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Arlo signals 20%–30% Q4 unit growth and targets 10M paid accounts amid record SaaS gains Nov. 07, 2025 12:16 AM ETArlo Technologies, Inc. (ARLO) StockAI-Generated Earnings Calls Insights Comments Earnings Call Insights: Arlo Technologies (ARLO) Q3 2025 Management View CEO Matthew McRae described Q3 2025 as "another record-breaking quarter for Arlo across numerous performance and financial metrics," underscoring the SaaS business as the main growth engine. Arlo added 281,000 paid accounts, well above Seeking Alpha's Disclaimer: The earnings call insights are compilations of earnings call transcripts and other content available on the Seeking Alpha website. The insights are generated by an AI tool and have not been curated or reviewed by editors. Due to inherent limitations in using AI-based tools, the accuracy, completeness, or timeliness of the earnings call insights cannot be guaranteed. Please see full earnings call transcripts here. The earnings call insights are intended for informational purposes only. Seeking Alpha does not take account of your objectives or your financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Quick Insights By expanding paid accounts and average revenue per user, emphasizing new service-oriented products, and boosting ARR and service gross margin. Ongoing tariffs, industry ASP declines, and promotions negatively impact product gross margin; management is mitigating via cost cuts, inventory management, and SaaS focus. Partnerships like Verisure and expanded SKUs are central to projected unit growth and service revenue, with more deals expected and strong international momentum. Recommended For You More Trending News
