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Arlo Technologies Earnings Calls
| Release date | May 07, 2026 |
| EPS estimate | $0.190 |
| EPS actual | $0.280 |
| EPS Surprise | 47.37% |
| Revenue estimate | 139.725M |
| Revenue actual | 150.382M |
| Revenue Surprise | 7.63% |
| Release date | Feb 26, 2026 |
| EPS estimate | $0.160 |
| EPS actual | $0.220 |
| EPS Surprise | 37.50% |
| Revenue estimate | 135.574M |
| Revenue actual | 141.297M |
| Revenue Surprise | 4.22% |
| 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% |
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 | 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% |
| Release date | Feb 26, 2026 |
| Price on release | $12.34 |
| EPS estimate | $0.160 |
| EPS actual | $0.220 |
| EPS surprise | 37.50% |
| Date | Price |
|---|---|
| Feb 20, 2026 | $11.61 |
| Feb 23, 2026 | $11.42 |
| Feb 24, 2026 | $11.61 |
| Feb 25, 2026 | $11.91 |
| Feb 26, 2026 | $12.34 |
| Feb 27, 2026 | $15.69 |
| Mar 02, 2026 | $15.29 |
| Mar 03, 2026 | $15.09 |
| Mar 04, 2026 | $15.04 |
| 4 days before | 6.29% |
| 4 days after | 21.88% |
| On release day | 27.15% |
| Change in period | 29.54% |
| Release date | May 07, 2026 |
| Price on release | $14.90 |
| EPS estimate | $0.190 |
| EPS actual | $0.280 |
| EPS surprise | 47.37% |
| Date | Price |
|---|---|
| May 01, 2026 | $14.61 |
| May 04, 2026 | $14.75 |
| May 05, 2026 | $14.73 |
| May 06, 2026 | $14.57 |
| May 07, 2026 | $14.90 |
| May 08, 2026 | $15.25 |
| May 11, 2026 | $13.59 |
| May 12, 2026 | $12.95 |
| May 13, 2026 | $12.64 |
| 4 days before | 1.98% |
| 4 days after | -15.17% |
| On release day | 2.35% |
| Change in period | -13.48% |
Arlo Technologies Earnings Call Transcript Summary of Q1 2026
Arlo reported a very strong Q1 2026: total revenue $150.4M (+26% YoY) and non-GAAP EPS $0.28 (+86% YoY), both company records. Paid accounts increased by 318,000 in the quarter, surpassing guidance and pushing total paid accounts past 6.0M earlier than expected. ARR rose to $357M (+29% YoY) and ARPU improved to $15.60 (+16% YoY). Subscriptions and services revenue reached $90M (+31% YoY), representing 60% of total revenue. Consolidated non-GAAP gross margin reached ~50% (up ~460 bps YoY), services gross margin hit a record (~85.4%), adjusted EBITDA was $30.4M (20% margin), and free cash flow was $25.4M (~17% margin). The Board authorized a $50M buyback program; cash and equivalents were $167.5M at quarter-end. Management announced the acquisition of Aloe Care to enter the age-in-place/home care market and reiterated progress on strategic partnerships expected to ramp soon with ADT and Samsung (near-term launches) and Comcast (material impact in 2027). Q2 2026 guidance: revenue $145M–$155M and non-GAAP EPS $0.17–$0.23; full-year 2026 outlook was reaffirmed. Items to watch: a $5M one-time license fee included in services revenue, tariff headwinds (management pursuing relief claims), rising memory costs but stable supply relationships, and continued emphasis on service monetization and partner integrations driving 2027 upside.
