7Baggers

Arlo Technologies, Inc
(NYSE:ARLO) 

ARLO stock logo

Arlo Technologies, Inc., together with its subsidiaries, provides smart connected devices to monitor the environments in real-time with a Wi-Fi or a cellular connection in the Americas, Europe, the Middle-East and Africa, and the Asia Pacific regions. It offers Arlo Q and Arlo Q Plus, an indoor wire...

Founded: 2014
Full Time Employees: 358
Sector: Industrials
Industry: Security & Protection Services

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• Market Cap:
• Exchange:
• Shs Outstanding:
• Employees:
• Beta:
• Return on Equity (ROE) ttm:
• Return on Assets (ROA) ttm:
• EPS ttm:
• Book value per Share:
• Cash per Share:
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At a glance:
Bull Thesis:
Bear Thesis:
Main Competitors:
Moat:
Income Statements:
Quarterly
Annual
    Unit: USD2026-03-29 2025-12-31 2025-09-28 2025-06-29 2025-03-30 2024-12-31 2024-09-29 2024-06-30 2024-03-31 2023-12-31 2023-10-01 2023-07-02 2023-04-02 2022-12-31 2022-10-02 2022-07-03 2022-04-03 2021-12-31 2021-10-03 2021-06-27 2021-03-28 2020-12-31 2020-09-27 2020-06-28 2020-03-29 2019-12-31 2019-09-29 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-07-01 
                                    
      revenue:
                                    
      subscriptions and services
    90,099,000 89,390,000 79,942,000 78,175,000 68,849,000                            
      products
    60,283,000 51,907,000 59,587,000 51,230,000 50,217,000 57,425,000 75,784,000 67,186,000 67,493,000 79,168,000 78,961,000 64,749,000 67,060,000 80,199,000 92,720,000 86,191,000 94,825,000 114,396,000 84,152,000 73,311,000 59,761,000 93,271,000 91,271,000 49,603,000 50,723,000 109,883,000 94,306,000 72,445,000 46,608,000    
      total revenue
    150,382,000 141,297,000 139,529,000 129,405,000 119,066,000 121,572,000 137,667,000 127,447,000 124,200,000 135,093,000 130,003,000 115,076,000 111,004,000 118,527,000 128,157,000 118,979,000 124,751,000 142,861,000 111,149,000 98,571,000 82,556,000 114,836,000 110,236,000 66,632,000 65,450,000 122,413,000 106,116,000 83,598,000 57,880,000    
      yoy
    26.30% 16.22% 1.35% 1.54% -4.13% -10.01% 5.90% 10.75% 11.89% 13.98% 1.44% -3.28% -11.02% -17.03% 15.30% 20.70% 51.11% 24.40% 0.83% 47.93% 26.14% -6.19% 3.88% -20.29% 13.08%        
      qoq
    6.43% 1.27% 7.82% 8.68% -2.06% -11.69% 8.02% 2.61% -8.06% 3.92% 12.97% 3.67% -6.35% -7.51% 7.71% -4.63% -12.68% 28.53% 12.76% 19.40% -28.11% 4.17% 65.44% 1.81% -46.53% 15.36% 26.94% 44.43%     
      cost of revenue:
                                    
      total cost of revenue
    77,714,000 75,764,000 83,023,000 71,330,000 66,339,000 76,718,000 89,251,000 80,593,000 76,820,000 87,744,000 86,864,000 73,218,000 75,787,000 86,557,000 91,407,000 85,239,000 91,176,000 111,145,000 86,806,000 72,402,000 56,749,000 90,298,000 88,827,000 61,143,000 61,497,000 108,707,000 95,613,000 73,948,000 55,935,000    
      gross profit
    72,668,000 65,533,000 56,506,000 58,075,000 52,727,000 44,854,000 48,416,000 46,854,000 47,380,000 47,349,000 43,139,000 41,858,000 35,217,000 31,970,000 36,750,000 33,740,000 33,575,000 31,716,000 24,343,000 26,169,000 25,807,000 24,538,000 21,409,000 5,489,000 3,953,000 13,706,000 10,503,000 9,650,000 1,945,000 4,981,000 29,747,000 28,294,000 
      yoy
    37.82% 46.10% 16.71% 23.95% 11.29% -5.27% 12.23% 11.94% 34.54% 48.10% 17.39% 24.06% 4.89% 0.80% 50.97% 28.93% 30.10% 29.25% 13.70% 376.75% 552.85% 79.03% 103.84% -43.12% 103.24% 175.17% -64.69% -65.89%     
      qoq
    10.89% 15.98% -2.70% 10.14% 17.55% -7.36% 3.33% -1.11% 0.07% 9.76% 3.06% 18.86% 10.16% -13.01% 8.92% 0.49% 5.86% 30.29% -6.98% 1.40% 5.17% 14.62% 290.03% 38.86% -71.16% 30.50% 8.84% 396.14% -60.95% -83.26% 5.14%  
      gross margin %
    48.32% 46.38% 40.50% 44.88% 44.28% 36.90% 35.17% 36.76% 38.15% 35.05% 33.18% 36.37% 31.73% 26.97% 28.68% 28.36% 26.91% 22.20% 21.90% 26.55% 31.26% 21.37% 19.42% 8.24% 6.04% 11.20% 9.90% 11.54% 3.36% Infinity% Infinity% Infinity% 
      operating expenses:
                                    
