Is Deeper SmartThings Integration Reshaping Arlo’s Services-Led Smart Home Strategy (ARLO)?

• In early January 2026, Arlo Technologies announced an expanded agreement with Samsung SmartThings to bring additional capabilities from Arlo’s Smart Security Platform into the SmartThings ecosystem, initially focused on U.S. users via the SmartThings app.
• This builds on prior integration of Arlo’s AI-powered object detection and signals a deeper push to embed Arlo’s computer vision and security services directly into third‑party smart home platforms.
• We’ll now examine how this deeper Samsung SmartThings integration could influence Arlo’s investment narrative, particularly its services-led smart security strategy.

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Arlo Technologies Investment Narrative Recap

To own Arlo today, you need to believe in its shift from one‑off hardware sales to a recurring, services‑led smart security model, supported by integrations across major platforms. The expanded Samsung SmartThings agreement fits that thesis by deepening Arlo’s presence in third party ecosystems, but it does not, on its own, change the key near term catalyst of growing higher tier subscriptions, nor the biggest risk that hardware price pressure and commoditization could still weigh on margins.

The SmartThings news connects closely with Arlo’s recent launch of Arlo Secure 6 and expanded Arlo Intelligence features, which are designed to make its AI services more useful and sticky across devices and platforms. As more functionality like event captions, video search and advanced detection is surfaced through partners such as Samsung, the potential impact of any slowdown in subscription uptake or pricing power becomes even more important to how the story plays out.

Yet behind the appeal of deeper SmartThings integration, investors should be aware that intensifying competition from larger platforms could...

Read the full narrative on Arlo Technologies (it's free!)

Arlo Technologies' narrative projects $632.0 million revenue and $103.1 million earnings by 2028. This requires 7.6% yearly revenue growth and a $110.1 million earnings increase from $-7.0 million today.

Uncover how Arlo Technologies' forecasts yield a $23.20 fair value, a 68% upside to its current price.

Exploring Other Perspectives

Four members of the Simply Wall St Community see fair value for Arlo between US$7.79 and US$23.20, underscoring how far opinions can diverge. Set against this, Arlo’s growing dependence on higher priced AI subscriptions places real weight on how resilient recurring service demand proves to be over time.

Explore 4 other fair value estimates on Arlo Technologies - why the stock might be worth as much as 68% more than the current price!

Build Your Own Arlo Technologies Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Arlo Technologies research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Arlo Technologies research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Arlo Technologies' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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