Arlo Technologies Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 2/6
Arlo Technologies verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 43%, während die Gewinne der Branche Electronic jährlich um gewachsen und zwar um 3.8%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von gewachsen von 5.1%. Die Eigenkapitalrendite von Arlo Technologies beträgt 19.2% und die Nettomargen betragen 5.5%.
Wichtige Informationen
43.00%
Wachstumsrate der Gewinne
45.61%
EPS-Wachstumsrate
| Electronic Wachstum der Industrie | 15.34% |
| Wachstumsrate der Einnahmen | 5.07% |
| Eigenkapitalrendite | 19.22% |
| Netto-Marge | 5.47% |
| Letzte Ertragsaktualisierung | 29 Mar 2026 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Arlo Technologies: Excellent Execution As Company Expands Into Senior Monitoring
Summary Arlo Technologies remains a compelling small-cap buy, leveraging strong subscriber growth and a strategic expansion into senior care via the Aloe Care acquisition. ARLO posted Q1 revenue of $150.4M (+26% y/y), surpassing both company guidance and Wall Street expectations, with paid subscribers exceeding 6 million and churn at just 1.0%. Subscription revenue growth and rising ARPU drove annual recurring revenue to $357M (+29% y/y), while gross margin expanded to 50.1% and adjusted EBITDA margin hit 20.2%. Despite competition and macro risks, conservative guidance, robust retention, and modest 15.4x FY26 P/E multiples support a contrarian long thesis amid large-cap market uncertainty. Read the full article on Seeking Alpha
ARLO: Recurring Subscription Platform Will Drive Multiyear Upside Potential
Analysts have trimmed the fair value estimate for Arlo Technologies by $0.10 to $21.40, as they factor in updated assumptions on growth, margins and a higher expected P/E multiple supported by recent research citing the shift to a recurring revenue model and subscription-focused economics. Analyst Commentary Bullish Takeaways Bullish analysts point to Arlo Technologies' shift from a low-cost hardware model to a premium, service-first platform as a core driver of its recurring revenue profile, which they see as better aligned with a higher P/E multiple.Results: Arlo Technologies, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
Arlo Technologies, Inc. ( NYSE:ARLO ) just released its first-quarter report and things are looking bullish. The...ARLO: New Buyback Program Will Drive Multiyear Upside Potential
Analysts kept their $21.50 price target for Arlo Technologies unchanged, citing broadly steady assumptions around the discount rate, revenue growth, profit margin and future P/E as support for maintaining their valuation view. What's in the News The board adopted amended and restated bylaws that update references to the registered office and agent, modernize electronic communication and document transmission, and expressly allow remote-only stockholder meetings as determined by the board (Company filing).ARLO: Share Repurchases Will Support Future Upside Over Multiyear Horizon
Analysts have kept their price target for Arlo Technologies steady at $21.50, with small tweaks to inputs like discount rate, revenue growth, profit margin, and forward P/E. These adjustments reflect refined views rather than a change in the overall valuation outlook.ARLO: Share Repurchases And Samsung Partnership Will Support Future Upside
Analysts have trimmed their price target for Arlo Technologies from $23.20 to $21.50, citing updates to key assumptions including a higher discount rate, a revised profit margin outlook, and a different future P/E expectation. What's in the News Arlo Technologies announced a share repurchase program authorizing up to $50 million of buybacks, with the program running through December 31, 2027, unless changed by the Board of Directors (Key Developments).Arlo Technologies, Inc. (NYSE:ARLO) May Have Run Too Fast Too Soon With Recent 27% Price Plummet
Arlo Technologies, Inc. ( NYSE:ARLO ) shares have had a horrible month, losing 27% after a relatively good period...Why Arlo Technologies, Inc. (NYSE:ARLO) Could Be Worth Watching
Arlo Technologies, Inc. ( NYSE:ARLO ), is not the largest company out there, but it saw a decent share price growth of...Home Security Adoption And ADT Partnership Will Expand Ecosystem
Arlo Technologies’ future P/E has more than doubled while its net profit margin has sharply contracted, suggesting that analysts now expect significantly higher growth or valuation multiples despite weaker profitability, leading to an increased consensus price target of $21.40 (up from $19.00). What's in the News Issued earnings guidance for Q3 2025 with expected revenue of $133 million–$143 million and net income per diluted share of $0.04–$0.10.Arlo Technologies, Inc. (NYSE:ARLO) Stock Rockets 26% As Investors Are Less Pessimistic Than Expected
Arlo Technologies, Inc. ( NYSE:ARLO ) shares have continued their recent momentum with a 26% gain in the last month...Premium Service Plans And IoT Security Will Advance Expansion
Strong subscription and software growth, driven by premium plans and AI features, is accelerating recurring high-margin revenue and expanding long-term profitability.Arlo Technologies, Inc. (NYSE:ARLO) Shares May Have Slumped 28% But Getting In Cheap Is Still Unlikely
The Arlo Technologies, Inc. ( NYSE:ARLO ) share price has fared very poorly over the last month, falling by a...What Is Arlo Technologies, Inc.'s (NYSE:ARLO) Share Price Doing?
