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Threat Assessment and Arlo Summary Provide Greater Insight and Proactive Protection, Strengthening Arlo Secure Early Warning System's Comprehensive Capabilities

, /PRNewswire/ -- Arlo Technologies, Inc. (NYSE: ARLO), a leading provider of smart home security services, today announced Arlo Secure 7, the latest evolution of its AI-powered smart security service. Arlo Secure 7 introduces two new AI-powered features – Threat Assessment and Arlo Summary – alongside user experience improvements and a new 24/7 video recording plan. Together with the Arlo Secure Early Warning System's existing AI-powered detection and intelligence capabilities, these updates give users greater context, awareness and control over their home security.

Threat Assessment transforms Arlo cameras into a system that takes proactive action, identifying urgent, high-risk situations and automatically initiating the appropriate response based on the severity of the event. Arlo Summary provides an easy-to-understand recap of important activity from the past 24 hours, while Threat Assessment identifies urgent, high-risk situations — such as break-ins, fire, armed threats, or theft— and automatically initiates the appropriate response based on the event. From active deterrence by turning on the camera's siren or spotlight, to autonomously contacting a live Safety Agent, Threat Assessment ensures action within seconds.

"We saw an industry-wide need for sharper insights, faster awareness, and proactive escalation to reduce response time when consumers need it most," said Matthew McRae, Chief Executive Officer at Arlo. "With the addition of Threat Assessment, the Arlo Secure Early Warning System is more intuitive and actionable than ever before, delivering a smarter, safer home security experience for the millions who rely on Arlo for protection."

New Arlo Secure 7 Features 
The following new features will roll out to Arlo Secure Early Warning System customers over the next month:

Threat Assessment1: Threat Assessment introduces industry-leading intelligence to identify events that have a potential threat versus everyday activity and transforms Arlo cameras into a system that takes proactive action. Based on the severity of the event, Arlo automatically triggers a response matched to the threat, alerting the user immediately and, when appropriate, escalating to a professional monitoring center for emergency dispatch. Real-time updates keep users informed as the situation unfolds, with critical push notifications that will break through Mute and do-not-disturb settings to ensure the appropriate level of attention. Arlo Summary: Available on demand, Arlo Summary generates a short recap of video recordings from the last 24 hours. It filters out routine or insignificant events and delivers a plain-language story at the top of the Arlo Feed so users can quickly catch up on what matters most without watching every clip. New Arlo Ultra Secure Plan with 24/7 Recording
With this latest release, Arlo also introduces a new plan option for consumers and small businesses seeking continuous video recording capabilities. The Arlo Ultra Secure Plan delivers 24/7 recording for up to three cameras (support for unlimited cameras coming soon), with recordings kept for 30 days.

Three Arlo Secure Early Warning System plans are available now — Smart Aware, Smart Secure, and Ultra Secure. A one-month trial of Arlo Secure is included with the purchase of select Arlo products. After the trial, premium features require a paid subscription.

Key Benefits of Arlo Secure Early Warning System
Arlo cameras capture the moments that matter, and the Arlo Secure Early Warning System helps make sense of them. With an Arlo Secure Early Warning System plan, you can:

Know who's there and who shouldn't be: Get alerts when a person, vehicle, animal or package is detected with smart motion detection. Know it's your family, not a threat2: Know exactly who's on your property with alerts identifying names of familiar faces and familiar vehicles. Feel safer knowing family and friends have arrived home safely, or take action when strangers approach your front door. Keep an eye on important deliveries: Receive alerts when your Arlo camera or doorbell sees a package being picked up or dropped off. Spot danger before it spreads3: Lifesaving, AI-powered notifications alert you when a flame is detected, so you can prevent the spread of fire. Listen for critical sounds: Receive notifications that tell you when a scream, gunshot, bark, glass break, or Smoke/CO alarm is detected, so you can take action in real time. Create personalized alerts: Create custom, real-time detections for things that matter to you, like when the garage door is left open. Quickly understand what's happening: Read concise, accurate event captions of your camera's footage for an at-a-glance description of the clip. Locate and review critical moments: Quickly locate and review critical moments in your video history by searching for specific keywords, descriptions, or time ranges, eliminating the need to manually sift through your video library. For more information on the full range of Arlo smart home security products and a comprehensive list of Arlo Secure Early Warning System plans and pricing, visit www.arlo.com.

