BWS Financial Inc

BWS provides independent stock specific research focused on companies with distinct value that are going through a special situation where there is a tangible catalyst not priced in. The catalyst can be anything from new product, restructuring, M&A, management change, change in business strategy, etc. BWS’s focus is to understand the change and evaluate the potential return for investors.

BWS utilizes a self formed proprietary approach in discovering stocks by putting great emphasis on deep research. BWS does generate short recommendations following a similar criteria.

Independent Stock Specific Research

ARLO: Inflection Point to Profitability, PT to $12

ARLO: Accelerating Growth Story, PT to $15

Founder, BWS Financial Inc

Hamed Khorsand

Founder

Equity Bottom-Up

• Arlo Technologies (ARLO) experienced an acceleration in its paid subscription service in the second quarter to help push the quarter above expectations. • ARLO introduced Arlo Secure in July 2021 as a replacement for Arlo Smart. The new service program leverages ARLO’s artificial intelligence development and offers an unlimited devices subscription plan. • ARLO’s second quarter revenue reached $98.6 million of which $25.3 million was from services. European revenue facilitated the increase in product revenue in the quarter. ARLO is anticipating its Verisure exclusive camera to roll out later this year with full production benefit in 2022. • The continued increase in subscriber count and launch of a polished service offering gives ARLO a pathway to profitability in 2022. The fourth quarter could become an inflection point in the business as paid users reaches 1 million, which would provide annualized revenue of approximately $100 million.

• Arlo Technologies (ARLO) experienced an acceleration in its paid subscription service in the second quarter to help push the quarter above expectations. • ARLO introduced Arlo Secure in July 2021 as a replacement for Arlo Smart. The new service program leverages ARLO’s artificial intelligence development and offers an unlimited devices subscription plan. • ARLO’s second quarter revenue reached $98.6 million of which $25.3 million was from services. European revenue facilitated the increase in product revenue in the quarter. ARLO is anticipating its Verisure exclusive camera to roll out later this year with full production benefit in 2022. • The continued increase in subscriber count and launch of a polished service offering gives ARLO a pathway to profitability in 2022. The fourth quarter could become an inflection point in the business as paid users reaches 1 million, which would provide annualized revenue of approximately $100 million. 

Arlo Technologies Inc

ARLO: Captured Growth