FALSE000170305600017030562026-02-242026-02-24
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
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| FORM 8-K | |
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| CURRENT REPORT | |
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| Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 |
Date of Report (Date of earliest event reported): February 24, 2026 | | | | | | | | |
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| ADT Inc. | |
| (Exact name of registrant as specified in its charter) |
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| Delaware | 001-38352 | 47-4116383 |
| (State or other jurisdiction of incorporation) | (Commission File Number) | (IRS Employer Identification No.) |
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| 1501 Yamato Road Boca Raton, Florida 33431 | |
| (Address of principal executive offices) | |
(561) 988-3600
(Registrant’s telephone number, including area code)
(Former name or former address, if changed since last report.)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
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| Securities registered pursuant to Section 12(b) of the Act: |
| Title of each class | | Trading Symbol(s) | | Name of each exchange on which registered |
| Common Stock, par value $0.01 per share | | ADT | | New York Stock Exchange |
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Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2). Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o
Item 7.01 Regulation FD Disclosure.
Acquisition of Origin AI
On February 24, 2026, ADT Inc. (the “Company”) issued a press release, a copy of which is attached as Exhibit 99.1 hereto, announcing that it had acquired Origin Wireless, Inc. (d/b/a “Origin AI”), a privately held company that specializes in AI-enabled Wi-Fi sensing technology (the “Transaction”). The purchase price for the Transaction was $170 million in cash, subject to customary purchase price adjustments.
Verisure Commercial Agreement
On February 24, 2026, the Company also issued a press release, a copy of which is attached as Exhibit 99.2 hereto, announcing a long-term commercial agreement (the “Agreement”) by and among the Company’s subsidiary, The ADT Security Corporation, Origin AI, and Verisure Sàrl (“Verisure”) under which Verisure will continue to license Origin AI’s proprietary AI sensing technology following the Transaction. The Agreement is valued at a minimum of $30 million over five years for development services, in addition to a per-household activation fee in line with Verisure’s existing agreement with Origin AI.
The information furnished in this Form 8-K pursuant to Item 7.01, and including Exhibits 99.1 and 99.2, shall not be
deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”) or
otherwise subject to the liabilities under that Section and shall not be deemed to be incorporated by reference into
any filing of the Company under the Securities Act of 1933, as amended, or the Exchange Act.
Item 9.01 Financial Statements and Exhibits.
(d) Exhibits.
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| Exhibit | Description |
| 99.1 | Press Release, dated February 24, 2026 announcing the Transaction by and between the Company and Origin AI.
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| 99.2 | Press Release, dated February 24, 2026 announcing the Agreement by and among The ADT Security Corporation, Origin AI, and Verisure. |
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| 104 | Cover Page Interactive Data File - the cover page XBRL tags are embedded within the Inline XBRL document |
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
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| Date: | February 24, 2026 | ADT Inc. |
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| | By: | /s/ Jeffrey Likosar |
| | | Jeffrey Likosar |
| | | President, Corporate Development and Transformation, and Chief Financial Officer |
ADT Acquires Origin AI to Power AI Sensing and Ambient Intelligence for the Home
February 24, 2026
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 – 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 $170 million in cash, subject to customary purchase price adjustments.
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
ADT, Origin AI and Verisure Sign Long-Term Commercial Agreement to Scale AI-Driven Security
February 24, 2026
Long-term agreement between ADT, Origin AI and Verisure to accelerate global deployment of Origin AI’s AI sensing technology.
BOCA RATON, Fla. / GENEVA, Switzerland – Feb. 24, 2026 – 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 $30 million over five years for development services, in addition to a per-household activation fee in line with Verisure’s existing agreement with Origin AI.
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.
Investor Relations:
investorrelations@adt.com
Tel: 888-238-8525
Media Relations:
media@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
Verisure Media Relations:
pressrelations@verisure.com
Verisure Investor Relations:
ir@verisure.com
