secwatch.observer — SEC 8-K summary
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Issuer:     Arlo Technologies, Inc. (ARLO)
CIK:        0001736946
Form:       8-K
Filed at:   2026-08-06T20:09:30+00:00
Accession:  0001736946-26-000058
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Arlo Q2 revenue $156M (+21% YoY), record adj. EBITDA $31M, raises FY guidance
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1736946/000173694626000058/0001736946-26-000058-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1736946/000173694626000058/arlo-20260806.htm
  HTML page:      https://secwatch.observer/filing/0001736946-26-000058

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