{"schema_version":"secwatch.filing_event.v1","accession":"0001736946-25-000040","form_type":"8-K","ticker":"ARLO","cik":"0001736946","company_name":"Arlo Technologies, Inc.","filed_at":"2025-11-06T23:59:59+00:00","discovered_at":"2026-05-14T18:02:40.281857+00:00","generated_at":"2026-05-16T23:51:16.982525+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Arlo Q3 2025: Record subscriptions revenue $79.9M, ARR up 34% YoY, GAAP EPS $0.07","bullets":["Q3 revenue $139.5M; subscriptions revenue $79.9M (+29.2% YoY), 57.3% of total revenue.","ARR $323.2M, up 33.8% YoY; cumulative paid accounts 5.4M (+27.4% YoY).","Record GAAP subscriptions gross margin 84.5%; non-GAAP 85.1% (up ~770 bps YoY).","GAAP EPS $0.07 (record), non-GAAP EPS $0.16; adjusted EBITDA $17.1M (margin 12.2%).","Q4 guidance: revenue $131-141M, non-GAAP EPS $0.13-0.19; tariff impacts included."],"urls":{"canonical":"https://secwatch.observer/filing/0001736946-25-000040","json":"https://secwatch.observer/filing/0001736946-25-000040.json","markdown":"https://secwatch.observer/filing/0001736946-25-000040.md","text":"https://secwatch.observer/filing/0001736946-25-000040.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1736946/000173694625000040/0001736946-25-000040-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1736946/000173694625000040/arlo-20251106.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T23:51:16.982525+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"}