ARLO UNVEILS STRATEGIC PARTNERSHIP WITH ORIGIN AI TO DELIVER ADVANCED SMART HOME SECURITY SOLUTIONS

Rhea-AI Summary

Arlo Technologies (NYSE: ARLO) has announced a strategic partnership with Origin AI, securing exclusive worldwide rights to market and sell Origin AI's TruShield™ and Allos products. These solutions utilize AI Verified Human Presence™ detection technology through WiFi radio frequency signals to enhance home security monitoring.

The partnership will integrate Origin AI's sensing technologies into Arlo's future offerings, complementing their existing Arlo Intelligence suite. The company also unveiled Arlo Secure 5, their next-generation smart home security system, featuring advanced AI capabilities including Person Recognition, Vehicle Recognition, Custom Detection, and Fire Detection.

The new integrated AI-powered security offering aims to provide enhanced protection by combining Arlo's decade-long expertise in AI and computer vision with Origin's innovative RF-based detection technology, promising improved accuracy and reduced false alarms for home and business security solutions.

Positive

• Secured exclusive worldwide rights to Origin AI's advanced detection technology
• Integration of new AI technology expected to improve accuracy and reduce false alarms
• Expansion of product portfolio with new Arlo Secure 5 featuring advanced AI capabilities

Negative

• None.

Insights

Tech Industry Analyst

The strategic partnership between Arlo and Origin AI represents a significant technological advancement in the smart home security sector. Origin AI's Verified Human Presence detection technology, which leverages existing WiFi signals, offers a unique value proposition by eliminating the need for additional hardware infrastructure while potentially reducing false alarms - a critical pain point in the security industry.

The integration of Origin's RF-based detection with Arlo's existing AI capabilities creates a multi-modal security solution that could significantly differentiate Arlo's offerings in the competitive smart home market. The worldwide exclusivity agreement provides Arlo with a substantial competitive moat, particularly valuable as the smart home security market is projected to grow at a CAGR of 20.1% through 2028.

The new Arlo Secure 5 features, including personalized vehicle recognition and custom detection capabilities, position Arlo to capture higher-margin recurring revenue through premium subscriptions. This move aligns with the industry trend toward service-based revenue models in the IoT sector.

Market Research Analyst

This partnership strategically positions Arlo to capture a larger share of the $135.6 billion global smart home security market. The exclusive worldwide rights to Origin AI's technology create a significant barrier to entry for competitors and could lead to increased market penetration through internet service provider partnerships.

The enhanced AI capabilities, particularly the custom detection and fire detection features, address key consumer pain points and expand the addressable market beyond traditional security applications. This diversification could drive both hardware sales and subscription revenue growth. The partnership may also reduce Arlo's R&D costs while accelerating time-to-market for new features, potentially improving operating margins.

Arlo becomes exclusive worldwide provider of Origin's AI Verified Human Presence™ detection technology to be integrated into new innovative security solutions

SAN JOSE, Calif., Jan. 7, 2025 /PRNewswire/ -- Arlo Technologies, Inc. (NYSE: ARLO), a leading smart home security brand, today announced a strategic partnership agreement with Origin AI, pioneers in AI Sensing™ technology. Sharing a common mission to protect customers through advanced AI-powered solutions, both Arlo and Origin AI have developed award-winning technologies that have been recognized by industry experts as best-in-class.

Under the agreement, Arlo will have exclusive worldwide rights to market and sell Origin AI's groundbreaking AI products, TruShield™ and Allos, which deliver Verified Human Presence detection through radio frequency (RF) signals emitted by existing WiFi devices in homes or businesses. This capability enables internet service and other solution providers a simple yet powerful path to bring home security to their customers while increasing accuracy and reducing false alarms.

Additionally, Arlo plans to integrate Origin AI Sensing technologies into future offerings, complementing Arlo's suite of advanced security solutions powered by Arlo Intelligence — from AI-assisted motion detection to indoor/outdoor video monitoring and professional monitoring with video verification.

