ADT, Origin AI and Verisure Sign Long-Term Commercial Agreement to Scale AI-Driven Security
Rhea-AI Summary
ADT (NYSE: ADT), Origin AI and Verisure signed a five-year renewable commercial agreement to expand Origin AI’s sensing technology globally.
Key facts: the deal is valued at $30 million over five years, grants Verisure long-term rights and defined exclusivity in professionally monitored security across Europe and Latin America, and includes ongoing development and data collaboration.
Positive
- $30 million agreement value over five years for development services
- Defined exclusivity in professionally monitored security in Europe and Latin America
- Expansion of Verisure rights to commercialize AI sensing across Europe and Latin America
- Ongoing development and data collaboration to enhance AI model performance
Negative
- Revenue tied to a per-household activation fee, making income variable
- Five-year term requires sustained collaboration and execution to realize projected deployment benefits
Key Figures
Market Reality Check
Peers on Argus
Pre-news, ADT was down 2.02% while peers were mixed: negatives (MSA, BCO, CXW) alongside gains in GEO and BRC. With no peers in the momentum scanner and no same-day peer headlines, the move appeared stock-specific rather than a sector-wide security services trade.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Feb 17 | Earnings date notice | Neutral | +0.1% | Announced timing for Q4 and full-year 2025 earnings release and call. |
| Feb 09 | Index inclusion | Positive | +0.5% | Announced addition to the S&P SmallCap 600 index, boosting visibility. |
| Dec 22 | Executive appointment | Neutral | +0.0% | Named new EVP & Chief Marketing & Communications Officer to lead growth efforts. |
| Nov 04 | Earnings results | Positive | -8.1% | Reported Q3 2025 growth in revenue, RMR, cash flow and raised 2025 guidance. |
| Oct 21 | Earnings date notice | Neutral | +1.5% | Scheduled Q3 2025 earnings release and investor conference call details. |
Recent ADT news often produced modest moves, but the last reported earnings saw a notable selloff despite broadly positive operating metrics.
Over the past six months, ADT’s news flow featured index inclusion, leadership changes and earnings. Inclusion in the S&P SmallCap 600 on Feb. 9, 2026 saw a small positive reaction. Routine earnings-date announcements in Oct. 2025 and Feb. 2026 moved the stock only slightly. By contrast, the Q3 2025 earnings release on Nov. 4, 2025 combined revenue growth and higher cash flow with a -8.08% reaction, indicating sensitivity to earnings details despite headline growth.
Market Pulse Summary
This announcement highlights a long-term, renewable commercial agreement that values ADT’s AI sensing platform at $30 million over five years, plus per-household activation fees through Verisure’s European and Latin American base. It reinforces ADT’s push into AI-driven security and smart aging use cases. In context of prior index inclusion and earnings updates, investors may track how this partnership contributes to recurring revenue, deployment scale and future earnings commentary.
AI-generated analysis. Not financial advice.
Long-term agreement between ADT, Origin AI and Verisure to accelerate global deployment of Origin AI’s AI sensing technology
BOCA RATON, Fla. and GENEVA, Feb. 24, 2026 (GLOBE NEWSWIRE) -- ADT Inc. (NYSE: ADT), Origin AI and Verisure (Nasdaq Stockholm: VSURE) today announced a five-year renewable commercial agreement under which Verisure will continue to license Origin AI’s proprietary AI sensing technology. The agreement follows ADT’s acquisition of Origin AI. Together, ADT and Verisure represent two of the world’s largest residential security providers.
Verisure has been a user of Origin AI’s sensing technology for the past five years, assisting in the development and commercialization of the technology and consumer use cases, and had been a minority investor in Origin AI since 2023.
The agreement expands Verisure’s existing rights to commercialize the AI sensing platform across its Europe and Latin America customer base. Key terms of the agreement include long-term rights to certain AI sensing use cases, including for age-technology applications; provisions to enable Verisure to secure rights to these use cases beyond the term of the current agreement; defined exclusivity in professionally monitored security in Europe and Latin America; and ongoing development collaboration, including data collaboration to enhance AI model performance and support development. The agreement is valued at
AI sensing technology enables detection and verification of human presence and contextual in-home activity without reliance on cameras. The technology supports improved alarm verification, reduced false alarms, and expanded use cases in smart aging and occupancy intelligence.
