UNAUDITED CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS’ EQUITY - USD ($) $ in Thousands	Total	Common stock:	Additional paid-in capital:	Accumulated deficit:	Accumulated other comprehensive income (loss):
Beginning balances at Dec. 31, 2023	$ 103,276	$ 95	$ 470,322	$ (367,461)	$ 320
Increase (Decrease) in Stockholders' Equity [Roll Forward]
Stock-based compensation			42,596
Settlement of liability classified restricted stock units			12,594
Issuance of common stock under stock-based compensation plans		8	5,413
Issuance of common stock under employee stock purchase plan		0	1,692
Repurchase of common stock		0	0
Restricted stock unit withholdings		(3)	(42,940)
Net income (loss)	(25,643)			(25,643)
Other comprehensive income (loss), net of tax					(84)
Ending balances at Sep. 29, 2024	96,909	$ 100	489,677	(393,104)	236
Beginning balances (in shares) at Dec. 31, 2023		95,380,000
Common stock shares:
Issuance of common stock under stock-based compensation plans (in shares)		8,187,000
Issuance of common stock under employee stock purchase plan (in shares)		233,000
Repurchase of common stock (in shares)		0
Restricted stock unit withholdings (in shares)		(3,478,000)
Ending balances (in shares) at Sep. 29, 2024		100,322,000
Beginning balances at Jun. 30, 2024	99,268	$ 98	487,644	(388,665)	191
Increase (Decrease) in Stockholders' Equity [Roll Forward]
Stock-based compensation			12,073
Settlement of liability classified restricted stock units			5,691
Issuance of common stock under stock-based compensation plans		3	4,730
Issuance of common stock under employee stock purchase plan		0	0
Repurchase of common stock		0	0
Restricted stock unit withholdings		(1)	(20,461)
Net income (loss)	(4,439)			(4,439)
Other comprehensive income (loss), net of tax					45
Ending balances at Sep. 29, 2024	96,909	$ 100	489,677	(393,104)	236
Beginning balances (in shares) at Jun. 30, 2024		98,326,000
Common stock shares:
Issuance of common stock under stock-based compensation plans (in shares)		3,403,000
Issuance of common stock under employee stock purchase plan (in shares)		0
Repurchase of common stock (in shares)		0
Restricted stock unit withholdings (in shares)		(1,407,000)
Ending balances (in shares) at Sep. 29, 2024		100,322,000
Beginning balances at Dec. 31, 2024	100,909	$ 101	498,739	(397,965)	34
Increase (Decrease) in Stockholders' Equity [Roll Forward]
Stock-based compensation			34,072
Settlement of liability classified restricted stock units			9,938
Issuance of common stock under stock-based compensation plans		6	799
Issuance of common stock under employee stock purchase plan		0	1,475
Repurchase of common stock	(26,800)	(2)	(27,133)
Restricted stock unit withholdings		0	0
Net income (loss)	9,162			9,162
Other comprehensive income (loss), net of tax					1
Ending balances at Sep. 28, 2025	$ 129,227	$ 105	517,890	(388,803)	35
Beginning balances (in shares) at Dec. 31, 2024	100,885,158	100,885,000
Common stock shares:
Issuance of common stock under stock-based compensation plans (in shares)		6,818,000
Issuance of common stock under employee stock purchase plan (in shares)		155,000
Repurchase of common stock (in shares)	(2,100,000)	(2,111,000)
Restricted stock unit withholdings (in shares)		0
Ending balances (in shares) at Sep. 28, 2025	105,747,479	105,747,000
Beginning balances at Jun. 29, 2025	$ 118,274	$ 104	513,854	(395,676)	(8)
Increase (Decrease) in Stockholders' Equity [Roll Forward]
Stock-based compensation			9,876
Settlement of liability classified restricted stock units			4,942
Issuance of common stock under stock-based compensation plans		2	(2)
Issuance of common stock under employee stock purchase plan		0	0
Repurchase of common stock		(1)	(10,780)
Restricted stock unit withholdings		0	0
Net income (loss)	6,873			6,873
Other comprehensive income (loss), net of tax					43
Ending balances at Sep. 28, 2025	$ 129,227	$ 105	$ 517,890	$ (388,803)	$ 35
Beginning balances (in shares) at Jun. 29, 2025		104,289,000
Common stock shares:
Issuance of common stock under stock-based compensation plans (in shares)		2,080,000
Issuance of common stock under employee stock purchase plan (in shares)		0
Repurchase of common stock (in shares)		(622,000)
Restricted stock unit withholdings (in shares)		0
Ending balances (in shares) at Sep. 28, 2025	105,747,479	105,747,000

Arlo Technologies, Inc. 10-Q