---
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"
generated_at: "2026-06-05T07:05:16.826532+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Arlo reports Q4 GAAP EPS $0.01, non-GAAP EPS $0.11; record service revenue $55.9M

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001736946-24-000010
- JSON: https://secwatch.observer/filing/0001736946-24-000010.json
- Plain text: https://secwatch.observer/filing/0001736946-24-000010.txt

## Key facts
- Earnings Releases
  Arlo Technologies, Inc. reported financial results for the fourth quarter and full year ended December 31, 2023.
  - Period: the fourth quarter and full year ended December 31, 2023
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1736946/000173694624000010/0001736946-24-000010-index.htm

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