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2026-08-07 18:50 1mo ago
2026-08-07 14:34 1mo ago
Arlo vyzdvihla tržby, marži, EPS a výhled
ARLO Arlo
FMP Stock News 78
Original source text
Arlo Technologies, Inc. (ARLO) Q2 2026 Earnings Call August 6, 2026 5:00 PM EDT

Company Participants

Tahmin Clarke - Investor Relations Executive
Matthew McRae - CEO & Director
Kurt Binder - CFO & COO

Conference Call Participants

Jacob Stephan - Lake Street Capital Markets, LLC, Research Division
Dylan Becker - William Blair & Company L.L.C., Research Division
Rian Bisson - Craig-Hallum Capital Group LLC, Research Division
Scott Searle - ROTH Capital Partners, LLC, Research Division
Adam Tindle - Raymond James & Associates, Inc., Research Division
Martin Yang - Oppenheimer & Co. Inc., Research Division

Presentation

Operator

Ladies and gentlemen, thank you for standing by. [Operator Instructions] I would now like to turn the conference over to Tahmin Clarke. Please go ahead.

Tahmin Clarke
Investor Relations Executive

Before we begin the formal remarks, we advise you that today's conference call contains forward-looking statements. Forward-looking statements include statements regarding our potential future business, operating results and financial condition, including our description of revenue, gross margins, operating margins, earnings per share, expenses, cash outlook, free cash flow and free cash flow margin, ARR and other KPIs, guidance for the third quarter and full year 2026, the long-range plan targets, the rate and timing of paid subscriber growth, the commercial launch and momentum of new products and services, the timing and impact of tariffs, strategic objectives and initiatives, market expansion and future growth, partnerships with various market leaders and strategic collaborators, continued new product and service differentiation and the impact of general macroeconomic conditions on our business, operating results and financial condition.

Actual results or trends could differ materially from those contemplated by these forward-looking statements. For more information, please refer to the risk factors discussed in Arlo's periodic filings with the SEC, including our quarterly report on Form 10-Q filed earlier today. Any forward-looking statements that we make on this call are
2026-08-07 01:59 1mo ago
2026-08-06 20:01 1mo ago
Arlo Technologies zvýšila výnosy i EPS ve 2. čtvrtletí
ARLO Arlo
FMP Stock News 86
Original source text
For the quarter ended June 2026, Arlo Technologies (ARLO - Free Report) reported revenue of $155.94 million, up 20.5% over the same period last year. EPS came in at $0.28, compared to $0.17 in the year-ago quarter.

The reported revenue represents a surprise of +4.99% over the Zacks Consensus Estimate of $148.53 million. With the consensus EPS estimate being $0.20, the EPS surprise was +40%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Arlo Technologies performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Non-GAAP gross margin - Products: 1% compared to the -13.2% average estimate based on five analysts.Non-GAAP gross margin - Subscriptions and services: 84.1% compared to the 84.5% average estimate based on five analysts.Cumulative paid accounts: 6.3 million versus 6.21 million estimated by three analysts on average.Revenue- Subscriptions and services: $93.05 million versus the five-analyst average estimate of $92.6 million. The reported number represents a year-over-year change of +19%.Revenue- Products: $62.89 million versus the five-analyst average estimate of $55.94 million. The reported number represents a year-over-year change of +22.8%.View all Key Company Metrics for Arlo Technologies here>>>

Shares of Arlo Technologies have returned +24.5% over the past month versus the Zacks S&P 500 composite's +3.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
2026-06-30 12:44 2mo ago
2026-06-30 08:05 2mo ago
Arlo rozšiřuje AI péči o seniory s Home Helpers
ARLO Arlo
FMP Stock News 72
Original source text
Aloe Care Health Connect AI wellness and adherence solution will enable proactive conversations and keep families, caregivers and home care providers connected at scale.

, /PRNewswire/ -- Arlo Technologies, Inc. (NYSE: ARLO), a leading provider of smart home security and monitoring services, announces an expanded partnership between Aloe Care Health and Home Helpers® Home Care, a nationwide provider of comprehensive in-home care services.

Aloe Care's new ConnectAI wellness calling solution will be incorporated into Home Helpers' line of Direct Link® powered by Aloe Care's solution suite. As Arlo continues to integrate Aloe Care Health into its portfolio, this latest announcement underscores growing adoption of AI-powered connected care solutions for the aging-in-place market.

Home Helpers has incorporated Aloe Care's voice-activated medical alert and communication technology into its care model since 2022, helping extend support beyond traditional in-person visits. The addition of ConnectAI will complement Home Helpers' existing use of Direct Link® powered by Aloe Care's Smart Hub, Mobile Companion, and related technology as part of the Home Helpers Cared-4SM program, designed to address key factors that help clients remain safe, healthy, and independent at home.

"ConnectAI is designed to help organizations make care more proactive, personal, and scalable," said Evan Schwartz, SVP at Arlo Technologies. "By combining conversational AI with the in-person work of Home Helpers' professional Caregivers, we are helping improve outcomes, reduce avoidable falls and emergencies, and keeping older adults more meaningfully connected."

