secwatch.observer — SEC 8-K summary
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Issuer:     Arlo Technologies, Inc. (ARLO)
CIK:        0001736946
Form:       8-K
Filed at:   2026-05-07T23:59:59+00:00
Accession:  0001736946-26-000048
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1736946/000173694626000048/0001736946-26-000048-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1736946/000173694626000048/arlo-20260507.htm
  HTML page:      https://secwatch.observer/filing/0001736946-26-000048

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