{"schema_version":"secwatch.filing_event.v1","accession":"0001736946-23-000040","form_type":"8-K","ticker":"ARLO","cik":"0001736946","company_name":"Arlo Technologies, Inc.","filed_at":"2023-11-09T23:59:59+00:00","discovered_at":"2026-05-14T18:03:30.262648+00:00","generated_at":"2026-06-08T07:08:19.827919+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Arlo Q3 revenue $130M at high-end guidance; non-GAAP EPS $0.09 record; ARR $200M (+59.5% YoY)","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001736946-23-000040","json":"https://secwatch.observer/filing/0001736946-23-000040.json","markdown":"https://secwatch.observer/filing/0001736946-23-000040.md","text":"https://secwatch.observer/filing/0001736946-23-000040.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1736946/000173694623000040/0001736946-23-000040-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1736946/000173694623000040/arlo-20231109.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-08T07:08:19.827919+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":"17149911e1dfdae8e5c5315e53cca107d88a8c88","claim":"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.","evidence_excerpt":"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","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1736946/000173694623000040/0001736946-23-000040-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"third quarter ended October 1, 2023"},{"label":"Revenue","value":"$130.0 million"},{"label":"EPS","value":"GAAP EPS of $(0.01); record non-GAAP EPS of $0.09"},{"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"}