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Residential Technologies
Image via facebook.com/Resideo
During Resideo's third-quarter earnings call, company executives fielded questions from analysts about smart home competition, new product development, pricing pressures and the outlook for tariff refunds.
Resideo Addresses Smart Home Competition and Cost Pressures
Third-quarter earnings discussions shed light on Resideo's approach to Apple, its FORTIQ product platform and the financial impact of inflation and tariffs.
Nov. 12, 2026
Image via facebook.com/Resideo
Resideo's third-quarter earnings reflect continued weakness in residential security installations as the company redirects investment from OEM manufacturing toward higher-margin branded products.
Industry News
Resideo Shifts Security Strategy Amid Soft Installation Demand
Nov. 12, 2026
2181952722 | Capital | stock.adobe.com
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Audio/Visual
How Security Integrators Are Winning With Full-Stack AV
Nov. 10, 2026
Image via facebook.com/arlosmarthome
During Arlo's third-quarter 2026 earnings call, executives provided additional details on the economics of strategic partnerships, AI-powered security services and the company's plans to expand recurring revenue through 2027.
Arlo Details Partner Economics and AI Security Strategy
Nov. 9, 2026
Image via facebook.com/arlosmarthome
Arlo highlighted growth in subscription revenue, expanding security partnerships and new AI-powered services in its third-quarter 2026 earnings report.
Arlo Targets 30% Recurring Revenue Growth in 2027
Nov. 9, 2026
ADT
ADT has reshaped its business through deals including the sale of its multifamily operations to Everon and the acquisition of Origin Wireless.
Integrators
ADT Could Go Private as Thrive Capital Explores Deal
Oct. 28, 2026
1788719754 | TechAnimationStock | stock.adobe.com
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The Smart Money: Why ISP Complexity Is Creating Opportunity for Security Providers
Oct. 16, 2026
https://www.adt.com/blu
ADT Blu provides self-installed home security with system management through the ADT+ app.
ADT Blu Adds Walmart.com as Retail Channel for DIY Security
Sept. 17, 2026
https://www.prnewswire.com/news-releases/simplisafe-launches-video-doorbell-series-2-to-help-stop-crime-before-it-reaches-your-front-door-302878123.html
SimpliSafe’s Video Doorbell Series 2 combines AI-powered detection with live security agent intervention through Active Guard Outdoor Protection.
SimpliSafe Video Doorbell Series 2 With Active Guard Crime Deterrence
Sept. 17, 2026
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