---
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"
generated_at: "2026-05-15T23:41:58.895008+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Arlo Q4 ARR $330.5M (+28% YoY); record subscription rev; Comcast partnership announced

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001736946-26-000029
- JSON: https://secwatch.observer/filing/0001736946-26-000029.json
- Plain text: https://secwatch.observer/filing/0001736946-26-000029.txt

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