About Arlo Technologies, Inc.
Arlo is an award-winning industry leader that is transforming the ways in which people can protect everything that matters to them with advanced home, business, and personal security solutions. Arlo's deep expertise in AI- and CV-powered analytics, cloud services, user experience and product design, and innovative wireless and RF connectivity enables the delivery of a seamless, smart security experience for Arlo users that is easy to set up and interact with every day. Arlo's cloud-based platform provides users with visibility, insight, and a powerful means to help protect and connect in real-time with the people and things that matter most, from any location with a Wi-Fi or a cellular connection. Arlo has recently launched several categories of award-winning connected devices, software, and services. These include wire-free, smart Wi-Fi and LTE-enabled security cameras, video doorbells, floodlights, security system, and Arlo's subscription service, Arlo Secure.

With a mission to bring users peace of mind, Arlo is as passionate about protecting user privacy as it is about safeguarding homes and families. Arlo is committed to implementing industry standards for data protection designed to keep users' personal information private and in their control. Arlo provides enhanced controls for user data, supports privacy legislation, keeps user data safely secure, and puts security at the forefront of company culture.

Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995:
This press release contains forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. The words "anticipate," "expect," "believe," "will," "may," "should," "estimate," "project," "outlook," "forecast" or other similar words are used to identify such forward-looking statements. However, the absence of these words does not mean that the statements are not forward-looking. The forward-looking statements represent Arlo's expectations or beliefs concerning future events based on information available at the time such statements were made and include statements regarding the development, features and performance of Arlo's services and products, including the capabilities of Arlo Secure 7, Arlo Ultra Secure Plan with 24/7 Recording, and Arlo Secure Early Warning System; and the timing for new product launches and related pricing of Arlo's services and products. These statements are based on management's current expectations and are subject to certain risks and uncertainties, including that consumers may choose not to adopt Arlo's new product and/or service offerings, or may adopt competing products and/or services; product and/or service performance may be adversely affected by real-world operating conditions; changes to trade agreements, trade policies, increased tariffs and import/export regulations may negatively affect Arlo's business and supply chain expenses; and global conflicts and geopolitical issues such as the ongoing conflicts in the Middle East, Ukraine or China-Taiwan relations may disrupt Arlo's ability to execute its business plan in a timely manner or at all. Further, certain forward-looking statements are based on assumptions as to future events that may not prove to be accurate. Therefore, actual outcomes and results may differ materially from what is expressed or forecast in such forward-looking statements. Information on potential risk factors that could affect Arlo and its business are detailed in its periodic filings with the Securities and Exchange Commission including without limitation those risk factors described in its most recently filed Annual Report on Form 10-K and Quarterly Report on Form 10-Q and subsequent filings with the Securities and Exchange Commission. Given these circumstances, you should not place undue reliance on these forward-looking statements. Arlo undertakes no obligation to release publicly any revisions to any forward-looking statements contained herein to reflect events or circumstances after the date hereof or to reflect the occurrence of unanticipated events.

1 Threat Assessment is available in the Arlo Smart Secure plan and Arlo Ultra Secure plan.
2 Person recognition is unavailable on Arlo devices in certain regions. Learn more here. You are responsible for complying with any local laws or regulations that relate to your use of the Person Recognition feature. This may include you providing notice and obtaining consent from people who may be recognized by your camera.
3 Arlo's video-based fire detection feature is a supplementary tool and should not replace standard fire detection systems such as smoke detectors, conventional alarms, or proper safety measures.

Source: Arlo-F

SOURCE Arlo Technologies, Inc.

For the quarter ended June 2026, Arlo Technologies (ARLO - Free Report) reported revenue of $155.94 million, up 20.5% over the same period last year. EPS came in at $0.28, compared to $0.17 in the year-ago quarter.

The reported revenue represents a surprise of +4.99% over the Zacks Consensus Estimate of $148.53 million. With the consensus EPS estimate being $0.20, the EPS surprise was +40%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Arlo Technologies performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Non-GAAP gross margin - Products: 1% compared to the -13.2% average estimate based on five analysts.Non-GAAP gross margin - Subscriptions and services: 84.1% compared to the 84.5% average estimate based on five analysts.Cumulative paid accounts: 6.3 million versus 6.21 million estimated by three analysts on average.Revenue- Subscriptions and services: $93.05 million versus the five-analyst average estimate of $92.6 million. The reported number represents a year-over-year change of +19%.Revenue- Products: $62.89 million versus the five-analyst average estimate of $55.94 million. The reported number represents a year-over-year change of +22.8%.View all Key Company Metrics for Arlo Technologies here>>>

Shares of Arlo Technologies have returned +24.5% over the past month versus the Zacks S&P 500 composite's +3.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.