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

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WEBVTT NOTE Transcription provided by Deepgram Request Id: 01a0425b-4b41-7ef1-94af-e8709d928f2c Created: 2026-08-27T08:34:35.443Z Duration: 791.5363 Channels: 1 00:00:00.000 -- 00:00:02.800 Showing how we can perform very well in 00:00:02.800 -- 00:00:04.560 a market dynamic that may be a bit 00:00:04.560 -- 00:00:05.520 uncertain, 00:00:05.520 -- 00:00:08.320 but we're obviously executing extremely well. So thanks, 00:00:08.320 -- 00:00:08.799 John. 00:00:11.519 -- 00:00:12.799 Since you already hit on ADT, 00:00:13.304 -- 00:00:15.304 Matt, maybe could you extrapolate a little bit 00:00:15.304 -- 00:00:18.505 on Samsung in terms of how that relationship 00:00:18.505 -- 00:00:19.064 is 00:00:19.384 -- 00:00:21.145 evolving and what kind of form it's going 00:00:21.145 -- 00:00:22.265 to take and how we should think about 00:00:22.265 -- 00:00:23.305 that monetization? 00:00:24.185 -- 00:00:25.945 Yes. So Samsung 00:00:25.945 -- 00:00:27.224 provided a lot of public 00:00:28.019 -- 00:00:30.340 description of what the service was at CES. 00:00:30.340 -- 00:00:31.460 So I can talk about 00:00:31.779 -- 00:00:33.460 what the user experience will be. And it's 00:00:33.460 -- 00:00:35.699 really a safety services 00:00:36.660 -- 00:00:38.579 widget and application 00:00:38.579 -- 00:00:40.660 button that is going to go across their 00:00:40.660 -- 00:00:43.454 devices. They'll start on mobile phones tablets, but 00:00:43.454 -- 00:00:45.535 you're likely to see it progress even across 00:00:45.535 -- 00:00:47.774 appliances and things where you can walk up, 00:00:47.774 -- 00:00:49.614 touch a button, have immediate access to emergency 00:00:49.614 -- 00:00:50.414 services. 00:00:51.055 -- 00:00:52.574 And so they showed that at CES, they 00:00:52.574 -- 00:00:54.975 dem...