ADT Acquires Origin AI to Power AI Sensing and Ambient Intelligence for the Home
Rhea-AI Summary
ADT (NYSE: ADT) acquired Origin AI (Origin Wireless) to integrate real-time AI sensing into its smart home and security platform. The transaction price was $170 million in cash and includes a portfolio of more than 200 early-priority global patents. ADT expects to begin commercializing offerings with Origin’s AI sensing in 2027, enabling camera-free human detection, occupancy classification, reduced false alarms, and enhanced privacy. ADT will discuss the acquisition and fourth-quarter and full-year 2025 results on a live webcast during its March 2, 2026 earnings call.
Positive
- $170 million cash purchase price
- More than 200 early-priority global patents acquired
- Commercialization of integrated AI sensing expected in 2027
- Camera-free human detection and occupancy classification capability
Negative
- Transaction requires $170 million cash outlay, affecting near-term liquidity
Key Figures
Market Reality Check
Peers on Argus
ADT was down 2.02% while peers showed mixed moves: MSA -1.17%, BCO -2.09%, BRC +0.88%, GEO +1.76%, CXW -2.23%. No coordinated sector momentum flagged by scanners.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Feb 17 | Earnings date notice | Neutral | +0.1% | Announced timing and access details for Q4 and full-year 2025 results. |
| Feb 09 | Index inclusion | Positive | +0.5% | Inclusion in the S&P SmallCap 600 index, boosting investor visibility. |
| Dec 22 | Leadership change | Neutral | +0.0% | Appointed new EVP & Chief Marketing & Communications Officer. |
| Nov 04 | Earnings results | Positive | -8.1% | Reported Q3 2025 revenue growth, higher cash flow, and updated 2025 guidance. |
| Oct 21 | Earnings date notice | Neutral | +1.5% | Set release date and call details for Q3 2025 financial results. |
Recent news has mostly seen modest price reactions, with a notable -8.08% drop on otherwise positive Q3 2025 results, suggesting occasional negative responses to earnings updates.
Over the past several months, ADT has focused on capital markets visibility, operations, and leadership. Inclusion in the S&P SmallCap 600 in early Feb 2026 followed solid Q3 2025 results, which showed revenue and cash flow growth but drew a -8.08% reaction. Management also strengthened marketing leadership with a new EVP & CMO in Dec 2025. Multiple earnings-date announcements underscore a steady cadence of financial communication, into which this AI-focused acquisition and the upcoming March 2, 2026 call now fit.
Market Pulse Summary
This announcement details ADT’s acquisition of Origin AI for $170 million in cash, adding a portfolio of 200+ patents and an AI sensing platform aimed at enhancing home awareness without cameras or audio. The company plans to begin commercialization in 2027 and discuss strategic implications on its March 2, 2026 earnings call. Investors may track integration milestones, new AI-enabled offerings, and how this deal complements recent index inclusion and prior financial guidance.
Key Terms
ai sensing technical
ambient intelligence technical
intellectual property regulatory
patents regulatory
AI-generated analysis. Not financial advice.
By bringing Origin AI’s real-time AI sensing platform into the ADT ecosystem, ADT advances proactive, intelligence-driven home protection, and broader smart home use cases
BOCA RATON, Fla., Feb. 24, 2026 (GLOBE NEWSWIRE) -- ADT Inc. (NYSE: ADT), a leading provider of security, interactive, and smart home solutions serving residential and small business customers in the U.S., today announced it has acquired Origin Wireless, Inc. (d/b/a “Origin AI” and “Origin”), bringing Origin’s AI sensing platform and related intellectual property into the ADT ecosystem.
Origin AI’s sensing technology enables the home to better understand classification of motion and human detection without cameras, audio, or wearable devices. Once integrated into ADT’s platform, these capabilities are expected to enable new customer use cases and safety enhancements by providing deeper understanding of presence, occupancy, motion, and related activity within the home.
