---
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"
generated_at: "2026-06-28T10:52:36.905169+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Arlo Q3 revenue $111.1M beats guidance; raises Q4 outlook

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001736946-21-000057
- JSON: https://secwatch.observer/filing/0001736946-21-000057.json
- Plain text: https://secwatch.observer/filing/0001736946-21-000057.txt

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