Arlo Technologies, Inc. (ARLO) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Showing how we can perform very well in a market dynamic that may be a bit uncertain, but we're obviously executing extremely well. So thanks, John. Since you already hit on ADT, Matt, maybe could you extrapolate a little bit on Samsung in terms of how that relationship is evolving and what kind of form it's going to take and how we should think about that monetization? Yes. So Samsung provided a lot of public description of what the service was at CES. So I can talk about what the user experience will be. And it's really a safety services widget and application button that is going to go across their devices. They'll start on mobile phones tablets, but you're likely to see it progress even across appliances and things where you can walk up, touch a button, have immediate access to emergency services. And so they showed that at CES, they demoed it and got a great response. Again, can't give you too much detail of when exactly it will roll out except to say that, like I said before, it's imminent. So all the testing is done, and it's out in the field being tested now. And you're likely to see that rollout relatively soon and there'll be a small subscription component across that. It's exciting for us for a couple of reasons. One is, it's the first partnership deal that we've done where what's being rolled out by a partner is purely service and software, right? There's not a hardware component coming from Arlo as a portion of this. So that's exciting. Two, from an Arlo perspective, it's exciting to see the progression of the SmartThings platform from Samsung continue to kind of broaden out. And we believe that some of these platforms are going to gain share and relevance in the market as we see standards like Matter continue to roll out across multiple channels. And Sa...