Is Arlo Technologies (ARLO) Outperforming Other Computer and Technology Stocks This Year?
Here is how Arlo Technologies (ARLO) and ASML (ASML) have performed compared to their sector so far this year.
4 Must-Buy Efficient Stocks to Strengthen Your Portfolio Returns
CNQ stands out in a screen highlighting four stocks with efficiency ratios above industry averages and solid earnings surprise records.
Arlo Technologies (ARLO) Upgraded to Strong Buy: Here's What You Should Know
Arlo Technologies (ARLO) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
Are Computer and Technology Stocks Lagging Arlo Technologies (ARLO) This Year?
Here is how Arlo Technologies (ARLO) and Alphabet Inc. (GOOG) have performed compared to their sector so far this year.
After Plunging 19.4% in 4 Weeks, Here's Why the Trend Might Reverse for Arlo Technologies (ARLO)
The heavy selling pressure might have exhausted for Arlo Technologies (ARLO) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.
Arlo Technologies, Inc. (ARLO) Q3 2025 Earnings Call Transcript
Arlo Technologies, Inc. ( ARLO ) Q3 2025 Earnings Call November 6, 2025 5:00 PM EST Company Participants Tahmin Clarke Matthew McRae - CEO & Director Kurt Binder - CFO & COO Conference Call Participants Adam Tindle - Raymond James & Associates, Inc., Research Division Jacob Stephan - Lake Street Capital Markets, LLC, Research Division Presentation Operator Ladies and gentlemen, thank you for standing by. [Operator Instructions] I would now like to turn the conference over to Tahmin Clarke.
Arlo Technologies (ARLO) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
The headline numbers for Arlo Technologies (ARLO) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Arlo Technologies (ARLO) Q3 Earnings and Revenues Top Estimates
Arlo Technologies (ARLO) came out with quarterly earnings of $0.16 per share, beating the Zacks Consensus Estimate of $0.15 per share. This compares to earnings of $0.11 per share a year ago.
Arlo Technologies: Gross Margin Climbs To 45.8% As Service Outpaces Hardware
Arlo Technologies has shifted from hardware to SaaS, driving ARR up 34% YoY and making service revenue its largest segment with 85% gross margins, far above hardware margins. Despite modest 5Y growth of 7.35%, ARLO's margin expansion and subscription momentum have fueled a 72% YTD stock surge and a B+ momentum grade on Seeking Alpha. Service revenue now represents 60% of total sales, boosting overall gross margin to 45.8% in Q2, while hardware revenue fell to $51M due to lower ASPs.
Arlo Technologies: Impressive Margin Progression Amid Slew Of Product Releases
Arlo is a compelling small-cap opportunity, outperforming the market with strong Q2 results and robust growth in paid accounts and ARR. The company benefits from a vast addressable market, low churn, and rapid ARR growth, with significant expansion potential in the U.S. and internationally. Arlo's subscription-based model drives high margins and profitability, supported by economies of scale and a debt-free balance sheet with strong cash reserves.
Arlo Technologies, Inc. (ARLO) Q2 2025 Earnings Call Transcript
Arlo Technologies, Inc. (NYSE:ARLO ) Q2 2025 Earnings Conference Call August 7, 2025 5:00 PM ET Company Participants Kurtis Joseph Binder - CFO & COO Matthew Blake McRae - CEO & Director Tahmin Clarke - Corporate Participant Conference Call Participants Adam Tyler Tindle - Raymond James & Associates, Inc., Research Division Hamed Khorsand - BWS Financial Inc. Jacob Michael Stephan - Lake Street Capital Markets, LLC, Research Division Rian Bisson - Unidentified Company Scott Wallace Searle - ROTH Capital Partners, LLC, Research Division Operator Ladies and gentlemen, thank you for standing by. [Operator Instructions] I would now like to turn the conference over to Tahmin Clarke.
Arlo Technologies (ARLO) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for Arlo Technologies (ARLO) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
