---
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"
generated_at: "2026-05-26T02:20:23.651010+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Arlo Q4 ARR $257.3M (+22.5% YoY), record service margin 81.7%, FY FCF $48.6M

## Summary
- 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.

## SEC filing metadata
- 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
- 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/1736946/000173694625000012/0001736946-25-000012-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1736946/000173694625000012/arlo-20250227.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001736946-25-000012
- JSON: https://secwatch.observer/filing/0001736946-25-000012.json
- Plain text: https://secwatch.observer/filing/0001736946-25-000012.txt

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