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Arlo Technologies Inc (DE:2VI)
FRANKFURT:2VI
Earnings Data
Report Date
Feb 26, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.14Last Year’s EPS
0.09Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call reflects a strong performance by Arlo with significant growth in SaaS and service revenue, successful product launches, and improved profitability. However, challenges remain in product revenue declines and negative gross margins on products due to tariffs and promotional activities.Company Guidance
Record-Breaking SaaS Growth
Arlo added 281,000 paid accounts in Q3, surpassing the target range of 190,000 to 230,000, increasing total paid accounts to 5.4 million. This contributed to annual recurring revenue (ARR) reaching $323 million, up 34% year-over-year.
Successful Product Launch
Arlo executed the largest product launch in its history, contributing to a nearly 30% year-over-year unit sales growth in Q3. The launch included new platforms across Essential, Pro, and Ultra tiers, with 20% to 35% reduction in BOM costs.
Improved Profitability
Adjusted EBITDA increased by 50% year-over-year, reaching $17 million. GAAP earnings per share was $0.07, a new record for Arlo, with a year-to-date improvement of $0.35 compared to the previous year.
Service Revenue Growth
Subscriptions and services revenue was $79.9 million, up 29% year-over-year, driven by increased ARPU and the introduction of AI-driven Arlo Secure 6 rate plan offerings.
Strong Financial Position
Arlo ended the quarter with $165.5 million in cash and generated a record free cash flow of $49 million during the first 9 months, representing a free cash flow margin of almost 13%.
DE:2VI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:2VI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 06, 2025 | €14.97 | €14.97 | 0.00% |
Aug 07, 2025 | €13.46 | €13.46 | 0.00% |
May 08, 2025 | €9.19 | €9.73 | +5.85% |
Feb 27, 2025 | €11.14 | €11.63 | +4.44% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Arlo Technologies Inc (DE:2VI) report earnings?
Arlo Technologies Inc (DE:2VI) is schdueled to report earning on Feb 26, 2026, After Close (Confirmed).
What is Arlo Technologies Inc (DE:2VI) earnings time?
Arlo Technologies Inc (DE:2VI) earnings time is at Feb 26, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Arlo Technologies Inc stock?
The P/E ratio of Arlo Technologies is N/A.
What is DE:2VI EPS forecast?
DE:2VI EPS forecast for the fiscal quarter 2025 (Q4) is 0.14.