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AI brief of an SEC Form 8-K · Arlo Technologies (ARLO)

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

Positive Impact 3 of 5 earnings Written later

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.

Key points

  • 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

The filing

CompanyArlo Technologies (ARLO)
Form8-K, current report
Filed with the SECNov 9, 2023, 4:11 PM ET
Accession number0001736946-23-000040

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 6:58 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 09, 2023.

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.