What is Arlo Technologies's backlog?

Arlo Technologies reported $40.6M of remaining performance obligations at 31 Dec 2025, up 38% from a year earlier. That is 0.1 years of trailing revenue already under contract.

Arlo Technologies (ARLO) backlog: remaining performance obligations

How much revenue Arlo Technologies already has under contract, how fast it converts, and who it is with.

Data as of 7 Nov 2026.

Open the interactive Backlog view Arlo Technologies competitor analysis

Arlo Technologies reported $40.6M of remaining performance obligations at 31 Dec 2025, up 38% from a year earlier. That is 0.1 years of trailing revenue already under contract.
Customer prepayments (contract liabilities) cover 91.4% of the backlog.
Twelve-month book-to-bill: 1.02, i.e. 1.02 of new orders for every 1 of revenue recognised.
Backlog growth minus revenue growth: +34 points — orders are running ahead of revenue.
The latest filed figure is more than 200 days old.

Arlo Technologies backlog history

Remaining performance obligations at each quarter end (bars) against trailing twelve-month revenue (line).

Amounts in USD. Source: SEC XBRL filings.
Quarter end	Backlog (RPO)	TTM revenue	Coverage	Customer prepayments
31 Dec 2025	$40.6M	$529M	0.1 yrs	$37.1M
29 Jun 2025	$43.8M	$508M	0.1 yrs	$42.1M
30 Mar 2025	$44.6M	$506M	0.1 yrs	$42.8M
31 Dec 2024	$29.5M	$511M	0.1 yrs	$27.2M
31 Dec 2023	$18.8M	$491M	0.0 yrs	$18.0M
1 Oct 2023	$18.9M	$475M	0.0 yrs	$17.7M
2 Jul 2023	$18.4M	$473M	0.0 yrs	$17.6M
2 Apr 2023	$18.9M	$477M	0.0 yrs	$15.2M
31 Dec 2022	$11.5M	$490M	0.0 yrs	$11.3M
2 Oct 2022	$19.3M	$515M	0.0 yrs	$11.9M
3 Jul 2022	$18.6M	$498M	0.0 yrs	$13.4M
3 Apr 2022	$22.0M	$477M	0.0 yrs	$16.5M

Questions

What is Arlo Technologies's backlog?: Arlo Technologies reported $40.6M of remaining performance obligations at 31 Dec 2025, up 38% from a year earlier. That is 0.1 years of trailing revenue already under contract.

About these numbers

Remaining performance obligations (RPO) are revenue a company has contracted but not yet recognised, as reported in its SEC filings (XBRL tag RevenueRemainingPerformanceObligation). Coverage = backlog ÷ trailing twelve-month revenue. Book-to-bill = (change in backlog + revenue) ÷ revenue. Conversion = revenue recognised ÷ the backlog at the start of each quarter, summed over four quarters. Counterparty values come from company filings and releases.