Arlo Technologies (ARLO) reported $129.41 million in revenue for the quarter ended June 2025, representing a year-over-year increase of 1.5%. EPS of $0.17 for the same period compares to $0.10 a year ago.
The reported revenue represents a surprise of +5.17% over the Zacks Consensus Estimate of $123.04 million. With the consensus EPS estimate being $0.16, the EPS surprise was +6.25%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Arlo Technologies performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Non-GAAP gross margin - Services: 84.9% versus 82.9% estimated by two analysts on average.
- Non-GAAP gross margin - Products: -13.8% versus -7.5% estimated by two analysts on average.
- Revenue- Services: $78.18 million compared to the $73.7 million average estimate based on three analysts. The reported number represents a change of +29.7% year over year.
- Revenue- Products: $51.23 million versus $49.33 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -23.8% change.
View all Key Company Metrics for Arlo Technologies here>>>
Shares of Arlo Technologies have returned -2.3% over the past month versus the Zacks S&P 500 composite's +1.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Arlo Technologies, Inc. (ARLO): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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