{"schema_version":"secwatch.filing_event.v1","accession":"0001736946-23-000033","form_type":"8-K","ticker":"ARLO","cik":"0001736946","company_name":"Arlo Technologies, Inc.","filed_at":"2023-08-10T23:59:59+00:00","discovered_at":"2026-05-14T18:03:35.044530+00:00","generated_at":"2026-06-11T18:26:56.294430+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Arlo Q2: record non-GAAP EPS $0.06, service revenue up 53.5% YoY, ARR $194M (+66%)","bullets":["Revenue $115.1M (-3.3% YoY); service revenue $50.3M (+53.5% YoY) at top of guidance range.","GAAP EPS $(0.08); record non-GAAP EPS $0.06; free cash flow $12M (10% margin).","ARR $193.6M (+66.1% YoY); added 245K paid accounts; cumulative ~2.3M (+54.9% YoY).","Q3 guidance: revenue $122-132M; non-GAAP EPS $0.04-$0.10.","Cash $123.7M (+$5M sequentially); record services gross margin 74.6% (GAAP)."],"urls":{"canonical":"https://secwatch.observer/filing/0001736946-23-000033","json":"https://secwatch.observer/filing/0001736946-23-000033.json","markdown":"https://secwatch.observer/filing/0001736946-23-000033.md","text":"https://secwatch.observer/filing/0001736946-23-000033.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1736946/000173694623000033/0001736946-23-000033-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1736946/000173694623000033/arlo-20230810.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-11T18:26:56.294430+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":"62ed9e8d3d4a2647d3d2edd7a4da2b76cf209db3","claim":"Arlo Technologies, Inc. reported the second quarter ended July 2, 2023 results: revenue $115.1 million, EPS $(0.08). Guidance initiated.","evidence_excerpt":"Exchange Act, unless expressly incorporated by specific reference in such a filing. --- EX-99.1 (EX-99.1) --- NEWS RELEASE Arlo Reports Second Quarter 2023 Results Revenue of $115 million, at the top end of guidance range ARR ended at $194 million, growing 66% year over year Free cash flow (FCF) of $12 million with FCF margin of 10% (1) Service gross profit","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1736946/000173694623000033/0001736946-23-000033-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the second quarter ended July 2, 2023"},{"label":"Revenue","value":"$115.1 million"},{"label":"EPS","value":"$(0.08)"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}