Arlo Technologies, Inc. (ARLO) earnings date, results and what the price requires
NYSE · SEC CIK 0001736946 · SEC filings checked Oct 18, 2026
Previous results (SEC filings)
| Quarter ended | Reported | Revenue | Net income | Diluted EPS | Source |
|---|---|---|---|---|---|
| Jun 28, 2026 | Aug 6, 2026 | $155.9M | $3.0M | $0.03 | Filing |
| Mar 29, 2026 | May 7, 2026 | $150.4M | $14.9M | $0.13 | Filing |
| Dec 31, 2025 | Feb 26, 2026 | $141.3M | $5.8M | $0.06 | Filing |
| Sep 28, 2025 | Nov 6, 2025 | $139.5M | $6.9M | $0.06 | Filing |
| Jun 29, 2025 | Aug 7, 2025 | $129.4M | $3.1M | $0.03 | Filing |
| Mar 30, 2025 | May 8, 2025 | $119.1M | $-835,000 | $-0.01 | Filing |
| Dec 31, 2024 | Feb 27, 2025 | $121.6M | $-4.9M | $-0.05 | Filing |
| Sep 29, 2024 | Nov 7, 2024 | $137.7M | $-4.4M | $-0.04 | Filing |
What would Arlo Technologies, Inc. have to report for its valuation to change?
At $12.44, with a 9.0% required return and a 18× earnings multiple in 5 years, earnings per share must grow about 30.6% a year, to $1.06. On that path the next quarter needs diluted EPS near $0.08, against $0.06 in the quarter ended Sep 28, 2025.
Compare buying at the last close now with waiting for results: if the report moves the growth the price requires, the entry price you would accept changes with it.
| Result | Original | Yours |
|---|---|---|
| Required EPS growth / year | 30.6% | 30.6% |
| EPS needed in final year | $1.06 | $1.06 |
Changed: nothing yet. Model: EPS × (1+g)^years × final P/E, discounted at the required return, equals today's price. Inputs: SEC diluted EPS and the dated close above.
Prepare for earnings across my investments — $399/month
Keep working models for the companies you follow, compare your expectations with reported results, and review what changes your investment decision. ARLO goes in with your buy-or-wait comparison and assumptions preserved.
Figures come from SEC EDGAR XBRL filings. Dates marked "estimated" are calculated from the company's past results filings and are not confirmed. Not investment advice.