"Arlo has been continuously investing for over 10 years in AI- and CV-powered security technologies that enable customers to feel safer, react faster and enjoy greater peace of mind with 24/7 protection from Arlo Secure," said Matthew McRae, CEO of Arlo Technologies. "With today's announcement, we are excited to add Origin's AI Sensing capabilities to create a new integrated AI-powered security offering that will be unmatched in its intelligence and performance."

"Origin AI is excited to collaborate with Arlo in this strategic partnership," said Spencer Maid, CEO of Origin AI. "By combining Arlo's leadership in smart home security with Origin's cutting-edge AI Sensing technologies, we are delivering unparalleled solutions to redefine how people protect their homes and businesses. This partnership underscores our shared commitment to innovation and customer security."

Arlo Secure 5, the next generation of smart home security powered by Arlo Intelligence, uses advanced computer vision AI and recognition engines to provide more meaningful, detailed alerts so users can make faster, informed decisions about their security and safety. New AI-powered innovations include:

• Person Recognition: Know exactly who has arrived at your home with personalized alerts labeled with names from your private library of named faces.
• Vehicle Recognition: Protect your driveway with personalized alerts labeled with known vehicles that you previously named.
• Custom Detection: Train Arlo AI to create personalized, custom detections to protect what matters most to you. Teach your camera to recognize certain objects or changes in view to trigger custom notifications. Whether it's knowing if the garage door is open, lights were left on in the basement or the dog is on the couch, Arlo AI alerts you to what is happening in and around your home so you know what action to take.
• Fire Detection: AI-powered notifications that alert you when a fire is detected so you can take immediate action.

Further details about Arlo's partnership with Origin AI will be shared later this year. For more information on the full range of Arlo smart home security products and services, visit www.Arlo.com. To learn more about Origin AI's AI Sensing technologies, visit www.originwirelessai.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 services: Arlo Secure and Arlo Safe.

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 and performance of Arlo's services and products; and the impact of the strategic partnership with Origin, including the impact on Arlo's results of operations or technology and capabilities. These statements are based on management's current expectations and are subject to certain risks and uncertainties, including the following: any failure to successfully integrate Origin's AI Sensing™ technology, including TruShield™ and Allos into Arlo's services and products; the period or scope of exclusivity may be shorter or more limited, respectively, than anticipated; consumers may choose not to utilize payment plans or to adopt the Arlo's new product offerings, or may adopt competing products; and product performance may be adversely affected by real-world operating conditions. 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. Further 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, but not limited to, 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.

About Origin

Origin AI leads in AI-enabled WiFi Sensing technology, redefining security with TruShield™ Security for Verified Human Presence™ detection. Trusted by Fortune 500 ISPs and multinational security providers, TruShield Security elevates home safety with precise, reliable whole-home WiFi monitoring. Backed by over 200 patents, Origin's award-winning technology sets a new standard in privacy and accuracy, proving that WiFi is more than just connectivity—it is proactive, intelligent protection. For more information, visit www.originwirelessai.com.

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SOURCE Arlo Technologies, Inc.

FAQ

What new features does Arlo Secure 5 include after the Origin AI partnership?

Arlo Secure 5 includes Person Recognition with named faces, Vehicle Recognition with known vehicle labeling, Custom Detection for specific objects or changes, and Fire Detection with AI-powered notifications.

How does Origin AI's technology enhance ARLO's security solutions?

Origin AI's technology uses radio frequency signals from existing WiFi devices to detect human presence, improving accuracy and reducing false alarms in Arlo's security systems.

What exclusive rights did ARLO obtain through the Origin AI partnership?

ARLO obtained exclusive worldwide rights to market and sell Origin AI's TruShield™ and Allos products, which feature AI Verified Human Presence detection technology.

When will ARLO release more details about the Origin AI partnership?

According to the announcement, further details about ARLO's partnership with Origin AI will be shared later in 2025.