Smart security company Arlo (NYSE: ARLO) will be announcing earnings results this Thursday afternoon. Here’s what you need to know.
Arlo Technologies beat analysts’ revenue expectations by 4.8% last quarter, reporting revenues of $129.4 million, up 1.5% year on year. It was a very strong quarter for the company, with a solid beat of analysts’ revenue estimates and revenue guidance for next quarter exceeding analysts’ expectations.
Is Arlo Technologies a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Arlo Technologies’s revenue to be flat year on year at $138.7 million, slowing from the 5.9% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.15 per share.
Analysts covering the company have generally 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 since going public by 2.7% on average.
Looking at Arlo Technologies’s peers in the specialized technology segment, some have already reported their Q3 results, giving us a hint as to what we can expect. Napco delivered year-on-year revenue growth of 11.7%, beating analysts’ expectations by 4.8%, and Mirion reported revenues up 7.9%, in line with consensus estimates. Napco traded down 6.3% following the results while Mirion was up 18.1%.
Read our full analysis of Napco’s results here and Mirion’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 5.4% on average over the last month. Arlo Technologies is down 1.8% during the same time and is heading into earnings with an average analyst price target of $23.20 (compared to the current share price of $16.87).
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