Smart security company Arlo (NYSE: ARLO) will be reporting results this Thursday after the bell. Here’s what to look for.
Arlo Technologies beat analysts’ revenue expectations by 0.6% last quarter, reporting revenues of $119.1 million, down 4.1% year on year. It was an exceptional quarter for the company, with a solid beat of analysts’ EPS estimates.
Is Arlo Technologies a buy or sell going into earnings? Read our full analysis here, it’s free.
This quarter, analysts are expecting Arlo Technologies’s revenue to decline 3.1% year on year to $123.5 million, a reversal from the 10.8% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.15 per share.
The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Arlo Technologies has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time over the past two years by 1.5% on average.
Looking at Arlo Technologies’s peers in the specialized technology segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Mirion delivered year-on-year revenue growth of 7.6%, beating analysts’ expectations by 3.1%, and Zebra reported revenues up 6.2%, in line with consensus estimates. Mirion traded down 11.1% following the results.
Read our full analysis of Mirion’s results here and Zebra’s results here.
Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. While some of the specialized technology stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3% on average over the last month. Arlo Technologies is down 3.8% during the same time and is heading into earnings with an average analyst price target of $19 (compared to the current share price of $16.06).
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