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About Cabling Installation & Maintenance

Our mission: Bringing practical business and technical intelligence to today's structured cabling professionals

For more than 30 years, Cabling Installation & Maintenance has provided useful, practical information to professionals responsible for the specification, design, installation and management of structured cabling systems serving enterprise, data center and other environments. These professionals are challenged to stay informed of constantly evolving standards, system-design and installation approaches, product and system capabilities, technologies, as well as applications that rely on high-performance structured cabling systems. Our editors synthesize these complex issues into multiple information products. This portfolio of information products provides concrete detail that improves the efficiency of day-to-day operations, and equips cabling professionals with the perspective that enables strategic planning for networks’ optimum long-term performance.

Throughout our annual magazine, weekly email newsletters and 24/7/365 website, Cabling Installation & Maintenance digs into the essential topics our audience focuses on.

  • Design, Installation and Testing: We explain the bottom-up design of cabling systems, from case histories of actual projects to solutions for specific problems or aspects of the design process. We also look at specific installations using a case-history approach to highlight challenging problems, solutions and unique features. Additionally, we examine evolving test-and-measurement technologies and techniques designed to address the standards-governed and practical-use performance requirements of cabling systems.
  • Technology: We evaluate product innovations and technology trends as they impact a particular product class through interviews with manufacturers, installers and users, as well as contributed articles from subject-matter experts.
  • Data Center: Cabling Installation & Maintenance takes an in-depth look at design and installation workmanship issues as well as the unique technology being deployed specifically for data centers.
  • Physical Security: Focusing on the areas in which security and IT—and the infrastructure for both—interlock and overlap, we pay specific attention to Internet Protocol’s influence over the development of security applications.
  • Standards: Tracking the activities of North American and international standards-making organizations, we provide updates on specifications that are in-progress, looking forward to how they will affect cabling-system design and installation. We also produce articles explaining the practical aspects of designing and installing cabling systems in accordance with the specifications of established standards.

Cabling Installation & Maintenance is published by Endeavor Business Media, a division of EndeavorB2B.

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5 Insightful Analyst Questions From Arlo Technologies’s Q2 Earnings Call

By: StockStory

ARLO Cover Image

Arlo’s second quarter results drew a positive market reaction, supported by the company’s continued shift toward subscription and services revenue. Management emphasized accelerating subscriber growth and robust demand across retail and partner channels, with CEO Matthew McRae highlighting that “service revenue hit $78 million, up 30% year-over-year and is now more than 60% of our total revenue.” The quarter also benefited from higher average revenue per user, driven by customer adoption of premium service tiers and ongoing upgrades to the Arlo Secure platform. These factors, combined with operational improvements and effective inventory management, underpinned Arlo’s margin expansion and improved profitability.

Is now the time to buy ARLO? Find out in our full research report (it’s free).

Arlo Technologies (ARLO) Q2 CY2025 Highlights:

  • Revenue: $129.4 million vs analyst estimates of $123.5 million (1.5% year-on-year growth, 4.8% beat)
  • Adjusted EPS: $0.17 vs analyst estimates of $0.15 (11.3% beat)
  • Adjusted EBITDA: $17.99 million vs analyst estimates of $15.8 million (13.9% margin, 13.9% beat)
  • Revenue Guidance for Q3 CY2025 is $138 million at the midpoint, above analyst estimates of $134.9 million
  • Adjusted EPS guidance for Q3 CY2025 is $0.15 at the midpoint, below analyst estimates of $0.15
  • Operating Margin: 1.5%, up from -10% in the same quarter last year
  • Market Capitalization: $1.8 billion

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From Arlo Technologies’s Q2 Earnings Call

  • Jacob Stephan (Lake Street) asked for details on the ADT partnership structure, prompting CEO Matthew McRae to clarify that the agreement is unique and will involve both devices and service revenue, with more details expected later in the year.

  • Jacob Stephan (Lake Street) also inquired about the scale and impact of the upcoming product launches. McRae explained that the launch covers over 100 SKUs, with significant cost reductions and expansion into new categories to increase shelf space and market share.

  • Scott Searle (ROTH Capital) questioned the sources of net subscriber additions across channels. McRae noted broad-based strength, highlighting Amazon, Best Buy, Walmart, and international partners, with no single channel dominating gains.

  • Adam Tindle (Raymond James) asked about the sustainability of ARPU growth following the new service plan rollout. McRae and Binder confirmed a full-quarter impact in Q2, with incremental ARPU gains expected as more annual subscribers renew at higher rates.

  • Hamed Khorsand (BWS Financial) probed whether subscriber guidance increases reflect unit sales or conversion improvements. McRae responded that higher guidance is mainly due to increased retail and partner unit sales, with some additional benefit from better conversion and retention.

Catalysts in Upcoming Quarters

Looking ahead, our analysts will track (1) the pace of adoption and sell-through for Arlo’s new device portfolio, (2) the initial revenue impact and operational integration of the ADT partnership, and (3) trends in ARPU and subscriber retention as more customers shift to updated service plans. Execution on cost management and mitigation of tariff risks will also be key signposts.

Arlo Technologies currently trades at $17.09, up from $16.45 just before the earnings. In the wake of this quarter, is it a buy or sell? See for yourself in our full research report (it’s free).

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