secwatch.observer — SEC 8-K summary
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Issuer:     Arlo Technologies, Inc. (ARLO)
CIK:        0001736946
Form:       8-K
Filed at:   2022-11-08T23:59:59+00:00
Accession:  0001736946-22-000054
Event type: earnings
Sentiment:  neutral
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1736946/000173694622000054/0001736946-22-000054-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1736946/000173694622000054/arlo-20221108.htm
  HTML page:      https://secwatch.observer/filing/0001736946-22-000054

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