{"schema_version":"secwatch.filing_event.v1","accession":"0001736946-22-000054","form_type":"8-K","ticker":"ARLO","cik":"0001736946","company_name":"Arlo Technologies, Inc.","filed_at":"2022-11-08T23:59:59+00:00","discovered_at":"2026-05-14T18:03:51.927624+00:00","generated_at":"2026-06-22T04:09:01.899960+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Arlo Q3 revenue $128.2M (+15% YoY), ARR $125.4M (+56%), GAAP EPS $(0.16)","bullets":["Q3 total revenue of $128.2M, up 15.3% YoY; service revenue $35.4M, up 31.3%.","Annual recurring revenue (ARR) reached $125.4M, growing 56% YoY; cumulative paid accounts hit 1.7M, up 91%.","GAAP net loss per diluted share $(0.16); non-GAAP net loss per diluted share $(0.05).","Q4 2022 guidance: revenue $105-115M; GAAP EPS $(0.30)-(0.23); non-GAAP EPS $(0.13)-(0.06).","GAAP gross margin improved to 28.7% from 21.9% YoY; non-GAAP gross margin 29.7%."],"urls":{"canonical":"https://secwatch.observer/filing/0001736946-22-000054","json":"https://secwatch.observer/filing/0001736946-22-000054.json","markdown":"https://secwatch.observer/filing/0001736946-22-000054.md","text":"https://secwatch.observer/filing/0001736946-22-000054.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1736946/000173694622000054/0001736946-22-000054-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1736946/000173694622000054/arlo-20221108.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-22T04:09:01.899960+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":[{"claim_id":"22922bec54ccf639967964ebd2c88abfab778d74","claim":"Arlo Technologies, Inc. reported third quarter ended October 2, 2022 results: revenue Revenue of $128 million, EPS non-GAAP net loss per diluted share of $(0.05).","evidence_excerpt":"Exchange Act, unless expressly incorporated by specific reference in such a filing. --- EX-99.1 (EX-99.1) --- NEWS RELEASE Arlo Reports Third Quarter 2022 Results Revenue of $128 million, growing 15% year over year Q3 ARR ended at $125 million, growing 56% year over year 1.7 million in Cumulative Paid Accounts, growing 91% year over year Carlsbad, California -","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1736946/000173694622000054/0001736946-22-000054-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"third quarter ended October 2, 2022"},{"label":"Revenue","value":"Revenue of $128 million"},{"label":"EPS","value":"non-GAAP net loss per diluted share of $(0.05)"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"72cd4e7640c294240f191ec411d9bb34c72732a0","claim":"Arlo Technologies, Inc. reported fourth quarter of 2022 results: revenue $105 - $115, EPS Non-GAAP $(0.13) - $(0.06).","evidence_excerpt":"Fourth Quarter 2022 Business Outlook (3) A reconciliation of our business outlook on a GAAP and non-GAAP basis is provided in the following table: Three Months Ending December 31, 2022 Revenue Net Loss per Diluted Share (in millions, except per share data) GAAP $105 - $115 $(0.30) - $(0.23)","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1736946/000173694622000054/0001736946-22-000054-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fourth quarter of 2022"},{"label":"Revenue","value":"$105 - $115"},{"label":"EPS","value":"Non-GAAP $(0.13) - $(0.06)"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"72cd4e7640c294240f191ec411d9bb34c72732a0","claim":"Arlo Technologies, Inc. reported fourth quarter of 2022 results: revenue $105 - $115, EPS Non-GAAP $(0.13) - $(0.06).","evidence_excerpt":"urth Quarter 2022 Business Outlook (3) A reconciliation of our business outlook on a GAAP and non-GAAP basis is provided in the following table: Three Months Ending December 31, 2022 Revenue Net Loss per Diluted Share (in millions, except per share data) GAAP $105 - $115 $(0.30) - $(0.23) Estimated adjustments for (3) : Stock-based compensation expense — 0.14 Other non-recurring expenses — 0.03 Non-GAAP $105 - $115 $(0.13) - $(0.06) _________________________ (3) Business outlook does not include estimates for any currently unknown income and expense items which, by their nature, could arise late in a quarter, including: litigation reserves, net; impairment charges; discrete tax benefits or detriments relating to tax windfalls or shortfalls from equity awards; and any additional impacts relating to the implementation of U.S.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1736946/000173694622000054/0001736946-22-000054-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fourth quarter of 2022"},{"label":"Revenue","value":"$105 - $115"},{"label":"EPS","value":"Non-GAAP $(0.13) - $(0.06)"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}