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: Recurring Revenue Growth, PT to $11

ARLO: Service in a Tough Market, PT to $8

Founder, BWS Financial Inc

Hamed Khorsand

Founder

Equity Bottom-Up

<ul>
<li>ARLO initiated a new marketing strategy based on price and it seems consumers have responded well in an otherwise tough market backdrop.</li>
<li>The sell through led to ARLO growing the number of paid subscribers more than we were expecting, and on pace to surpass 2 million paid subscribers in first quarter 2023</li>
<li>The revenue achieved in the fourth quarter was approximately $3 million higher than the top end of the guidance range ARLO had previously provided</li>
</ul>


ARLO initiated a new marketing strategy based on price and it seems consumers have responded well in an otherwise tough market backdrop.
The sell through led to ARLO growing the number of paid subscribers more than we were expecting, and on pace to surpass 2 million paid subscribers in first quarter 2023
The revenue achieved in the fourth quarter was approximately $3 million higher than the top end of the guidance range ARLO had previously provided


Arlo Technologies Inc

ARLO: Profitability Back in View