TELUS unveils the world's first smart home AI assistant with Generative UI, unifying the entire connected home

Rhea-AI Summary

TELUS (NYSE:TU) launched the TELUS SmartHome Assistant on March 19, 2026, billed as the world's first smart home AI assistant with Generative UI that unifies the connected home.

The assistant integrates more than 2,000 device models, processes voice, images, sensor feeds and video in real time, and will roll out to SmartHome+ customers over the coming weeks. Promotional savings include up to $125 off devices and 50% off professional installation with a 24-month subscription.

Positive

• Unifies more than 2,000 device models into one interface
• Available to all Canadians with phased rollout starting March 19, 2026
• Promotional savings up to $125 and 50% off installation for 24-month subscribers
• Generative UI supports voice, images, sensor feeds and video in real time

Negative

• Requires SmartHome+ subscription for access to the assistant
• Phased rollout over coming weeks, not immediate nationwide availability

Key Figures

Q4 2025 revenue: $5.3 billion Q4 2025 net income: $290 million Q4 2025 basic EPS: $0.19 +5 more

8 metrics

Q4 2025 revenue $5.3 billion Fourth quarter 2025 revenue, slightly below last year

Q4 2025 net income $290 million Fourth quarter 2025 net income, down 9%

Q4 2025 basic EPS $0.19 Fourth quarter 2025 basic EPS, down 21%

2025 free cash flow $2.2 billion Record consolidated free cash flow in full year 2025, up 11%

2026 FCF guidance $2.45 billion 2026 free cash flow guidance, about 10% growth

2026 capex guidance $2.3 billion 2026 capital expenditures guidance, about 10% decrease

Annual revenue over $20 billion Company annual revenue highlighted in CEO transition filing

Common shares outstanding 1,548,656,383 Common shares outstanding as of December 31, 2025

Market Reality Check

Price: $13.29 Vol: Volume 3,137,500 is below...

low vol

$13.29 Last Close

Volume Volume 3,137,500 is below the 20-day average of 5,740,986 (relative volume 0.55). low

Technical Shares at 13.29 are trading below the 200-day MA of 14.86, about 20.59% under the 52-week high and 5.94% above the 52-week low.

Peers on Argus

TU fell 1.12% with several telecom peers also down: BCE -0.49%, SATS -3.44%, RCI...

TU fell 1.12% with several telecom peers also down: BCE -0.49%, SATS -3.44%, RCI -0.54%, VIV -0.83%, CHTR -5.02%, indicating broader sector pressure alongside the AI product news.

Previous AI Reports

5 past events · Latest: Feb 25 (Neutral)

Same Type Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 25	AI research paper	Neutral	-0.7%	Published study on AI moral robustness and susceptibility in LLM behavior.
Feb 24	AI solutions showcase	Positive	-0.2%	Showcased production AI CX and network solutions at Mobile World Congress 2026.
Feb 11	AI accuracy study	Neutral	-0.5%	Released poll and benchmark showing follow-up prompts rarely improve AI accuracy.
Jan 28	AI trust survey	Neutral	+0.7%	Published 2026 AI Trust Atlas on adoption and support for AI regulation.
Jan 27	AI business features	Positive	+0.0%	Expanded TELUS Business Connect with RingCentral’s AI-powered automation features.

Pattern Detected

Recent AI-tagged announcements have led to relatively small share moves, with mixed but generally modest reactions around research, surveys, and AI product updates.

Recent Company History

Over the past few months, TELUS has issued multiple AI-tagged releases, mostly focused on research, surveys, and enterprise AI capabilities. These include studies on AI robustness and accuracy, an AI trust survey across North America, and AI-powered enhancements to Business Connect. Market reactions to these AI items have been modest, with an average move of about -0.15%. Today’s consumer-facing SmartHome AI assistant extends this broader AI strategy from research and B2B use cases into the connected home segment.

