Deeper Samsung SmartThings Integration Could Be A Game Changer For Arlo Technologies (ARLO)

Simply Wall St.01-14

In January 2026, Arlo Technologies announced an expanded agreement with Samsung SmartThings to integrate Arlo’s Smart Security Platform into the SmartThings app for U.S. users, building on prior AI-...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2603999663?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/8131000-choice1-main-header/1585186656975","is_english":true,"pubTime":"2026-01-14 07:43","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2603999663","market":"sg","top_or_hot":-1,"title":"Deeper Samsung SmartThings Integration Could Be A Game Changer For Arlo Technologies (ARLO)","media":"Simply Wall St.","content":"<div>\n<p>In January 2026, Arlo Technologies announced an expanded agreement with Samsung SmartThings to integrate Arlo’s Smart Security Platform into the SmartThings app for U.S. users, building on prior AI-...</p>\n\n<a href=\"https://simplywall.st/stocks/us/tech/nyse-arlo/arlo-technologies/news/deeper-samsung-smartthings-integration-could-be-a-game-chang\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Deeper Samsung SmartThings Integration Could Be A Game Changer For Arlo Technologies (ARLO)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDeeper Samsung SmartThings Integration Could Be A Game Changer For Arlo Technologies (ARLO)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-14 07:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/tech/nyse-arlo/arlo-technologies/news/deeper-samsung-smartthings-integration-could-be-a-game-chang><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In January 2026, Arlo Technologies announced an expanded agreement with Samsung SmartThings to integrate Arlo’s Smart Security Platform into the SmartThings app for U.S. users, building on prior AI-...</p>\n\n<a href=\"https://simplywall.st/stocks/us/tech/nyse-arlo/arlo-technologies/news/deeper-samsung-smartthings-integration-could-be-a-game-chang\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00B66KJ199.SGD","symbol_name":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY  \" A\" (SGD) ACC","start_time":0,"source_url":"https://simplywall.st/stocks/us/tech/nyse-arlo/arlo-technologies/news/deeper-samsung-smartthings-integration-could-be-a-game-chang","article_id":"2603999663","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8131000-choice1-main-header/1585186656975"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/tech/nyse-arlo/arlo-technologies/news/deeper-samsung-smartthings-integration-could-be-a-game-chang","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2603999663","pubTimestamp":1768347828,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"In January 2026, Arlo Technologies announced an expanded agreement with Samsung SmartThings to integrate Arlo’s Smart Security Platform into the SmartThings app for U.S. users, building on prior AI-powered object detection features such as package, people, and pet identification.\nThis deepening of the SmartThings collaboration highlights how Arlo is embedding its computer vision AI and subscription-based security services into a major smart home ecosystem, potentially reinforcing its push...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE00B66KJ199.SGD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY  \" A\" (SGD) ACC","IE00B7SZL793.SGD":"Legg Mason Royce - US Small Cap Opportunity A Acc SGD-H","IE0031619046.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) INC","ARLO":"Arlo Technologies Inc.","IE00B19Z4B17.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) ACC","BK4157":"电子设备和仪器"},"translate_title":"更深入的三星SmartThings集成可能会改变爱洛科技(ARLO)的游戏规则","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ARLO":1.5},"content_text":"In January 2026, Arlo Technologies announced an expanded agreement with Samsung SmartThings to integrate Arlo’s Smart Security Platform into the SmartThings app for U.S. users, building on prior AI-powered object detection features such as package, people, and pet identification. This deepening of the SmartThings collaboration highlights how Arlo is embedding its computer vision AI and subscription-based security services into a major smart home ecosystem, potentially reinforcing its push toward higher-margin, service-led revenue. We’ll now examine how integrating Arlo’s AI-driven security services more tightly into Samsung SmartThings could influence the company’s broader investment narrative. The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.AdvertisementArlo Technologies Investment Narrative RecapTo own Arlo, you need to believe its shift toward higher-margin, AI-enabled security services can build on recent profitability while managing hardware margin pressure and intense platform competition. The expanded SmartThings deal strengthens Arlo’s position inside a major smart home ecosystem, but it does not fundamentally change the near term reliance on subscriber growth and pricing power as the key catalyst, nor the risk that consumers may resist ongoing security subscriptions in a weaker spending backdrop. The SmartThings announcement fits neatly alongside Arlo’s earlier RapidSOS integration, which ties its devices and services more directly to emergency response. Together, these moves point to a broader push to make Arlo’s software and intelligence indispensable across third party platforms, reinforcing the service-led thesis while also concentrating execution risk around partner relationships and user adoption. Yet even with growing ecosystem partnerships, investors should be aware that sustained dependence on subscription uptake and pricing leaves Arlo exposed if... 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 PerspectivesARLO Earnings & Revenue Growth as at Jan 2026 Four Simply Wall St Community fair value estimates for Arlo span about US$7.79 to US$23.20, underscoring how far apart individual views can be. As you weigh those opinions, consider how much confidence you have in Arlo’s ability to keep converting device owners into paying subscribers, since any slowdown there could quickly reshape the company’s earnings profile and your own expectations.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 NarrativeDisagree 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.Ready To Venture Into Other Investment Styles?Markets shift fast. These stocks won't stay hidden for long. Get the list while it matters:The latest GPUs need a type of rare earth metal called Neodymium and there are only 38 companies in the world exploring or producing it. Find the list for free.Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave.Find companies with promising cash flow potential yet trading below their fair value.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    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\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2603999663","isCrawlerRequest":true}