---
title: "Arlo's Recurring Revenue Platform, AI Push Support Long-Term Outlook, Oppenheimer Says"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286794548.md"
description: "Oppenheimer reports that Arlo Technologies' recurring revenue platform and AI capabilities position it for long-term growth. The company has shifted from a low-cost vendor to a premium subscription model, with subscriptions making up 60% of 2025 revenue. Annual recurring revenue rose 28% to $330 million. Strategic partnerships with ADT, Samsung, and Comcast offer significant growth opportunities. Oppenheimer initiated coverage with an outperform rating and a $20 price target."
datetime: "2026-05-18T15:24:00.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286794548.md)
  - [en](https://longbridge.com/en/news/286794548.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286794548.md)
---

# Arlo's Recurring Revenue Platform, AI Push Support Long-Term Outlook, Oppenheimer Says

11:24 AM EDT, 05/18/2026 (MT Newswires) -- Arlo Technologies' ( ARLO ) recurring revenue platform, expanding strategic partnerships and growing artificial intelligence capabilities position the company for long-term subscriber and revenue growth, Oppenheimer said in a report Monday.

The home security company has transformed from a "low-cost camera vendor" into a premium, subscription-first home security platform with strong long-term growth potential, the firm said.

Subscriptions and services accounted for 60% of its 2025 revenue at an 85% gross margin, while annual recurring revenue rose 28% to $330 million, according to the report.

The firm said that partnerships with ADT (ADT), Samsung and Comcast ( CMCSA ) provide a multi-year "subscriber growth" opportunity that is not fully reflected in Wall Street estimates.

Arlo's ( ARLO ) "independence" from major technology companies is a competitive advantage in the home security market, the firm said.

Oppenheimer initiated coverage of Arlo Technologies ( ARLO ) with an outperform rating and a $20 price target.

Price: 12.86, Change: +0.54, Percent Change: +4.34

MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited.

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