ARLO

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AI-extracted key facts from press releases and SEC filings. Significance 1–10.

4

OtherNeutralPer-CompanyMar 27, 2026

Arlo Technologies pivots to AI-driven services platform, services now 63% of total revenue

▸Services revenue now accounts for 63% of total company revenue
▸Business model shifted to 50/50 split between retail and B2B2C strategic partnerships
▸Strategic partners include ADT, Verisure, and Comcast Xfinity
▸Platform utilizes proprietary domain-specific AI models for security applications
▸Hardware serves as entry point for recurring revenue and increased ARPU

Arlo Technologies