ARLO AND SAMSUNG EXTEND PARTNERSHIP TO INTEGRATE NEW SMART SECURITY CAPABILITIES INTO SMARTTHINGS PLATFORM

Rhea-AI Summary

Arlo (NYSE: ARLO) announced on January 5, 2026 an expanded agreement with Samsung SmartThings to integrate Arlo's Smart Security SaaS platform into the SmartThings app, initially focusing on the U.S. market.

The collaboration builds on prior integration that added Arlo's AI-powered object detection (package, people, pet identification) and aims to deliver deeper controls and faster responses to security events using Arlo Intelligence computer-vision and recognition engines.

The companies said the work intends to enhance SmartThings users' ability to access security services and receive customized notifications from Arlo cameras.

News Market Reaction – ARLO

+4.54%

1 alert

+4.54% News Effect

+$61M Valuation Impact

$1.40B Market Cap

3K Volume

On the day this news was published, ARLO gained 4.54%, reflecting a moderate positive market reaction. This price movement added approximately $61M to the company's valuation, bringing the market cap to $1.40B at that time.

Data tracked by StockTitan Argus on the day of publication.

Market Reality Check

Price: $12.35 Vol: Volume 1,524,001 is 34% a...

normal vol

$12.35 Last Close

Volume Volume 1,524,001 is 34% above the 20-day average of 1,136,733, signaling elevated activity pre-announcement. normal

Technical Shares at $13.23 are trading below the 200-day MA of $14.98 and about one-third under the $19.94 52-week high.

Peers on Argus

ARLO fell 5.43% while key peers like ROCK, JBI, LMB and APOG showed gains betwee...

ARLO fell 5.43% while key peers like ROCK, JBI, LMB and APOG showed gains between 0.47% and 2.3%, indicating ARLO’s move was stock-specific rather than sector-driven. SWIM was the only peer down, by 0.47%.

Historical Context

5 past events · Latest: Dec 02 (Neutral)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 02	Conference participation	Neutral	+2.7%	Announcement of management presentation at Raymond James TMT and Consumer Conference.
Nov 20	Peer executive move	Neutral	+3.3%	Corsair CFO transition highlighting prior Arlo executive experience and SaaS background.
Nov 06	Earnings report	Positive	-4.3%	Strong Q3 2025 services growth, high margins, positive EPS and reiterated guidance.
Oct 28	Equity compensation	Neutral	+0.2%	Inducement RSU grants to new employees under equity incentive plan.
Oct 13	Earnings call schedule	Neutral	+3.1%	Scheduling of Q3 2025 results conference call and webcast details.

Pattern Detected

Recent history shows positive price reactions to conference-related news, but a negative move on strong Q3 earnings, suggesting occasional sell-the-news behavior on fundamentals.

Recent Company History

Over the past few months, Arlo’s news flow featured conferences, earnings, equity incentives, and insider-related filings. The Q3 2025 report on Nov 6, 2025 highlighted strong services growth and profitability yet saw shares fall 4.35%. In contrast, scheduling and attending conferences around Oct–Dec 2025 produced gains between 2.74% and 3.06%. Inducement RSU grants in late October had minimal impact. Against this backdrop, today’s expanded Samsung SmartThings partnership adds another strategic, non-financial milestone to the narrative.

Market Pulse Summary

This announcement extends Arlo’s integration with Samsung SmartThings, bringing its Smart Security S...

Analysis

This announcement extends Arlo’s integration with Samsung SmartThings, bringing its Smart Security SaaS platform and AI-driven capabilities deeper into the SmartThings ecosystem. It builds on prior AI-powered object detection features and focuses initially on the U.S. market. In context of earlier Q3 2025 results showing strong services and ARR growth, investors may watch for future disclosures that quantify user adoption, subscription trends, and incremental revenue tied to SmartThings-based security services.

