Arlo Technologies: How the Subscription Model Transforms the Hardware Manufacturer into a Profitable Tech Player

The key strength of Arlo is the strategic transformation from a pure hardware seller to a high-margin, subscription-based business model.   The company benefits from massive growth in paying subscribers and very high gross margins (over 80%) in the service segment, which is supported by the integration of AI.   Through the scaling of the service business and planned cost savings in hardware, Arlo is on the verge of an operational breakthrough towards sustainable profitability.  Arlo Technologies (NYSE: ARLO) has positioned itself...