Arlo Technologies Inc. (2VI)
XSTU 
Summary
2VI Chart
Arlo: Executing Well Against Long-Term Expansion Plans
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 subscribers a year and a half early.
Arlo Technologies: Seven Reasons To Like This Company
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 of its subscription model, positioning it as a SaaS leader.
Arlo Technologies, Inc. (ARLO) Q1 2025 Earnings Call Transcript
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 Financial Rian Bisson - Craig-Hallum Capital Group Operator Ladies and gentlemen, thank you for standing by. At this time, all participants are in a listen-only mode.
Arlo Technologies Inc. Dividends
Arlo Technologies Inc. Earnings
| 7 Aug 2025 (In 1 week) Date | | 0.15 Cons. EPS | - EPS |
| 6 Aug 2025 (In 1 week) Date | | - Cons. EPS | - EPS |
| 8 May 2025 Date | | - Cons. EPS | - EPS |
| 7 May 2025 Date | | - Cons. EPS | - EPS |
| 26 Feb 2025 Date | | - Cons. EPS | - EPS |
| 7 Aug 2025 (In 1 week) Date | | 0.15 Cons. EPS | - EPS |
| 6 Aug 2025 (In 1 week) Date | | - Cons. EPS | - EPS |
| 8 May 2025 Date | | - Cons. EPS | - EPS |
| 7 May 2025 Date | | - Cons. EPS | - EPS |
| 26 Feb 2025 Date | | - Cons. EPS | - EPS |
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Arlo Technologies Inc. Profile
| Security & Protection Services Industry | Industrials Sector | Matthew Blake McRae CEO | XSTU Exchange | US04206A1016 ISIN |
| US Country | 360 Employees | - Last Dividend | - Last Split | - IPO Date |
Overview
Arlo Technologies, Inc., with its subsidiaries, operates a comprehensive cloud-based platform spanning the Americas, Europe, the Middle East, Africa, and the Asia Pacific regions. The company is recognized for providing advanced smart home protection solutions, including a variety of security cameras, doorbells, and systems designed for a wide range of environments from residential to remote areas. Their offerings extend to subscription-based services such as Arlo Secure and Arlo Total Security which offer enhanced monitoring and emergency response features. Incorporated in 2018 and headquartered in Carlsbad, California, Arlo Technologies has established a broad sales network through retailers, wholesale distributors, broadcast channels, wireless carriers, security solution providers, and its website.
Products and Services
- Arlo Essential Cameras and Doorbells (2nd Generation) - These devices offer smart home protection with features like an automated privacy shield, a wide 180-degree field of view, and superior 2K video resolution.
- Arlo Home Security System - An innovative all-in-one multi-sensor system that provides access to security experts for monitoring and emergency response, enhancing overall home safety.
- Arlo Pro 5S - A wireless security camera featuring 2K video resolution for clear and detailed images, designed for easy installation and flexibility in usage.
- Arlo Go 2 - This versatile camera is designed for monitoring remote areas, large properties, and hard-to-access locations, providing security where traditional cameras cannot reach.
- Arlo Ultra 2 - Offering 4K video with HDR, this camera delivers top-tier imaging quality with additional features like a broad 180-degree field of view, auto zoom and tracking on moving objects, and color night vision.
- Arlo Floodlight Camera - A wire-free, powerful floodlight camera that combines lighting and surveillance to enhance perimeter security around a property.
- Arlo Secure subscriptions - These subscriptions provide a range of services from emergency response to 24/7 priority support and professional monitoring, offering various plans such as 2K or 4K video recording, unlimited cameras, advanced object detection, and more.
- Arlo Total Security - This comprehensive subscription includes 24/7 professional monitoring along with essential security hardware for complete protection.
- Arlo Safe - A personal safety application that provides one-touch emergency response, family safety features, and crash detection and response, enhancing personal security on the go.
- Arlo SmartCloud - A Software as a Service (SaaS) solution delivering advanced security cloud services for businesses, ensuring enterprise-level security and data management.
Contact Information