Key Terms

saas, ai-powered object detection, computer vision ai, recognition engines

4 terms

saas financial

"Arlo Smart Security SaaS Platform to Power New Samsung SmartThings Service"

SaaS, or Software as a Service, is a way of delivering computer programs over the internet, allowing users to access and use them through a web browser without needing to install or maintain the software themselves. For investors, it highlights a business model where companies generate recurring revenue by providing ongoing access to their software, often leading to predictable income and growth potential.

ai-powered object detection technical

"added Arlo's AI-powered object detection to the SmartThings platform, including"

AI-powered object detection is software that uses machine learning to automatically find and identify items, people, or features in images or video—like giving a camera a trained eye that can pick out specific objects in a busy scene. Investors care because it can lower labor costs, speed up inspections or data collection, enable new products or services, and improve safety or quality control, all of which can affect revenue and profit potential.

computer vision ai technical

"Using advanced computer vision AI and recognition engines, Arlo Intelligence"

A type of artificial intelligence that teaches computers to see and understand images or video much like a trained assistant—recognizing objects, reading text, tracking motion, or spotting anomalies. Investors care because it can turn visual data into concrete business value: automating tasks, improving quality control, enabling new products (like smart cameras or medical image analysis), cutting costs, and creating competitive advantages, while also carrying implementation and regulatory risks.

recognition engines technical

"Using advanced computer vision AI and recognition engines, Arlo Intelligence"

Recognition engines are software systems that automatically spot and classify patterns in data—such as images, sounds, documents, or transaction records—much like a trained pair of eyes that can pick out faces in a crowd or keywords in a stack of papers. Investors care because these engines can enable new products, cut costs, detect fraud or medical signals faster, and drive revenue growth or regulatory compliance, affecting a company’s competitiveness and financial outlook.

AI-generated analysis. Not financial advice.

Arlo Smart Security SaaS Platform to Power New Samsung SmartThings Service Offering for Added Peace of Mind and Protection

SAN JOSE, Calif., Jan. 5, 2026 /PRNewswire/ -- Arlo Technologies, Inc. (NYSE: ARLO), a leading provider of smart home security services, announced today it has entered into an agreement with Samsung SmartThings to bring new capabilities from Arlo's Smart Security Platform to SmartThings users. Together, the two technology leaders will collaborate to address the growing consumer demand for smart security services to protect their home and loved ones through the Samsung SmartThings ecosystem. With an initial focus on the U.S. market, the expanded partnership will look to enable Samsung SmartThings users with the ability to access security services through the SmartThings app.

Today's announcement builds on last year's momentum which added Arlo's AI-powered object detection to the SmartThings platform, including package, people and even pet identification, offering users the ability to know more through customized notifications from Arlo cameras. Using advanced computer vision AI and recognition engines, Arlo Intelligence enables users to better understand what's happening in and around their home to make more informed decisions.

Leveraging Arlo's advanced smart security platform, the two companies will work to bring additional enhancements into the SmartThings experience to give users the ability to control more and react faster to security events for added peace of mind.

"Rooted in a shared commitment to serve our customers through innovative advancements in technology and a seamless user experience, we are proud of the successful partnership between Samsung and Arlo that has already brought advancements like AI-powered object detection to life through the SmartThings experience," said Matthew McRae, CEO of Arlo Technologies. "We are excited to continue that collaboration with an even deeper integration that will power the next level of smart home security for SmartThings users."

"Our partnership with Arlo reflects SmartThings' ongoing focus on working with leading innovators to evolve the connected home experience," said Mark Benson, Head of SmartThings. "Together, we're laying the groundwork for new smart security services that will further enhance how users protect and manage their homes through SmartThings."

For more information on the full range of Arlo smart home security products and services, visit www.arlo.com.

About Arlo Technologies, Inc.
Arlo is an award-winning, industry leader that is transforming the ways in which people can protect everything that matters to them with advanced home, business, and personal security solutions. Arlo's deep expertise in AI- and CV-powered analytics, cloud services, user experience and product design, and innovative wireless and RF connectivity enables the delivery of a seamless, smart security experience for Arlo users that is easy to set up and interact with every day. Arlo's cloud-based platform provides users with visibility, insight, and a powerful means to help protect and connect in real-time with the people and things that matter most, from any location with a Wi-Fi or a cellular connection. Arlo has recently launched several categories of award-winning connected devices, software, and services. These include wire-free, smart Wi-Fi and LTE-enabled security cameras, video doorbells, floodlights, security system, and Arlo's subscription service, Arlo Secure.