      research and development
    22,814,000 20,852,000 18,144,000 18,489,000 16,165,000 15,267,000 17,562,000 19,561,000 20,793,000 16,450,000 16,829,000 17,618,000 17,750,000 14,457,000 16,471,000 17,402,000 16,379,000 13,644,000 14,377,000 16,251,000 14,791,000 15,266,000 15,436,000 14,192,000 15,243,000 16,928,000 16,701,000 17,594,000 18,161,000 16,865,000 16,100,000 13,804,000 
      sales and marketing
    22,654,000 23,077,000 20,459,000 21,103,000 20,203,000 20,823,000 17,832,000 17,698,000 17,370,000 18,004,000 15,863,000 16,921,000 15,353,000 20,214,000 22,193,000 14,506,000 13,168,000 12,464,000 12,779,000 12,459,000 11,207,000 13,593,000 12,720,000 11,713,000 11,038,000 14,596,000 13,657,000 14,511,000 14,221,000 15,470,000 12,843,000 13,068,000 
      general and administrative
    18,207,000 16,887,000 15,091,000 16,334,000 17,785,000 14,304,000 17,052,000 21,430,000 19,348,000 13,282,000 12,460,000 15,007,000 15,622,000 17,909,000 12,253,000 13,149,000 12,621,000 12,584,000 12,119,000 13,559,000 11,227,000 11,338,000 11,137,000 9,837,000 18,784,000 15,112,000 11,062,000 10,914,000 10,536,000 8,656,000 8,357,000 6,318,000 
      other operating expense
    1,435,000  1,940,000 216,000 25,000                            
      total operating expenses
    65,110,000 60,816,000 55,634,000 56,142,000 54,178,000 50,882,000 53,869,000 59,655,000 57,990,000 47,807,000 45,415,000 49,887,000 49,357,000 54,395,000 51,190,000 45,082,000 42,247,000 38,946,000 39,958,000 51,990,000 37,279,000 40,207,000 39,370,000 35,824,000 44,852,000 -8,092,000 41,557,000 43,736,000 43,824,000 44,594,000 43,123,000 44,459,000 
      income from operations
    7,558,000 4,717,000 872,000 1,933,000 -1,451,000 -6,028,000 -5,453,000 -12,801,000 -10,610,000 -458,000 -2,276,000 -8,029,000 -14,140,000 -22,425,000 -14,440,000 -11,342,000 -8,672,000 -7,230,000 -15,615,000 -25,821,000 -11,472,000 -15,669,000 -17,961,000 -30,335,000 -40,899,000 21,798,000 -31,054,000 -34,086,000 -41,879,000 -39,613,000 -13,376,000 -16,165,000 
      yoy
    -620.88% -178.25% -115.99% -115.10% -86.32% 1216.16% 139.59% 59.43% -24.96% -97.96% -84.24% -29.21% 63.05% 210.17% -7.52% -56.07% -24.41% -53.86% -13.06% -14.88% -71.95% -171.88% -42.16% -11.00% -2.34% -155.03% 132.16% 110.86%     
      qoq
    60.23% 440.94% -54.89% -233.22% -75.93% 10.54% -57.40% 20.65% 2216.59% -79.88% -71.65% -43.22% -36.95% 55.30% 27.31% 30.79% 19.94% -53.70% -39.53% 125.08% -26.79% -12.76% -40.79% -25.83% -287.63% -170.19% -8.90% -18.61% 5.72% 196.15% -17.25%  
      operating margin %
    5.03% 3.34% 0.62% 1.49% -1.22% -4.96% -3.96% -10.04% -8.54% -0.34% -1.75% -6.98% -12.74% -18.92% -11.27% -9.53% -6.95% -5.06% -14.05% -26.20% -13.90% -13.64% -16.29% -45.53% -62.49% 17.81% -29.26% -40.77% -72.35% -Infinity% -Infinity% -Infinity% 
      other income, net:
                                    
      gain on sale of long-term investment
    6,423,000                                
      interest income
    1,241,000 1,284,000 1,508,000 1,344,000 1,316,000 1,303,000 1,400,000 1,495,000 1,386,000 1,199,000 1,175,000 835,000 726,000 512,000 290,000 129,000 -5,000 -15,000 -1,000 3,000 24,000 42,000 74,000 151,000 535,000 567,000 596,000 712,000 862,000 736,000 503,000  
      other income
    70,000     -4,000 -57,000 -18,000  84,000 10,000 52,000 -39,000 -12,000 19,000 -116,000 411,000 605,000 599,000 2,662,000 909,000 599,000 543,000 1,111,000 1,183,000 775,000 154,000 31,000 -47,000 -254,000 -129,000 -1,369,000 
      total other income
    7,734,000                                
      income before income taxes
    15,292,000 6,103,000 7,027,000 2,870,000 -333,000 -4,729,000 -4,110,000 -11,324,000 -9,249,000 825,000 -1,091,000 -7,142,000 -13,453,000 -21,925,000 -14,131,000 -11,329,000 -8,266,000 -6,640,000 -15,017,000 -23,156,000 -10,539,000 -15,028,000 -17,344,000 -29,073,000 -39,181,000 23,140,000 -30,304,000 -33,343,000 -41,064,000 -39,131,000 -13,002,000 -17,534,000 
      provision for income taxes
    415,000 339,000 154,000 -254,000 502,000 132,000 329,000 236,000 395,000 133,000 29,000 221,000 792,000 230,000 304,000 228,000 213,000 152,000 181,000 164,000 180,000 182,000 115,000 183,000 145,000 3,525,000 286,000 349,000 220,000 -58,000 223,000 288,000 
      net income
    14,877,000 5,764,000 6,873,000 3,124,000 -835,000 -4,861,000 -4,439,000 -11,560,000 -9,644,000 692,000 -1,120,000 -7,363,000 -14,245,000 -22,155,000 -14,435,000 -11,557,000 -8,479,000 -6,792,000 -15,198,000 -23,320,000 -10,719,000 -15,210,000 -17,459,000 -29,256,000 -39,326,000 19,615,000 -30,590,000 -33,692,000 -41,284,000 -39,073,000 -13,225,000 -17,822,000 
      yoy
    -1881.68% -218.58% -254.83% -127.02% -91.34% -802.46% 296.34% 57.00% -32.30% -103.12% -92.24% -36.29% 68.00% 226.19% -5.02% -50.44% -20.90% -55.35% -12.95% -20.29% -72.74% -177.54% -42.93% -13.17% -4.74% -150.20% 131.30% 89.05%     
      qoq
    158.10% -16.14% 120.01% -474.13% -82.82% 9.51% -61.60% 19.87% -1493.64% -161.79% -84.79% -48.31% -35.70% 53.48% 24.90% 36.30% 24.84% -55.31% -34.83% 117.56% -29.53% -12.88% -40.32% -25.61% -300.49% -164.12% -9.21% -18.39% 5.66% 195.45% -25.79%  
      net income margin %
    9.89% 4.08% 4.93% 2.41% -0.70% -4.00% -3.22% -9.07% -7.76% 0.51% -0.86% -6.40% -12.83% -18.69% -11.26% -9.71% -6.80% -4.75% -13.67% -23.66% -12.98% -13.24% -15.84% -43.91% -60.09% 16.02% -28.83% -40.30% -71.33% -Infinity% -Infinity% -Infinity% 
      earnings per share:
                                    
