---
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"
generated_at: "2026-06-08T07:08:19.827919+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001736946-23-000040
- JSON: https://secwatch.observer/filing/0001736946-23-000040.json
- Plain text: https://secwatch.observer/filing/0001736946-23-000040.txt

## Key facts
- Earnings Releases
  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
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1736946/000173694623000040/0001736946-23-000040-index.htm

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