ConnectAI's capabilities will enhance Home Helpers Cared-4 program with proactive wellness check-ins, medication reminders, and actionable care insights. With the addition of ConnectAI, Home Helpers can deliver friendly, conversational wellness check-in calls and medication reminders through the Direct Link® powered by Aloe Care's Smart Hub, mobile phones, and landlines.

"Continuous innovation in home care is essential to meeting the evolving needs of the clients and families we serve," said Alan Wilson, Senior Director of Technology Solutions at Home Helpers Home Care. "We're proud to help lead the way in bringing innovations like ConnectAI to market, supporting safer, smarter, and more connected care for the future."

The ConnectAI solution is designed to help care teams stay informed, identify emerging issues earlier, and deliver more proactive, personalized support. Key benefits include:

Enhanced safety & risk management: Immediate alerts and predictive insights can help reduce the likelihood of falls and other emergencies. Operational efficiency: ConnectAI automates routine monitoring tasks, freeing caregivers to focus on 1:1 care and reducing staff load and burnout. Cost-savings: Reducing preventable hospitalizations and emergency responses meets the primary goal of better health outcomes with the added benefit of significant cost reductions. Scalable & future-ready: Adaptable to organizations of any size, with the ability to incorporate future AI advancements. For more information on the full range of Aloe Care Health products and services, visit www.aloecare.com.

About Arlo Technologies, Inc.
Arlo is an award-winning, industry leader that is transforming the ways in which people can protect everything that matters to them with advanced home, business, and personal security solutions. Arlo's deep expertise in AI- and CV-powered analytics, cloud services, user experience and product design, and innovative wireless and RF connectivity enables the delivery of a seamless, smart security experience for Arlo users that is easy to set up and interact with every day. Arlo's cloud-based platform provides users with visibility, insight, and a powerful means to help protect and connect in real-time with the people and things that matter most, from any location with a Wi-Fi or a cellular connection. Arlo has recently launched several categories of award-winning connected devices, software, and services. These include wire-free, smart Wi-Fi and LTE-enabled security cameras, video doorbells, floodlights, security system, and Arlo's subscription service, Arlo Secure Early Warning System.

With a mission to bring users peace of mind, Arlo is as passionate about protecting user privacy as it is about safeguarding homes and families. Arlo is committed to implementing industry standards for data protection designed to keep users' personal information private and in their control. Arlo provides enhanced controls for user data, supports privacy legislation, keeps user data safely secure, and puts security at the forefront of company culture.

Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995:
This press release contains forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. The words "anticipate," "expect," "believe," "will," "may," "should," "estimate," "project," "outlook," "forecast" or other similar words are used to identify such forward-looking statements. However, the absence of these words does not mean that the statements are not forward-looking. The forward-looking statements represent Arlo's expectations or beliefs concerning future events based on information available at the time such statements were made and include statements regarding the development, features and performance of Arlo's services and products, including strategic objectives and initiatives, such as our capital allocation plan and partnerships; the recurring revenue business model; expectations regarding the size of the smart home security and aging-in-place markets, Arlo's entry into new markets, the potential size and growth rates of those markets, the ability to grow Arlo's business, and subscriber growth, adoption, and attachment rates. These statements are based on management's current expectations and are subject to certain risks and uncertainties, including that consumers may choose not to adopt Arlo's new product and/or service offerings, or may adopt competing products and/or services; we may not fully realize the benefits or potential of our partnerships; product and/or service performance may be adversely affected by real-world operating conditions; changes to trade agreements, trade policies, increased tariffs and import/export regulations may negatively affect Arlo's business and supply chain expenses; and global conflicts and geopolitical issues such as the ongoing conflicts in the Middle East, Ukraine or China-Taiwan relations may disrupt Arlo's ability to execute its business plan in a timely manner or at all. Further, certain forward-looking statements are based on assumptions as to future events that may not prove to be accurate. Therefore, actual outcomes and results may differ materially from what is expressed or forecast in such forward-looking statements. Further information on potential risk factors that could affect Arlo and its business are detailed in its periodic filings with the Securities and Exchange Commission, including, but not limited to, those risk factors described in its most recently filed Annual Report on Form 10-K and Quarterly Report on Form 10-Q and subsequent filings with the Securities and Exchange Commission. Given these circumstances, you should not place undue reliance on these forward-looking statements. Arlo undertakes no obligation to release publicly any revisions to any forward-looking statements contained herein to reflect events or circumstances after the date hereof or to reflect the occurrence of unanticipated events.

About Home Helpers Home Care
Since 1997, Home Helpers® Home Care has provided exceptional in-home care to seniors and others. With independently owned and operated offices in more than 1,500 communities across the United States, we are committed to supporting the dignity and independence of the families we serve. Learn more at HomeHelpersHomeCare.com. For franchising information, visit HomeHelpersFranchise.com.

Source: Arlo-F

SOURCE Arlo Technologies, Inc.