{"schema_version":"secwatch.filing_event.v1","accession":"0001736946-26-000058","form_type":"8-K","ticker":"ARLO","cik":"0001736946","company_name":"Arlo Technologies, Inc.","filed_at":"2026-08-06T20:09:30+00:00","discovered_at":"2026-08-06T20:11:31.330108+00:00","generated_at":"2026-08-06T20:12:23.147023+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 Q2 revenue $156M (+21% YoY), record adj. EBITDA $31M, raises FY guidance","bullets":["Record total revenue $156M, up 21% YoY; subscriptions & services revenue $93M (+19% YoY).","GAAP net income $3M ($0.03 EPS); non-GAAP EPS $0.28 (incl. $0.07 tariff refund).","Record adjusted EBITDA $30.6M (+70% YoY), margin 19.6%; free cash flow $33.9M in H1.","Cumulative paid accounts 6.3M (+23% YoY); ARR $365M (+15.6% YoY).","Raised FY2026 guidance: revenue $580-600M, non-GAAP EPS $0.90-$1.00."],"urls":{"canonical":"https://secwatch.observer/filing/0001736946-26-000058","json":"https://secwatch.observer/filing/0001736946-26-000058.json","markdown":"https://secwatch.observer/filing/0001736946-26-000058.md","text":"https://secwatch.observer/filing/0001736946-26-000058.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1736946/000173694626000058/0001736946-26-000058-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1736946/000173694626000058/arlo-20260806.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-06T20:12:23.147023+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"}