Arlo Technologies (ARLO) earnings history, EPS estimates, revenue forecasts and company guidance.
Earnings Per Share (Non-GAAP)
Quarterly Revenue (Billions)
Arlo Technologies (ARLO) last issued guidance on August 6, 2026 for fiscal year 2026. The company guided earnings per share in the range of $0.9 - $1, compared to a consensus EPS estimate of $0.71. Arlo Technologies also guided revenue in the range of $580M - $600M for the period.
Compared to prior guidance, Arlo Technologies raised its revenue forecast from a prior range of $140M - $150M.
Arlo Technologies has issued 17 guidance updates between November 8, 2022 and August 6, 2026. During this period, the company raised its outlook 10 times and lowered it 6 times, providing investors with insight into management's evolving expectations.
| Metric | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Estimate | $0.16 | $0.16 | $0.11 | $0.15 |
| Actual | $0.28 | $0.28 | $0.22 | $0.16 |
| Surprise | +75.0% | +75.0% | +100.0% | +6.67% |
| Revenue | ||||
| Estimate | $148.9M | $139.6M | $135.6M | $138.8M |
| Actual | $155.9M | $150.4M | $141.3M | $139.5M |
| Surprise | +4.74% | +7.70% | +4.23% | +0.52% |
| Metric | Q3 '26E | Q4 '26E | Q1 '27E | Q2 '27E |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Consensus | $0.15 | $0.15 | $0.03 | $0.04 |
| Revenue | ||||
| Consensus | $144.9M | $140.3M | — | — |
| Fiscal Quarter | Date Reported | Actual EPS | Estimated EPS | Surprise % |
|---|---|---|---|---|
| Q2 | Aug 6, 2026 | $0.28 | $0.16 | 75.0 % |
| Q1 | May 7, 2026 | $0.28 | $0.16 | 75.0 % |
| Q4 | Feb 26, 2026 | $0.22 | $0.11 | 100.0 % |
| Q3 | Nov 6, 2025 | $0.16 | $0.15 | 6.67 % |
| Fiscal Quarter | Date Reported | Actual Revenue | Estimated Revenue | Surprise % |
|---|---|---|---|---|
| Q2 | Aug 6, 2026 | $155.94M | $148.88M | 4.74 % |
| Q1 | May 7, 2026 | $150.38M | $139.63M | 7.70 % |
| Q4 | Feb 26, 2026 | $141.30M | $135.57M | 4.23 % |
| Q3 | Nov 6, 2025 | $139.53M | $138.81M | 0.52 % |