---
schema_version: "secwatch.filing_event.v1"
accession: "0001736946-26-000048"
form_type: "8-K"
ticker: "ARLO"
cik: "0001736946"
company_name: "Arlo Technologies, Inc."
filed_at: "2026-05-07T23:59:59+00:00"
generated_at: "2026-05-14T21:53:55.323824+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Arlo Q1: record revenue $150.4M, EPS $0.14; adjusted EBITDA $30.4M (+85% YoY)

## Summary
- Record subscriptions & services revenue $90.1M (+30.9% YoY); ARR $356.9M (+29.2% YoY).
- Record GAAP net income $15.4M ($0.14 EPS); non-GAAP EPS $0.28, both all-time highs.
- Cumulative paid accounts reached 6.0M (+22.6% YoY), on track to 10M target.
- Acquired Aloe Care Health in April to expand AI aging-in-place services.
- Q2 outlook: revenue $145-155M, non-GAAP EPS $0.17-0.23; tariff uncertainty noted.

## SEC filing metadata
- accession: 0001736946-26-000048
- form_type: 8-K
- ticker: ARLO
- cik: 0001736946
- company_name: Arlo Technologies, Inc.
- filed_at: 2026-05-07T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1736946/000173694626000048/0001736946-26-000048-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1736946/000173694626000048/arlo-20260507.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001736946-26-000048
- JSON: https://secwatch.observer/filing/0001736946-26-000048.json
- Plain text: https://secwatch.observer/filing/0001736946-26-000048.txt

## Source-grounded claims
- claim_id: ccc3ecc5ed70c1df71cc7626d302ef3b2e2e9fe0
  claim: Arlo Technologies, Inc. reported first quarter ended March 29, 2026 results: revenue $150,382, net income $15 million, EPS $0.14.
  evidence_excerpt: $6.4 million resulting in a 51% return. Page 1 Three Months Ended March 29, 2026 December 31, 2025 March 30, 2025 (In thousands, except percentage and per share data) Revenue $ 150,382 $ 141,297 $ 119,066 GAAP gross margin 48.3 % 46.4 % 44.3 % Non-GAAP gross margin (2) 50.1 % 47.8 % 45.5 % GAAP earnings (loss) per share - basic $ 0.14 $ 0.05 $ (0.01) Non-GAAP
  evidence_url: https://www.sec.gov/Archives/edgar/data/1736946/000173694626000048/0001736946-26-000048-index.htm

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