With a mission to bring users peace of mind, Arlo is as passionate about protecting user privacy as it is about safeguarding homes and families. Arlo is committed to implementing industry standards for data protection designed to keep users' personal information private and in their control. Arlo provides enhanced controls for user data, supports privacy legislation, keeps user data safely secure, and puts security at the forefront of company culture.

About Samsung SmartThings
SmartThings, Samsung's global connected living platform, builds smart homes that are convenient, safe, sustainable and fun. Millions of people, in nearly 200 countries, use SmartThings to easily control their connected homes and IoT devices. SmartThings delivers simple, powerful experiences across Samsung's leading portfolio of phones, TV, and appliances. We offer the most versatile smart home experience as an open platform with a rich partner ecosystem. As a founding member of Matter, we are a leader in the industry to help make smart homes more secure, reliable and seamless to use. Do the SmartThings at www.partners.smartthings.com.

Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995:
This press release contains forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. The words "anticipate," "expect," "believe," "will," "may," "should," "estimate," "project," "outlook," "forecast" or other similar words are used to identify such forward-looking statements. However, the absence of these words does not mean that the statements are not forward-looking. The forward-looking statements represent Arlo's expectations or beliefs concerning future events based on information available at the time such statements were made and include statements regarding the development, features and performance of Arlo's services and products, including the capabilities of Arlo Secure and Arlo Intelligence; and the timing for new product launches and related pricing of Arlo's services and products. These statements are based on management's current expectations and are subject to certain risks and uncertainties, including that consumers may choose not to adopt Arlo's new product and/or service offerings, or may adopt competing products and/or services; product and/or service performance may be adversely affected by real-world operating conditions; changes to trade agreements, trade policies, increased tariffs and import/export regulations may negatively effect Arlo's business and supply chain expenses; and global conflicts and geopolitical issues such as the ongoing conflicts in the Middle East, Ukraine or China-Taiwan relations may disrupt Arlo's ability to execute its business plan in a timely manner or at all. Further, certain forward-looking statements are based on assumptions as to future events that may not prove to be accurate. Therefore, actual outcomes and results may differ materially from what is expressed or forecast in such forward-looking statements. Further information on potential risk factors that could affect Arlo and its business are detailed in its periodic filings with the Securities and Exchange Commission, including, but not limited to, those risk factors described in its most recently filed Annual Report on Form 10-K and Quarterly Report on Form 10-Q and subsequent filings with the Securities and Exchange Commission. Given these circumstances, you should not place undue reliance on these forward-looking statements. Arlo undertakes no obligation to release publicly any revisions to any forward-looking statements contained herein to reflect events or circumstances after the date hereof or to reflect the occurrence of unanticipated events.

View original content to download multimedia:https://www.prnewswire.com/news-releases/arlo-and-samsung-extend-partnership-to-integrate-new-smart-security-capabilities-into-smartthings-platform-302652275.html

SOURCE Arlo Technologies, Inc.

FAQ

What did Arlo (ARLO) announce with Samsung SmartThings on January 5, 2026?

Arlo announced an expanded agreement to integrate its Smart Security SaaS platform into the SmartThings app, initially targeting the U.S. market.

How will the Arlo integration change the SmartThings security experience for users?

The integration aims to add deeper controls, faster reactions to security events, and access to Arlo's AI-powered object detection and recognition features via the SmartThings app.

Will SmartThings users get Arlo's AI-powered object detection like package and pet identification?

Yes; the announcement builds on prior additions that already included Arlo's AI-powered package, people, and pet identification in SmartThings.

Is the Arlo and SmartThings integration available outside the U.S. as of January 5, 2026?

The announcement says the expanded partnership has an initial focus on the U.S. market; no international rollout details were provided.

Does the January 5, 2026 announcement include pricing or launch dates for the new SmartThings security services?

No; the announcement describes planned deeper integration and features but does not disclose pricing or specific launch dates.

What capabilities from Arlo will SmartThings users access through the app?

SmartThings users will be able to access Arlo's Smart Security services, including advanced computer-vision AI, recognition engines, and customized camera notifications.