Historical Comparison

-0.1% avg move · Past AI-tagged TELUS news, mainly research and enterprise features, saw an average move of -0.15%. T...

AI

-0.1%

Average Historical Move AI

Past AI-tagged TELUS news, mainly research and enterprise features, saw an average move of -0.15%. Today’s SmartHome AI assistant extends that AI theme into consumer smart homes, broadening the company’s AI footprint beyond prior studies and B2B updates.

AI efforts have progressed from research papers and trust surveys to enterprise AI features and now a consumer-facing SmartHome AI assistant.

Market Pulse Summary

This announcement extends TELUS’ broader AI strategy into the consumer smart home, adding an AI-powe...

Analysis

This announcement extends TELUS’ broader AI strategy into the consumer smart home, adding an AI-powered SmartHome Assistant with Generative UI on top of the SmartHome+ platform. It follows recent AI research, trust surveys, and enterprise features, signaling a push to monetize AI across segments. Against the backdrop of 2025 results and 2026 guidance on revenue, free cash flow, and capex, investors may watch for adoption metrics, device attachment, and incremental service revenue from SmartHome+ over time.

Key Terms

generative ui

1 terms

generative ui technical

"world's first smart home AI assistant with Generative UI, rolling out to SmartHome+"

Generative UI is a user interface that uses AI to create or adapt content, layouts and interactions on the fly—like a smart dashboard that writes text, designs visuals or suggests workflows tailored to each user. For investors, it matters because it can boost user engagement, reduce manual labor and speed product development, while also introducing questions about accuracy, data privacy and ongoing operating costs.

AI-generated analysis. Not financial advice.

Meet the TELUS SmartHome Assistant — one intelligent interface to manage all smart home devices, designed and powered in Canada

VANCOUVER, BC, March 19, 2026 /PRNewswire/ - Today, TELUS launched the world's first smart home AI assistant with Generative UI, rolling out to SmartHome+ customers over the coming weeks. The TELUS SmartHome Assistant processes voice, images, sensor feeds and videos in real time to dynamically create a personalized interface based on user needs. It addresses the smart home industry's biggest challenge — a fragmented user experience across disparate devices and apps from various brands. Rather than toggling between different apps, the TELUS SmartHome Assistant provides one intuitive interface that truly understands and responds to the user and the entire connected home. TELUS is making it possible to unify more than 2,000 device models, including many of the biggest brands, into a single intelligent interface that makes the connected home experience even better.

"The true test of any smart home platform is whether it actually makes life easier and your home more enjoyable. The TELUS SmartHome Assistant delivers that with one app, one login, and one AI assistant that can support thousands of smart devices, including those already existing in homes or ones consumers choose to buy to compliment their existing set-up," said Dwayne Benefield, Chief Product Officer at TELUS. "Nothing else like it exists in the market. We're proud to not only bring this to Canadians, but also to service providers on a global scale who can customize and deploy this innovation under their own brands. TELUS is truly transforming an entire industry, and there's so much more in store: In the coming weeks, TELUS SmartHome Assistant will launch internet management capabilities, enabling users to monitor and optimize Wi-Fi performance and manage family usage and screen time through natural conversation and automated actions across devices."

The TELUS SmartHome Assistant is evolving in real time as more connected devices are added and it continuously improves its own performance based on experience. If you ask it to disable the TV during homework time, it won't just tell you it did, it will build the automation UI visually, so you can edit and confirm the new routine with just a few taps. Take a photo of a device that isn't working and get an instant troubleshooting guide. Ask it if your dog walker showed up on schedule and it checks your cameras to tell you when they arrived and shows you a clip of them leaving the driveway. Rush out the door to get to work, and ask it to turn off the lights, make sure the iron's unplugged, set the thermostat to eco mode, and lock the front door — then get it to create a routine, so you can set it and forget it. By understanding multiple types of input, the assistant can provide tailored solutions, with a dynamic interface, in real time.

