secwatch.observer — SEC 8-K summary
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Issuer:     Arlo Technologies, Inc. (ARLO)
CIK:        0001736946
Form:       8-K
Filed at:   2022-05-10T23:59:59+00:00
Accession:  0001736946-22-000015
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Arlo Q1 revenue $124.8M (+51% YoY); ARR hits $101.3M (+74%); guides Q2 down
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- Revenue $124.8M vs guidance high-end; GAAP gross profit record $33.6M; non-GAAP gross profit $34.5M.
- GAAP operating loss $8.7M; second consecutive non-GAAP operating profit $1.0M.
- GAAP EPS ($0.10); non-GAAP EPS $0.01; record service revenue $29.9M.
- Added 205K paid accounts in Q1, +79.8% YoY; cumulative paid accounts up 132% YoY.
- Q2 outlook: revenue $105-115M, GAAP EPS ($0.19)-($0.14), non-GAAP EPS ($0.08)-($0.03).

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1736946/000173694622000015/0001736946-22-000015-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1736946/000173694622000015/arlo-20220510.htm
  HTML page:      https://secwatch.observer/filing/0001736946-22-000015

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