---
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"
generated_at: "2026-06-22T04:09:01.899960+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Arlo Q3 revenue $128.2M (+15% YoY), ARR $125.4M (+56%), GAAP EPS $(0.16)

## Summary
- 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%.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: neutral
- 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/1736946/000173694622000054/0001736946-22-000054-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1736946/000173694622000054/arlo-20221108.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001736946-22-000054
- JSON: https://secwatch.observer/filing/0001736946-22-000054.json
- Plain text: https://secwatch.observer/filing/0001736946-22-000054.txt

## Key facts
- Earnings Releases
  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).
  - Period: third quarter ended October 2, 2022
  - Revenue: Revenue of $128 million
  - EPS: non-GAAP net loss per diluted share of $(0.05)
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1736946/000173694622000054/0001736946-22-000054-index.htm
- Earnings Releases
  Arlo Technologies, Inc. reported fourth quarter of 2022 results: revenue $105 - $115, EPS Non-GAAP $(0.13) - $(0.06).
  - Period: fourth quarter of 2022
  - Revenue: $105 - $115
  - EPS: Non-GAAP $(0.13) - $(0.06)
  - Result: guidance update
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1736946/000173694622000054/0001736946-22-000054-index.htm
- Earnings Releases
  Arlo Technologies, Inc. reported fourth quarter of 2022 results: revenue $105 - $115, EPS Non-GAAP $(0.13) - $(0.06).
  - Period: fourth quarter of 2022
  - Revenue: $105 - $115
  - EPS: Non-GAAP $(0.13) - $(0.06)
  - Result: guidance update
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1736946/000173694622000054/0001736946-22-000054-index.htm

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