---
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"
generated_at: "2026-05-22T04:58:29.444048+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Arlo Q1: record non-GAAP EPS $0.15, free cash flow $28.1M, ARR up 21.8%

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001736946-25-000019
- JSON: https://secwatch.observer/filing/0001736946-25-000019.json
- Plain text: https://secwatch.observer/filing/0001736946-25-000019.txt

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