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ARLO earnings at a glance
Arlo Technologies, Inc. (ARLO) is scheduled to report earnings on Thursday, November 5, 2026 — in 13 days. Analysts expect earnings per share of -$0.02, compared with $0.04 in the same quarter last year (-150%). The options market is pricing a move of about ±7.8% after the report, a range of roughly $11.61 to $13.59 from today's $12.60. Over its last 6 reports the stock rose the next day 4 times and fell 2, moving ±10.3% on average; after the most recent report on Aug 6, 2026 it moved -1.6%. That means options currently expect less movement than ARLO has typically delivered. ARLO beat the consensus EPS estimate in 6 of its last 6 reported quarters. Implied volatility is currently 66%. The share price of $12.60 sits near its 52-week low.
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Overview
Earnings trends
Earnings history
| Date | Period | Actual EPS | Est | Surprise | YoY %Δ | Day react | Source |
|---|---|---|---|---|---|---|---|
| Thu Aug 6, 2026 | Jun/2026 | $0.03 | $0.02 | +50.0% | -33.3% | -1.6% | earnings |
| Thu May 7, 2026 | Mar/2026 | $0.09 | $0.03 | +200.0% | +1,000% | +2.3% | earnings |
| Thu Feb 26, 2026 | 8K 2026-02-26 | $0.05 | $0.04 | +25.0% | — | +27.1% | earnings |
| Thu Nov 6, 2025 | Sep/2025 | $0.04 | $0.01 | +300.0% | — | -12.5% | earnings |
| Thu Aug 7, 2025 | Jun/2025 | $0.03 | $-0.01 | +400.0% | — | +1.7% | earnings |
| Thu May 8, 2025 | Mar/2025 | $-0.01 | $-0.02 | +50.0% | — | +16.8% | earnings |
| Sun Sep 29, 2024 | Sep 2024 | $-0.04 | — | — | — | — | financials |
| Sun Jun 30, 2024 | Jun 2024 | $-0.12 | — | — | — | — | financials |
| Sun Mar 31, 2024 | Mar 2024 | $-0.10 | — | — | — | — | financials |
| Sun Oct 1, 2023 | Oct 2023 | $-0.01 | — | — | — | — | financials |
| Sun Jul 2, 2023 | Jul 2023 | $-0.08 | — | — | — | — | financials |
| Sun Apr 2, 2023 | Apr 2023 | $-0.16 | — | — | — | — | financials |
Upcoming
| Date | Fiscal | Time | EPS Est | LY EPS | YoY %Δ |
|---|---|---|---|---|---|
| Thu Nov 5, 2026 | Sep/2026 | OTHER | -$0.02 | $0.04 | -150.0% |
Financials
Income statement (quarterly)
| Metric | Jun 2026 | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $156M | $150M | — | $140M | $129M | $119M | — | $138M |
| Cost of revenue | $81M | $78M | — | $83M | $71M | $66M | — | $89M |
| Gross profit | $75M | $73M | — | $57M | $58M | $53M | — | $48M |
| Operating income | $2M | $8M | — | $872,000 | $2M | $-1M | — | $-5M |
| Net income | $3M | $15M | — | $7M | $3M | $-835,000 | — | $-4M |
| EPS (diluted) | $0.03 | $0.13 | — | $0.06 | $0.03 | $-0.01 | — | $-0.04 |
Balance sheet (quarterly)
| Metric | Jun 2026 | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $101M | $153M | $146M | $86M | $71M | $84M | $82M | $77M |
| Inventory | $48M | $44M | $41M | $44M | $31M | $35M | $41M | $52M |
| Total current assets | $273M | $276M | $260M | $302M | $269M | $246M | $263M | $280M |
| Total assets | $375M | $360M | $311M | $351M | $320M | $297M | $298M | $312M |
| Long-term debt | — | — | — | — | — | — | — | — |
| Total liabilities | $216M | $201M | $183M | $222M | $201M | $193M | $197M | $215M |
| Total equity | $159M | $159M | $128M | $129M | $118M | $103M | $101M | $97M |
Implied volatility — last 90 days
Sector peers
ARLO earnings FAQ
When is ARLO's next earnings date?
Arlo Technologies, Inc. is expected to report on November 5, 2026.
What is ARLO's expected move for earnings?
Options currently price a move of about ±7.8%, or $0.99 per share either way from $12.60.
How does ARLO stock usually react to earnings?
Across the last 6 reports the average next-day move was ±10.3%, up 4 times and down 2 times.
What EPS are analysts expecting from Arlo Technologies, Inc.?
The consensus estimate is -$0.02 per share, versus $0.04 a year ago.
What is ARLO's implied volatility?
ARLO's at-the-money implied volatility is about 66% based on the latest options snapshot.