Arlo continues to stand out as a compelling small-cap investment opportunity, driven by robust subscriber growth that is exceeding long-term targets early. The company is gearing up for a major product launch in 2025 that it says will achieve a 20-35% cost reduction for hardware. Arlo aims to roughly double its subscriber base to 10 million by 2030. It hit its 2027 target of 5 million subscribe...
Arlo Technologies excels in the smart home security market by leveraging premium hardware to drive its high-margin SaaS ecosystem, significantly boosting services revenue. The company's services revenue grew to $243 million in 2024, comprising 53% of total revenue, with an impressive gross margin above 80%. Arlo's LTV/CAC ratio of 4 and ARPU expansion highlight the efficiency and profitability ...
Arlo Technologies, Inc. (NYSE:ARLO ) Q1 2025 Earnings Conference Call May 8, 2025 5:00 PM ET Company Participants Tahmin Clarke - Investor Relations Matthew McRae - Chief Executive Officer Kurt Binder - Chief Financial Officer and Chief Operating Officer Conference Call Participants Jacob Stephan - Lake Street Logan Katzman - Raymond James Scott Searle - ROTH Capital Hamed Khorsand - BWS Financ...
CARLSBAD, Calif.--(BUSINESS WIRE)--Arlo Technologies, Inc. (NYSE: ARLO), a leading smart home security platform company, today reported financial results for the first quarter ended March 30, 2025. “Leveraging the operational momentum generated in 2024, Arlo again delivered outstanding results this quarter, highlighted by free cash flow margin of 23.6% and record level of non-GAAP EPS. The foun...
Arlo's relentless innovation has outpaced competitors and propelled the company to the top rung of public SaaS companies on a global basis SAN JOSE, Calif. , May 8, 2025 /PRNewswire/ -- Arlo Technologies, Inc. (NYSE: ARLO), a leading smart home security brand, today announced its AI-powered subscription service has surpassed 5 million paid subscribers.
Newly Added Arlo Intelligence-Powered Features Empower Arlo Secure Subscribers to Make Better Informed Decisions to Protect What Matters Most SAN JOSE, Calif. , May 8, 2025 /PRNewswire/ -- Arlo Technologies, Inc. (NYSE: ARLO), a leading smart home security brand, today announced Arlo Secure 6, the next generation of Arlo's industry-leading home security subscription service featuring groundbrea...
SAN JOSE, Calif. , May 2, 2025 /PRNewswire/ -- Arlo Technologies, Inc. (NYSE: ARLO), a leading smart home security brand, today announced that it had made equity grants to new employees under its 2018 Equity Incentive Plan in accordance with NYSE Rule 303A.08.
SAN JOSE, Calif.--(BUSINESS WIRE)--Arlo Technologies, Inc. (NYSE: ARLO), a leading smart home security platform company, today announced that it will hold a conference call with investors and analysts on Thursday, May 8, 2025 at 5:00 p.m. ET (2:00 p.m. PT) to discuss the Company's first quarter 2025 results. The news release announcing the first quarter 2025 results will be disseminated on May ...
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