{"schema_version":"secwatch.filing_event.v1","accession":"0001736946-24-000010","form_type":"8-K","ticker":"ARLO","cik":"0001736946","company_name":"Arlo Technologies, Inc.","filed_at":"2024-02-29T23:59:59+00:00","discovered_at":"2026-05-14T18:03:25.345518+00:00","generated_at":"2026-06-05T07:05:16.826532+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Arlo reports Q4 GAAP EPS $0.01, non-GAAP EPS $0.11; record service revenue $55.9M","bullets":["Q4 total revenue $135.1M (+14% YoY); service revenue $55.9M (record, +45.9% YoY).","GAAP net earnings per diluted share $0.01 (first GAAP profit); non-GAAP EPS $0.11 (record).","Full year service revenue $201.2M (+47.4% YoY); ARR $210.1M (+52.5% YoY).","Free cash flow $35.5M for FY2023 with FCF margin 7.2%.","Q1 2024 outlook: revenue $117-127M, non-GAAP EPS $0.05-$0.11."],"urls":{"canonical":"https://secwatch.observer/filing/0001736946-24-000010","json":"https://secwatch.observer/filing/0001736946-24-000010.json","markdown":"https://secwatch.observer/filing/0001736946-24-000010.md","text":"https://secwatch.observer/filing/0001736946-24-000010.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1736946/000173694624000010/0001736946-24-000010-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1736946/000173694624000010/arlo-20240229.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-05T07:05:16.826532+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":"dff0c6485c413fe3d839be21e0fff597b6867fef","claim":"Arlo Technologies, Inc. reported financial results for the fourth quarter and full year ended December 31, 2023.","evidence_excerpt":"On February 29, 2024, Arlo Technologies, Inc. issued a press release announcing its financial results for the fourth quarter and full year ended December 31, 2023.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1736946/000173694624000010/0001736946-24-000010-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fourth quarter and full year ended December 31, 2023"},{"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"}