{"schema_version":"secwatch.filing_event.v1","accession":"0001736946-24-000033","form_type":"8-K","ticker":"ARLO","cik":"0001736946","company_name":"Arlo Technologies, Inc.","filed_at":"2024-08-08T23:59:59+00:00","discovered_at":"2026-05-14T18:03:14.360306+00:00","generated_at":"2026-05-31T11:04:43.764265+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Arlo Q2 revenue $127.4M (+10.8% YoY); service revenue record $60.3M; non-GAAP EPS $0.10","bullets":["Q2 total revenue $127.4M, up 10.8% YoY; service revenue record $60.3M, up 19.7% YoY.","GAAP net loss per share $(0.12); non-GAAP net income per share $0.10 (Q2), $0.19 (H1 2024), up from $0.07 in H1 2023.","Annual Recurring Revenue (ARR) $235.0M, up 21.4% YoY; cumulative paid accounts 3.98M, growing 73.9% YoY; surpassed 4M subscribers in July.","Free cash flow $25.6M in H1 2024, with FCF margin 10.2%; total cash & investments $144.0M, up $20.3M YoY.","Q3 guidance: revenue $132-$142M; non-GAAP EPS $0.08-$0.14; GAAP net loss per share ($0.07)-($0.01)."],"urls":{"canonical":"https://secwatch.observer/filing/0001736946-24-000033","json":"https://secwatch.observer/filing/0001736946-24-000033.json","markdown":"https://secwatch.observer/filing/0001736946-24-000033.md","text":"https://secwatch.observer/filing/0001736946-24-000033.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1736946/000173694624000033/0001736946-24-000033-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1736946/000173694624000033/arlo-20240808.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-31T11:04:43.764265+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}