Arlo Technologies (ARLO Quick QuoteARLO - Free Report) reported $129.41 million in revenue for the quarter ended June 2025, representing a year-over-year increase of 1.5%. EPS of $0.17 for the same period compares to $0.10 a year ago.

The reported revenue represents a surprise of +5.17% over the Zacks Consensus Estimate of $123.04 million. With the consensus EPS estimate being $0.16, the EPS surprise was +6.25%.

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.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

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 - Services: 84.9% versus 82.9% estimated by two analysts on average.
• Non-GAAP gross margin - Products: -13.8% versus -7.5% estimated by two analysts on average.
• Revenue- Services: $78.18 million compared to the $73.7 million average estimate based on three analysts. The reported number represents a change of +29.7% year over year.
• Revenue- Products: $51.23 million versus $49.33 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -23.8% change.

View all Key Company Metrics for Arlo Technologies here>>>

Shares of Arlo Technologies have returned -2.3% over the past month versus the Zacks S&P 500 composite's +1.2% 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.