secwatch.observer — SEC 8-K summary
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Issuer:     Arlo Technologies, Inc. (ARLO)
CIK:        0001736946
Form:       8-K
Filed at:   2022-08-09T23:59:59+00:00
Accession:  0001736946-22-000031
Event type: earnings
Sentiment:  positive
Materiality: 0.65
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Arlo Q2 revenue $119M (+20.7% YoY); ARR $117M (+67%); third straight non-GAAP operating profit
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- Q2 revenue $119.0M, up 20.7% YoY, above high-end of guidance; record Q2 revenue.
- GAAP net loss $(0.13)/share; non-GAAP net income $0.01/share; third consecutive non-GAAP operating profit of $1.0M.
- ARR ended at $116.6M, up 67% YoY; added 206,000 paid accounts; cumulative paid accounts surpassed 1.5M.
- Record GAAP gross profit $33.7M (+28.9% YoY) and non-GAAP gross profit $35.1M (+27.7% YoY).
- Q3 guidance: revenue $125-135M; non-GAAP net loss $(0.17)-$(0.10)/share.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1736946/000173694622000031/0001736946-22-000031-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1736946/000173694622000031/arlo-20220809.htm
  HTML page:      https://secwatch.observer/filing/0001736946-22-000031

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