ADT Inc. entered into a five‑year renewable commercial agreement with Verisure, the world’s largest professionally monitored security provider in Europe and Latin America, on February 24 2026. The deal expands Verisure’s rights to license Origin AI’s camera‑free, privacy‑focused AI sensing technology, allowing the company to commercialize the platform across its entire customer base in those regions. The agreement includes $30 million in development services over five years and a per‑household activation fee that aligns with Verisure’s existing arrangement with Origin AI.
The partnership is a key milestone in ADT’s strategy to embed AI sensing into its ADT+ platform and extend the reach of that technology into international markets. ADT’s acquisition of Origin AI for $170 million in cash earlier in 2026 positioned the company to leverage the technology’s ability to detect human presence and motion without cameras, audio, or wearables. By partnering with Verisure, ADT can accelerate deployment of the platform across millions of professionally monitored homes while generating additional revenue streams from licensing and activation fees.
The $30 million development commitment and the activation fee structure create a predictable, recurring revenue stream for ADT. The partnership also signals a shift toward privacy‑centric security solutions, a growing consumer demand that differentiates ADT from competitors that rely on camera‑based systems. ADT expects to begin commercializing offerings that incorporate Origin AI’s technology in 2027, positioning the company to capture a larger share of the smart‑home security market.
"This five‑year commercial agreement reflects the value and global scalability of our AI sensing platform. Partnering with Verisure allows us to accelerate the deployment of AI‑driven protection across millions of professionally monitored homes," said Omar Khan, Executive Vice President and Chief Business Officer of ADT. "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. 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." Spencer Maid, President and CEO of Origin AI, added, "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." Cristina Rivas, Verisure’s Chief Technology Officer, noted, "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."
Verisure reported strong Q4 2025 results, with revenue of €965 million, up 10.7% year‑over‑year, and full‑year revenue of €3.745 billion, up 10.3%. Adjusted EBITDA for 2025 was €1.708 billion, reflecting a 45.6% margin. The company also announced plans for an IPO in October 2025. ADT’s acquisition of Origin AI for $170 million and the new partnership with Verisure underscore the company’s commitment to scaling AI‑driven security solutions and expanding its global footprint.
The partnership presents both opportunities and challenges. While the integration of Origin AI’s technology into ADT’s platform offers a competitive advantage in privacy‑focused security, it also requires careful coordination across international markets and alignment of product roadmaps. Nevertheless, the long‑term exclusivity granted to Verisure and the substantial development investment position ADT to capture significant market share in Europe and Latin America, reinforcing its strategic pivot toward AI‑enabled, camera‑free security solutions.
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