Since launching SmartHome+ in late 2024, TELUS has rapidly expanded the platform with industry-leading innovations, including Automation, Video, SmartEnergy, and now its AI-powered assistant, the TELUS SmartHome Assistant — all accessible through the TELUS SmartHome+ app.

TELUS SmartHome Assistant is available now to all Canadians, and new subscribers to SmartHome+ can save up to $125 on smart devices and 50 per cent off professional installation when they sign up and stay subscribed for 24 months, making it more affordable than ever to transform a residence into an intelligent, cohesive and connected home. 

For more information about SmartHome+ and to subscribe to any or all of the Automation, SmartHome+ Video and SmartEnergy subscriptions, visit telus.com/SmartHomePlus.

About TELUS
TELUS (TSX: T, NYSE: TU) is a world-leading communications technology company operating in more than 45 countries and generating over $20 billion in annual revenue with more than 21 million customer connections through our advanced suite of broadband services for consumers, businesses and the public sector. We are committed to leveraging our technology to enable remarkable human outcomes. TELUS is passionate about putting our customers and communities first, leading the way globally in client service excellence and social capitalism. TELUS Health is enhancing more than 161 million lives across 200 countries and territories through innovative preventive medicine and well-being technologies. TELUS Agriculture & Consumer Goods utilizes digital technologies and data insights to optimize the connection between producers and consumers. TELUS Digital specializes in digital customer experiences and future-focused digital transformations that deliver value for their global clients. Guided by our enduring 'give where we live' philosophy, TELUS continues to invest in initiatives that support education, health and community well-being. In 2023, we launched the TELUS Student Bursary, which strives to ensure that every young person in Canada who wants a postsecondary education has the opportunity to pursue one. To date, the program has distributed over $6 million in bursaries to 2,000 students and counting. Since 2000, TELUS, our team members and retirees have contributed $1.85 billion in cash, in-kind contributions, time and programs, including 2.5 million days of service—earning TELUS the distinction of the world's most giving company.

For more information, visit telus.com or follow @Darren_Entwistle on Instagram.

For more information, please contact:
Chelsey Higdon
TELUS Public Relations
chelsey.higdon@telus.com

View original content to download multimedia:https://www.prnewswire.com/news-releases/telus-unveils-the-worlds-first-smart-home-ai-assistant-with-generative-ui-unifying-the-entire-connected-home-302719089.html

SOURCE TELUS Communications Inc.

FAQ

What is the TELUS SmartHome Assistant announced March 19, 2026 (TU)?

The TELUS SmartHome Assistant is an AI-powered interface to manage smart devices in one place. According to the company, it uses Generative UI to process voice, images, sensor feeds and video in real time and creates dynamic, editable automations.

Which devices does the TELUS SmartHome Assistant (TU) support?

It supports integration with over 2,000 device models across many major brands. According to the company, those devices can be unified into a single intelligent interface within the TELUS SmartHome+ app.

When will TELUS SmartHome Assistant (TU) be available to Canadians?

Availability began March 19, 2026 with a phased rollout to SmartHome+ customers over the coming weeks. According to the company, the assistant will expand to all Canadians during that rollout period.

What promotional offers accompany TELUS SmartHome Assistant sign-ups (TU)?

New SmartHome+ subscribers can save up to $125 on devices and receive 50% off professional installation. According to the company, these offers apply when customers sign up and remain subscribed for 24 months.

Does the TELUS SmartHome Assistant (TU) include internet and Wi‑Fi management?

Internet management capabilities will be added in the coming weeks to monitor and optimize Wi‑Fi and manage family usage. According to the company, these features will support natural conversation and automated actions across devices.

Do users need SmartHome+ to use TELUS SmartHome Assistant (TU)?

Yes, access is delivered through the TELUS SmartHome+ app and rollout targets SmartHome+ customers first. According to the company, full access and promotional pricing require SmartHome+ subscription enrollment.