ADT and Verisure Sign $30 Million Agreement
ADT, Origin AI and Verisure 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. 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.
Trade with 70% Backtested Accuracy
Analyst Views on ADT
About ADT
About the author

- Earnings Forecast: ADT is set to release its Q4 earnings before the market opens on March 2, with analysts expecting earnings of 22 cents per share, an increase from 20 cents in the previous year, indicating ongoing improvement in profitability.
- Revenue Estimate: According to Benzinga Pro, ADT's quarterly revenue is projected to be $1.3 billion, up from $1.26 billion last year, reflecting the company's robust performance in the market.
- Dividend Yield: Currently, ADT has an annual dividend yield of 2.71%, with a quarterly dividend of 5.5 cents, totaling 22 cents annually, which has attracted investor interest in its potential income growth.
- Investment Return Analysis: To achieve a monthly dividend income of $500, an investor would need approximately 27,273 shares of ADT, equating to an investment of about $221,184, highlighting the stock's investment value and its impact on income generation.
- Earnings Announcement Schedule: ADT is set to release its Q4 earnings on March 2 before market open, with consensus EPS estimates at $0.22, reflecting a 10% year-over-year increase, and revenue expectations at $1.3 billion, indicating stable income generation capabilities.
- Historical Performance Review: Over the past two years, ADT has exceeded EPS estimates 100% of the time, showcasing its earnings stability, while revenue estimates have been surpassed 50% of the time, highlighting the company's competitive position in the market.
- Valuation and Market Reaction: Despite being viewed as an undervalued cash cow with significant institutional interest, the market continues to underestimate ADT's potential, reflecting investor caution regarding its future growth prospects.
- Strategic Partnership Agreement: ADT has signed a $30 million agreement with Origin AI and Verisure to scale AI-driven security solutions, a move that not only enhances the company's technological capabilities but also has the potential to drive future revenue growth.
- Agreement Value: The five-year renewable commercial agreement between ADT and Verisure is valued at $30 million, covering development services and a per-household activation fee, further solidifying both companies' leadership in the global residential security market.
- Technology Licensing Expansion: This agreement expands Verisure's rights to commercialize the AI sensing platform across Europe and Latin America, allowing for long-term use of specific AI sensing applications beyond the current agreement, enhancing competitive positioning.
- Exclusivity Rights: Key terms include defined exclusivity in professionally monitored security in Europe and Latin America, ensuring Verisure's market advantage in these regions while fostering ongoing collaboration in AI model performance enhancement.
- Data Collaboration: The collaboration will involve data sharing to enhance AI model performance and support development, indicating a strong commitment to technological innovation and market expansion between ADT and Verisure.
- Earnings Release Schedule: ADT Inc. will release its fourth quarter and full year 2025 financial results before the market opens on March 2, 2026, providing investors with crucial financial data and future outlook.
- Conference Call Details: Following the earnings release, management will host a conference call at 10 a.m. ET to discuss the financial results and lead a Q&A session, enhancing interaction and transparency with investors.
- Webcast Availability: Investors can listen to the live webcast of the conference call through ADT's investor relations website, with a replay available within 24 hours post-event, ensuring access to information for those unable to participate live.
- Customer Service Commitment: As a leading provider of security and smart home solutions in the U.S., ADT is dedicated to enhancing customer trust in safety and connectivity through innovative offerings and premium customer experiences, further solidifying its market position.
- Strong Company Performance: CEO Risher highlighted record bookings, profits, and cash flow in the quarter, indicating robust financial health that may attract more investor interest.
- Future Strategic Focus: The company plans to invest heavily in autonomous vehicles, demonstrating foresight in technology innovation and market trends aimed at enhancing competitive positioning.
- Business Transformation: Lyft's evolution from a ride-hailing app to a fleet management company reflects its ability to diversify its business model and adapt to market changes, potentially creating new revenue streams.
- Investor Attention: As analysts closely monitor the balance between growth and profitability, Lyft's stock is likely to become a focal point for investors, influencing its market performance going forward.
- Index Inclusion Impact: ADT was officially added to the S&P SmallCap 600 Index before trading opened on February 9, 2026, which is expected to enhance its market visibility and potentially attract more institutional investors, thereby driving up its stock price.
- Market Underestimation: Despite being undervalued by the market, ADT's potential as a cash cow remains significant, with analysts believing the company is poised for higher profitability and shareholder returns in the future.
- Institutional Investment Dynamics: Recent increases in holdings by major institutional investors in ADT indicate confidence in the company's growth prospects, and such institutional behavior typically has a positive impact on stock prices.
- Quantitative Rating Analysis: According to Seeking Alpha's Quant Rating, ADT ranks poorly among mid-cap stocks, particularly in terms of dividend safety, prompting investors to monitor its financial health to assess long-term investment risks.








