5 Insightful Analyst Questions From Arlo Technologies’s Q2 Earnings Call
Arlo’s second quarter results drew a positive market reaction, supported by the company’s continued shift toward subscription and services revenue. Management emphasized accelerating subscriber growth and robust demand across retail and partner channels, with CEO Matthew McRae highlighting that “service revenue hit $78 million, up 30% year-over-year and is now more than 60% of our total revenue.” The quarter also benefited from higher average revenue per user, driven by customer adoption of prem