secwatch.observer — SEC 8-K summary
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Issuer:     Arlo Technologies, Inc. (ARLO)
CIK:        0001736946
Form:       8-K
Filed at:   2026-02-26T23:59:59+00:00
Accession:  0001736946-26-000029
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1736946/000173694626000029/0001736946-26-000029-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1736946/000173694626000029/arlo-20260226.htm
  HTML page:      https://secwatch.observer/filing/0001736946-26-000029

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer