secwatch.observer — SEC 8-K summary
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Issuer:     Arlo Technologies, Inc. (ARLO)
CIK:        0001736946
Form:       8-K
Filed at:   2025-02-27T23:59:59+00:00
Accession:  0001736946-25-000012
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1736946/000173694625000012/0001736946-25-000012-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1736946/000173694625000012/arlo-20250227.htm
  HTML page:      https://secwatch.observer/filing/0001736946-25-000012

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer