{"schema_version":"secwatch.filing_event.v1","accession":"0001736946-23-000020","form_type":"8-K","ticker":"ARLO","cik":"0001736946","company_name":"Arlo Technologies, Inc.","filed_at":"2023-05-11T23:59:59+00:00","discovered_at":"2026-05-14T18:03:40.300081+00:00","generated_at":"2026-06-15T04:24:34.957511+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Arlo Q1 revenue $111M above guidance; non-GAAP EPS $0.01; service rev up 47%","bullets":["Revenue $111M, above high end of guidance; down 11% YoY; service revenue $43.9M up 47% YoY.","GAAP net loss per share $(0.16); non-GAAP EPS $0.01; free cash flow $9M (8.5% margin).","ARR $182.6M (+80% YoY); cumulative paid accounts over 2M (+61% YoY).","Q2 guidance: revenue $105-115M, non-GAAP EPS $0.01-$0.07.","Record Q1 services gross margin 73.3% GAAP; non-GAAP operating income $1.2M."],"urls":{"canonical":"https://secwatch.observer/filing/0001736946-23-000020","json":"https://secwatch.observer/filing/0001736946-23-000020.json","markdown":"https://secwatch.observer/filing/0001736946-23-000020.md","text":"https://secwatch.observer/filing/0001736946-23-000020.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1736946/000173694623000020/0001736946-23-000020-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1736946/000173694623000020/arlo-20230511.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-15T04:24:34.957511+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":"1c24382044d2dd3b2dc384f98bc992bbf7095d19","claim":"Arlo Technologies, Inc. reported first quarter ended April 2, 2023 results: revenue Q1 total revenue of $111.0 million, EPS GAAP net loss per share of $(0.16); non-GAAP earnings per diluted share of $0.01.","evidence_excerpt":"Exchange Act, unless expressly incorporated by specific reference in such a filing. --- EX-99.1 (EX-99.1) --- NEWS RELEASE Arlo Reports First Quarter 2023 Results Revenue of $111 million, above the high end of guidance range Free cash flow (FCF) of $9 million with FCF margin of 8% (1) Service revenue of $44 million, growing 47% year over year Service gross margin","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1736946/000173694623000020/0001736946-23-000020-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended April 2, 2023"},{"label":"Revenue","value":"Q1 total revenue of $111.0 million"},{"label":"EPS","value":"GAAP net loss per share of $(0.16); non-GAAP earnings per diluted share of $0.01"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"744dbb154ec87bbd5e8be399e03e8ae8dff224cd","claim":"Arlo Technologies, Inc. reported second quarter of 2023 (three months ended July 2, 2023) results: revenue $105 - $115 million.","evidence_excerpt":"Second Quarter 2023 Business Outlook (4) A reconciliation of our business outlook on a GAAP and non-GAAP basis is provided in the following table: Three Months Ended July 2, 2023 Revenue Net Income (Loss) per Diluted Share (In millions, except per share data) GAAP $105 - $115 $(0.15) - $(0.09) Estimated adjustment for stock-based compensation and other expense — 0.16 Non-GAAP $105 - $115 $0.01 - $0.07","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1736946/000173694623000020/0001736946-23-000020-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"second quarter of 2023 (three months ended July 2, 2023)"},{"label":"Revenue","value":"$105 - $115 million"},{"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"}