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Arlo Technologies Inc (ARLO)
NYSE:ARLO
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.18Last Year’s EPS
0.15Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized broad and material progress: strong revenue and ARR growth, exceptional services expansion and gross-margin improvement, substantial EBITDA and free cash flow growth, successful large product launch, and new strategic partnerships with Samsung, Comcast and ADT that position the company for additional SaaS-led expansion. Key operational challenges remain (negative product gross margins, tariff uncertainty, memory cost pressure and some lower-margin NRE revenue), but management has articulated clear mitigation plans and conservative assumptions in guidance. Overall, positives materially outweigh the limited operational and macro risks discussed.Company Guidance
Record Q4 and Full-Year Revenue
Q4 total revenue of $141.0M (slightly above the high end of guidance) and full-year consolidated revenue of ~$530M, with 2026 revenue guidance of $550M–$580M.
Services Growth and Mix
Q4 service revenue of $89.0M (63% of total revenue) grew ~39% YoY; full-year subscriptions and services revenue of $316.4M (60% of total) grew ~30% YoY and 2026 guidance expects services >65% of total revenue.
Annual Recurring Revenue (ARR) Expansion
ARR reached $330M, up 28% year-over-year, with management targeting continued ARR growth and $375M–$385M in service revenue for 2026.
Profitability and Cash Generation
Adjusted EBITDA for 2025 was $74.7M (up 85% YoY) with adjusted EBITDA margin of 14.1%; Q4 adjusted EBITDA was $23.3M (up ~138% YoY). Non-GAAP net income per diluted share improved to $0.70 for 2025 (vs $0.40 in 2024); 2026 non-GAAP EPS guidance $0.75–$0.85.
SaaS Unit Economics and Customer Metrics
Monthly churn fell to 1% (99% monthly retention), ARPU rose to $15.30 (from ~$12.60, ~21% increase), LTV per subscriber reached $917 (up 23% YoY), and LTV:CAC ratio improved to 4.0.
Gross Margin Improvements
Corporate non-GAAP gross margin expanded to a record 47.8% (up >1,000 basis points YoY); Q4 subscriptions and services gross margin reported at ~84% for the quarter and retail-paid-account subscriptions achieved ~94% gross margin.
Successful Product Launch and Retail Execution
Largest device launch in company history with 109+ SKUs, >800,000 units shipped in the first 60 days, retail unit sales growth >20% YoY, and near-doubling of Walmart shelf share for the new lineup.
Strategic Partnerships and Capital Allocation
New strategic partnerships announced (Samsung SmartThings service, Comcast Xfinity collaboration, continued ADT integration) expected to ramp in 2027; Board approved an additional $50M share repurchase program (company repurchased $45.5M in 2025) and made a $12.8M investment in Origin Wireless.
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 |
|---|---|---|---|
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% |
May 08, 2025 | $10.64 | $12.43 | +16.82% |
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 Inc (ARLO) report earnings?
Arlo Technologies Inc (ARLO) is schdueled to report earning on May 07, 2026, After Close (Confirmed).
What is Arlo Technologies Inc (ARLO) earnings time?
Arlo Technologies Inc (ARLO) earnings time is at May 07, 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 (Q1) is 0.18.