Arlo Booms with Strong Subscriber Growth and Unveils AI-Powered Secure 6 Service

San Jose, CA – May 10, 2025

Smart home security leader Arlo Technologies is making headlines with a series of positive announcements, underscoring its robust growth in the subscription market and a commitment to innovation with the launch of its new Arlo Secure 6 service. These developments signal an exciting phase for Arlo, promising enhanced security and new features for its users.

For smart home enthusiasts and those invested in the Arlo ecosystem, recent news paints a picture of a company hitting its stride. Arlo announced this week that it has surpassed 5 million paid subscribers, a significant milestone demonstrating the increasing consumer demand for its security services. This surge in subscriptions has also led to impressive financial results, with Annual Recurring Revenue (ARR) now exceeding $275 million. The company's first-quarter 2025 earnings report highlighted that subscriptions and services revenue grew by over 20% year-over-year, now constituting nearly 58% of Arlo's total revenue and boasting a remarkable gross margin of over 80%.

The centerpiece of Arlo's recent announcements is the unveiling of Arlo Secure 6, the next evolution of its popular home security subscription service. Set to begin rolling out to customers this month, Arlo Secure 6 introduces a suite of groundbreaking AI-powered features designed to provide users with deeper insights and more meaningful context about events happening around their homes.

Key innovations in Arlo Secure 6 include:

• Advanced AI Detection:
  • Fire Detection: AI-powered notifications will alert users when a camera detects flames, offering a potentially life-saving early warning.
  • Advanced Audio Detection: The system will now be able to identify and alert users to specific sounds such as screams, gunshots, dog barks, glass breaking, and the distinct alarms of smoke and CO detectors.
• Enhanced Video Analysis: Users will benefit from more detailed video event descriptions and powerful new video search capabilities, making it easier to find and understand important security footage.

"Our strong and consistent growth in the subscriptions business is the foundation of our financial success," stated Matthew McRae, CEO of Arlo Technologies, in a recent earnings call (details available in the Q1 2025 results press release). He emphasized that this profitability allows Arlo to invest in innovation and expand its competitive differentiation.

Looking ahead, Arlo is gearing up for what it describes as its largest product launch in company history, slated for the 2025 holiday season. This major refresh is expected to introduce over 100 new SKUs, with a complete overhaul of all existing camera lines planned for 2025-2026, followed by a next-generation ecosystem in 2026-2027.

While the company's shift towards a subscription-first model has been a journey, with some customers earlier in the year expressing concerns over plan adjustments, the latest financial reports and the introduction of value-added services like Arlo Secure 6 suggest a strong forward momentum.

For Doorbellmount.com customers utilizing Arlo products, including our specialized Arlo doorbell mounts, these developments are promising. The enhanced AI capabilities of Arlo Secure 6 can offer greater peace of mind, while the upcoming product lines will likely bring new hardware options and integrations to the smart home security market. As Arlo continues to innovate and expand its offerings, users can anticipate a more intelligent and comprehensive security experience.