---
schema_version: "secwatch.filing_event.v1"
accession: "0001736946-21-000036"
form_type: "8-K"
ticker: "ARLO"
cik: "0001736946"
company_name: "Arlo Technologies, Inc."
filed_at: "2021-08-04T23:59:59+00:00"
generated_at: "2026-06-29T22:44:20.406582+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Arlo beats Q2 revenue and non-GAAP EPS guidance; revenue up 48% YoY to $98.6M

## Summary
- Revenue of $98.6M, +47.9% YoY; non-GAAP EPS loss of $(0.04) beat high-end outlook.
- Service revenue record $25.3M (+48.3% YoY); added 146K paid accounts in Q2, total 700K+.
- GAAP gross margin 26.6%; non-GAAP gross margin 27.9%; cash $178.7M, no debt.
- Sublease of San Jose office to save $3M-$4M per year starting Feb 2022; $9.1M non-cash impairment.
- Q3 guidance: revenue $100M-$110M; non-GAAP net loss per share $(0.19)-$(0.12).

## SEC filing metadata
- accession: 0001736946-21-000036
- form_type: 8-K
- ticker: ARLO
- cik: 0001736946
- company_name: Arlo Technologies, Inc.
- filed_at: 2021-08-04T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1736946/000173694621000036/0001736946-21-000036-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1736946/000173694621000036/arlo-20210804.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001736946-21-000036
- JSON: https://secwatch.observer/filing/0001736946-21-000036.json
- Plain text: https://secwatch.observer/filing/0001736946-21-000036.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.