secwatch.observer — SEC 8-K summary
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Issuer:     Arlo Technologies, Inc. (ARLO)
CIK:        0001736946
Form:       8-K
Filed at:   2023-11-09T23:59:59+00:00
Accession:  0001736946-23-000040
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1736946/000173694623000040/0001736946-23-000040-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1736946/000173694623000040/arlo-20231109.htm
  HTML page:      https://secwatch.observer/filing/0001736946-23-000040

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer