{"schema_version":"secwatch.filing_event.v1","accession":"0001787306-26-000017","form_type":"8-K","ticker":"ARQT","cik":"0001787306","company_name":"Arcutis Biotherapeutics, Inc.","filed_at":"2026-02-25T23:59:59+00:00","discovered_at":"2026-05-14T18:02:36.179505+00:00","generated_at":"2026-05-16T00:24:10.114714+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Arcutis Q4 2025 revenue $127.5M, first profitable quarter; 2026 guidance raised to $480-495M","bullets":["Q4 net product revenue $127.5M (+84% YoY, +29% sequential); full year $372.1M (+123% YoY).","Q4 net income $17.4M ($0.14 diluted EPS) vs net loss of $10.8M in Q4 2024; positive operating cash flow of $26.2M.","Raised 2026 net product revenue guidance to $480-495M from $455-470M.","Positive Phase 2 data for ZORYVE cream 0.05% in infants (3-24 months) with atopic dermatitis; sNDA submission expected Q2 2026.","sNDA accepted for ZORYVE cream 0.3% in plaque psoriasis down to age 2; PDUFA June 29, 2026."],"urls":{"canonical":"https://secwatch.observer/filing/0001787306-26-000017","json":"https://secwatch.observer/filing/0001787306-26-000017.json","markdown":"https://secwatch.observer/filing/0001787306-26-000017.md","text":"https://secwatch.observer/filing/0001787306-26-000017.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1787306/000178730626000017/0001787306-26-000017-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1787306/000178730626000017/arqt-20260225.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T00:24:10.114714+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"}