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

3Q: Services Reaches the $200M Mark; Maintain Outperform

Founder, BWS Financial Inc

Hamed Khorsand

Founder

Equity Bottom-Up

<ul>
<li>ARLO maintained a steady presence of inventory and pricing during the holiday shopping of the fourth quarter and now ARLO is scheduled to report Q4 results in February</li>
<li>ARLO introduced a line of Essential cameras at Wal-Mart, which we believe was a success and should contribute to fourth quarter 2023 revenue and first quarter 2024 net subscriber adds</li>
<li>ARLO ended the September quarter with approximately 2.5 million paid subscribers. We are projecting ARLO added 170 thousand paid subscribers in the fourth quarter</li>
</ul>


ARLO maintained a steady presence of inventory and pricing during the holiday shopping of the fourth quarter and now ARLO is scheduled to report Q4 results in February
ARLO introduced a line of Essential cameras at Wal-Mart, which we believe was a success and should contribute to fourth quarter 2023 revenue and first quarter 2024 net subscriber adds
ARLO ended the September quarter with approximately 2.5 million paid subscribers. We are projecting ARLO added 170 thousand paid subscribers in the fourth quarter


Arlo Technologies Inc

ARLO: Pixel of a Quarter