---
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"
generated_at: "2026-06-02T06:31:55.970680+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Arlo Q1: record service revenue $56.7M (+29% YoY); GAAP loss $(0.10), non-GAAP EPS $0.09

## Summary
- 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.

## SEC filing metadata
- 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
- 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/1736946/000173694624000021/0001736946-24-000021-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1736946/000173694624000021/arlo-20240509.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001736946-24-000021
- JSON: https://secwatch.observer/filing/0001736946-24-000021.json
- Plain text: https://secwatch.observer/filing/0001736946-24-000021.txt

## Key facts
- Earnings Releases
  Arlo Technologies, Inc. reported first quarter ended March 31, 2024 results: revenue $124.2 million, EPS $(0.10). Guidance initiated.
  - Period: first quarter ended March 31, 2024
  - Revenue: $124.2 million
  - EPS: $(0.10)
  - Guidance: initiated
  - Result: reported results
  source text: • 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_url: https://www.sec.gov/Archives/edgar/data/1736946/000173694624000021/0001736946-24-000021-index.htm

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