Arlo Technologies (ARLO) Proxy filing summary

Executive summary

• Annual Meeting scheduled for June 18, 2026, will be held virtually, allowing shareholders to vote online or by proxy on key proposals.

• 2025 marked exceptional financial performance, with 28% growth in annual recurring revenue, 30% increase in subscriptions and services revenue, and a total shareholder return of nearly 300% since 2022.

• The company’s transformation to a subscription-based SaaS model has driven robust recurring revenue and operational excellence.

• Stockholder engagement remains a priority, with outreach to investors representing 70% of shares outstanding and feedback directly informing governance and compensation practices.

Voting matters and shareholder proposals

• Election of three Class II directors to serve until the 2029 annual meeting.

• Ratification of Deloitte & Touche LLP as independent registered public accounting firm for fiscal year ending December 31, 2026.

• Advisory vote on executive compensation (say-on-pay).

• Board recommends voting FOR all proposals.

Board of directors and corporate governance

• Board consists of seven members with diverse backgrounds in technology, finance, and global business.

• All directors except the CEO are independent; committees are fully independent.

• Board leadership is separated, with an independent Chair.

• Board and committees met regularly in 2025, with all directors attending at least 75% of meetings.

• Majority Voting in Uncontested Elections policy in place; directors must offer resignation if they receive less than 50% support.