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Compared to Estimates, Arlo Technologies (ARLO) Q1 Earnings: A Look at Key Metrics

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Arlo Technologies (ARLO - Free Report) reported $150.38 million in revenue for the quarter ended March 2026, representing a year-over-year increase of 26.3%. EPS of $0.28 for the same period compares to $0.15 a year ago.

The reported revenue represents a surprise of +7.99% over the Zacks Consensus Estimate of $139.25 million. With the consensus EPS estimate being $0.19, the EPS surprise was +47.37%.

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.

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 - Subscriptions and services: 85.4% versus 83.8% estimated by two analysts on average.
  • Non-GAAP gross margin - Products: -2.8% versus -14.5% estimated by two analysts on average.
  • Revenue- Subscriptions and services: $90.1 million compared to the $87.6 million average estimate based on two analysts. The reported number represents a change of +30.9% year over year.
  • Revenue- Products: $60.28 million compared to the $51.65 million average estimate based on two analysts. The reported number represents a change of +20.1% year over year.

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

Shares of Arlo Technologies have returned +7.1% over the past month versus the Zacks S&P 500 composite's +11.4% 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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