Arlo Technologies (ARLO)

Currency in USD
14.600
+0.430(+3.03%)
Closed·
14.310-0.290(-1.99%)
·

ARLO Earnings

Latest Release
Feb 26, 2026
EPS / Forecast
0.22 / 0.16
Revenue / Forecast
141.3M / 133.95M
EPS Revisions
Last 90 days
Release Date
Period End
EPS
/Forecast
Revenue
/Forecast
EPS Surprise %
Revenue Surprise %
Reaction
2026/03--/0.177--/138.35M----Free Sign Up
2025/120.220/0.160141.30M/133.95M+37.5%+5.49%Free Sign Up
2025/090.160/0.150139.53M/138.69M+6.67%+0.61%Free Sign Up
2025/060.170/0.150129.41M/123.33M+13.33%+4.93%Free Sign Up
2025/030.150/0.100119.07M/119.00M+50%+0.06%Free Sign Up
2024/120.100/0.110121.57M/138.94M-9.09%-12.5%Free Sign Up
2024/090.110/0.100137.70M/136.13M+10%+1.15%Free Sign Up
2024/060.100/0.090127.40M/125.03M+11.11%+1.9%Free Sign Up
2024/030.090/0.080124.20M/122.37M+12.5%+1.5%Free Sign Up
2023/120.110/0.110135.09M/135.09M0%0%Free Sign Up

All numbers in USD

Arlo Technologies Earnings Call Summary for Q4/2025

  • Arlo Q4 2025 EPS of $0.22 beat forecasts by 37.5%; revenue reached $141.3M, exceeding expectations by 5.49% despite 1.34% after-hours stock decline.
  • Service revenue surged 39% YoY, comprising 63% of total revenue; adjusted EBITDA margin reached 16.5% with non-GAAP gross margin up 1,000 basis points.
  • Non-GAAP net income more than doubled YoY to $23.9M; adjusted EBITDA jumped 138% to $23M, reflecting strong operational efficiency and cost management.
  • FY 2026 EPS guidance ranges $0.19-$0.23 per quarter; company focuses on expanding AI-driven security services and diversifying supplier relationships.
  • Stock trades at $11.75 with analyst price targets of $22-$26; company prioritizes international expansion and maintaining leadership in smart home security.
Last Updated: 2026-02-26, 06:34 p/m
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FAQ

What Is Arlo Technologies's Earnings Per Share (TTM)?

The Arlo Technologies EPS (TTM) is 0.140.

When Is The Next Arlo Technologies Earnings Date?

Arlo Technologies will release its next earnings report on May 07, 2026.

What Is Arlo Technologies’s Revenue Forecasts For Upcoming Quarters?

Arlo Technologies’s revenue forecast is 138.35M.

How Did Arlo Technologies React to the Company's Latest Earnings Report?

Arlo Technologies reported a +37.5% EPS surprise and a +5.49% revenue surprise, comparing the latest report against analyst forecasts. The stock price changed by 31.740%, reflecting the market's response to the earnings results.
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