“This five-year commercial agreement reflects the value and global scalability of our AI sensing platform,” said Omar Khan, Executive Vice President and Chief Business Officer of ADT. “Partnering with Verisure allows us to accelerate the deployment of AI-driven protection across millions of professionally monitored homes.”
Cristina Rivas, Verisure’s Chief Technology Officer, said: “This agreement reflects our ongoing conviction in the value of AI sensing technology to provide peace of mind to our customers. While we remain a vertically integrated technology company at our core, our collaboration with Origin AI is an external partnership that delivers clear strategic and financial advantages—strengthening our platform while preserving control, long-term continuity and defined exclusivity across our markets.”
Forward Looking Statements
ADT has made statements in this press release that are forward-looking and therefore subject to risks and uncertainties. All statements, other than statements of historical fact, included in this press release are, or could be, “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 and the applicable rules and regulations of the U.S. Securities and Exchange Commission (the “SEC”) and are made in reliance on the safe harbor protections provided thereunder.
These forward-looking statements relate to, among other things, the expected benefits of the licensing agreement; the anticipated scope, duration, and value of the commercial relationship; future deployment, scalability, and performance of AI sensing technology; potential revenue opportunities; expansion into new use cases or markets; and long-term strategic collaboration between the parties.
Without limiting the generality of the preceding sentences, any time we use words such as “ongoing,” “expects,” “intends,” “will,” “anticipates,” “believes,” “confident,” “possible,” “continue,” “seeks,” “could,” “may,” “should,” “estimates,” “forecasts,” “might,” “potential,” “outlook,” “goals,” “objectives,” “targets,” “planned,” “projects,” and, in each case, their negative or other various or comparable terminology, and similar expressions, we intend to clearly express that the information deals with possible future events and is forward-looking in nature. However, the absence of these words or similar expressions does not mean that a statement is not forward-looking.
These forward-looking statements are based on management’s current beliefs and assumptions and on information currently available to management. We caution that these statements are subject to risks and uncertainties, many of which are outside of ADT’s control and could cause future events or results to be materially different from those stated or implied in this press release, including, among others, the parties’ ability to successfully execute and maintain the commercial relationship; customer adoption and activation rates; regulatory or legal developments in applicable jurisdictions; technology performance and integration; data governance and privacy requirements; market conditions; and competitive dynamics. Factors that could cause such differences include those described in the Company’s most recently filed Annual Report on Form 10-K and its Quarterly Reports on Form 10-Q, including the sections entitled “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” contained in those reports, and in ADT’s other filings with the SEC.
Any forward-looking statement made in this press release speaks only as of the date on which it is made. ADT undertakes no obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future developments, or otherwise unless 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. ADT serves more than 6 million customers and is one of the largest residential security providers in North America. 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 AI
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.
About Verisure
Verisure is the leading provider of professionally monitored security services with 24/7 response in Europe and Latin America.
Every day, the company’s dedicated teams use leading technology to Deter, Detect, Verify and Intervene to protect ~ 6.2 million families and small businesses from intruders, fire, and health emergencies across 18 countries.
With over 35 years of insights, experience and innovation, Verisure is known for innovative products and services, category-creating marketing, sales excellence, and customer-centricity.
Verisure’s mission is to give customers peace of mind by protecting what matters most to them, grounded in the belief that everyone has the right to feel safe and secure.
Thanks to a strong focus on high quality service, Verisure aims to have the most satisfied and loyal portfolio of customers in the industry. The company estimates that it has some of the strongest growth and retention rates globally in consumer-facing services, demonstrating its commitment to exceptional service levels and strong value proposition to customers.
For more information visit www.verisure.com
Investor Relations: investorrelations@adt.com Tel: 888-238-8525 Media Relations: media@adt.com Verisure Media Relations: pressrelations@verisure.com Verisure Investor Relations: ir@verisure.com
FAQ
What are the financial terms of the ADT-Origin AI-Verisure agreement for ADT (NYSE: ADT)?
How does the deal affect Verisure’s rights to Origin AI technology in Europe and Latin America?
What does the ADT acquisition of Origin AI mean for AI sensing deployment?
What functionality does Origin AI’s sensing technology provide for ADT and Verisure customers?
Is the ADT-Origin AI-Verisure agreement renewable and what collaboration does it include?
How will the per-household activation fee impact revenue from the ADT-Origin AI-Verisure deal?
