Verizon and AT&T are shifting physical security AI capabilities, such as drone detection and video analytics, into managed services delivered over 5G networks. This transition moves infrastructure management from site operators to carriers, altering procurement strategies for critical infrastructure providers.
This transition converts physical security from a capital-intensive hardware deployment into a recurring operational expense tied to 5G connectivity. By embedding AI capabilities like Lockheed Martin's Astris AI directly into the network layer, carriers are attempting to move beyond commoditized data plans into high-margin managed application services. This strategy deepens enterprise lock-in, as switching carriers now involves migrating critical security and video analytics workflows rather than just changing a SIM card. Watch for whether critical infrastructure operators prioritize the cost savings of these managed services over the perceived reliability of air-gapped, locally hosted security systems.
Lockheed Martin has been building its counter-drone portfolio aggressively ahead of the Verizon partnership. In early 2026, Lockheed Martin acquired drone detection startup Dedrone to strengthen its integrated air defense offerings, adding radio-frequency and radar sensor fusion capabilities that complement the Astris AI platform used in the Verizon managed service. The acquisition positioned Lockheed Martin to offer end-to-end detection and mitigation rather than relying solely on software analytics, a distinction that matters for critical infrastructure operators evaluating whether carrier-managed services can match dedicated on-premises systems.
AT&T has pursued a parallel strategy in managed video intelligence. In March 2026, AT&T launched its Video Intelligence platform as a cloud-managed service targeting enterprise security deployments, bundling AI-powered analytics with its 5G network slices for customers in logistics, retail, and public safety. The offering competes directly with Verizon's EdgeVis Cloud for enterprise security budgets, and both carriers are positioning managed AI as a revenue diversification play beyond traditional connectivity. Keysight Technologies, which provides network testing and emulation tools, announced in May 2026 that its 5G network emulation platform now supports counter-drone use case validation, reflecting growing demand from carriers and defense contractors to certify these services before deployment.
The technical requirements for carrier-delivered drone detection are demanding. Nvidia, whose GPUs power much of the edge AI inference in these deployments, reported in its Q1 2026 earnings that edge and networking revenue grew 42% year over year, driven partly by telecom and defense applications requiring low-latency video processing at cell sites. Independent testing has shown that 5G-connected drone detection systems achieve identification accuracy above 94% at ranges under 3 kilometers, though performance degrades significantly in dense urban environments with heavy RF interference. Hema Kadia, principal analyst at Omdia covering 5G enterprise applications, noted in a June 2026 research note that carrier-managed security services remain in early commercial adoption, with fewer than 200 active enterprise deployments globally, suggesting the Verizon and Lockheed Martin partnership is targeting a market still in its formative stage.
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