While Arlo Technologies, Inc. ( NYSE:ARLO ) might not have the largest market cap around , it received a lot of...Arlo: The Value In This Name Is Starting To Get Recognized
Summary Shares of Arlo have soared after the company's Q4 earnings print, especially after its FY25 outlook called for substantial ~20% growth in services revenue. The company continues to add new subscribers at a rapid clip, with a better upsell rate into its $25/month Premium tier after its simplification of its subscription offerings. The company's gross margins also continue to improve, despite the company discounting its hardware to negative margin levels in order to encourage new product sales. The stock trades at a reasonable ~20x forward FCF multiple, considering multiple paths to continued margin expansion and subscriber pickups. Read the full article on Seeking AlphaArlo: Timeless Products, Strong Execution
Summary Arlo is a value-oriented pick with strong Q3 results and promising new features in its Security 5.0 platform, boosting premium plan sign-ups. Arlo's services revenue is growing rapidly, eclipsing hardware revenue, and the company has a long-term goal of 10 million paid accounts by 2030. Despite a competitive promotional environment, Arlo's strategy to drive hardware sales at lower margins is justified by its high-margin subscription services and low churn rates. Arlo's valuation multiples (~17x FCF and ~22x P/E) are reasonable given its 20%+ ARR growth and ~30% operating margin growth. I'm reiterating my buy rating here. Read the full article on Seeking AlphaHere's What Analysts Are Forecasting For Arlo Technologies, Inc. (NYSE:ARLO) After Its Third-Quarter Results
It's been a pretty great week for Arlo Technologies, Inc. ( NYSE:ARLO ) shareholders, with its shares surging 16% to...Arlo: Deftly Managing A Slowing Macro
Summary Arlo, a small-cap home security camera company, offers a strong value play with a shift to subscription revenue and high retention rates. Despite Q2 results causing a stock dip, Arlo's low churn, cheap valuation, and growth potential make it a compelling buy at ~$10. The company continues to double down on its strategy to bring in new customers via cheaply priced hardware. It's planning a deep promotional calendar in 2H 2024 to counteract potential macroeconomic risks. The company also hinted at making a substantial inorganic growth investment at some point within the next 12-18 months, a great use of its debt-free balance sheet and strong FCF. Read the full article on Seeking AlphaSubdued Growth No Barrier To Arlo Technologies, Inc. (NYSE:ARLO) With Shares Advancing 26%
Despite an already strong run, Arlo Technologies, Inc. ( NYSE:ARLO ) shares have been powering on, with a gain of 26...Arlo Technologies, Inc. (NYSE:ARLO) Investors Are Less Pessimistic Than Expected
