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Arlo Technologies Earnings Calls
| Release date | Nov 06, 2025 |
| EPS estimate | $0.150 |
| EPS actual | $0.160 |
| EPS Surprise | 6.67% |
| Revenue estimate | 135.574M |
| Revenue actual | 139.529M |
| Revenue Surprise | 2.92% |
| Release date | Aug 07, 2025 |
| EPS estimate | $0.160 |
| EPS actual | $0.170 |
| EPS Surprise | 6.25% |
| Revenue estimate | 134.93M |
| Revenue actual | 129.405M |
| Revenue Surprise | -4.10% |
| Release date | May 08, 2025 |
| EPS estimate | $0.120 |
| EPS actual | $0.150 |
| EPS Surprise | 25.00% |
| Revenue estimate | 118.354M |
| Revenue actual | 119.066M |
| Revenue Surprise | 0.602% |
| Release date | Feb 27, 2025 |
| EPS estimate | $0.100 |
| EPS actual | $0.100 |
| Revenue estimate | 121.358M |
| Revenue actual | 121.572M |
| Revenue Surprise | 0.176% |
Last 4 Quarters for Arlo Technologies
Below you can see how ARLO performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 27, 2025 |
| Price on release | $11.92 |
| EPS estimate | $0.100 |
| EPS actual | $0.100 |
| Date | Price |
|---|---|
| Feb 21, 2025 | $11.47 |
| Feb 24, 2025 | $11.55 |
| Feb 25, 2025 | $11.76 |
| Feb 26, 2025 | $11.88 |
| Feb 27, 2025 | $11.92 |
| Feb 28, 2025 | $14.38 |
| Mar 03, 2025 | $12.15 |
| Mar 04, 2025 | $11.84 |
| Mar 05, 2025 | $12.28 |
| 4 days before | 3.92% |
| 4 days after | 3.02% |
| On release day | 20.64% |
| Change in period | 7.06% |
| Release date | May 08, 2025 |
| Price on release | $10.64 |
| EPS estimate | $0.120 |
| EPS actual | $0.150 |
| EPS surprise | 25.00% |
| Date | Price |
|---|---|
| May 02, 2025 | $10.35 |
| May 05, 2025 | $10.25 |
| May 06, 2025 | $10.34 |
| May 07, 2025 | $10.40 |
| May 08, 2025 | $10.64 |
| May 09, 2025 | $12.43 |
| May 12, 2025 | $13.33 |
| May 13, 2025 | $13.72 |
| May 14, 2025 | $13.74 |
| 4 days before | 2.80% |
| 4 days after | 29.14% |
| On release day | 16.82% |
| Change in period | 32.75% |
| Release date | Aug 07, 2025 |
| Price on release | $16.43 |
| EPS estimate | $0.160 |
| EPS actual | $0.170 |
| EPS surprise | 6.25% |
| Date | Price |
|---|---|
| Aug 01, 2025 | $15.76 |
| Aug 04, 2025 | $16.11 |
| Aug 05, 2025 | $16.06 |
| Aug 06, 2025 | $16.10 |
| Aug 07, 2025 | $16.43 |
| Aug 08, 2025 | $16.71 |
| Aug 11, 2025 | $17.20 |
| Aug 12, 2025 | $18.14 |
| Aug 13, 2025 | $17.25 |
| 4 days before | 4.25% |
| 4 days after | 4.99% |
| On release day | 1.70% |
| Change in period | 9.45% |
| Release date | Nov 06, 2025 |
| Price on release | $16.94 |
| EPS estimate | $0.150 |
| EPS actual | $0.160 |
| EPS surprise | 6.67% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $19.34 |
| Nov 03, 2025 | $18.97 |
| Nov 04, 2025 | $17.75 |
| Nov 05, 2025 | $17.71 |
| Nov 06, 2025 | $16.94 |
| Nov 07, 2025 | $14.83 |
| Nov 10, 2025 | $15.76 |
| Nov 11, 2025 | $15.41 |
| Nov 12, 2025 | $15.58 |
| 4 days before | -12.41% |
| 4 days after | -8.03% |
| On release day | -12.46% |
| Change in period | -19.44% |
Arlo Technologies Earnings Call Transcript Summary of Q3 2025
Arlo reported a record Q3 driven by strong SaaS momentum and a major product launch. Key financials: paid accounts rose by 281k to 5.4M, ARR reached $323M (up 34% YoY), subscriptions & services revenue was $79.9M (+29% YoY), service gross margin expanded to ~85% (up 770 bps YoY), adjusted EBITDA was $17.1M (+50% YoY), GAAP EPS was $0.07, cash and short-term investments totaled $165.5M, and year-to-date free cash flow was $49M. The company executed its largest-ever product launch (100+ SKUs), which reduced BOM costs by 20–35% and contributed to ~30% YoY unit (POS) growth in Q3. Product revenue was down YoY and product gross margin was pressured (non-GAAP product gross margin ~-17.3%) primarily from the first full-quarter impact of tariffs (~$5M), ASP declines and promotional EOL clearance activity —management frames product margin sacrifice as a customer-acquisition investment with LTV:CAC ~3x. Outlook: Q4 consolidated revenue guide $131M–$141M and non-GAAP EPS $0.13–$0.19; company expects 20–30% unit growth in Q4 and reiterates long-range targets of 10M paid accounts, $700M ARR and >25% operating income. Strategic partnerships (Verisure, ADT, Allstate) are highlighted as major growth drivers. Risks called out include tariffs, promotional dynamics, and macro conditions; reconciliations to GAAP/non-GAAP are in the press release.
