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

Arlo Q4 revenue rises 14% to $135.1 million; GAAP EPS turns positive at $0.01

Positive Impact 3 of 5 earnings Written later

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.

Key points

  • 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)

The filing

CompanyArlo Technologies (ARLO)
Form8-K, current report
Filed with the SECFeb 29, 2024, 4:10 PM ET
Accession number0001736946-24-000010

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 6:57 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 February 29, 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.