Safety
−Removed: We strive to protect the health and safety of our employees.
−Removed: We identify potential workplace risks in order to develop measures to mitigate possible hazards.
−Removed: We support employees with general safety, security and crisis management training, and by putting specific programs in place for those working in potentially high-hazard environments.
+Added: We work to protect the health and safety of our employees across all of our global locations.
+Added: We identify potential workplace risks to develop measures that mitigate possible hazards and follow all applicable health and safety regulations and training requirements.
+Added: We support employees with general safety, security, and crisis management training, as well as harassment prevention training.
+Added: We put specific programs in place for those working in potentially high-risk environments.
Employee Engagement
−Removed: We believe that open and honest communication among team members, managers and leaders helps create an open, collaborative work environment where everyone can contribute, grow and succeed.
−Removed: Team members are encouraged to come to their managers with questions, feedback or concerns, and we conduct surveys that gauge employee sentiment in areas like career development, manager performance and inclusivity.
+Added: We believe that open and honest communication among team members, managers, and leaders helps create a collaborative work environment where everyone can contribute, grow, and succeed.
+Added: This is essential as we execute on our long-range goals.
+Added: Our leadership is committed to consistent communication.
+Added: We hold regular all-hands meetings and fireside chats where employees can engage directly with our executive team on business strategy, company performance, and employee-related matters.
+Added: Employees are encouraged to bring questions, feedback, and concerns to their managers.
+Added: We conduct regular surveys that gauge employee sentiment in areas like career development, manager performance, workplace culture, and career growth opportunities.
Company Information
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Compared sentence by sentence after normalising whitespace, quotation marks, case and digits, so re-formatting and restated figures do not read as changed language. Wording changes appear as one removal and one addition. The current filing and the prior one are authoritative.