ADT has acquired Origin Wireless, enhancing its security solutions with AI sensing technology for improved home safety and automation.
Quiver AI Summary
ADT Inc. has announced the acquisition of Origin Wireless, Inc. for $170 million, which brings Origin's AI sensing platform into ADT's security and smart home solutions. This technology allows homes to detect motion and human presence without cameras or audio devices, enhancing safety and reducing false alarms. ADT plans to integrate this AI capability into its services, aiming to improve situational awareness, automate home settings, and enable applications that support aging in place. The acquisition includes a portfolio of over 200 global patents, positioning ADT to lead in the evolution of intelligent home protection. ADT expects to commercialize new offerings using this technology in 2027.
Potential Positives
- ADT has acquired Origin Wireless, enhancing its smart home solutions with AI sensing technology that improves human detection and motion classification without compromising privacy.
- The acquisition includes over 200 global patents, which strengthens ADT's intellectual property portfolio and positions the company for future innovations in security and smart home capabilities.
- This technology is expected to reduce false alarms and improve coordination with first responders, leading to enhanced safety and efficiency for ADT's customers.
- ADT plans to commercialize new offerings incorporating Origin's technology by 2027, indicating a strategic vision for long-term growth and enhanced service delivery.
Potential Negatives
- The acquisition price of $170 million could raise concerns about the immediate financial impact on ADT, particularly if the integration of Origin's technology takes longer than anticipated to yield benefits.
- The press release emphasizes many forward-looking statements that highlight risks and uncertainties in achieving the promised integration and benefits, suggesting potential volatility in future performance.
FAQ
What is ADT's recent acquisition?
ADT has acquired Origin Wireless, Inc. to enhance its security solutions with AI sensing technology.
How does Origin AI’s sensing technology work?
Origin AI detects motion and human presence without cameras or audio, improving privacy and security in homes.
What benefits will ADT customers see from this acquisition?
Customers can expect enhanced safety, reduced false alarms, and more personalized smart home automation.
When will ADT start commercializing new offerings from this acquisition?
ADT plans to begin integrating and commercializing the new technology in 2027.
How much did ADT pay for Origin Wireless?
The acquisition cost ADT $170 million in cash, subject to customary adjustments.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$ADT Revenue
$ADT had revenues of $1.3B in Q3 2025. This is an increase of 4.35% from the same period in the prior year.
You can track ADT financials on Quiver Quantitative's ADT stock page.
$ADT Hedge Fund Activity
We have seen 240 institutional investors add shares of $ADT stock to their portfolio, and 268 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GHISALLO CAPITAL MANAGEMENT LLC removed 15,443,574 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $134,513,529
- AQR CAPITAL MANAGEMENT LLC added 8,778,704 shares (+24.3%) to their portfolio in Q4 2025, for an estimated $70,844,141
- WASATCH ADVISORS LP added 7,054,161 shares (+inf%) to their portfolio in Q4 2025, for an estimated $56,927,079
- PACER ADVISORS, INC. removed 6,772,704 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $54,655,721
- ZIMMER PARTNERS, LP added 4,287,435 shares (+53.1%) to their portfolio in Q4 2025, for an estimated $34,599,600
- UBS GROUP AG removed 4,239,459 shares (-66.9%) from their portfolio in Q4 2025, for an estimated $34,212,434
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 3,811,595 shares (-71.8%) from their portfolio in Q4 2025, for an estimated $30,759,571
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Full Release
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 $170 million in cash, subject to customary purchase price adjustments.
March 2 nd 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 .