Arlo Q3 revenue $130M at high-end guidance; non-GAAP EPS $0.09 record; ARR $200M (+59.5% YoY)

Arlo Technologies, Inc.

2023-Q3 EPS reported -$0.25 revenue$356,083,000

Revenue $130.0M, up 1.4% YoY, at high end of guidance; service revenue $51.0M (+44% YoY).
Record non-GAAP EPS $0.09 (vs $(0.05) YoY); GAAP EPS loss $(0.01).
ARR $200.0M, up 59.5% YoY; added 197,000 paid accounts (~2.5M total, +48.6% YoY).
Free cash flow $7.0M with 5.4% margin; cash and investments $126.0M.
Q4 guidance: revenue $129-139M; non-GAAP EPS $0.06-0.12.

item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.95

Arlo Technologies, Inc. reported third quarter ended October 1, 2023 results: revenue $130.0 million, EPS GAAP EPS of $(0.01); record non-GAAP EPS of $0.09. Guidance initiated.

Period: third quarter ended October 1, 2023
Revenue: $130.0 million
EPS: GAAP EPS of $(0.01); record non-GAAP EPS of $0.09
Guidance: initiated
Result: reported results

Exact text from the filing

Exchange Act, unless expressly incorporated by specific reference in such a filing. --- EX-99.1 (EX-99.1) --- NEWS RELEASE Arlo Reports Third Quarter 2023 Results Revenue of $130.0 million, at the high end of guidance range Annual recurring revenue (ARR) ended at $200.0 million, growing 59.5% year over year Free cash flow (FCF) of $7.0 million with FCF margin of

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Source: SEC EDGAR

accession 0001736946-23-000040

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