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.
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.
