This $17 Million Robot Security Deal Might Be The Biggest Ever
Asylon Robotics just announced perhaps the biggest deal in robotics security history: a $17 million deal with Securitas, one of the largest guarding companies in the world. It’s a strategic partnership that launches with a five-year contract to provide security for a major U.S. critical infrastructure organization. The deal covers 26 autonomous robotic security systems, a mix of aerial drones and ground robots, across multiple facilities.
“It’s one of the largest, if not the largest, security robotics deals we’ve seen in the space so far, and it builds on some earlier deals we were doing with them,” Asylon CEO Damon Henry told me in a recent interview .
I couldn’t find a bigger deal by dollar value myself, although there have been deals for more robots and national defense deals might not be completely public.
Venture capitalists say there’s infinite demand for robots , and that might be true of the future. However, despite hundreds of billions of dollars invested in robots over the past few years, there just aren’t a huge number of success stories in terms of real jobs, positive return on investment and better-than-human results as of yet. We might have one of them now in the field of security.
The $17 million Asylon deal is not just for robots. It’s for a fully managed security service that includes quadrupeds on the ground, humans on-site and in a secure, distant operations center, and quadcopter drones in the air. DroneDog is its robot dog platform, built on customized Boston Dynamics’ Spot units, while Guardian is the company’s drone-in-a-box system. Then there’s DroneIQ software that gives customers live video and analytics. Altogether, it represents a vision of the future of robot-assisted physical site security.
CEO Henry’s pitch is that while robot builders have the hardware, security companies have the domain knowledge. This deal, he says, bridges the two.
“How do you take a robot, whether it’s a humanoid, a robot dog, or a drone, and actually operationalize it for 30 missions a day, every day of the week, in the physical security domain?” Henry asked me, somewhat rhetorically.
That problem is what security experts call no-fail sites: critical infrastructure, military bases, ports, and other physically huge places. They often have hundreds of miles of fence line, sometimes over rough terrain, or are not fenced in at all, and without sophisticated next-level security solutions on the ground and in the air, are shockingly vulnerable.
For example, it’s hard not to think about the war in Ukraine, which has in some ways become a war of infrastructure attrition: oil refineries, ships, ports, even data centers. The reality is that much of the critical infrastructure in North America and Europe is essentially defenseless … a fence doesn’t stop a drone, for instance, leaving plenty of soft targets.
“As I’ve gotten deeper into that domain, understanding the vulnerabilities of all these targets has been pretty incredible,” Henry says.
Asylon’s robots work together, he says. A drone might spot something from the air, and the 24/7 Robotic Security Operations Center, or RSOC, might send in a robot dog to take a closer look or capture a license plate. The system doesn’t include humanoid robots just yet, but they’re on the radar, Henry says.
“As the landscape continues to expand, data centers are a great example,” he told me. "We’re getting pulled into data centers for security, for obvious reasons. But there’s a whole inspection use case too. Could you open a door, check a server rack, or pull a tray out? That’s where humanoids and other types of robots could really make sense as part of the system. Maybe you’ve got a robot dog on the outside, but inside you’re using humanoids for inspection operations. It’s a really exciting space with all the capabilities and use cases that are emerging.”
According to Henry, high-end logistics customers in Southern California running the existing dog-and-drone systems have seen the crime index around their facilities drop 13%. In one major metropolitan water-authority deployment cited in the announcement, a single DroneDog completed 4,622 autonomous patrols and more than 5,500 patrol miles in its first year, flagging 167 security events for human review or action.
Asylon buys its ground robots from Boston Dynamics (Henry says the company is one of the largest, if not the largest, users of Spot in the world) but manufactures its own drones, largely because of regulatory requirements. (Clearly, you can’t employ drones at national security sites if you can’t verify every single component against strict data security regulations.) Everything in the drones is homegrown, he says: the security payload with two-way audio, night vision and 360-degree cameras, the autonomy stack, automated drone battery swapping, and a weatherproof charging station Asylon calls, naturally, a doghouse. Which, as unlikely as it might sound, is actually for the flying drones.
“We’ve seen blizzards, hurricanes … everything at this point,” Henry says.
Where the hardware comes from matters more than ever. The U.S. has banned foreign quadruped robots along with foreign humanoids, and if you’re guarding military bases and utilities, your code stack has to be clean. Asylon says it’s fully NDAA-compliant and U.S.-built, and that its partners have to meet the same bar.
“Cybersecurity compliance is absolutely a huge component of the business,” Henry says.
So what about human guards? They still have a job, but the robots take the dull, dirty and dangerous work, Henry says. About 80% of Asylon’s missions are nights and weekends: the graveyard shift, walking a fence line through tall grass in the dark.
At Mercedes-Benz Stadium in Atlanta, where Asylon has operated for almost four years, the stadium moved its guards indoors after they kept getting hurt, spit on and yelled at on overnight exterior patrols, he told me. Now a robot spots the potential incident and the guards see it on video before they arrive.
“They’re not caught off guard,” Henry says. “They know what’s happening and can better de-escalate situations.”
Plus, let’s be honest: humans aren’t great at staying 100% alert through an eight-hour overnight shift. Robots don’t get bored seeing the same thing 1,000 times over, or walking the same security beat for the 25th time in a night.
“Our best day on the job is usually our first day,” Henry told me. “The robot’s worst day on the job is its first day.”
For now, Asylon has more than 50 robots running at customer sites around the clock, and its systems have completed more than 400,000 missions and 250,000 miles of autonomous patrols, according to the company. This deal started with two robots and a year of proving the technology to one customer.
“This shows that the ROI of robots is here,” Henry says. “There’s a functional way to do this, and people are really doubling down and investing in it now.”