Arlo(US:ARLO) ZACKSยท2025-11-07 01:31Core Insights - Arlo Technologies reported revenue of $139.53 million for the quarter ended September 2025, reflecting a year-over-year increase of 1.4% and a surprise of +0.4% over the Zacks Consensus Estimate [1] - The company's EPS for the quarter was $0.16, up from $0.11 in the same quarter last year, resulting in an EPS surprise of +6.67% compared to the consensus estimate of $0.15 [1] Financial Performance - Non-GAAP gross margin for Services was reported at 85.1%, slightly above the estimated 85% [4] - Non-GAAP gross margin for Products was -17.3%, worse than the estimated -14.9% [4] - Revenue from Services was $79.94 million, slightly below the average estimate of $80.21 million, but showed a significant year-over-year increase of +29.2% [4] - Revenue from Products was $59.59 million, exceeding the average estimate of $58.74 million, but represented a year-over-year decline of -21.4% [4] Market Performance - Over the past month, Arlo Technologies' shares have returned +2.6%, outperforming the Zacks S&P 500 composite's +1.3% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]