Arlo Technologies (ARLO Quick QuoteARLO - Free Report) reported $149.18 million in revenue for the quarter ended September 2026, representing a year-over-year increase of 6.9%. EPS of $0.24 for the same period compares to $0.16 a year ago.

The reported revenue represents a surprise of +2.77% over the Zacks Consensus Estimate of $145.16 million. With the consensus EPS estimate being $0.20, the EPS surprise was +20%.

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 - Products: -14.2% versus -12.1% estimated by five analysts on average.
• Non-GAAP gross margin - Subscriptions and services: 83.9% compared to the 84.2% average estimate based on five analysts.
• Cumulative paid accounts: 6.64 million versus the three-analyst average estimate of 6.54 million.
• Revenue- Subscriptions and services: $96.03 million versus $94.34 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +20.1% change.
• Revenue- Products: $53.15 million versus the five-analyst average estimate of $50.83 million. The reported number represents a year-over-year change of -10.8%.

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

Shares of Arlo Technologies have returned +27.4% over the past month versus the Zacks S&P 500 composite's -0.4% 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.