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Arlo Technologies Inc (ARLO)
NYSE:ARLO
Earnings Data
Report Date
May 08, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.12Last Year’s EPS
0.09Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 27, 2025
|% Change Since: 20.64%
|Next Earnings Date:May 08, 2025
Earnings Call Sentiment|Positive
Arlo Technologies showed significant growth in subscription services and strategic partnerships, indicating strong operational execution. However, increased customer acquisition costs and a decline in product revenue highlight challenges in balancing growth and profitability. The overall outlook remains positive with substantial growth expectations for 2025.Company Guidance
During the call, Arlo Technologies provided key metrics and guidance for the upcoming financial periods. For the full year 2025, the company expects consolidated revenue to range between $510 million to $540 million, with service revenue surpassing $300 million, reflecting a growth rate of over 20% year-over-year. Arlo has nearly 11 million registered accounts with over 4.5 million paid subscribers, generating more than $250 million in annual recurring revenue, growing at more than 20% year-over-year. The company boasts a gross margin above 80% on service revenue and maintains an LTV to CAC ratio of 4. In 2024, Arlo achieved a total revenue of $511 million, with service revenue constituting 53% in Q4. The company also reported a non-GAAP net income of $42.3 million for the year, up 52% from 2023. For Q1 2025, Arlo anticipates consolidated revenue between $114 million to $124 million, with non-GAAP net income per diluted share expected to be between $0.09 and $0.15. The company also highlighted plans for a significant product launch and continued strategic partnerships to drive further growth.Strong Growth in Subscription Services
Arlo reported nearly 4.5 million paid subscribers and $250 million in annual recurring revenue, growing over 20% year-over-year. Gross margin on service revenue was above 80%.
Expansion of Product Launches
Arlo plans to refresh nearly every camera in their lineup and expand into new segments, marking the largest device launch in the company's history for holiday 2025.
Partnerships Enhancing Capabilities
New partnerships with companies like RapidSOS and Origin Wireless are set to expand Arlo's capabilities and international reach, providing enhanced emergency response and motion detection features.
Improvement in Financial Metrics
Arlo achieved total revenue of $511 million for 2024, with Q4 revenue of $122 million slightly ahead of expectations. Non-GAAP service revenue gross margins reached 82% in Q4.
Positive Outlook for 2025
Arlo's 2025 guidance includes consolidated revenue between $510 million to $540 million, with service revenue expected to exceed $300 million, growing over 20% year-over-year.
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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
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ARLO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 27, 2025 | $11.92 | $14.38 | +20.64% |
| Nov 07, 2024 | $12.16 | $11.92 | -1.97% |
| Aug 08, 2024 | $13.50 | $11.40 | -15.56% |
| May 09, 2024 | $13.93 | $11.44 | -17.88% |
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.
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FAQ
When does Arlo Technologies Inc (ARLO) report earnings?
Arlo Technologies Inc (ARLO) is schdueled to report earning on May 08, 2025, TBA Not Confirmed.
What is Arlo Technologies Inc (ARLO) earnings time?
Arlo Technologies Inc (ARLO) earnings time is at May 08, 2025, TBA Not 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 2025 (Q1) is 0.12.
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