“This acquisition represents a major step forward in our vision to deliver a safer, smarter home that understands context, recognizes risk, and provides peace of mind, all while protecting customer privacy,” said ADT Executive Vice President and Chief Business Officer, Omar Khan. “By integrating AI sensing into the home, we plan to add a new intelligence layer, elevating traditional security and smart home capabilities by allowing ADT to verify human presence, classify and analyze motion, and add context to alarm events and other conditions within the home.”
The acquisition of Origin includes a rich portfolio of more than 200 early-priority global patents, providing a core intelligence layer designed to power future security and smart home capabilities, including applications supporting aging in place.
By adding real-time understanding of presence and activity within the home and analyzing any anomalies, this technology adds critical context with the potential to reduce false alarms, improve municipal compliance, and enhance coordination with first responders. AI sensing also enables smarter automation and personalization across the connected home, with potential applications that range from occupancy-based comfort settings to aging in place and health solutions.
“Joining ADT allows our AI platform to scale across millions of homes, combining enhanced situational awareness with unmatched monitoring expertise. Together, we will move the industry to continuous, meaningful home awareness,” said Spencer Maid, President and CEO of Origin Wireless.
ADT and Origin are building a foundation for the next phase of intelligent home protection, to transform reactive alerts to real-time understanding of what’s happening inside the home, improving accuracy, safety, and customer privacy. ADT expects to begin commercializing new offerings that incorporate Origin’s AI sensing technology into the ADT ecosystem in 2027.
The purchase price for the transaction was
March 2nd Earnings Call
As previously announced, ADT will hold a live conference call and webcast at 10 a.m. ET on Monday, March 2 to discuss its fourth quarter and full year 2025 financial results. During that time, management will share more information on this acquisition, its broader strategy, and longer-term financial outlook.
Participants may listen to a live webcast through the investor relations website at investor.adt.com. A replay of the webcast will be available on the website within 24 hours of the live event.
Forward-Looking Statements
This press release contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the anticipated benefits of the acquisition of Origin Wireless, Inc., future product capabilities, innovation, commercialization timing, and long-term growth opportunities. These statements are based on ADT’s current expectations and assumptions and are subject to risks and uncertainties that could cause actual results to differ materially.
Factors that could cause such differences include, among others, the ability to successfully integrate Origin’s technology and operations; the performance, reliability, and scalability of new technologies; the timing and success of product development and commercialization efforts; customer adoption and market acceptance; regulatory or legal developments; ADT’s ability to execute strategic initiatives, and other risks described in ADT’s most recent Annual Report on Form 10-K and subsequent filings with the U.S. Securities and Exchange Commission.
Forward-looking statements speak only as of the date they are made, and ADT undertakes no obligation to update them except as required by law.
About ADT
ADT is a leading provider of security, interactive, and smart home solutions serving residential and small business customers in the U.S. Through innovative offerings, unrivaled safety, and a premium customer experience delivered by the largest network of smart home security professionals in the U.S., ADT empowers people to protect and connect to what matters most, every second, every day. For more information, visit ADT.com.
About Origin Wireless, Inc.
Origin Wireless, Inc. is a leader 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 through precise, reliable whole-home WiFi monitoring. Backed by more than 200 patents, Origin’s award-winning technology sets a new standard in privacy and accuracy, proving that WiFi is more than connectivity. It is proactive, intelligent protection. For more information, visit www.originwirelessai.com.
ADT Investor Relations: investorrelations@adt.com ADT Media Relations: media@adt.com
FAQ
What did ADT announce on February 24, 2026 regarding Origin AI (ADT)?
How much did ADT pay for Origin AI and what did the purchase include (NYSE: ADT)?
When will ADT begin commercializing Origin AI technology in its smart home offerings?
What capabilities does Origin AI bring to ADT customers (ADT symbol ADT)?
Will ADT discuss the Origin AI acquisition on its upcoming earnings call on March 2, 2026?