      basic
    0.14                                
      diluted
    0.13                                
      weighted-average common shares outstanding:
                                    
      basic
    106,995 104,203 105,198 103,885         89,653 87,173 88,124 86,868 85,222 82,688 83,809 82,134 80,370 78,084 78,662 77,885 76,560 75,074 75,337 74,729 74,409 67,231 69,600 62,500 
      diluted
    110,488 110,156 109,638 108,061         89,653 87,173 88,124 86,868 85,222 82,688 83,809 82,134 80,370 78,084 78,662 77,885 76,560 75,074 75,337 74,729 74,409 67,231 69,600 62,500 
      comprehensive income:
                                    
      other comprehensive loss, net of tax
    -17   -13 -29                            
      total comprehensive income
    14,860 5,745 6,916 3,111                             
      other income:
                                    
      gain on early lease termination
      4,144,000                              
      other non-operating income
     -25,500 503,000                              
      net income per share
                                    
      basic
     0.023 0.07 0.03         -0.16 -0.25 -0.16 -0.13 -0.1 -0.08 -0.18 -0.28 -0.13 -0.19 -0.22 -0.38 -0.51 0.27 -0.41 -0.45 -0.55 -0.56 -0.19 -0.29 
      diluted
     0.02 0.06 0.03         -0.16 -0.25 -0.16 -0.13 -0.1 -0.08 -0.18 -0.28 -0.13 -0.19 -0.22 -0.38 -0.51 0.27 -0.41 -0.45 -0.55 -0.56 -0.19 -0.29 
      weighted-average shares used for eps calculation
                                    
      basic
    106,995 104,203 105,198 103,885         89,653 87,173 88,124 86,868 85,222 82,688 83,809 82,134 80,370 78,084 78,662 77,885 76,560 75,074 75,337 74,729 74,409 67,231 69,600 62,500 
      diluted
    110,488 110,156 109,638 108,061         89,653 87,173 88,124 86,868 85,222 82,688 83,809 82,134 80,370 78,084 78,662 77,885 76,560 75,074 75,337 74,729 74,409 67,231 69,600 62,500 
      other comprehensive income, net of tax
     -19 43   -202 45 -89 -40 83 85 131 128 117 -56                  
      other non-operating expense
       -407,000 -198,000                            
      net income per share
                                    
      basic and diluted
        -0.01 -0.05 -0.04 -0.12 -0.1 0.01 -0.01 -0.08                     
      weighted-average shares used for eps calculation
                                    
      basic and diluted
        102,217 98,630 99,731 97,843 96,264 92,754 94,243 92,337                     
      comprehensive loss:
                                    
      total comprehensive loss
        -864 -5,063 -4,394 -11,649 -9,684 775 -1,035 -7,232 -14,117 -22,038 -14,491                  
      services
         64,147,000 61,883,000 60,261,000 56,707,000 55,925,000 51,042,000 50,327,000 43,944,000 38,328,000 35,437,000 32,788,000 29,926,000 28,465,000 26,997,000 25,260,000 22,795,000 21,565,000 18,965,000 17,029,000 14,727,000 12,530,000 11,810,000 11,153,000 11,272,000    
      others
         488,000 1,423,000 966,000 479,000 71,000 263,000 341,000 632,000                    
      other loss
            -25,000                        
      impairment charges
                       9,116,000             
      separation expense
                 94,250 273,000 25,000 79,000 254,000 683,000 605,000 54,000 10,000 77,000 82,000 79,000 153,000 137,000 717,000 906,000 3,603,000 5,823,000 11,269,000 
      gain on sale of business
                            -292,000        
      revenue
                                 122,158,000 131,174,000 110,948,000 
      cost of revenue
                                 117,177,000 101,427,000 82,654,000 
    Balance Sheets:
    Quarterly
    Annual
      Unit: USD2026-03-29 2025-12-31 2025-09-28 2025-06-29 2025-03-30 2024-12-31 2024-09-29 2024-06-30 2024-03-31 2023-12-31 2023-10-01 2023-07-02 2023-04-02 2022-12-31 2022-10-02 2022-07-03 2022-04-03 2021-12-31 2021-10-03 2021-06-27 2021-03-28 2020-12-31 2020-09-27 2020-06-28 2020-03-29 2019-12-31 2019-09-29 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-07-01 
                                      
        assets
                                      
        current assets:
                                      
