While the top- and bottom-line numbers for Arlo Technologies (ARLO) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Arlo Technologies (ARLO) came out with quarterly earnings of $0.22 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 Technologies gears up to report Q4 revenues of $141M and 60% y/y EPS growth, fueled by subscription momentum and AI gains despite tariff-hit margins.
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 offers compelling value after a 20% pullback, despite ongoing strong ARR growth and margin expansion. ARLO trades at 14.4x EV/FY26 EBITDA, with projected 7.4% revenue growth and margin improvement to 15.5%. Inventory reduction positions ARLO for potential replenishment-driven revenue acceleration in the near term.
Here is how Arlo Technologies (ARLO) and Lam Research (LRCX) have performed compared to their sector so far this year.
Here is how Arlo Technologies (ARLO) and ASML (ASML) have performed compared to their sector so far this year.
CNQ stands out in a screen highlighting four stocks with efficiency ratios above industry averages and solid earnings surprise records.
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).
Here is how Arlo Technologies (ARLO) and Alphabet Inc. (GOOG) have performed compared to their sector so far this year.
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 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.