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Analytikernes gennemsnitlige kursmål er 16,41 € (+25,17 %). Medianen er 17,01 € (+29,75 %).

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Nyheder Til nyhedsfeedet

Arlo accelerates shift to service- and partner-based model and sets growth targets

Arlo reports at the Piper Sandler Growth Frontiers conference that more than 60% of revenue now comes from subscriptions and services. The company closed the quarter with ARR of $365 million and 6 million paid accounts, and is targeting 10 million paying subscribers, $700 million ARR and an EBITDA margin of around 25% by 2030. Comcast is seen as the most important partnership, with integration planned for 2026 and a launch targeted for mid-2027; 2027 is described as a key year to demonstrate the scalability of the B2B2C strategy. Arlo is expanding its software offerings (Arlo Secure 7/8), partnerships (including ADT, Samsung) and acquisitions such as Aloe Care Health to drive upselling and market access, for example in care channels. » Mere på de.investing.com
Arlo bets on services, AI and partnerships as growth drivers

At the Citi Global TMT Conference, Arlo highlighted its shift from hardware to a service-oriented business model: services account for about 60% of revenue and are growing roughly 20% annually. The company has around 2.5 million paying subscribers, sees an LTV of nearly $1,000 with a CAC of $200–300, and reports a gross margin increase from about 30% to 50% with a target of 60%. Arlo emphasizes AI products like Arlo Secure 7 and personalized micro-models, and expects further growth through partnerships (including Verisure, ADT, Comcast, Samsung) and the “Age in Place” segment. Long-term goals are more than 10 million subscribers, $700m in recurring revenue, and an operating margin above 25%. » Mere på de.investing.com
Arlo beats Q2 expectations, raises full-year guidance

Arlo reported adjusted EPS of $0.28 for Q2 2026 on revenue of $155.9 million, comfortably beating consensus estimates. Services revenue reached a record $93 million, making up 60% of total revenue, and paying customers rose to 6.3 million (+23%). Adjusted EBITDA and margins improved strongly; the company raised its full-year revenue and earnings outlook and announced new AI‑powered products such as Arlo Secure 7. A one‑time customs refund partially contributed to the profit; the stock rose sharply in after‑hours trading. » Mere på de.investing.com

Virksomhedstal

I det seneste kvartal havde Arlo Technologies en omsætning på 136,95 mio. € og et nettoresultat på 2,66 mio. €

(EUR)	juni 2026	YoY
Omsætning	136,95 mio.	24,11 %
Bruttofortjeneste	66,06 mio.	33,39 %
Nettoresultat	2,66 mio.	0,17 %
EBITDA	5,61 mio.	76,48 %

Fundamentale data

Nøgletal	Værdi
Markedsværdi	1,31 mia. €
Antal aktier	107,61 mio.
Højeste/laveste i 52 uger	17,85 € - 9,89 €
Udbytte	Nej
Beta	1,60
P/E (PE Ratio)	47,33
PEG (PEG Ratio)	0,03
K/I (PB Ratio)	9,30
P/S (PS Ratio)	2,50

Virksomhedsprofil

Arlo Technologies, Inc. og dets datterselskaber leverer en cloudbaseret platform i Amerika, Europa, Mellemøsten, Afrika og Asien-Stillehavsregionen. Selskabet kombinerer en intelligent cloud-infrastruktur og mobilapp med forskellige smarte forbundne enheder. Selskabet tilbyder Arlo Essential indendørs kamera; Arlo Go 2 LTE/Wi-Fi sikkerhedskamera; Arlo Q og Arlo Q Plus, en indendørs kablet løsning, der giver brugerne mulighed for at overvåge deres omgivelser; og Arlo Go, et LTE-aktiveret trådløst kamera, der giver mobil sikkerhed uden kabel. Selskabet tilbyder også Arlo Baby, en babyalarm med luftkvalitets- og temperatursensorer, bevægelses- og lydregistrering samt avanceret nattesyn; Arlo Chime, der parrer med Arlo Video Doorbell for at afspille en række ringetoner eller fungere som en sirene; Arlo Ultra, et integreret spotlight og krystalklart tovejs lydkamera med avanceret støjreduktion; Arlo Pro 3, et integreret spotlight-kamera med farvet nattesyn; Arlo Video Doorbell, der leverer direkte-til-mobil videoopkald og personlige advarsler; Arlo Floodlight Camera, en trådløs LED-kameravariant, samt Arlo Essential Spotlight; Arlo Ultra 2; Arlo Essential XL Spotlight; Arlo Essential Wire-Free Video Doorbell; og Arlo Pro 4 Wire-Free Spotlight. Derudover tilbyder selskabet Arlo-tilbehør, såsom opladningstilbehør, enhedsholdere og enhedsskins. Endvidere tilbyder det Arlo-appen til iOS- og Android-enheder, der gør det muligt for brugerne at forbinde forskellige enheder; og Arlo Secure, med dækning for ubegrænsede kameraer og forbedrede nødberedskabsløsninger. Selskabet sælger sine produkter gennem detailhandlere, grossister, broadcast-kanaler, mobiloperatører og leverandører af sikkerhedsløsninger samt via sin hjemmeside. Arlo Technologies, Inc. blev stiftet i 2018 og har hovedkontor i Carlsbad, Californien.

Navn	Arlo Technologies
CEO	Matthew Blake McRae
Hjemsted	Carlsbad, ca USA
Websted	arlo.com
Sektor	Cykliske forbrugsvarer
Branche	Forbrugsgoder
Børsnotering	03.08.2018
Medarbejdere	376