---
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"
generated_at: "2026-06-15T04:24:34.957511+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Arlo Q1 revenue $111M above guidance; non-GAAP EPS $0.01; service rev up 47%

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001736946-23-000020
- JSON: https://secwatch.observer/filing/0001736946-23-000020.json
- Plain text: https://secwatch.observer/filing/0001736946-23-000020.txt

## Key facts
- Earnings Releases
  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.
  - Period: first quarter ended April 2, 2023
  - 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
  - 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 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_url: https://www.sec.gov/Archives/edgar/data/1736946/000173694623000020/0001736946-23-000020-index.htm
- Earnings Releases
  Arlo Technologies, Inc. reported second quarter of 2023 (three months ended July 2, 2023) results: revenue $105 - $115 million.
  - Period: second quarter of 2023 (three months ended July 2, 2023)
  - Revenue: $105 - $115 million
  - Result: guidance update
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1736946/000173694623000020/0001736946-23-000020-index.htm

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