{"schema_version":"secwatch.filing_event.v1","accession":"0001736946-21-000057","form_type":"8-K","ticker":"ARLO","cik":"0001736946","company_name":"Arlo Technologies, Inc.","filed_at":"2021-11-09T23:59:59+00:00","discovered_at":"2026-05-14T18:04:13.889693+00:00","generated_at":"2026-06-28T10:52:36.905169+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Arlo Q3 revenue $111.1M beats guidance; raises Q4 outlook","bullets":["Revenue $111.1M (+0.8% YoY); GAAP EPS $(0.18), non-GAAP $(0.08); both above high-end of guidance.","Service revenue $27.0M (+42% YoY); ARR $80M (+103%); added record 182K paid accounts (+214% YoY).","Non-GAAP service gross margin record 59.5%; cash $166.1M, no debt.","Q4 guidance: revenue $130-140M; GAAP EPS $(0.16)-$(0.09); non-GAAP EPS $(0.07)-$0.00.","Management raised full-year revenue and cash balance guidance despite global supply chain challenges."],"urls":{"canonical":"https://secwatch.observer/filing/0001736946-21-000057","json":"https://secwatch.observer/filing/0001736946-21-000057.json","markdown":"https://secwatch.observer/filing/0001736946-21-000057.md","text":"https://secwatch.observer/filing/0001736946-21-000057.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1736946/000173694621000057/0001736946-21-000057-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1736946/000173694621000057/arlo-20211109.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-28T10:52:36.905169+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}