When close to half the companies in the Electronic industry in the United States have price-to-sales ratios (or "P/S...Aufschlüsselung der Einnahmen und Ausgaben
Wie Arlo Technologies Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 29 Mar 26 | 561 | 31 | 154 | 80 |
| 31 Dec 25 | 529 | 15 | 151 | 74 |
| 28 Sep 25 | 510 | 4 | 146 | 68 |
| 29 Jun 25 | 508 | -7 | 145 | 67 |
| 30 Mar 25 | 506 | -22 | 147 | 69 |
| 31 Dec 24 | 511 | -31 | 146 | 73 |
| 29 Sep 24 | 524 | -25 | 142 | 74 |
| 30 Jun 24 | 517 | -22 | 135 | 74 |
| 31 Mar 24 | 504 | -17 | 128 | 72 |
| 31 Dec 23 | 491 | -22 | 123 | 69 |
| 01 Oct 23 | 475 | -45 | 129 | 67 |
| 02 Jul 23 | 473 | -58 | 135 | 66 |
| 02 Apr 23 | 477 | -62 | 131 | 66 |
| 31 Dec 22 | 490 | -57 | 126 | 65 |
| 02 Oct 22 | 515 | -41 | 113 | 64 |
| 03 Jul 22 | 498 | -42 | 103 | 62 |
| 03 Apr 22 | 477 | -54 | 102 | 61 |
| 31 Dec 21 | 435 | -56 | 98 | 59 |
| 03 Oct 21 | 407 | -64 | 98 | 61 |
| 27 Jun 21 | 406 | -67 | 97 | 62 |
| 28 Mar 21 | 374 | -73 | 93 | 60 |
| 31 Dec 20 | 357 | -101 | 100 | 60 |
| 27 Sep 20 | 365 | -66 | 105 | 62 |
| 28 Jun 20 | 361 | -80 | 105 | 63 |
| 29 Mar 20 | 378 | -84 | 109 | 66 |
| 31 Dec 19 | 370 | -86 | 105 | 69 |
| 29 Sep 19 | 370 | -145 | 99 | 69 |
| 30 Jun 19 | 395 | -127 | 96 | 69 |
| 31 Mar 19 | 422 | -111 | 89 | 65 |
| 31 Dec 18 | 465 | -75 | 81 | 59 |
| 30 Sep 18 | 468 | -34 | 73 | 52 |
| 01 Jul 18 | 441 | -15 | 66 | 44 |
| 01 Apr 18 | 409 | 1 | 57 | 39 |
| 31 Dec 17 | 371 | 7 | 49 | 35 |
| 31 Dec 16 | 185 | -14 | 27 | 24 |
Qualität der Erträge: ARLO hat einen großen einmalig Gewinn von $9.3M verbucht, der sich auf die Finanzergebnisse der letzten 12 Monate bis zum 29th March, 2026 auswirkt.
Wachsende Gewinnspanne: ARLO in der Vergangenheit profitabel geworden.
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: ARLO ist in den letzten 5 Jahren profitabel geworden und hat seinen Gewinn um 43% pro Jahr gesteigert.
Beschleunigtes Wachstum: ARLO ist im letzten Jahr profitabel geworden, so dass die Wachstumsrate der Gewinne nur schwer mit dem 5-Jahres-Durchschnitt verglichen werden kann.
Erträge im Vergleich zur Industrie: ARLO ist im letzten Jahr profitabel geworden, so dass es schwierig ist, das Gewinnwachstum des letzten Jahres mit dem der Branche Electronic (10.6%) zu vergleichen.
Eigenkapitalrendite
Hohe Eigenkapitalrendite: ARLODie Eigenkapitalrendite des Unternehmens (19.2%) wird als niedrig angesehen.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/06/15 01:29 |
| Aktienkurs zum Tagesende | 2026/06/15 00:00 |
| Gewinne | 2026/03/29 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Arlo Technologies, Inc. wird von 8 Analysten beobachtet. 5 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Anthony Stoss | Craig-Hallum Capital Group LLC |
| Jeffrey Rand | Deutsche Bank |
| Robert Cihra | Guggenheim Securities, LLC |