- 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.
Arlo Going All Out To Get Users On Its Platform
November 2nd, 2018 · No Comments