Arlo Technologies (ARLO) on the verge of a big-picture breakout: SaaS growth and subscription boom drive record numbers!

Arlo Technologies has achieved a significant milestone with its second-quarter 2025 results and is on track for a big-picture technical breakout. The company is increasingly transforming into a SaaS-driven provider in the field of intelligent security solutions. The focus is on the high-margin subscription business: Service revenues rose nearly 30% year-over-year to a record $78 million, accounting for over 60% of total revenue. The gross margin of services reached a historic high of 85%. The annual recurring revenue (ARR) also climbed to $316...