        cash and cash equivalents
      152,636,000 146,440,000 86,012,000 71,244,000 84,009,000 82,032,000 77,032,000 62,928,000 62,054,000 56,522,000 51,133,000 61,951,000 66,970,000 84,024,000 80,773,000 85,537,000 100,975,000 175,749,000 166,057,000 178,698,000 172,113,000 186,127,000 173,619,000 185,424,000 176,425,000 236,680,000 113,870,000 93,050,000 135,582,000 151,290,000 148,073,000 133,000 
        short-term investments
      14,862,000 19,985,000 79,532,000 89,157,000 69,097,000 69,419,000 69,542,000 81,077,000 80,809,000 79,974,000 74,916,000 61,724,000 51,703,000 29,700,000 44,499,000 49,721,000 44,566,000    5,000,000 19,997,000 19,992,000 20,030,000 30,157,000 19,990,000 39,941,000 44,877,000 44,792,000 49,737,000 39,773,000  
        accounts receivable
      52,174,000 39,666,000 76,698,000 61,450,000 46,054,000 57,332,000 68,567,000 61,746,000 56,496,000 65,360,000 70,313,000 57,327,000 52,837,000 65,960,000 82,707,000 73,998,000 78,054,000 79,564,000 70,124,000 51,890,000 51,121,000 77,643,000 56,431,000 46,466,000 61,376,000 127,317,000 99,698,000 79,707,000 71,566,000 166,045,000 117,119,000 111,113,000 
        inventories
      43,958,000 41,185,000 44,371,000 30,877,000 34,559,000 40,633,000 51,975,000 45,227,000 44,676,000 38,408,000 53,496,000 39,429,000 39,922,000 46,554,000 73,243,000 39,208,000 37,038,000 38,390,000 39,769,000 43,155,000 55,972,000 64,705,000 69,038,000 65,814,000 61,027,000 68,624,000 74,117,000 97,222,000 131,227,000 124,791,000 132,479,000 123,195,000 
        prepaid expenses and other current assets
      12,045,000 13,210,000 15,110,000 15,889,000 12,629,000 13,190,000 12,424,000 12,253,000 11,896,000 10,271,000 11,100,000 12,318,000 7,415,000 6,544,000 9,871,000 8,890,000 9,015,000 9,919,000 12,147,000 11,852,000 7,705,000 8,076,000 10,317,000 9,948,000 12,569,000 16,958,000 16,088,000 11,459,000 11,121,000 11,427,000 9,529,000 6,573,000 
        total current assets
      275,675,000 260,486,000 301,723,000 268,617,000 246,348,000 262,606,000 279,540,000 263,231,000 255,931,000 250,535,000 260,958,000 232,749,000 218,847,000 232,782,000 291,093,000 257,354,000 269,648,000 303,622,000 288,097,000 285,595,000 291,911,000 356,548,000 329,397,000 327,682,000 341,554,000 469,569,000 343,714,000 326,315,000 394,418,000 515,474,000 474,561,000 241,014,000 
        property and equipment
      14,178,000 13,158,000 12,391,000 8,980,000 7,194,000 4,765,000 4,436,000 3,771,000 4,311,000 4,761,000 5,752,000 6,421,000 7,055,000 7,336,000 6,588,000 7,478,000 8,522,000 9,595,000 10,681,000 11,368,000 14,596,000 15,821,000 16,832,000 18,210,000 19,284,000 21,352,000 24,216,000 27,964,000 28,988,000 49,428,000 39,610,000 12,389,000 
        operating lease right-of-use assets
      8,691,000 9,195,000 9,654,000 14,147,000 14,836,000 15,698,000 9,510,000 10,242,000 10,697,000 11,450,000 12,190,000 11,089,000 11,985,000 12,809,000 14,161,000 15,242,000 13,797,000 14,814,000 15,619,000 15,148,000 22,950,000 23,998,000 25,031,000 26,048,000 30,184,000 31,300,000 32,008,000 32,654,000 27,033,000    
        goodwill
      38,544,000 11,038,000 11,038,000 11,038,000 11,038,000 11,038,000 11,038,000 11,038,000 11,038,000 11,038,000 11,038,000 11,038,000 11,038,000 11,038,000 11,038,000 11,038,000 11,038,000 11,038,000 11,038,000 11,038,000 11,038,000 11,038,000 11,038,000 11,038,000 11,038,000 11,038,000 15,638,000 15,638,000 15,638,000 15,638,000 15,638,000 15,638,000 
        intangible assets
      19,490,000                                
        long-term investment
       12,500,000 12,500,000 12,500,000 12,500,000                            
        other non-current assets
      3,614,000 4,171,000 3,560,000 4,459,000 4,655,000 4,293,000 4,197,000 3,900,000 3,602,000 3,623,000 3,620,000 3,689,000 3,983,000 4,081,000 4,208,000 4,441,000 4,671,000 4,314,000 3,786,000 3,519,000 2,536,000 2,399,000 2,216,000 2,244,000 3,049,000 4,008,000 5,610,000 6,697,000 7,722,000 8,449,000 10,198,000 3,440,000 
        total assets
      360,192,000 310,548,000 350,866,000 319,741,000 296,571,000 298,400,000 312,375,000 295,806,000 289,762,000 285,538,000 297,637,000 269,021,000 257,083,000 272,201,000 331,216,000 299,678,000 311,790,000 347,490,000 333,326,000 330,781,000 347,194,000 413,968,000 388,899,000 389,957,000 410,176,000 542,712,000 426,995,000 415,462,000 480,374,000 595,946,000 543,211,000 276,066,000 
        liabilities and stockholders’ equity
                                      
        current liabilities:
                                      
