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Arlo Technologies Inc (ARLO)
NYSE:ARLO
Earnings Data
Report Date
Aug 07, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.15Last Year’s EPS
0.1Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 08, 2025
|% Change Since: 25.28%
|Next Earnings Date:Aug 07, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted Arlo's strong growth in subscriber base and service revenue, achieving record ARPU and financial metrics. Despite challenges in product revenue and international sales, the company maintains a positive outlook with strategic initiatives to mitigate tariff impacts and enhance competitive positioning.Company Guidance
During the first quarter of 2025, Arlo Technologies demonstrated strong financial performance with a significant focus on its growing subscriptions and services business. The company added 298,000 subscribers, reaching a total of 4.9 million paid accounts, marking a 51% increase year-over-year. The average revenue per user (ARPU) hit a record $13.48, driven by the success of Arlo Secure 5 and new service plans, resulting in a subscriptions and services revenue of $69 million for the quarter. The annual recurring revenue (ARR) grew to $276 million, a 20% year-over-year increase. Arlo reported a non-GAAP services gross margin of 83%, up 600 basis points from the previous year, contributing to a record free-cash flow of $28 million and earnings per share of $0.15. The company anticipates continued strength in its subscriptions and services business throughout 2025 and announced it surpassed 5 million subscribers, two years ahead of its original forecast. Despite the tariff environment, Arlo remains optimistic, expecting to exit 2025 with more than $300 million in ARR, reinforcing its position as a leading SaaS company.Subscriber Growth and Milestones
Arlo added 298,000 subscribers in Q1 2025, reaching 4.9 million paid accounts, a 51% increase year-over-year. They surpassed 5 million subscribers ahead of their 2025 forecast.
Record ARPU and Revenue
Average revenue per user (ARPU) rose to a record $13.48. Subscriptions and services revenue reached $69 million, with annual recurring revenue growing to $276 million, both up over 20% year-over-year.
Strong Financial Performance
Non-GAAP services gross margin improved to 83%, up 600 basis points from last year. Record free-cash flow of $28 million and earnings per share of $0.15 were achieved.
Positive Outlook and Guidance
Arlo reaffirmed its full-year guidance, expecting to exit 2025 with more than $300 million in ARR and achieving Rule of 40 status.
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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 |
|---|---|---|---|
May 08, 2025 | $10.64 | $12.43 | +16.82% |
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% |
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 Aug 07, 2025, TBA Not Confirmed.
What is Arlo Technologies Inc (ARLO) earnings time?
Arlo Technologies Inc (ARLO) earnings time is at Aug 07, 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 (Q2) is 0.15.
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