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"Here's some metrics for judging the new business model. Average revenue per user. The retail long-term value, retail gross margin, 92%. It's a very profitable model. They're migrating to a recurring revenue model and that's where they've turned profitable. I guess this is one that we're kind of interested in keeping tabs on. We're not buying yet."
The speaker highlights Arlo's strategic shift towards a recurring revenue model, emphasizing strong profitability metrics and a 92% retail gross margin. Despite the attractive transition and profitability turnaround, the speaker remains cautious and opts to monitor the stock rather than commit to a purchase immediately.
Sentiment
