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BWS Financial Inc

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<ul>
<li>ARLO reported second quarter results after having previously disclosed crossing 4 million paid accounts in July.</li>
<li>Expectations for promotional programs in the second half of the year should help boost total subscribers and fuel service revenue growth</li>
<li>ARLO’s focus on driving service revenue using low price points on hardware has helped maintain a growing base of paid retail accounts</li>
</ul>


ARLO reported second quarter results after having previously disclosed crossing 4 million paid accounts in July.
Expectations for promotional programs in the second half of the year should help boost total subscribers and fuel service revenue growth
ARLO’s focus on driving service revenue using low price points on hardware has helped maintain a growing base of paid retail accounts


ARLO: Retail Growth Sets Course for Revenue Lift

<ul>
<li>ARLO announced it had reached 4 million paid accounts approximately four months after achieving 3 million paid accounts. </li>
<li>The pace of growth is most likely the result of catch-up calculations related to Verisure. However, this should not take away from the magnitude of increase in the number.</li>
<li>The higher baseline of subscriber numbers should change the annualized recurring revenue (“ARR”) for ARLO compared to the end of the first quarter.  </li>
</ul>


ARLO announced it had reached 4 million paid accounts approximately four months after achieving 3 million paid accounts. 
The pace of growth is most likely the result of catch-up calculations related to Verisure. However, this should not take away from the magnitude of increase in the number.
The higher baseline of subscriber numbers should change the annualized recurring revenue (“ARR”) for ARLO compared to the end of the first quarter.  


External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Anticipate significant downward revision in Arlo Technologies' long-term revenue guidance</li><li>Management's lack of transparency regarding key performance indicators may have misled investors</li><li>Initiate a short position before Feb. 29th guidance update to benefit from potential share price decline.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Anticipate significant downward revision in Arlo Technologies' long-term revenue guidanceManagement's lack of transparency regarding key performance indicators may have misled investorsInitiate a short position before Feb. 29th guidance update to benefit from potential share price decline.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Arlo Technologies Inc (ARLO) - Wednesday, Feb 28, 2024

<ul>
<li>ARLO grew the number of paid subscribers faster than expected in the first quarter, but it was the contract extension with Verisure that was the big news of the day</li>
<li>ARLO and Verisure have had an agreement for five years expiring later this year. The new agreement is through 2029</li>
<li>The growth in paid subscribers in Q1 puts ARLO on pace to achieve 4 million total paid subscribers by the end of 2024, after hitting 3 million in February 2024</li>
</ul>


ARLO grew the number of paid subscribers faster than expected in the first quarter, but it was the contract extension with Verisure that was the big news of the day
ARLO and Verisure have had an agreement for five years expiring later this year. The new agreement is through 2029
The growth in paid subscribers in Q1 puts ARLO on pace to achieve 4 million total paid subscribers by the end of 2024, after hitting 3 million in February 2024


<ul>
<li>ARLO ) changed their subscription plans at the beginning of 2024 and Q1 results are expected to show little change in consumer habits since these pricing plans were instituted</li>
<li>ARLO started 2024 with new pricing for its lowest subscription tier as cloud costs for such customers were more than the monthly subscription rate</li>
<li>The focus of the first quarter results should remain on subscriber growth, especially as holiday period hardware sales begin to transition to paid subscription</li>
</ul>


ARLO ) changed their subscription plans at the beginning of 2024 and Q1 results are expected to show little change in consumer habits since these pricing plans were instituted
ARLO started 2024 with new pricing for its lowest subscription tier as cloud costs for such customers were more than the monthly subscription rate
The focus of the first quarter results should remain on subscriber growth, especially as holiday period hardware sales begin to transition to paid subscription


United States

Arlo Technologies, Inc. provides software solutions. The Company offers cloud-based platform with a variety of connected devices such as security cameras. Arlo Technologies serves customers in the United States.

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Arlo Technologies Inc (ARLO US)

ARLO: Retail Growth Sets Course for Revenue Lift

ARLO is focusing on 2H24 promotions to drive growth during its peak selling period. Paid retail accounts continue to grow and should have greater...

BWS Financial Inc

ARLO: Accelerated Pace of Growth

ARLO reached 4 million paid accounts. This is an accelerated pace from when ARLO reached 3 million paid accounts at the end of February. We are now...

BWS Financial Inc

Arlo Technologies Inc (ARLO) - Wednesday, Feb 28, 2024

Anticipate significant downward revision in Arlo Technologies' long-term revenue guidance. Management's lack of transparency regarding key...

Value Investors Club

ARLO: Risk Removed

ARLO reported in line first quarter results and second quarter guidance. However, it was the renewal of its agreement with Verisure that is most...

BWS Financial Inc

ARLO: Service Changes and Q1

ARLO changed pricing on their service tiers the Company has instituted usage limits. We interpret the changes as ARLO still trying to balance their...

BWS Financial Inc

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