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Arlo Technologies Earnings: What To Look For From ARLO

August 04, 2026 at 23:11 PM EDT

ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness.

ARLO Cover Image

Smart security company Arlo (NYSE: ARLO) will be reporting results this Thursday after the bell. Here’s what investors should know.

Arlo Technologies beat analysts’ revenue expectations last quarter, reporting revenues of $150.4 million, up 26.3% year on year. It was an exceptional quarter for the company, with a beat of analysts’ EPS estimates and revenue guidance for next quarter beating 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, the market is expecting Arlo Technologies’s revenue to grow 15.1% year on year, improving from the 1.5% increase it recorded in the same quarter last year.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business will stay the course heading into earnings. Arlo Technologies has a history of exceeding Wall Street’s expectations.

Looking at Arlo Technologies’s peers in the tech hardware & electronics segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Zebra delivered year-on-year revenue growth of 20.4%, beating analysts’ expectations by 3.9%, and Mirion reported revenues up 19.7%, falling short of estimates by 1%. Mirion traded down 13.2% following the results.

Read our full analysis of Zebra’s results here and Mirion’s results here.

There has been positive sentiment among investors in the tech hardware & electronics segment, with share prices up 7.8% on average over the last month. Arlo Technologies is up 19.3% during the same time and is heading into earnings with an average analyst price target of $20.67 (compared to the current share price of $15.74).

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