For the quarter ended September 2025, Arlo Technologies (ARLO Quick QuoteARLO - Free Report) reported revenue of $139.53 million, up 1.4% over the same period last year. EPS came in at $0.16, compared to $0.11 in the year-ago quarter.

The reported revenue represents a surprise of +0.4% over the Zacks Consensus Estimate of $138.98 million. With the consensus EPS estimate being $0.15, the EPS surprise was +6.67%.

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: 85.1% versus 85% estimated by three analysts on average.
• Non-GAAP gross margin - Products: -17.3% versus -14.9% estimated by three analysts on average.
• Revenue- Services: $79.94 million compared to the $80.21 million average estimate based on three analysts. The reported number represents a change of +29.2% year over year.
• Revenue- Products: $59.59 million compared to the $58.74 million average estimate based on three analysts. The reported number represents a change of -21.4% year over year.

View all Key Company Metrics for Arlo Technologies here>>>

Shares of Arlo Technologies have returned +2.6% over the past month versus the Zacks S&P 500 composite's +1.3% 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.