        accounts payable
      40,184,000 42,826,000 78,156,000 50,178,000 49,244,000 63,784,000 93,745,000 74,084,000 69,878,000 55,201,000 82,479,000 61,221,000 46,031,000 52,132,000 107,103,000 77,423,000 68,266,000 84,098,000 61,660,000 42,884,000 27,054,000 62,171,000 74,727,000 52,902,000 39,103,000 111,650,000 57,772,000 22,312,000 55,016,000 82,542,000 49,947,000 25,518,000 
        deferred revenue
      52,187,000 37,139,000 40,073,000 42,107,000 42,751,000 27,248,000 24,596,000 23,505,000 21,394,000 18,041,000 17,678,000 17,639,000 15,175,000 11,291,000 11,893,000 13,445,000 16,460,000 29,442,000 39,513,000 47,668,000 54,999,000 53,142,000 30,567,000 44,287,000 46,875,000 50,362,000 28,443,000 26,854,000 25,961,000 26,678,000 26,514,000 25,833,000 
        accrued liabilities
      89,331,000 92,372,000 93,999,000 89,998,000 81,367,000 85,730,000 78,933,000 80,024,000 79,100,000 88,209,000 85,999,000 88,217,000 88,216,000 98,855,000 92,117,000 82,225,000 91,732,000 97,377,000 93,444,000 97,707,000 97,154,000 121,766,000 106,027,000 99,423,000 100,447,000 127,400,000 110,071,000 110,040,000 119,055,000 172,036,000 104,519,000 96,486,000 
        total current liabilities
      181,702,000 172,337,000 212,228,000 182,283,000 173,362,000 176,762,000 197,274,000 177,613,000 170,372,000 161,451,000 186,156,000 167,077,000 149,422,000 162,278,000 211,113,000 173,231,000 176,503,000 210,929,000 194,723,000 188,355,000 179,430,000 237,346,000 211,752,000 200,103,000 190,545,000 293,901,000 197,281,000 159,998,000 201,172,000 281,990,000 196,383,000 147,837,000 
        non-current operating lease liabilities
      6,230,000 6,743,000 7,210,000 16,603,000 17,443,000 18,357,000 14,479,000 15,399,000 16,133,000 17,021,000 17,970,000 17,141,000 18,168,000 19,279,000 20,239,000 21,469,000 20,308,000 21,470,000 22,611,000 22,780,000 23,897,000 25,029,000 26,024,000 27,026,000 27,776,000 29,001,000 30,484,000 31,592,000 25,256,000    
        other non-current liabilities
      12,858,000 3,627,000 2,201,000 2,581,000 2,396,000 2,372,000 3,713,000 3,526,000 3,320,000 3,790,000 3,318,000 3,047,000 3,242,000 2,949,000 2,543,000 1,906,000 1,966,000 1,001,000 1,481,000 1,515,000 828,000 1,159,000 1,261,000 573,000 229,000 606,000 14,000 10,000 7,000 1,141,000 1,066,000  
        total liabilities
      200,790,000 182,707,000 221,639,000 201,467,000 193,201,000 197,491,000 215,466,000 196,538,000 189,825,000 182,262,000 207,444,000 187,265,000 170,832,000 184,506,000 233,895,000 197,277,000 199,786,000 234,838,000 221,102,000 215,996,000 210,864,000 280,201,000 247,092,000 238,053,000 231,615,000 339,336,000 247,389,000 212,232,000 248,233,000 326,444,000 237,502,000 164,623,000 
        commitments and contingencies
                                      
        stockholders’ equity:
                                      
        preferred stock: 0.001 par value...
                                      
        common stock: 0.001 par value...
      108,000 105,000 105,000 104,000 103,000 101,000 100,000 98,000 97,000 95,000 94,000 94,000 91,000 89,000 88,000 88,000 86,000 84,000 84,000 83,000 81,000 79,000 79,000 78,000 77,000 76,000    74,000 74,000  
        additional paid-in capital
      527,457,000 510,759,000 517,890,000 513,854,000 502,062,000 498,739,000 489,677,000 487,644,000 476,665,000 470,322,000 458,015,000 448,543,000 445,809,000 433,138,000 420,727,000 411,316,000 409,242,000 401,367,000 394,136,000 381,511,000 379,738,000 366,455,000 359,297,000 351,913,000 349,212,000 334,821,000 330,618,000 323,648,000 318,862,000 315,277,000 312,397,000  
        accumulated other comprehensive income
      -1,000 16,000 35,000 -8,000 5,000 34,000 236,000 191,000 280,000 320,000 237,000 152,000 21,000  -224,000 -168,000 -46,000  11,000   3,000 -9,000 14,000 117,000 -2,000 46,000 51,000 56,000  14,000  
        accumulated deficit
      -368,162,000 -383,039,000 -388,803,000 -395,676,000 -398,800,000 -397,965,000 -393,104,000 -388,665,000 -377,105,000 -367,461,000 -368,153,000 -367,033,000 -359,670,000 -345,425,000 -323,270,000 -308,835,000 -297,278,000 -288,799,000 -282,007,000 -266,809,000 -243,489,000 -232,770,000 -217,560,000 -200,101,000 -170,845,000 -131,519,000 -151,134,000 -120,544,000 -86,852,000 -45,849,000 -6,776,000  
        total stockholders’ equity
      159,402,000 127,841,000 129,227,000 118,274,000 103,370,000 100,909,000 96,909,000 99,268,000 99,937,000 103,276,000 90,193,000 81,756,000 86,251,000 87,695,000 97,321,000 102,401,000 112,004,000 112,652,000 112,224,000 114,785,000 136,330,000 133,767,000 141,807,000 151,904,000 178,561,000 203,376,000 179,606,000 203,230,000 232,141,000 269,502,000 305,709,000  
        total liabilities and stockholders’ equity
      360,192,000 310,548,000 350,866,000 319,741,000 296,571,000 298,400,000 312,375,000 295,806,000 289,762,000 285,538,000 297,637,000 269,021,000 257,083,000 272,201,000 331,216,000 299,678,000 311,790,000 347,490,000 333,326,000 330,781,000 347,194,000 413,968,000 388,899,000 389,957,000 410,176,000 542,712,000 426,995,000 415,462,000 480,374,000 595,946,000 543,211,000  
        restricted cash
            3,654,000 3,624,000 4,183,000 4,131,000 4,079,000 4,035,000 4,175,000 4,155,000 4,128,000 4,125,000 4,114,000 4,107,000 4,105,000 4,113,000 4,163,000 4,164,000 4,147,000 4,141,000 4,117,000 4,139,000 4,130,000 4,134,000 4,133,000 4,134,000   
        accumulated other comprehensive loss
                   -107,000                   
        income tax payable
                     138,000 45,000 12,000 106,000 96,000 223,000 267,000 431,000 3,491,000 4,120,000 4,489,000 995,000 792,000 1,140,000 734,000 199,000  
        non-current deferred revenue
                     577,000 915,000 1,344,000 2,173,000 3,235,000 6,605,000 16,563,000 7,963,000 10,259,000 12,973,000 15,736,000 19,552,000 20,610,000 21,776,000 23,313,000 19,392,000 16,556,000 
        non-current income taxes payable
                     94,000 94,000 94,000 114,000 111,000 104,000 104,000 92,000 92,000 92,000 92,000 58,000 22,000 22,000 22,000 22,000 230,000 
        intangibles
                            238,000 594,000 950,000 1,306,000 1,679,000 2,060,000 2,442,000 2,823,000 3,204,000 3,585,000 
        non-current financing lease obligation
                                   19,978,000 20,639,000  
        preferred stock
                                      
