shareholdersunite.com

Opportunities in smallcaps

shareholdersunite.com header image 2

Arlo Going All Out To Get Users On Its Platform

November 2nd, 2018 · No Comments

  • The company is the market leader in security cameras, a market which is growing rapidly and will continue to grow for quite some time.
  • However, these increasingly look like being the razor to selling the blades in the form of its subscription platform.
  • That means that figures are depressed by decreasing margins on its hardware as a result of promotion, and investments in its platform.
  • But don’t let that fool you, once the company crosses this valley the future looks very bright, with margin and multiple expansion likely to kick in.

Source: Arlo Going All Out To Get Users On Its Platform – Arlo Technologies (NYSE:ARLO) | Seeking Alpha

Tags: ARLO