Arlo EOL Announcement + Price Hike Causes Uproar

JH
John Honovich
Jan 08, 2023
IPVM

Over the last few years, the Netgear spin-out Arlo "pivoted to become services-focused" (research report) and this fall, the stock dropped 30%+ as the company admitted various problems. Then, this week, Arlo's newest moves caused an uproar on various consumer sites.

Here's the CEO explaining the EOL decision of certain 6 to 8-year-old cameras:

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*** **** *** ****** ** ****:

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********, *** ******* ********* ** **** Arlo ************ ******** * **** ** free ******** ******* *** **** ** going ****. *** *** ******** **** in * *** **** * ***'* understand, ******* **** ***** *** ************ only ******** **+ *** ******* ****:

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* **** ** ** ******* ************ that, *********** ********, ****** ******* **** than ** **** ** ******* *** can ******* **** **** ****.

********, ************ ****** *** ***** ** 20% ** **%:

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****, ***** *** ******* ****** **** than ****, ** *** ***** ~$*** *******, down **** **** **% **** ****** in ****.

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*** ******** ************ ****** *** ****** especially ***** ******* ** ********* **** Wyze *** ***** ** *** *** end *** ****** **** ****** (****) and ****** (****).

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Avatar
Steve Stowe
Jan 09, 2023

*** ***'* ******* **** **** ** days ******* ** ******** ** **** other ********* ****** * "** ** effort ** ******* ****** ******** *******, we *** ** ****** ********* ***** particular ******** *******" **** ** **.

** ***** ********* *** ******* *** transparent ***** ***** ********** ***?

***** **** *** **** ********* ** telling * *** ***** ****** **** it ******* ******** ** *****.

(1)
JH
John Honovich
Feb 19, 2023
IPVM

******: *** *** *** *** ******* this -*** ******* ****** ****. ***** ***** Said **** *** ******* ***** *** of ****.

****, **** *** ******* ***** **** and ** *** ******** ********* *-*** free *******:

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*** *** ******* *** ********** ** manufacturers:

**** **** ** *** ** ******* and ****, ** ***** *** **** until **** ***** ****, *** *** relationship **** *** ******* *********** ***** on *** *** ** *** ****. Now **** ******* ******* ** ******** connection *** ******** ********, *** *** shackled ** ***** ******, ******* ** not *** *** *** * ******* subscription.

**** ***** ******* ** * ******* becomes ***** ********** ** *** ******* word.

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