151 material Form 8-K filings that 136 companies we cover made with the SEC in February 2024, 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).
Life360 reported 2023 revenue of $305 million, up 33% year over year, and a net loss of $28.2 million, down from $91.6 million in 2022. Adjusted EBITDA was $20.6 million, compared with negative $40.1 million a year earlier, and the company said it was its first full year of positive Adjusted EBITDA. For 2024, it guided to consolidated revenue of $365 million to $375 million and Adjusted EBITDA of $30 million to $35 million, and it announced a new advertising revenue stream.
2023 revenue of $305 million, up 33% year over year; company said this was in line with its guidance of $300 million to $310 million
Net loss of $28.2 million in 2023, an improvement of $63.5 million from 2022
Adjusted EBITDA of $20.6 million in 2023, versus negative $40.1 million in 2022
2024 guidance: revenue of $365 million to $375 million, Adjusted EBITDA of $30 million to $35 million, and year-end cash of $80 million to $90 million
Saul Centers reported fourth-quarter 2023 results on February 29, 2024, with total revenue up to $66.7 million from $62.3 million and net income available to common stockholders of $10.4 million, or $0.43 per share, versus $9.1 million, or $0.38, a year earlier. Diluted FFO per share was $0.79 compared with $0.72, and the filing shows the gains came mainly from higher termination fees and base rent.
Q4 2023 total revenue rose to $66.7 million from $62.3 million; net income rose to $17.5 million from $15.4 million.
Net income available to common stockholders was $10.4 million ($0.43 per basic and diluted share) vs. $9.1 million ($0.38) in Q4 2022.
Diluted FFO per share was $0.79 vs. $0.72; full-year 2023 diluted FFO per share was $3.12 vs. $3.04.
Same property operating income rose 8.8% in the quarter; commercial portfolio 94.2% leased at December 31, 2023 vs. 93.2%.
Arlo Technologies reported fourth-quarter 2023 revenue of $135.1 million, up 14.0% year over year, and GAAP net earnings of $0.01 per diluted share, compared with a loss of $0.25 a year earlier. For the full year, revenue was $491.2 million and GAAP net loss per share narrowed to $(0.24) from $(0.65). The company also gave first-quarter 2024 revenue guidance of $117 million to $127 million.
Q4 2023 revenue of $135.1 million, up 14.0% year over year; service revenue of $55.9 million, up 45.9%
Q4 2023 GAAP EPS of $0.01 and non-GAAP EPS of $0.11, versus GAAP loss of $(0.25) in Q4 2022
FY2023 revenue of $491.2 million, a slight increase; GAAP net loss per share of $(0.24) versus $(0.65) in 2022
Q1 2024 outlook: revenue of $117 million to $127 million; GAAP EPS of $(0.08) to $(0.02)
Vericel reported fourth-quarter and full-year 2023 results, with total revenue up 23% to $65.0 million in the quarter and up 20% to $197.5 million for the year. The company also issued 2024 guidance calling for total net revenue of $237 to $241 million, a gross margin of approximately 70%, and an adjusted EBITDA margin of approximately 20%. Shareholders get a view of stronger quarterly profit and a narrower full-year net loss, along with the company's first full-year revenue outlook in this release.
Q4 2023 net income was $13.0 million, or $0.26 per diluted share, versus $5.9 million, or $0.12 per diluted share, in Q4 2022.
Full-year 2023 net loss was $3.2 million, or $0.07 per diluted share, compared with a net loss of $16.7 million, or $0.35 per diluted share, in 2022.
MACI net revenue was $164.8 million for 2023, up 25%; Burn Care net revenue was $32.7 million.
As of December 31, 2023, the company had $152.6 million in cash, restricted cash and investments and no debt.
Strategic Education reported fourth-quarter 2023 revenue of $302.7 million, up 12.1% from a year earlier, and diluted earnings per share of $1.63 versus $0.77. Net income for the quarter was $39.1 million, compared with $18.3 million in the fourth quarter of 2022. The company also declared a regular quarterly dividend of $0.60 per share.
Q4 2023 revenue rose 12.1% to $302.7 million; net income was $39.1 million versus $18.3 million
Diluted EPS was $1.63 versus $0.77; adjusted diluted EPS was $1.68 versus $0.78 (non-GAAP)
Full-year 2023 revenue rose 6.3% to $1.13 billion; full-year diluted EPS was $2.91 versus $1.94
Quarterly dividend of $0.60 per share is payable March 18, 2024 to holders of record as of March 11, 2024
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.