Arlo Technologies, Inc. · NYSE:ARLO

Arlo Technologies — William Blair 46th Annual Growth Stock Conference 2026

7 slides from Arlo Technologies's conference presentation, Jun 4, 2026

  1. Slide 1: William Blair Growth Conference

    William Blair Growth Conference William Blair Growth Conference June 4, 2026 © 2026 – ALL RIGHTS RESERVED

  2. Slide 2: Safe Harbor Disclosure

    SAFE HARBOR DISCLOSURE SAFE HARBOR DISCLOSURE This presentation contains forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. The words “anticipate,” “expect,” “believe,” “will,” “may,” “should,” “estimate,” “project,” “outlook,” “forecast” or o

  3. Slide 3: Arlo protects your everything.

    Arlo protects your everything. Arlo is a subscription software business in the smart security segment powered by a scaled, secure, and sophisticated platform with groundbreaking AI capabilities called Arlo Intelligence. We win on focus, innovation, and our privacy pledge. Arlo’s solutions have led t

  4. Slide 4: Large, Growing, & Underpenetrated

    Global Market Estimated @ 2-3x US Large, Growing, & Underpenetrated Smart Home Security Market Broader DIY Smart Home (Consumer, US) Arlo participates in the broader home security market that is $13.4B sized in the US at $25B in 2025 Adjacent Markets Estimated @ 3-4x TAM is further expanded by Europ

  5. Slide 5: Overview

    Rule of 40 Overview Quick View 49 Arlo Q1 2026 Q1 SaaS Score $150M Total Revenue Above range Above the high end of our guidance range Above range $90M Service Revenue Paid accounts Up more than 31% year over year Excellent execution Etc $357M ARR Up more than 29% year over year Rule of 40 = 45 Servi

  6. Slide 6: Unique SaaS Platform Growth Drivers

    Unique SaaS Platform Growth Drivers A sophisticated and performant SaaS platform built over the last 10 years Arlo is poised for continued strong growth and is executing a multi-factor with artificial intelligence at its core and providing world-class smart security strategy to achieve our long-rang

  7. Slide 7: Looking Ahead

    Looking Ahead Arlo is set up for another successful year with past investments coming to fruition and numerous opportunities to drive service revenue growth and shareholder value. 1 SaaS Platform Innovation Powerful AI features driving engagement & subscription revenue 2 Continued Growth in Current

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