Arlo Technologies (ARLO) Beats Q2 Earnings and Revenue Estimates
Arlo Technologies (ARLO) came out with quarterly earnings of $0.17 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.1 per share a year ago.
Arlo: Executing Well Against Long-Term Expansion Plans
Arlo continues to stand out as a compelling small-cap investment opportunity, driven by robust subscriber growth that is exceeding long-term targets early. The company is gearing up for a major product launch in 2025 that it says will achieve a 20-35% cost reduction for hardware. Arlo aims to roughly double its subscriber base to 10 million by 2030. It hit its 2027 target of 5 million subscribers a year and a half early.
Arlo Technologies: Seven Reasons To Like This Company
Arlo Technologies excels in the smart home security market by leveraging premium hardware to drive its high-margin SaaS ecosystem, significantly boosting services revenue. The company's services revenue grew to $243 million in 2024, comprising 53% of total revenue, with an impressive gross margin above 80%. Arlo's LTV/CAC ratio of 4 and ARPU expansion highlight the efficiency and profitability of its subscription model, positioning it as a SaaS leader.
Arlo Technologies, Inc. (ARLO) Q1 2025 Earnings Call Transcript
Arlo Technologies, Inc. (NYSE:ARLO ) Q1 2025 Earnings Conference Call May 8, 2025 5:00 PM ET Company Participants Tahmin Clarke - Investor Relations Matthew McRae - Chief Executive Officer Kurt Binder - Chief Financial Officer and Chief Operating Officer Conference Call Participants Jacob Stephan - Lake Street Logan Katzman - Raymond James Scott Searle - ROTH Capital Hamed Khorsand - BWS Financial Rian Bisson - Craig-Hallum Capital Group Operator Ladies and gentlemen, thank you for standing by. At this time, all participants are in a listen-only mode.
Arlo Technologies (ARLO) Reports Q1 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Arlo Technologies (ARLO) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Arlo Technologies (ARLO) Q1 Earnings and Revenues Top Estimates
Arlo Technologies (ARLO) came out with quarterly earnings of $0.15 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.09 per share a year ago.
Is the Options Market Predicting a Spike in Arlo Technologies (ARLO) Stock?
Investors need to pay close attention to Arlo Technologies (ARLO) stock based on the movements in the options market lately.
Arlo: The Value In This Name Is Starting To Get Recognized
Shares of Arlo have soared after the company's Q4 earnings print, especially after its FY25 outlook called for substantial ~20% growth in services revenue. The company continues to add new subscribers at a rapid clip, with a better upsell rate into its $25/month Premium tier after its simplification of its subscription offerings. The company's gross margins also continue to improve, despite the company discounting its hardware to negative margin levels in order to encourage new product sales.
Overlooked Stock: ARLO
Arlo Technologies (ARLO) muscled a rally Friday following its latest earnings. The smart home company is using A.I.
Arlo Technologies, Inc. (ARLO) Q4 2024 Earnings Call Transcript
Arlo Technologies, Inc. (NYSE:ARLO ) Q4 2024 Earnings Call Transcript February 27, 2025 5:00 PM ET Company Participants Tahmin Clarke - Investor Relations Matthew McRae - Chief Executive Officer Kurt Binder - Chief Financial Officer and Chief Operating Officer Conference Call Participants Adam Tindle - Raymond James Jacob Stephan - Lake Street Hamed Khorsand - BWS Financial Scott Searle - Roth MKM Operator Ladies and gentlemen, thank you for standing by. At this time, all participants are in a listen-only mode.
Compared to Estimates, Arlo Technologies (ARLO) Q4 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Arlo Technologies (ARLO) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Arlo Technologies (ARLO) Misses Q4 Earnings Estimates
Arlo Technologies (ARLO) came out with quarterly earnings of $0.10 per share, missing the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.11 per share a year ago.