        common stock
                                76,000 75,000 75,000    
        receivables from netgear
                                  130,000 12,184,000 27,588,000  
        net parent investment
                                     111,443,000 
        payables to netgear
                                    15,204,000  
        liabilities and equity
                                      
        equity:
                                      
        total equity
                                     111,443,000 
        total liabilities and equity
                                     276,066,000 
      Cashflow Statements:
      Quarterly
      Annual
        Unit: USD2026-03-29 2025-12-31 2025-09-28 2025-06-29 2025-03-30 2024-12-31 2024-09-29 2024-06-30 2024-03-31 2023-12-31 2023-10-01 2023-07-02 2023-04-02 2022-12-31 2022-10-02 2022-07-03 2022-04-03 2021-12-31 2021-10-03 2021-06-27 2021-03-28 2020-12-31 2020-09-27 2020-06-28 2020-03-29 2019-12-31 2019-09-29 2019-06-30 2019-03-31 2018-12-31 2018-09-30 
                                       
          cash flows from operating activities:
                                       
          net income
        14,877,000 5,764,000 6,873,000                           -39,073,000  
          adjustments to reconcile net income to net cash from operating activities:
                                       
          stock-based compensation expense, net of amounts capitalized
        19,734,000 17,200,000                              
          depreciation and amortization
        1,697,000 1,345,000 899,000 858,000 829,000 805,000 711,000 781,000 903,000 852,000 1,456,000 1,204,000 1,149,000 1,115,000 1,130,000 1,221,000 1,302,000 1,429,000 1,377,000 1,622,000 1,547,000 2,182,000 2,548,000 2,703,000 2,773,000 -269,000 3,863,000 4,062,000 3,025,000 1,901,000 1,450,000 
          gain on sale of long-term investment
        -6,423,000                               
          allowance for credit losses and non-cash changes to reserves
        949,000 -106,000   416,000 -845,000 3,155,000 -118,000 -107,000                       
          deferred income taxes
        241,000 90,000 -199,000 48,000 -155,000 10,000 -18,000 -73,000 68,000 -145,000 14,000 116,000 127,000 -78,000 126,000 142,000 -9,000 -12,000 -169,000 15,000 -130,000 -13,000 36,000 -73,000 100,000 -101,000 -183,000 86,000 -12,000 -670,000  
          discount accretion on investments and other
        -57,000 -482,000 -790,000 -733,000 -657,000                           
          changes in assets and liabilities, net of assets acquired:
                                       
          accounts receivable
        -12,490,000 37,053,000 -15,212,000 -15,475,000 11,287,000 11,323,000 -6,900,000 -5,173,000 8,978,000 4,952,000 -12,996,000 -4,482,000 13,216,000 16,688,000 -8,669,000 3,990,000 1,508,000 -9,451,000 -18,024,000 -786,000 26,522,000 -21,220,000 -9,665,000 14,965,000 65,685,000 -28,101,000 -19,990,000 -8,141,000 94,479,000 -48,927,000 -117,119,000 
          inventories
        -1,828,000 3,268,000 -14,522,000 4,178,000 5,648,000 12,099,000 -9,824,000 -510,000 -6,275,000 16,027,000 -14,661,000 70,000 6,341,000 26,726,000 -33,985,000 -2,118,000 1,490,000 1,984,000 4,622,000 13,356,000 9,296,000 4,700,000 -3,665,000 -4,315,000 6,142,000 2,929,000 23,106,000 34,005,000 -6,436,000 7,687,000 -9,389,000 
          prepaid expenses and other assets
        1,481,000 1,201,000 1,875,000 -3,112,000 354,000 -874,000 -449,000 -582,000 -1,672,000 2,855,000 1,271,000 -4,724,000 -900,000 3,532,000 -872,000 211,000 556,000 1,703,000 -384,000 -5,143,000 361,000 2,072,000 -376,000 3,472,000 5,273,000 13,254,000 -3,513,000 724,000 1,060,000 527,000 -2,287,000 
          accounts payable
        -3,622,000 -35,490,000 28,310,000 1,095,000 -14,983,000 -29,870,000 19,374,000 4,224,000 14,561,000 -27,326,000 21,213,000 15,929,000 -6,093,000 -55,749,000 29,794,000 9,111,000 -15,676,000 22,183,000 19,162,000 15,458,000 -34,647,000 -11,728,000 21,115,000 13,165,000 -71,834,000 53,172,000 35,484,000 -32,379,000 -27,486,000 33,590,000 49,332,000 
          deferred revenue
        14,811,000 -1,900,000 -1,992,000 -641,000 15,597,000 2,723,000 1,132,000 2,155,000 3,427,000 408,000 4,000 2,413,000 3,785,000 -737,000 -1,781,000 -3,352,000 -13,411,000 -10,900,000 -9,217,000 -10,701,000 -8,101,000 31,176,000 -16,016,000 -5,302,000 -6,251,000 24,563,000 531,000 -273,000 -2,254,000 4,084,000 2,616,000 
          accrued and other liabilities
        -1,507,000 -8,173,000 3,973,000 4,921,000 -3,594,000 2,430,000 1,813,000 -2,779,000 -8,191,000 1,243,000 2,043,000 -3,529,000 -7,716,000 2,784,000 13,478,000 -14,793,000 -1,320,000  2,430,000 -4,001,000 -22,072,000  3,672,000 776,000 -25,651,000  -1,864,000 3,640,000 -53,553,000   
          net cash from operating activities
        27,863,000 19,770,000 19,203,000 8,830,000 30,919,000 6,672,000 18,366,000 6,462,000 19,806,000 7,935,000 7,459,000 12,579,000 10,329,000 -11,179,000 -5,402,000 -4,824,000 -24,557,000 9,459,000 -9,190,000 6,702,000 -30,168,000 12,787,000 -10,634,000 221,000 -48,904,000 51,886,000 11,946,000 -39,176,000 -15,485,000 28,623,000 -43,571,000 
          capital expenditures
        -1,956,000 -1,783,000 -4,361,000 -598,000 -1,639,000 -1,015,000 -547,000 -242,000 -176,000 -936,000 -201,000 -1,492,000 -29,000 -458,000 -488,000 -130,000 12,000 -374,000 -998,000 204,000 -721,000 -2,728,000 -939,000 1,127,000 -788,000 -2,133,000 6,424,000 -4,514,000 -5,355,000 -88,000 -207,000 
          free cash flows
        25,907,000 17,987,000 14,842,000 8,232,000 29,280,000 5,657,000 17,819,000 6,220,000 19,630,000 6,999,000 7,258,000 11,087,000 10,300,000 -11,637,000 -5,890,000 -4,954,000 -24,545,000 9,085,000 -10,188,000 6,906,000 -30,889,000 10,059,000 -11,573,000 1,348,000 -49,692,000 49,753,000 18,370,000 -43,690,000 -20,840,000 28,535,000 -43,778,000 
          cash flows from investing activities:
                                       
