Core Viewpoint - Arlo Technologies reported quarterly earnings of $0.16 per share, exceeding the Zacks Consensus Estimate of $0.15 per share, and showing an increase from $0.11 per share a year ago, indicating a positive earnings surprise of +6.67% [1][2] Financial Performance - The company achieved revenues of $139.53 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.40% and reflecting a year-over-year increase from $137.67 million [2] - Over the last four quarters, Arlo Technologies has exceeded consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Performance - Arlo Technologies shares have appreciated approximately 58.3% since the beginning of the year, significantly outperforming the S&P 500's gain of 15.6% [3] Future Outlook - The company's earnings outlook will be crucial for determining the sustainability of its stock price movement, with current consensus EPS estimates at $0.15 for the coming quarter and $0.63 for the current fiscal year [4][7] - The estimate revisions trend for Arlo Technologies was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [6] Industry Context - The Internet - Software industry, to which Arlo Technologies belongs, is currently ranked in the top 35% of over 250 Zacks industries, indicating a favorable environment for stock performance [8]

Core Viewpoint - Guidewire Software reported strong quarterly earnings of $0.88 per share, significantly exceeding the Zacks Consensus Estimate of $0.46 per share, and showing a substantial increase from $0.26 per share a year ago [1][2]. Financial Performance - The company achieved revenues of $293.51 million for the quarter ended April 2025, surpassing the Zacks Consensus Estimate by 2.73% and up from $240.68 million year-over-year [3]. - Guidewire Software has consistently outperformed consensus estimates, surpassing EPS estimates three out of the last four quarters and revenue estimates four times in the same period [2][3]. Stock Performance - Since the beginning of the year, Guidewire Software shares have increased by approximately 27.7%, in contrast to the S&P 500's gain of 0.9% [4]. - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [7]. Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.59, with projected revenues of $331.29 million, while the estimate for the current fiscal year is $1.97 on revenues of $1.17 billion [8]. - The outlook for the Internet - Software industry is favorable, ranking in the top 22% of over 250 Zacks industries, suggesting potential for outperformance [9].