Arlo 
ARLO provides AI-powered smart home security (cameras, doorbells, monitoring) backed by a cloud subscription ecosystem—a model that compounds recurring revenue and customer stickiness.
Key Catalysts
Subscription-First Shift: Services now represent 63%+ of revenue and are growing +39% YoY, expanding margins and smoothing hardware cyclicality.
ARR Compounding: Annual recurring revenue reached $330.5M (+28% YoY), powered by subscriber growth and higher lifetime value.
Profitability Inflection: Arlo achieved its first full year of net income and record free cash flow in 2025, demonstrating operating leverage as subscriptions scale.
Sticky Ecosystem: AI detection + cloud monitoring increases retention and expands upsell opportunities across the installed base.
Investment Outlook
✅ Bullish above: $12–$13
🎯 Upside target: $19–$20, supported by recurring revenue expansion, ARR growth, and sustained profitability.
ARLO provides AI-powered smart home security (cameras, doorbells, monitoring) backed by a cloud subscription ecosystem—a model that compounds recurring revenue and customer stickiness.Key Catalysts
Subscription-First Shift: Services now represent 63%+ of revenue and are growing +39% YoY, expanding margins and smoothing hardware cyclicality.
ARR Compounding: Annual recurring revenue reached $330.5M (+28% YoY), powered by subscriber growth and higher lifetime value.
Profitability Inflection: Arlo achieved its first full year of net income and record free cash flow in 2025, demonstrating operating leverage as subscriptions scale.
Sticky Ecosystem: AI detection + cloud monitoring increases retention and expands upsell opportunities across the installed base.
Investment Outlook
✅ Bullish above: $12–$13
🎯 Upside target: $19–$20, supported by recurring revenue expansion, ARR growth, and sustained profitability.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.