          purchases of property and equipment, including capitalized software
        -2,419,000 -1,830,000 -4,218,000                             
          purchases of short-term investments
        -14,825,000 -29,542,000 -39,341,000 -44,049,000 -59,113,000 -34,436,000 -70,717,000 -40,802,000 -38,965,000 -49,753,000 -24,397,000 -36,755,000 -9,815,000 -14,850,000 -44,640,000     -4,998,000 -19,991,000 -4,998,000 -20,096,000 -4,975,000 -14,896,000 -9,897,000 -14,845,000  
          purchase of long-term investment
         -12,500,000                           
          acquisition of business
        -36,000,000                               
          proceeds from maturities of short-term investments
        19,988,000 60,012,000 40,000,000 20,000,000 45,000,000 59,800,000 46,894,000 71,184,000 40,718,000 34,772,000 37,303,000 14,950,000 15,006,000 15,000,000 15,030,000   5,000,000 15,000,000 5,000,000 20,000,000 15,000,000 10,000,000 20,000,000 10,000,000 15,000,000 15,000,000   
          proceeds from sale of long-term investment
        18,923,000                               
          net cash from investing activities
        -14,333,000 58,182,000 6,240,000 -22,316,000 -14,352,000 -389,000 11,497,000 172,000 -440,000 -4,592,000 -12,944,000 -10,478,000 -22,672,000 13,805,000 4,851,000 -5,491,000 -44,938,000 -330,000 -872,000 4,737,000 14,197,000 -1,820,000 -877,000     -2,752,000 843,000 -20,657,000 -43,094,000 
          cash flows from financing activities:
                                       
          proceeds from employee stock plans
                                       
          repurchases of common stock
        -7,334,000                               
          net cash from financing activities
        -7,334,000 -17,524,000 -10,675,000 721,000 -14,590,000 -4,937,000 -15,729,000 -6,319,000 -13,782,000 2,098,000 -5,289,000 -7,260,000 -4,691,000 652,000 -4,210,000 -5,112,000 -5,272,000 565,000 -2,587,000 -4,904,000 1,956,000 1,558,000 -288,000 -1,127,000 -166,000 -120,000 1,752,000 -603,000 -1,067,000 -615,000 234,605,000 
          net increase in cash and cash equivalents
        6,196,000                              147,940,000 
          cash and cash equivalents at beginning of period
        146,440,000                               
          cash and cash equivalents at end of period
        152,636,000                               
          non-cash investing and financing activities:
                                       
          purchases of property and equipment included in accounts payable and accrued liabilities
        463,000 47,000 -143,000 -598,000 1,164,000 61,000 414,000 53,000 180,000 -537,000 293,000 -461,000 894,000 737,000 -124,000 23,000 310,000 -44,000 -126,000 467,000 82,000 -906,000 -53,000 1,200,000 323,000 -492,000 4,331,000 -1,658,000 -1,095,000   
          stock-based compensation expense capitalized for software development
        305,000 235,000 534,000                             
          stock repurchases included in accounts payable
        1,021,000                               
          gain on early lease termination
                                      
          changes in assets and liabilities:
                                       
          proceeds related to employee benefit plans
         1,251,000 1,631,000 649,000 1,252,000 4,733,000 1,807,000 573,000 3,200,000 682,000 4,608,000 3,000 1,088,000 1,000 1,783,000 1,388,000 828,000 1,267,000 3,000 6,133,000 1,704,000 1,195,000 2,000 1,854,000 1,825,000 11,000 1,000   
          repurchase of common stock
         -18,775,000 -10,675,000 -910,000 -15,239,000                           
          restricted stock unit withholdings
             -1,768,000 -20,462,000 -8,126,000 -14,355,000 -1,102,000 -5,971,000 -11,868,000 -4,694,000 -436,000 -4,211,000 -6,895,000 -6,660,000 -263,000 -3,854,000 -4,907,000 -4,177,000 -146,000 -1,483,000 -1,129,000 -2,020,000 -120,000 -73,000 -614,000 -1,068,000   
          net increase in cash, cash equivalents, and restricted cash
         60,428,000 14,768,000 -12,765,000 1,977,000 1,346,000 14,134,000 315,000 5,584,000                       
          cash, cash equivalents, and restricted cash, at beginning of period
         82,032,000 60,653,000 88,179,000                   
          cash, cash equivalents, and restricted cash, at end of period
         60,428,000 14,768,000 -12,765,000 84,009,000 1,346,000 14,134,000 315,000 66,237,000 5,441,000 -10,774,000 -5,159,000 71,145,000                   
          reconciliation of cash, cash equivalents, and restricted cash to consolidated balance sheets
                                       
