ARLO earnings / call / takeaways

ARLO earnings call: key takeaways

What ARLO said on its earnings call of November 5, 2026: results against expectations, what changed since last quarter, guidance and the questions analysts pressed on.

By Lician·November 5, 2026·AI-generated from the call transcript and Lician data

ARLO reported non-GAAP EPS of $0.24, which beat the $-0.02 consensus estimate (7:22)
Revenue of $149.2 million was in line with the $144.9 million consensus estimate (9:46)

Results vs expectations

Metric	Consensus	Reported	Result
EPS	-$0.02	–	–
Revenue	$144.9M	–	–

What changed since last quarter

The company raised its 2027 ARR growth target to 30% from previous guidance. (2:46)
The CEO mentioned that the integration with Comcast is on schedule for a mid-2027 launch, which could become their largest strategic partner. (5:39)

What analysts pressed on

How the integration with new strategic partners like Comcast and ADT will impact unit economics. (19:02)
The potential impact of tariffs on gross margin next year. (33:57)
The effect of product design trends, such as integration with smart displays, on future product strategy. (32:26)

In their words

We believe that Arlo is well positioned to capitalize on this opportunity Matthew McRae (2:46)
The topic we have discussed with investors and partners over the last 18 months. Matthew McRae (4:14)
We are proud that this quarter represents the fourth consecutive quarter Kurt (9:46)
We're starting to get our forecast for next year already. (26:56)

Read the full transcript with the AI summary, or listen on the company's official webcast.

Every past call in full and transcript search come with Lician Pro.

Written by AI from the automatic transcript of the company's public webcast and Lician's earnings data. Each sentence cites the passage it comes from, and a sentence with a figure that is not in its sources was removed. Not investment advice.