---
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"
generated_at: "2026-06-11T18:26:56.294430+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Arlo Q2: record non-GAAP EPS $0.06, service revenue up 53.5% YoY, ARR $194M (+66%)

## Summary
- 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).

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001736946-23-000033
- JSON: https://secwatch.observer/filing/0001736946-23-000033.json
- Plain text: https://secwatch.observer/filing/0001736946-23-000033.txt

## Key facts
- Earnings Releases
  Arlo Technologies, Inc. reported the second quarter ended July 2, 2023 results: revenue $115.1 million, EPS $(0.08). Guidance initiated.
  - Period: the second quarter ended July 2, 2023
  - Revenue: $115.1 million
  - EPS: $(0.08)
  - Guidance: initiated
  - 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 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_url: https://www.sec.gov/Archives/edgar/data/1736946/000173694623000033/0001736946-23-000033-index.htm

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