Boardroom Alpha
Meeting calendar
ARLO · Annual meeting · Thursday, June 18, 2026

Arlo Technologies Inc

3 nominees · 3 ballot items.

Elect three Class II directors; ratify Deloitte & Touche LLP as the independent registered public accounting firm for 2026; and approve, on an advisory basis, the compensation of the Company’s named executive officers (say-on-pay).

Market cap
$1.4B
1Y TSR
-20.8%
Board grade
C+
Record date
Apr 20, 2026
Filing
DEF 14A
Meeting concluded · Jun 18, 2026

Follow how the vote landed and what changed on Arlo Technologies Inc’s board — director track records, governance grades, and ongoing monitoring — on the Boardroom Alpha platform.

Proposals

On the ballot3

  1. 1

    Election of Directors

    ManagementBoard: FOR

    Elect the three Class II director nominees — Grady K. Summers, Prashant (Sean) Aggarwal, and Amy Rothstein — each to serve a three-year term expiring at the 2029 annual meeting.

  2. 2

    Ratification of Appointment of Independent Registered Public Accounting Firm

    ManagementBoard: FOR

    Ratify the appointment of Deloitte & Touche LLP as Arlo’s independent registered public accounting firm for the fiscal year ending December 31, 2026.

  3. 3

    Advisory Vote on the Compensation of the Named Executive Officers

    ManagementBoard: FOR

    Non-binding, advisory vote to approve the compensation of the Company’s named executive officers as disclosed in the proxy statement (say-on-pay).

    More detail

    This advisory proposal asks stockholders to approve the Company’s disclosed executive compensation practices for its named executive officers. Management seeks approval to validate a pay-for-performance framework that heavily weights variable and equity-based incentives (including multi-year PSUs tied to cumulative paid accounts, ARR, and subscriptions and services gross margin) and short-term bonuses linked to adjusted EBITDA and operational metrics. The Compensation and Human Capital Committee states that the program is designed to attract and retain talent while aligning executives’ interests with long-term stockholder value, and emphasizes rigorous performance targets and a mix of cash and equity payouts. The Board also highlights governance features — independent committee oversight, engagement with Pay Governance as an independent consultant, stock ownership guidelines, a clawback policy updated to comply with SEC rules, and limits on perquisites — to mitigate risk and reinforce alignment. The company notes that Milestone 1 of the 2025 PSUs was achieved and vested (subject to service conditions) and that bonuses for 2025 were paid at 122% of target, demonstrating the plan’s linkage to realized performance. The filing also discloses prior stockholder feedback (a 57% say-on-pay approval in 2025) and ongoing shareholder engagement; management argues that outreach informed program changes (e.g., elimination of future retention awards, multi-metric PSUs, and moves to balance dilution). Opposing perspectives are not included as no shareholder proposal was filed, but investors may weigh concerns about executive pay levels, dilution from equity awards, and prior modest say-on-pay support. The Board recommends a ‘‘FOR’’ vote on the basis that the compensation structure fosters long-term value creation, is aligned with measurable operational milestones, and has been refined in response to stockholder engagement. Overall, the proposal asks shareholders to endorse the Company’s compensation philosophy and specific 2025 program design as described in the proxy statement, which management contends is strongly linked to company performance and long-term stockholder returns.

Director elections

Nominees on the ballot3

Ownership

Top institutional holders10

Latest 13F quarter
1BlackRock, Inc.10.8%11,726,665$167M
2BRANDES INVESTMENT PARTNERS, LP7.5%8,133,740$116M
3VANGUARD PORTFOLIO MANAGEMENT LLC5.0%5,427,545$77M
4WASATCH ADVISORS LP5.0%5,426,267$77M
5VANGUARD CAPITAL MANAGEMENT LLC4.1%4,451,208$63M
6STATE STREET CORP4.0%4,317,921$61M
7RICE HALL JAMES ASSOCIATES, LLC3.4%3,659,888$52M
8BlackRock, Inc.3.0%3,291,045$47M
9PRIMECAP MANAGEMENT CO/CA/2.1%2,318,513$33M
10GEODE CAPITAL MANAGEMENT, LLC1.9%2,113,026$30M
Filings

Recent key filings

Periodic reports
Definitive proxies
Reference

Frequently asked questions

When is the Arlo Technologies Inc 2026 annual meeting?
Arlo Technologies Inc (ARLO) holds its 2026 annual shareholder meeting on Thursday, June 18, 2026.
What is the record date for the Arlo Technologies Inc 2026 meeting?
The record date for the Arlo Technologies Inc 2026 meeting is Monday, April 20, 2026. Shareholders of record on or before that date are eligible to vote.
Who are the director nominees for Arlo Technologies Inc's 2026 meeting?
The board is presenting 3 director nominees at the Arlo Technologies Inc 2026 meeting, listed with their independence status and background.
What proposals will shareholders vote on at the Arlo Technologies Inc 2026 meeting?
Shareholders will vote on 3 proposals at the Arlo Technologies Inc 2026 meeting, each tagged with who proposed it and the board's recommendation.
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