Arlo Technologies (ARLO) reported $119.07 million in revenue for the quarter ended March 2025, representing a year-over-year decline of 4.1%. EPS of $0.15 for the same period compares to $0.09 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $117.89 million, representing a surprise of +1.00%. The company delivered an EPS surprise of +25.00%, with the consensus EPS estimate being $0.12.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
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: 83.1% versus the two-analyst average estimate of 79%.
- Non-GAAP gross margin - Products: -6.2% versus the two-analyst average estimate of -4.8%.
- Revenue- Services: $68.85 million versus $67.79 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +21.4% change.
- Revenue- Products: $50.22 million versus $50.13 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -25.6% change.
View all Key Company Metrics for Arlo Technologies here>>>
Shares of Arlo Technologies have returned +10.3% over the past month versus the Zacks S&P 500 composite's +11.3% 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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