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Arlo Technologies
Arlo Technologies (ARLO) investor relations material
Arlo Technologies Raymond James TMT and Consumer Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Raymond James TMT and Consumer Conference summary9 Dec, 2025
Company transformation and business model evolution
Originated as a product line within a networking company, later spun out to focus on DIY security cameras and services.
Transitioned from a hardware-centric model to a services-first SaaS business, now with over five million paid subscribers and 60% of revenue from services.
Annual recurring revenue from paid accounts has surpassed $320 million and continues to grow.
Blended gross margin improved from -20% to over 40%, and operating income is now positive.
Operating leverage is strong, with OpEx growth mainly from credit card fees as subscriber base expands.
Product innovation and operational execution
Recently completed the largest product refresh in company history, launching 109 SKUs and shipping 800,000 units in 6-8 weeks.
Product refresh included upgrades across all lines, expansion into new categories, and 20%-30% reduction in cost of goods sold.
Despite logistical challenges, all products were delivered on time, demonstrating operational excellence.
Market trends and consumer behavior
Security products are seen as less discretionary, with resilient demand and churn at a multi-year low of 1%.
The market is moving from early adopters to mass market, with significant growth in channels like Walmart.
Forecasts suggest 30-50 million more U.S. households will adopt these products in the next 3-5 years.
What share gain from competitor bans is expected
How do new partnerships drive 10M subscriber goal
What levers exist for ARPU expansion beyond price
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Next Arlo Technologies earnings date
Q4 202526 Feb, 2026
Arlo Technologies
Next Arlo Technologies earnings date
Q4 202526 Feb, 2026
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Frequently asked questions
Arlo Technologies Inc. is a technology company that specializes in developing smart home security products and solutions. The company's product lineup includes wireless security cameras, video doorbells, and related cloud-based services for monitoring and managing home security remotely. Arlo's offerings are designed to provide users with real-time video surveillance, motion detection, and security alerts through a user-friendly mobile app. The company is headquartered in Carlsbad, California, and its shares are listed on the NYSE.
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