secwatch.observer — SEC 8-K summary
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Issuer:     Arlo Technologies, Inc. (ARLO)
CIK:        0001736946
Form:       8-K
Filed at:   2021-11-09T23:59:59+00:00
Accession:  0001736946-21-000057
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1736946/000173694621000057/0001736946-21-000057-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1736946/000173694621000057/arlo-20211109.htm
  HTML page:      https://secwatch.observer/filing/0001736946-21-000057

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer