• The company has had a very rough time since splitting off from Netgear with increasing losses and the shares down 70% or so.
• While the company is still very far from profitability, there are signs things could improve from here based on new products, cost-cutting and an excellent deal with Verisure.
• We first have to go through a difficult Q4 where chip shortages is stunting growth.

Source: Arlo Technologies Could Be A Surprise Win – Arlo Technologies, Inc. (NYSE:ARLO) | Seeking Alpha