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Matthew McRae

Chief Executive Officer & Director, Arlo Technologies, Inc.

Search every verified Matthew McRae interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Matthew McRae, CEO of Arlo Technologies, appeared on NYSE TV in July 2025 to discuss the company's achievement of $300 million in annual recurring revenue (ARR), a milestone he said was reached ahead of the company's original 2027 target. McRae attributed the growth to the rollout of new AI-powered subscription services, which he said drove the subscriber base past 5 million. He stated that Arlo's long-range plan is to grow from 5 million to 10 million subscribers and from $300 million to $700 million in ARR, driven by AI services for consumers and small businesses. McRae also highlighted Arlo's privacy pledge and a board committee focused on cybersecurity and privacy, stating that the company treats user data as belonging to the user. In earlier earnings calls, McRae discussed the company's transition from a hardware-focused business to a services model. On the Q3 2020 call, he noted a 50% subscription conversion rate after free trials of Arlo Smart, which he described as ten times higher than the previous business model. He also commented on the partnership with Verisure, saying it would diversify revenue and raise the forecast growth in Europe from 5% to 25% CAGR over five years. During the Q4 2019 call, McRae described the impact of the coronavirus as "temporary" and expressed an expectation to return to the original growth trajectory in the second half of 2020.

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