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01/10 17:32
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Arlo Technologies Inc (ARLO) is set to release its earnings performance on 08/07 04:00:00 in After Hours trading. Consensus forecasts predict a revenue of 123.46M and an earnings per share (EPS) of 0.16 for the . With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!
The earnings call reveals strong financial performance, with significant growth in ARR, service gross margin, and net income. The strategic partnership with ADT and Verisure's expansion in Latin America promise future growth. Despite a decline in product revenue, the overall strategy and financial health appear robust. Positive sentiment is further reinforced by a substantial increase in paid subscribers and successful retail partnerships. The company's cautious optimism regarding the ADT partnership and clear management responses in the Q&A section support a positive market reaction.
The earnings call reflects strong financial performance with significant growth in adjusted EBITDA, paid subscriptions, and ARPU. Despite a decline in product revenue, the company is mitigating this with cost reductions and expanding product lines. The Q&A reveals positive sentiment towards the ADT partnership and new product launches, despite some uncertainty. The strategic plans for subscriber growth and revenue guidance indicate optimism, although the lack of specific guidance on some initiatives tempers enthusiasm slightly. Considering the market cap, the overall sentiment leans positive, predicting a stock price increase of 2% to 8%.
Arlo's earnings call summary presents a positive outlook with strong service revenue growth, increased ARPU, and improved gross margins. The company's strategic focus on subscriptions mitigates tariff impacts, while competitive pressures open market share opportunities. Despite product revenue decline, optimistic guidance and a robust share repurchase program bolster confidence. Q&A insights reveal effective inventory management and minimal tariff concerns. Given the small-cap status and overall positive indicators, a stock price increase of 2% to 8% is likely.
The earnings call highlights strong financial performance, with significant growth in ARR, service revenue, and improved gross margins. The Q&A section provides clarity on future strategies, including a $300 million service revenue target and strategic partnerships. Despite some uncertainties in product revenue growth, the overall sentiment is positive, supported by optimistic guidance and robust financial metrics. Given the company's small market cap, the stock price is likely to react positively, falling within the 2% to 8% range over the next two weeks.
Arlo Technologies Inc (ARLO) is scheduled to release its FY2025Q2 earnings report onAug 7, 2025, After Hours(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.
Analysts' consensus predicts 123.46M in revenue and an EPS of 0.16 for Arlo Technologies Inc's FY2025Q2.
Intellectia's exclusive AI algorithms forecast a forArlo Technologies Inc's FY2025Q2 earnings, with a prediction date of Aug 7, 2025. Arlo Technologies Inc
Leverage Intellectia's AI forecast to position trades ahead of theAug 7, 2025 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.
Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.
AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!
Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.
Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2024-2025 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!
Each prediction includes a detailed rationale, key indicator forecasts, and scenario probabilities to guide your trades. For a *Beat*, consider buying call options or shares; for a *Miss*, explore puts or hedging strategies. The prediction card provides actionable suggestions, like specific option strikes or hedging tips, tailored to your risk tolerance. Trade smart and turn insights into profits!
