{"schema_version":"secwatch.filing_event.v1","accession":"0001736946-25-000019","form_type":"8-K","ticker":"ARLO","cik":"0001736946","company_name":"Arlo Technologies, Inc.","filed_at":"2025-05-08T23:59:59+00:00","discovered_at":"2026-05-14T18:02:49.517569+00:00","generated_at":"2026-05-22T04:58:29.444048+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Arlo Q1: record non-GAAP EPS $0.15, free cash flow $28.1M, ARR up 21.8%","bullets":["Subscriptions and services revenue $68.8M (+21.4% YoY); ARR $276.4M (+21.8% YoY).","Non-GAAP gross margin 45.5% vs 39.4% YoY; record non-GAAP subs gross margin 83.1%.","GAAP net loss per share $(0.01); record non-GAAP EPS $0.15 vs $0.09 YoY.","Record free cash flow $28.1M (23.6% margin); adjusted EBITDA $16.4M (+76.1% YoY).","Q2 outlook: rev $119-129M, non-GAAP EPS $0.11-0.17; bought back $15.2M in stock."],"urls":{"canonical":"https://secwatch.observer/filing/0001736946-25-000019","json":"https://secwatch.observer/filing/0001736946-25-000019.json","markdown":"https://secwatch.observer/filing/0001736946-25-000019.md","text":"https://secwatch.observer/filing/0001736946-25-000019.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1736946/000173694625000019/0001736946-25-000019-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1736946/000173694625000019/arlo-20250508.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-22T04:58:29.444048+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"}