{"schema_version":"secwatch.filing_event.v1","accession":"0001736946-25-000030","form_type":"8-K","ticker":"ARLO","cik":"0001736946","company_name":"Arlo Technologies, Inc.","filed_at":"2025-08-07T23:59:59+00:00","discovered_at":"2026-05-14T18:02:44.839936+00:00","generated_at":"2026-05-17T17:56:56.611832+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 reports record Q2: ARR $316M (+34%), subs rev $78M (+30%), GAAP EPS $0.03","bullets":["Record subscriptions and services revenue of $78.2M, up 29.7% YoY; GAAP subs gross margin 84.3%.","Record adjusted EBITDA of $18.0M, margin 13.9%; GAAP net income per share $0.03 vs ($0.12) YoY.","Q3 2025 guidance: revenue $133-143M, non-GAAP EPS $0.12-$0.18 per diluted share.","Cumulative paid accounts 5.1M, up 28.5% YoY; end-of-period cash $160.4M.","CEO cites Arlo Secure 6 AI platform and ADT strategic partnership as growth drivers."],"urls":{"canonical":"https://secwatch.observer/filing/0001736946-25-000030","json":"https://secwatch.observer/filing/0001736946-25-000030.json","markdown":"https://secwatch.observer/filing/0001736946-25-000030.md","text":"https://secwatch.observer/filing/0001736946-25-000030.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1736946/000173694625000030/0001736946-25-000030-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1736946/000173694625000030/arlo-20250807.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T17:56:56.611832+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"}