Conservative, services-only model using publicly reported subscription/ARR figures. You can update numbers later without touching layout.
| Paid subscribers |
Arlo milestone announcement (4M+ paid accounts).
|
| ARR (Services) |
ARR ~$257.3M (Q4'24) → ~$316M (Q2'25) → ~$323.2M (Q3'25).
|
| Quarterly services revenue |
$64.1M → $78.0M → $79.9M; strong cloud monetization trajectory.
|
| Pricing signals |
Increased plan prices + AI/storage expansion → paid access to live/CVR features.
|
| Feature control |
Live view sessions are limited to ~30 minutes unless resumed (app/cloud control).
|
| Recording options |
CVR is optional paid add-on; local storage access/controls via app/cloud workflow.
|
Using ARR ÷ subscribers ÷ 12 with ARR ~$316M and 4M+ subscribers ⇒ monthly ARPU ≈ $6–7.
Remaining term ≈ 16.6 months. At ~$316M ARR, run-rate projects ≈ $436M services revenue over the remaining term.
| Proposal | Basis | Math | Amount |
|---|---|---|---|
| A) Lump-Sum (mid-range) | 3% of projected services revenue through Mar 2027. | $436M × 3% | $13.1M |
| B) Running Royalty | 2%–5% of U.S. subscriptions & services revenue until expiry. | 2% → $8.7M; 3% → $13.1M; 4% → $17.4M; 5% → $21.8M | $8.7M–$21.8M |
| C) Per-Subscriber Fee | 4.0M subs × $0.20/mo × 16.6 mo | = | $13.28M |
| Patent / Claim | Accused Arlo Feature | Evidence (buttons) | Analysis |
|---|---|---|---|
US 10,205,986 B2 — Claim 1 (ind.)
1. A method for selecting streaming image content from a network comprising: providing real-time streaming image content output by a camera from at least one mobile content provider; coupling said real-time streaming image content from said mobile content provider camera to the network using a networked computer in conjunction with cellular telephony, wherein said real-time streaming image content provided by said mobile content provider is acquired while in motion within the cellular telephony coverage area; presenting said real-time streaming image content from said mobile content provider on a server homepage for selection; and selecting said real-time streaming image content from said at least one mobile content provider presented on said homepage for viewing in real-time over the Internet, wherein a viewer filters the real-time streaming image content by selection criteria comprising at least one of a location, a name, a type, and an audio commentary. |
Live View in Arlo app/web: user selects a camera tile → real-time stream. | User selection + app/cloud delivery aligns with "present → select → stream" elements. | |
US 10,205,986 B2 — Claim 2
2. The method according to claim 1 further comprising presenting real-time streaming image content that will later become available at predetermined times, wherein the viewer filters the real-time streaming image content that will be later become available at predetermined times by the selection criteria. |
Notifications (motion/person/doorbell) deep-link to live/recorded view. | Event-driven selection path from alert to the relevant stream. | |
US 10,205,986 B2 — Claim 3
3. The method according to claim 2 further comprising searching for the real-time streaming image content that will later become available at the predetermined times. |
Multi-camera accounts; tap tiles to choose among streams. | Multiple feeds selectable by the user. | |
US 10,205,986 B2 — Claim 4
4. The method according to claim 1 wherein said image content further includes audio. |
Arlo Secure cloud brokers session/auth and relays video. | Matches platform/server mediation & access control. | |
US 10,205,986 B2 — Claim 5
5. The method according to claim 1 further comprising obtaining one or more tokens wherein the one or more tokens are a form of digital currency to pay for an amount of viewing time for the selected real-time streaming image content, wherein the amount of viewing time is predetermined by the mobile content provider. |
Cloud/CVR: record & later review via timeline. | Recording + replay associated with live sessions. | |
US 10,205,986 B2 — Claim 6
6. The method according to claim 1 further comprising viewing said selected real-time streaming image content. |
Mobile device selection; delivery via Wi-Fi/cellular. | Mobile selection and network transport modalities satisfied. | |
US 10,958,961 B2 — Claim 1 (ind.)
1. A method for presenting streaming image content comprising: receiving real-time streaming image content captured by one or more cameras from at least one content provider; coupling said real-time streaming image content from said content provider to a network; presenting said real-time streaming image content from said content provider for selection over said network for viewing in real-time over said network wherein said network is the Internet; and providing selection criteria for filtering the real-time streaming image content, the selection criteria comprising at least one of a location, a name, a type, and an audio commentary. |
Platform orchestration: app/cloud selects & distributes requested live stream; manages device identity/permissions. | Continuation scope covers selection logic + cloud distribution consistent with Arlo's service model. | |
US 10,958,961 B2 — Claim 2
2. The method according to claim 1 wherein the step of presenting further comprises providing selection criteria of said real-time streaming image content further comprising presenting real-time streaming image content that will later become available at predetermined times, wherein the viewer filters the real-time streaming image content that will be later become available at predetermined times by the selection criteria. |
Doorbell/motion elevates that stream for immediate selection. | Event-based prioritization → selection of the corresponding stream. | |
US 10,958,961 B2 — Claim 3
3. The method according to claim 2 further comprising presenting search results for real-time streaming image content using said selection criteria the real-time streaming image content that will later become available at the predetermined times. |
Toggle between multiple concurrent streams/locations. | Matches "choose among multiple feeds." | |
US 10,958,961 B2 — Claim 4
4. The method according to claim 1 wherein said image content further includes audio. |
Role/subscription-based access (plan tiers; feature gating). | Fee-gated distribution/retention corresponds to controlled access. | |
US 10,958,961 B2 — Claim 5
5. The method according to claim 1 further comprising receiving a predetermined fee for a predetermined amount of viewing time for said selected real-time streaming image content wherein the amount of viewing time is predetermined by the content provider. |
Recording while live; later playback via cloud timeline. | Integration of live + recorded delivery functions satisfied. | |
US 10,958,961 B2 — Claim 6
6. The method according to claim 5 further comprising paying a first percentage of said predetermined fee to the content provider providing said selected real-time streaming image content and a second percentage of said predetermined fee based upon a set of metrics wherein the set of metrics comprises at least one of frequency of provided real-time streaming image content, type of real-time streaming image content, amount of viewers of the content provider's real-time streaming image content, and the time the content provider provides said real-time streaming image content. |
Notification deep-link directly opens selected stream. | Direct selection path from alert to live session. |