{"schema_version":"secwatch.filing_event.v1","accession":"0001736946-24-000021","form_type":"8-K","ticker":"ARLO","cik":"0001736946","company_name":"Arlo Technologies, Inc.","filed_at":"2024-05-09T23:59:59+00:00","discovered_at":"2026-05-14T18:03:19.817372+00:00","generated_at":"2026-06-02T06:31:55.970680+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 Q1: record service revenue $56.7M (+29% YoY); GAAP loss $(0.10), non-GAAP EPS $0.09","bullets":["Record service revenue $56.7M (+29% YoY); ARR $227.0M (+24.3% YoY).","GAAP net loss per share $(0.10); non-GAAP EPS $0.09, up $0.08 YoY.","Record free cash flow $19.5M (15.7% FCF margin), more than doubling YoY.","Cumulative paid accounts 3.2M (+58.3% YoY); cash and investments $142.9M.","Extended Verisure partnership five years into 2029; Q2 guidance revenue $120-130M, non-GAAP EPS $0.06-0.12."],"urls":{"canonical":"https://secwatch.observer/filing/0001736946-24-000021","json":"https://secwatch.observer/filing/0001736946-24-000021.json","markdown":"https://secwatch.observer/filing/0001736946-24-000021.md","text":"https://secwatch.observer/filing/0001736946-24-000021.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1736946/000173694624000021/0001736946-24-000021-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1736946/000173694624000021/arlo-20240509.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-02T06:31:55.970680+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":"fc3c68ae1cfbb1fd9760d56c32f3affbf194e370","claim":"Arlo Technologies, Inc. reported first quarter ended March 31, 2024 results: revenue $124.2 million, EPS $(0.10). Guidance initiated.","evidence_excerpt":"• Q1 total revenue of $124.2 million, an increase of 11.9% year over year. • Record Q1 service revenue of $56.7 million, growing 29.0% year over year. • Q1 GAAP services gross margin of 76.0% and non-GAAP services gross margin of 76.7%. • GAAP gross profit of $47.4 million, an increase of 34.5% year over year; non-GAAP gross profit of $48.9 million, an increase of 35.0% year over year. • GAAP gross margin of 38.1%; non-GAAP gross margin of 39.4%. • GAAP net loss per share of $(0.10); non-GAAP earnings per share of $0.09.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1736946/000173694624000021/0001736946-24-000021-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2024"},{"label":"Revenue","value":"$124.2 million"},{"label":"EPS","value":"$(0.10)"},{"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"}