{"schema_version":"secwatch.filing_event.v1","accession":"0001736946-25-000012","form_type":"8-K","ticker":"ARLO","cik":"0001736946","company_name":"Arlo Technologies, Inc.","filed_at":"2025-02-27T23:59:59+00:00","discovered_at":"2026-05-14T18:03:04.665450+00:00","generated_at":"2026-05-26T02:20:23.651010+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 Q4 ARR $257.3M (+22.5% YoY), record service margin 81.7%, FY FCF $48.6M","bullets":["ARR ended at $257.3M, up 22.5% YoY; cumulative paid accounts grew 63.5% YoY to 4.6M.","Q4 service revenue $64.1M (+14.7% YoY); record non-GAAP service gross margin 81.7% (up 730 bps).","Q4 GAAP net loss per share $0.05; non-GAAP EPS $0.10. Full year GAAP loss $0.31; non-GAAP EPS $0.40.","Full year free cash flow $48.6M (+37% YoY); FCF margin 9.5% (up 230 bps).","Q1 2025 guidance: revenue $114-124M, non-GAAP EPS $0.09-0.15; share buyback $4.4M at avg $11.67."],"urls":{"canonical":"https://secwatch.observer/filing/0001736946-25-000012","json":"https://secwatch.observer/filing/0001736946-25-000012.json","markdown":"https://secwatch.observer/filing/0001736946-25-000012.md","text":"https://secwatch.observer/filing/0001736946-25-000012.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1736946/000173694625000012/0001736946-25-000012-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1736946/000173694625000012/arlo-20250227.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-26T02:20:23.651010+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"}