AI filing briefs · archive

8-K filings in November 2023, explained

55 material Form 8-K filings that 53 companies we cover made with the SEC in November 2023, each read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). All of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).

2 of 55 briefs match

newest first · times in ET

ARLOArlo Technologies, Inc. Nov 9, 4:11 PM ET

Arlo Q3 revenue up 1.4% to $130.0 million; non-GAAP EPS $0.09 vs. prior-year loss

Positive earnings Written later 2.02

Arlo Technologies reported third-quarter 2023 revenue of $130.0 million, up 1.4% from a year earlier, with GAAP net loss per share narrowing to $(0.01) from $(0.16) and non-GAAP earnings per diluted share of $0.09 versus a $(0.05) loss a year earlier. Service revenue grew 44.0% to $51.0 million, and annual recurring revenue reached $200.0 million, which management highlighted as a key driver of profit improvement. The company also guided fourth-quarter revenue to $129 million to $139 million and non-GAAP EPS to $0.06 to $0.12.

Q3 revenue of $130.0 million, up 1.4% year over year; service revenue of $51.0 million, up 44.0%
GAAP net loss per share of $(0.01) vs. $(0.16) a year earlier; non-GAAP EPS of $0.09 vs. $(0.05)
Annual recurring revenue of $200.0 million, up 59.5% year over year; 2.5 million cumulative paid accounts
Q4 2023 outlook: revenue $129 million to $139 million; GAAP EPS $(0.05) to $0.01; non-GAAP EPS $0.06 to $0.12

Read the filing on SEC.gov ↗

DOCSDoximity, Inc. Nov 9, 4:05 PM ET

Doximity Q2 revenue rises 11% to $113.6 million; net income climbs to $30.6 million

Positive earnings Written later 2.02

Doximity reported fiscal second-quarter 2024 results for the period ended September 30, 2023, with revenue up 11% and net income up from the prior-year quarter. The company updated its fiscal 2024 revenue and adjusted EBITDA guidance and authorized a new $70 million share repurchase program, while operating cash flow fell 67% year-over-year.

Revenue of $113.6 million, up 11% from $102.2 million; net income of $30.6 million versus $26.3 million
Diluted net income per share of $0.15 versus $0.12; adjusted EBITDA of $54.2 million, up 18%
Operating cash flow of $12.9 million, down 67% from $39.5 million; restructuring expense of $7.9 million included in net income
Fiscal 2024 revenue guidance updated to $460 million to $472 million; board authorized up to $70 million in buybacks over the next 12 months

Read the filing on SEC.gov ↗

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.

Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.