Home security provider Arlo (NYSE: ARLO) will be announcing earnings results tomorrow after market close. Here’s what you need to know.

Arlo beat analysts’ revenue expectations by 1.9% last quarter, reporting revenues of $127.4 million, up 10.8% year on year. It was a softer quarter for the company, with full-year revenue guidance missing analysts’ expectations.

Is Arlo a buy or sell going into earnings? Read our full analysis here, it’s free.

This quarter, analysts are expecting Arlo’s revenue to grow 4.7% year on year to $136.1 million, improving from the 1.4% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.10 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 has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time over the past two years by 3.3% on average.

Looking at Arlo’s peers in the internet of things segment, some have already reported their Q3 results, giving us a hint as to what we can expect. Vontier’s revenues decreased 2% year on year, beating analysts’ expectations by 2.8%, and AMETEK reported revenues up 5.3%, in line with consensus estimates. Vontier traded up 8.5% following the results while AMETEK was also up 5.6%.

Read our full analysis of Vontier’s results here and AMETEK’s results here.

There has been positive sentiment among investors in the internet of things segment, with share prices up 2.7% on average over the last month. Arlo’s stock price was unchanged during the same time and is heading into earnings with an average analyst price target of $18.20 (compared to the current share price of $11.21).

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