Arlo Technologies

ARLO

Market cap $1.47B

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.

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) 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.

CARLSBAD, Calif.--(BUSINESS WIRE)--Arlo Technologies, Inc. (NYSE: ARLO), a leading smart home security platform company, today reported financial results for the third quarter ended September 28, 2025. “Arlo again delivered another outstanding quarter fueled by our services business. Our ARR accelerated to $323 million, up about 34% year over year, driving non-GAAP subscriptions and services gross margin to over 85%, a record level and a spectacular increase of 770 basis points year over year,”.

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.

SAN JOSE, Calif. , Oct. 28, 2025 /PRNewswire/ -- Arlo Technologies, Inc. (NYSE: ARLO), a leading smart home security brand, today announced that it had made equity grants to new employees under its 2018 Equity Incentive Plan in accordance with NYSE Rule 303A.08.