Arlo Technologies: These AI Home Security Systems Are Making Their Mark
The launch of Arlo Secure 6 in May is a driver
Growth targets for 2030 regarding subscribers, ARR, and operating margin are expected to be reached earlier
Reading Time: 1 minute
Arlo Technologies (ARLO) remains one of the most exciting small caps for me. I like the business model with home security systems that, thanks to subscriptions, also enable leading AI functions. Now the story should gain further momentum: This fall, Arlo could benefit from the largest product launch in the company's history, with 100 new items and up to 35% lower hardware costs. By 2026, a new ADT partnership should also have a noticeably positive impact. Arlo has 5.1 million subscribers. The Amazon Prime Day exceeded expectations, and in...
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