{"schema_version":"secwatch.filing_event.v1","accession":"0001736946-26-000029","form_type":"8-K","ticker":"ARLO","cik":"0001736946","company_name":"Arlo Technologies, Inc.","filed_at":"2026-02-26T23:59:59+00:00","discovered_at":"2026-05-14T18:02:36.034505+00:00","generated_at":"2026-05-15T23:41:58.895008+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 Q4 ARR $330.5M (+28% YoY); record subscription rev; Comcast partnership announced","bullets":["Q4 subscriptions and services revenue $89.4M (+39% YoY), 63.3% of total revenue; ARR $330.5M (+28%).","Full-year adjusted EBITDA $74.7M (+85% YoY); non-GAAP EPS $0.70 vs $0.40 prior year.","GAAP Q4 EPS $0.05, non-GAAP EPS $0.22; record GAAP gross margin 46.4% (+950 bps YoY).","Announced partnership with Comcast to provide connected home security to Xfinity Internet households.","Q1 2026 guidance: revenue $135-145M, non-GAAP EPS $0.17-0.23."],"urls":{"canonical":"https://secwatch.observer/filing/0001736946-26-000029","json":"https://secwatch.observer/filing/0001736946-26-000029.json","markdown":"https://secwatch.observer/filing/0001736946-26-000029.md","text":"https://secwatch.observer/filing/0001736946-26-000029.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1736946/000173694626000029/0001736946-26-000029-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1736946/000173694626000029/arlo-20260226.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T23:41:58.895008+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"}