Arlo Technologies (ARLO)
NYSE:ARLO
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Earnings Data
Report Date
Aug 06, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.19Last Year’s EPS
0.17Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a clearly positive operational and financial story: record revenue and EPS, strong subscriber/addition metrics, rising ARPU and ARR, substantially improved gross margins and adjusted EBITDA, healthy free cash flow and a strong cash position. Management also highlighted multiple strategic partnerships (ADT, Samsung, Comcast) and an acquisition (Aloe Care) that expand future TAM and monetization pathways. Offsetting risks are manageable near-term headwinds (tariffs and rising memory costs), higher operating expense from investment and some inventory buildup, as well as timing uncertainty for tariff relief and the full commercial impact of larger partnerships (notably Comcast which is expected to be material in 2027). Overall, positives substantially outweigh the headwinds.Company Guidance
Record Revenue and Strong YoY Growth
Total revenue of $150.4M, up 26% year-over-year, beating the top end of guidance for the quarter.
Record Non-GAAP EPS and Profitability Expansion
Non-GAAP diluted EPS of $0.28, up 86% year-over-year; consolidated non-GAAP gross margin reached 50%, up 460 basis points year-over-year.
Robust Subscriber Growth and Milestone
Added 318,000 paid accounts in Q1 (well above the 190k–230k target), pushing paid accounts past 6 million substantially earlier than expected; subscriber base grew 23% YoY.
Services Momentum — Higher ARPU and ARR
ARPU rose to $15.60, up 16% YoY; ARR increased to $357M, up 29% YoY; subscriptions & services revenue was $90M, up 31% YoY and represented 60% of total revenues.
Record Services Gross Margin and Product Margin Improvement
Non-GAAP subscriptions & services gross margin of 85.4% (new record, +230 bps YoY); product margins improved +340 bps YoY, contributing to the 50% consolidated gross margin.
Strong Adjusted EBITDA and Cash Generation
Adjusted EBITDA of $30.4M, up 85% YoY, representing a 20% adjusted EBITDA margin; free cash flow of ~$25.4M (free cash flow margin ~17%); cash, cash equivalents and short-term investments totaled $167.5M, up $14.4M YoY.
Commercial Partnerships and Strategic M&A
Progress on major partnerships (ADT and Samsung launches described as imminent; Comcast integration progressing toward material impact in 2027); acquisition of Aloe Care to enter age-in-place/home care market; Board authorized $50M stock buyback program.
Operational Metrics Improving
Accounts receivable of $52M with DSO of 31 days (improved from 34 days); retail POS volumes up nearly 10% despite being less promotional on low-conversion SKUs.
ARLO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ARLO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $14.90 | $15.25 | +2.35% |
Feb 26, 2026 | $12.34 | $15.69 | +27.15% |
Nov 06, 2025 | $16.94 | $14.83 | -12.46% |
Aug 07, 2025 | $16.43 | $16.71 | +1.70% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Arlo Technologies (ARLO) report earnings?
Arlo Technologies (ARLO) is schdueled to report earning on Aug 06, 2026, After Close (Confirmed).
What is Arlo Technologies (ARLO) earnings time?
Arlo Technologies (ARLO) earnings time is at Aug 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ARLO EPS forecast?
ARLO EPS forecast for the fiscal quarter 2026 (Q2) is 0.19.