          cash and cash equivalents
         60,428,000 14,768,000 -12,765,000 84,009,000 5,000,000 14,104,000 874,000 62,054,000 5,389,000 -10,818,000 -5,019,000 66,970,000                   
          restricted cash
              30,000 -559,000 4,183,000 52,000 44,000 -140,000 4,175,000                   
          total cash, cash equivalents, and restricted cash
         60,428,000 14,768,000 -12,765,000 84,009,000 1,346,000 14,134,000 315,000 66,237,000 5,441,000 -10,774,000 -5,159,000 71,145,000                   
          supplemental cash flow information:
                                       
          cash paid for income taxes
                                       
          non-cash investing activities:
                                       
          reconciliation of cash, cash equivalents, and restricted cash to unaudited condensed consolidated balance sheets
                                       
          stock-based compensation expense, net of amounts of capitalized
                                       
          net loss
            -835,000 -4,861,000 -4,439,000 -11,560,000 -9,644,000 692,000 -1,120,000 -7,363,000 -14,245,000 -22,155,000 -14,435,000 -11,557,000 -8,479,000 -6,792,000 -15,198,000 -23,320,000 -10,719,000 -15,210,000 -17,459,000 -29,256,000 -39,326,000  -30,590,000 -33,692,000 -41,284,000   
          adjustments to reconcile net loss to net cash from operating activities:
                                       
          stock-based compensation expense
            17,012,000 14,498,000 14,689,000 20,920,000 18,550,000 10,097,000 10,287,000 12,973,000 14,591,000 16,689,000 9,953,000 12,245,000 9,589,000 10,482,000 7,599,000 11,609,000 8,340,000 8,909,000 9,001,000 4,564,000 12,773,000 7,633,000 5,219,000 5,389,000 4,653,000   
          purchases of property and equipment
            -2,803,000 -1,076,000 -961,000 -295,000 -356,000 -399,000 -494,000 -1,031,000 -923,000 -1,195,000 -364,000 -153,000 -298,000 -330,000 -872,000 -263,000 -803,000 -1,822,000 -886,000 -73,000 -1,111,000 -1,641,000 2,093,000 -2,856,000 -4,260,000 -10,812,000 -3,320,000 
          other
              -878,000 -823,000 -792,000                       
          impairment charges
                                     
          provision for (release of) expected credit losses and inventory reserves
                                       
          net decrease in cash, cash equivalents, and restricted cash
                 5,441,000 -10,774,000 -5,159,000 -17,034,000                   
          allowance for credit losses and inventory reserves
                  605,000 415,000 198,000 21,000 -91,000 15,000 -135,000 -595,000 -1,445,000 -523,000 -562,000    1,709,000       
          others
                  -657,000 -443,000 -124,000 -15,000                  
          net decrease in cash and cash equivalents and restricted cash
                      -4,761,000 -15,427,000 -74,767,000  -12,649,000 6,535,000 -14,015,000  -11,799,000 9,023,000 -60,277,000       
          cash and cash equivalents and restricted cash, at beginning of period
                      179,856,000 190,291,000 240,819,000 155,424,000   
          cash and cash equivalents and restricted cash, at end of period
                      -4,761,000 -15,427,000 105,089,000 9,694,000 -12,649,000 6,535,000 176,276,000 12,525,000 -11,799,000 9,023,000 180,542,000 122,819,000 20,816,000 -42,531,000 139,715,000   
          premium amortization (discount accretion) on investments
                       61,000 28,000 -3,000 -6,000          
          gain on sale of business
                             -292,000       
          accrued liabilities
                                     65,391,000 52,427,000 
          proceeds from sale of business
                                       
          net increase in cash and cash equivalents and restricted cash
                                 122,819,000 20,816,000 -42,531,000 -15,709,000   
          de-recognized fair value of build-to-suit lease
                                       
          loss on disposal of property and equipment
                                       
          allowance for (release of) credit losses and inventory reserves
                             -358,000 140,000         
          proceeds from initial public offering, net of offering costs
                                      
          net investment from netgear
                                       
          estimated fair value of a facility under build-to-suit lease including tenant improvements
                                       
          loss on disposal of fixed assets
                                       
          de-recognition of build-to-suit assets and liabilities
                                  -21,610,000   
          premium amortization / discount accretion on investments
                               49,000 -5,000  -117,000 -137,000 -137,000   
          net cash provided (cash used) by investing activities
                                -11,207,000       
          provision for (release of) bad debts and inventory
                                       
          premium amortization/discount accretion on investments
                                       
          payments made in connection with business acquisition, net of cash acquired
                                       
          net investment from parent
                                     -615,000 61,210,000 
          estimated fair value of a facility under build-to-suit lease
                                       
          changes in operating assets and liabilities:
                                       
          receivables from netgear
                                    12,054,000 14,337,000  
          income taxes payable
                                    406,000 535,000 102,000 
          net investment to parent
                                       
          stock-based compensation
                                     3,495,000 3,437,000 
          purchases and transfers of property and equipment
                                     10,724,000 3,113,000 
          payables to netgear
                                       
          cash and cash equivalents, at beginning of period
                                      
          cash and cash equivalents, at end of period
                                      147,940,000