Arlo Technologies (ARLO) Beats Q2 Earnings and Revenue Estimates

Core Insights - Arlo Technologies reported quarterly earnings of $0.17 per share, exceeding the Zacks Consensus Estimate of $0.16 per share, and showing an increase from $0.10 per share a year ago, resulting in an earnings surprise of +6.25% [1] - The company achieved revenues of $129.41 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 5.17% and showing a year-over-year increase from $127.45 million [2] - Arlo Technologies has outperformed the S&P 500, with shares increasing by approximately 43.9% since the beginning of the year compared to the S&P 500's gain of 7.9% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.16 on revenues of $135.22 million, and for the current fiscal year, it is $0.63 on revenues of $519.54 million [7] - The estimate revisions trend for Arlo Technologies was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Internet - Software industry, to which Arlo Technologies belongs, is currently ranked in the top 28% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]