Arlo Technologies Q2 Earnings Call Highlights
Arlo Technologies NYSE: ARLO reported record second-quarter results, citing growth in subscription services, paid accounts and total revenue as the company raised its full-year 2026 outlook.
Arlo Technologies, Inc. (ARLO) Q2 2026 Earnings Call Transcript
Arlo Technologies, Inc. (ARLO) Q2 2026 Earnings Call Transcript
Arlo Technologies (ARLO) Reports Q2 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 June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Will Arlo Technologies (ARLO) Beat Estimates Again in Its Next Earnings Report?
Arlo Technologies (ARLO) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Arlo Technologies: Excellent Execution As Company Expands Into Senior Monitoring
Arlo Technologies remains a compelling small-cap buy, leveraging strong subscriber growth and a strategic expansion into senior care via the Aloe Care acquisition. ARLO posted Q1 revenue of $150.4M (+26% y/y), surpassing both company guidance and Wall Street expectations, with paid subscribers exceeding 6 million and churn at just 1.0%. Subscription revenue growth and rising ARPU drove annual recurring revenue to $357M (+29% y/y), while gross margin expanded to 50.1% and adjusted EBITDA margin hit 20.2%.
Arlo Technologies Q1 Earnings Call Highlights
Arlo Technologies NYSE: ARLO reported record first-quarter 2026 revenue and earnings, with management pointing to rapid growth in paid accounts, higher average revenue per user and expanding services margins as the main drivers of the quarter.
Arlo Technologies, Inc. (ARLO) Q1 2026 Earnings Call Transcript
Arlo Technologies, Inc. (ARLO) Q1 2026 Earnings Call Transcript
Compared to Estimates, Arlo Technologies (ARLO) Q1 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 March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Arlo: Poised To Keep Rallying As Subscribers Grow
Arlo remains a compelling buy as small caps lag and market volatility persists, with fundamentals supporting upside. ARLO's ARR and paid subscriber base are growing over 20% y/y, driving EBITDA and free cash flow expansion. The company's improving margin profile and disciplined inventory management underpin its long-term growth thesis.
Arlo Technologies General Counsel Sells 25000 Shares for $352000 to Cover Taxes
Brian Busse sold 25,525 direct shares for ~$352K on March 12, 2026, at a weighted average price of around $13.78 per share. This sale represented 4.19% of Busse's direct holdings prior to the transaction, with direct ownership declining from 608,889 to 583,364 shares.
Arlo Technologies, Inc. (ARLO) Q4 2025 Earnings Call Transcript
Arlo Technologies, Inc. (ARLO) Q4 2025 Earnings Call Transcript
ARLO Q4 Earnings and Revenues Beat Estimates, Both Rise Y/Y
Arlo Technologies' tops Q4 estimates as revenues jump 16% Y/Y, driven by a 39% surge in subscription sales and expanding margins, with an upbeat 2026 outlook.
